高盛发表报告指,自4月11日京东(09618.HK) 宣布100亿元人民币外卖补贴计划以来,伴随饿了么和美团(03690.HK) 加大补贴与投资力道,该行覆盖的即制饮品公司股价平均上升39%。根据报道与渠道调查,京东外卖订单中有很大一部分流向即制饮品品牌,其中瑞幸和库迪咖啡的订单量位居前列,其次是一些大型即制茶饮品牌。渠道调查显示,参与促销活动的门店订单量可能翻倍以上,但影响程度因品牌参与策略、...
Source Link高盛发表报告指,自4月11日京东(09618.HK) 宣布100亿元人民币外卖补贴计划以来,伴随饿了么和美团(03690.HK) 加大补贴与投资力道,该行覆盖的即制饮品公司股价平均上升39%。根据报道与渠道调查,京东外卖订单中有很大一部分流向即制饮品品牌,其中瑞幸和库迪咖啡的订单量位居前列,其次是一些大型即制茶饮品牌。渠道调查显示,参与促销活动的门店订单量可能翻倍以上,但影响程度因品牌参与策略、...
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