今年以来，即时零售忽然成为市场焦点。互联网平台纷纷加速布局，围绕此发生的舆论战和业务战打得异常火热。即时零售之战，本质上是存量市场里的流量再分配。2024年，社会消费零售大盘增速已降至3.5%，传统渠道持续萎缩，线上零售同步趋缓；与此同时，即时零售渗透率快速提升，GMV同比增长19.5%，增速是同期网络零售的3倍。布局即时零售，就是在存量市场中寻找增量收益。启承资本深耕零售行业研究，自成立以来陆续...
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