盒马创始人侯毅评刘强东发言:美团在快销品品类超越天猫和京东只是时间问题

新浪科技
Jun 18, 2025

  新浪科技讯 6月18日上午消息,盒马创始人侯毅在朋友圈转发关于刘强东近日小范围分享会内容,并表示:老刘的供应链理论在互联网时代确实是一种创新领先的战略,但是在移动互联网时代自营+平台的供应链效率,做不过即时零售的美团+遍布全国各地的几十万家的店铺的供应链效率和服务效率。

  侯毅还表示,15年创建盒马时,一直认为做工厂标准化商品做不过电商,所以切入生鲜赛道,电商做不了,但是从美团现在的业务模式看,它可以聚集万千小店的蚂蚁雄兵和品牌商谈资源和广告,价格比电商做的更低,因为快销品市场的线下份额比电商大的多,而且就近服务体验更好,所以美团即时零售在快销品品类超越天猫和京东只是时间问题。(罗宁)

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