外卖三傻跌跌不休,外资投行怎么看?

知常容
Jul 05, 2025

在高盛一篇报告中,预计25Q2阿里、京东、美团在本领域的投入就达到250亿,同时在202507-202606的这12个月内,阿里外卖业务会亏损410亿,京东亏损260亿,美团EBIT减少250亿元。预计到2030 年,外卖和即时零售的潜在市场规模分别为 2.4 万亿元人民币和 1.5 万亿元人民币,2024-2030 年,外卖和即时零售的总交易额复合年增长率分别为9%和18%。这是一个难得的增量...

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