补贴换来用户“低价依赖”,外卖平台正走向长期低利润时代? 7月18日,国家市场监管总局约谈饿了么、美团、京东三家平台企业,要求它们纠正激进促销行为,推动理性竞争,保护消费者、商家和骑手的利益,助力餐饮服务业可持续发展。值得注意的是,这次监管表态与今年5月的一次约谈有所不同,重点已从"平台经济健康增长"转向"餐饮服务业健康可持续发展"。 瑞银指出,外卖补贴过度引发四大负面效应——削弱了线下餐厅客流、...
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