外卖大战各方必须回归理性赛道

第一财经
Jul 23, 2025

7月19日是7月5日起的第三个即时零售“超级星期六”,也是监管最新约谈之后的第一个周六大战。与上一周相比,三家补贴力度均有所降低,但烈度不减。其中,阿里在下午和晚上发力,对商家的补贴高于另两家;美团保持常规补贴,无重大举措;京东则规避了高额补贴,还取消了超时免单政策。美团模式VS阿里模式过去一周,关于这场外卖大战另一个引人关注的焦点是,美团核心本地商业CEO王莆中接受媒体专访。作为此次即时零售大战...

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