叮咚买菜押注“4G”战略,Q1净利下滑,出海起步未稳

证星财经
25 Jul

在即时零售进入“深水区”的当下,叮咚买菜(DDL.US)提出“4G”战略,不参与行业内卷,押注商品力。证券之星注意到,在外界看来,叮咚买菜放弃拼低价的打法实则是公司资源有限下的主动收缩,由“烧钱换流量”转向“小而美”。作为少数存活下来的生鲜电商企业,公司的盈利来之不易,而当前净利下滑、营收增速放缓的业绩现状,也在迫使公司转换战略。尽管公司在国际化布局方面动作频频,但整体仍处于初期探索阶段,公司采取...

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