叮咚买菜,一个细分即时零售的“反惯性”样本

物流指闻
Jul 27

最近几天,几家互联网巨头的“外卖大战”打得不亦乐乎,背后也是为了万亿的即时零售赛道。其中,高频、需求稳定的生鲜永远是兵家必争之地。新一轮竞争已经开始。盒马已经被提到淘宝外卖的一级入口当中,甚至联动外卖一起发放了少量的优惠券进行促销;美团早已关停了优选业务,全力扩张小象超市;京东七鲜卷履约,Plus会员免配送费。而叮咚买菜在其中是个极为特殊的存在。一是早期以前置仓模式起家,只做生鲜食品这个赛道。没有...

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