外卖大战中的京东:电商加速“造血”供养外卖

思辨财经
Aug 15

当京东高调发起外卖大战时,市场中存在着截然不同两种看法:悲观者,这将是一场持久的消耗战,短期内将严重侵蚀企业财报表现,尤其在美团和淘天高调入局之后,京东外卖便大幅降低了日单量的战报更新频率(财报中仅公布618期间日订单峰值的2500万单),舆论中关于此前的巨大投入是否会沦为‘沉没成本’的担忧也随之甚嚣尘上;乐观者,外卖大战打响之后,一方面可以提高京东平台流量(2500万订单单背后可能是数千万的点击...

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