外卖“三国杀”,阿里成最大赢家?

财富FORTUNE
Sep 01, 2025

图片来源:视觉中国在中国互联网江湖从二季度掀起的一场史无前例的外卖大战中,美团、淘宝、京东三大巨头的激烈碰撞,不仅让三家公司的利润曲线出现了不同程度的下跌,更让原本稳定的市场格局彻底重塑。伴随着三家公司二季度成绩单的出炉,谁赢谁输也初显轮廓。根据瑞银最新报告,目前外卖市场格局已从过去的“741”(美团74%、饿了么13%、其他7%)转变为“631”(美团65%、饿了么28%、京东7%);且三者重合...

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