外卖平台的二季报都已披露,作为补贴方的金主在二季度付出了不少利润代价,而换个角度看,受益者有三方,一是我们消费者享受到补贴和更好的服务体验;二是在新一轮扩张期的奶茶店;三是在订单暴增的背景下,最重要的三方即配运力服务方,例如刚发布半年报的顺丰同城,上半年收入和利润延续高增长,第三方即时配送直接受益于这场补贴战中。根据上周五阿里电话会对外卖大战的表态,这场补贴战的时间可能要更久。市场预计这场补贴会...
Source Link外卖平台的二季报都已披露,作为补贴方的金主在二季度付出了不少利润代价,而换个角度看,受益者有三方,一是我们消费者享受到补贴和更好的服务体验;二是在新一轮扩张期的奶茶店;三是在订单暴增的背景下,最重要的三方即配运力服务方,例如刚发布半年报的顺丰同城,上半年收入和利润延续高增长,第三方即时配送直接受益于这场补贴战中。根据上周五阿里电话会对外卖大战的表态,这场补贴战的时间可能要更久。市场预计这场补贴会...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.