文丨田雨 姜琪编辑丨董金鹏【亿邦原创】炎炎夏日,轰轰烈烈的外卖补贴,实则是一场惨烈的资本消耗战。这场由京东发起、阿里加码和美团被迫加入的补贴大战,不仅将外卖打成一片“焦土”,也让各方付出高昂代价。亿邦动力根据财报数据推算,仅二季度,三大平台投入外卖大战的营销开支至少为300亿元(此前高盛预测总投入为250亿元);与此同时,三大平台的利润却较去年同期减少超200亿元。成本增加,利润失血,同样引发资本...
Source Link文丨田雨 姜琪编辑丨董金鹏【亿邦原创】炎炎夏日,轰轰烈烈的外卖补贴,实则是一场惨烈的资本消耗战。这场由京东发起、阿里加码和美团被迫加入的补贴大战,不仅将外卖打成一片“焦土”,也让各方付出高昂代价。亿邦动力根据财报数据推算,仅二季度,三大平台投入外卖大战的营销开支至少为300亿元(此前高盛预测总投入为250亿元);与此同时,三大平台的利润却较去年同期减少超200亿元。成本增加,利润失血,同样引发资本...
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