外卖战挤压利润,美团步入阵痛期

雷锋网
Sep 03

外卖战的耗钱速度,超出了绝大部分投资人的预期。8月27日,美团发布了截至2025年6月31日的二季度财报,实现净利润3.65亿元,去年同期为113亿元,同比下滑96.8%。调整后净利润为15亿元,同比下滑89%,上年同期为136亿元。发布财报后,8月28日,美团收盘跌幅12%。私募基金投资人吴干(化名)向雷峰网解释,从结果来看,美团外卖业务大概在5月份单均UE就已经归零,而6月份开始预估亏1.4元...

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