二季度外卖大战白热化,美团利润承压。但公司凭借深厚的履约能力与生长期态壁垒,展现出极强的发展韧性。公司核心业务稳健,美团闪购、Keeta出海迎来突破。可以预见的是,当行业泡沫破裂,坚持长期主义的美团也将锁定胜局。今年二季度以来,外卖大战打得热火朝天,互联网巨头们卷出新高度,纷纷砸下巨额补贴,以利润换流量。但这种“伤敌一千自损八百”的竞争方式显然难以长期持续,当“烧钱换增长”的泡沫消散,这场外卖大战...
Source Link二季度外卖大战白热化,美团利润承压。但公司凭借深厚的履约能力与生长期态壁垒,展现出极强的发展韧性。公司核心业务稳健,美团闪购、Keeta出海迎来突破。可以预见的是,当行业泡沫破裂,坚持长期主义的美团也将锁定胜局。今年二季度以来,外卖大战打得热火朝天,互联网巨头们卷出新高度,纷纷砸下巨额补贴,以利润换流量。但这种“伤敌一千自损八百”的竞争方式显然难以长期持续,当“烧钱换增长”的泡沫消散,这场外卖大战...
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