【国金可选消费|商社】美团点评:业绩承压,竞争对利润影响大于预期

国金可选消费赵...
Sep 02

业绩简评2025年8月27日,公司披露2025第二季度业绩公告,2025Q2公司实现营收918亿元,同比+11.7%。Non-IFRS净利润14.9亿元,同比-89%。经营分析2025Q2公司本地核心商业收入653亿元,同比增长7.7%,经营利润37亿元,同比下降75.6%,经营利润率5.7%,同比-19.4pct。1)餐饮外卖及闪购:即时零售竞争焦灼,外卖盈利受影响,闪购加速渗透。2025Q2...

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