作者 | 《财经》特约撰稿人 李莹编辑 | 杨立赟根据瑞银报告,从订单量的维度,阿里系在外卖的市场份额已经从竞争前的11%上涨至最新的28%。阿里把外卖代表的即时零售视为历史性机遇8月29日,阿里公布了2025年二季度(2026财年一季度)业绩。外卖大战上半场,三家平台的“粮草”和收益情况变得清晰。这场竞争较大程度削弱了各家的盈利能力,不过阿里的业绩依然表现出了较强的韧性。二季度,阿里收入...
Source Link作者 | 《财经》特约撰稿人 李莹编辑 | 杨立赟根据瑞银报告,从订单量的维度,阿里系在外卖的市场份额已经从竞争前的11%上涨至最新的28%。阿里把外卖代表的即时零售视为历史性机遇8月29日,阿里公布了2025年二季度(2026财年一季度)业绩。外卖大战上半场,三家平台的“粮草”和收益情况变得清晰。这场竞争较大程度削弱了各家的盈利能力,不过阿里的业绩依然表现出了较强的韧性。二季度,阿里收入...
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