编者按:本文来自微信公众号“红餐网”,作者:柯愉乐,创业邦经授权转载。在超级玩家京东、淘宝先后入局外卖市场之后,今年上半年的餐饮行业显得热闹和拥挤。但热闹之下,头部企业发布的最新财报数据则“喜忧参半”:一个好的信号是,尽管行业仍处在深度调整周期,但从上市公司披露的营收、净利等多项数据可以看出,头部餐企已经出现了止跌回血的势头。“忧”的一面则是,叠加大环境消费疲软、禁酒令等政策因素,以及外卖大战“...
Source Link编者按:本文来自微信公众号“红餐网”,作者:柯愉乐,创业邦经授权转载。在超级玩家京东、淘宝先后入局外卖市场之后,今年上半年的餐饮行业显得热闹和拥挤。但热闹之下,头部企业发布的最新财报数据则“喜忧参半”:一个好的信号是,尽管行业仍处在深度调整周期,但从上市公司披露的营收、净利等多项数据可以看出,头部餐企已经出现了止跌回血的势头。“忧”的一面则是,叠加大环境消费疲软、禁酒令等政策因素,以及外卖大战“...
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