外卖行业,是时候拥抱“超级供应链”了

智见 Time
Nov 14

2025年,以京东正式入局外卖行业为标志,产业格局仿佛已经在过去数年趋于稳定的中国外卖行业,突然之间迎来了一场史无前例的行业变局——到目前为止,这场变革已经持续超过半年时间。毫无疑问,这是一场多层次的产业变革。如果从外卖市场的竞争维度来观察,这场变革是三大外卖主要玩家在市场份额、用户体量、商家生态等多个维度的重新洗牌——这场竞争在7月份达到高潮。从企业战略的角度来看,这场变革的本质,是电商巨头不断...

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