京东对外卖业务的表述要点(业绩会&callback)

卓哥投研笔记
Nov 14, 2025

我之前一篇文章大摩:京东,凛冬将至为什么还没有被删?不是京东没有投诉我,京东已经投诉我两次了哈,第一次投诉是当天晚上8点半,但投诉第二天早上10点就被微信团队否了。否了之后,京东又接着投诉,目前投诉结果未知。所以这一篇文章我将站在京东立场,为京东站台。以下为京东业绩会和callback中对外卖的表述要点:1.外卖Q3亏损相对于Q2是收窄的,新业务Q3亏损金额环比扩大主要因为京喜和国际业务,而非外卖...

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