美团护城河崩了?抖音不打价格战却抢走60%增长,张川内部信曝光“战争状态”!

锐艺商业
Nov 13

一场本地生活的“凡尔登战役”中,美团的利润腹地正被内容生态的新打法瓦解。2025年对美团来说是异常艰难的!外卖大战可以说大伤元气,被阿里巴巴的降维打击,和京东的围剿,不得不顽强抵抗!从“外卖“到“即时零售”再到“到店”业务,几乎所有业务板块都有被围攻之势!美团到店事业群总裁张川在年初的内部信中坦言:“面临新的用户需求变化和竞争态势,有手忙脚乱的时刻,也有被对手打倒摩擦的时刻。”这位经历过“百团大战...

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