关注“墨腾创投”设为星标⭐,不错过最新行业洞察过去几个月,巴西外卖行业的火药味肉眼可见地浓了起来。滴滴的99Food重新上线、美团Keeta开始试运营后,原本一家独大的iFood明显进入了“全面防守”状态 - 罚款、封店、假工牌事件与监管调查接连出现。对于一个长期高度集中的市场来说,这样的激烈场面并不常见。但当两家来自中国、打法强悍且愿意投入的玩家加入战局,争夺供给端就成了不可避免的第一战场。之前...
Source Link关注“墨腾创投”设为星标⭐,不错过最新行业洞察过去几个月,巴西外卖行业的火药味肉眼可见地浓了起来。滴滴的99Food重新上线、美团Keeta开始试运营后,原本一家独大的iFood明显进入了“全面防守”状态 - 罚款、封店、假工牌事件与监管调查接连出现。对于一个长期高度集中的市场来说,这样的激烈场面并不常见。但当两家来自中国、打法强悍且愿意投入的玩家加入战局,争夺供给端就成了不可避免的第一战场。之前...
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