半年后,市场终于读懂了京东做外卖的阳谋

东哥解读电商
Nov 17, 2025

来源:东哥解读电商作者:李成东、金珊在今年京东刚宣布做外卖时,大家普遍都是不理解的态度,觉得惊世骇俗。因为再做外卖搞副业,看起来付出回报率很低。市场非常饱和,美团为王,饿了么占据第二,格局难被新玩家撼动。同时之前外卖行业多次爆发的大战已经验证了,补贴停了用户就跑了。京东又是一家靠供应链赚钱的企业,自身利润率偏低,外卖也不是一个赚钱的业务。直到半年之后,市场才理解了京东的阳谋。不仅阿里也开始重用...

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