【复盘:外卖大战刚开篇,美团想刹车,但阿里却猛踩油门】

物流指闻
Dec 02, 2025

外卖大战不会停,更是电商产业变革的序章,一场持久战。来源/庄帅零售电商频道(ID:zhuangshuaiec )作者/庄帅阿里最新发布的2026财年第二季度(对应自然年2025年第三季度)财报有个核心数据:即时零售三季度带来的收入高达229.06亿元,同比增长60%,外界普遍估算闪购投入在300多亿的前提下,电商业务整体也还有105亿的EBITA利润。反观处于防守一方的美团,今天也终于发布了财报,...

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