外卖新规落地 + 巨头烧钱退潮:行业告别无序内卷,迈向理性竞争新阶段

派特尔电商
Dec 08

今年上半年,外卖行业的非理性竞争愈演愈烈,平台间的补贴大战引发一系列连锁问题:市场价格信号失灵、商户利润被成本转嫁挤压、餐品服务质量下滑、食品浪费现象加剧,这些负外部效应持续引发社会广泛关注。在此背景下,《外卖平台服务管理基本要求》国家标准正式发布实施,直指行业沉疴,为促销乱象、成本转嫁等问题划定红线。与此同时,京东、阿里、美团三巨头半年烧钱近 800 亿元的财报数据,也印证了无序竞争的不可持续,...

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