消耗近1000亿,外卖战场剩了啥?

商业范儿Pro
Dec 16, 2025

2014年某天凌晨2:48,饿了么创始人张旭豪第一次发出了严肃的“内部邮件”,提及“从去年底到今年初,我们忽然发现饿了么的竞争对手一下多了起来……饿了么只能做一件事,就是抓住转瞬即逝的机会,KO 所有对手,登上王者之位!”十一年后,“王者之位”已经是遥不可及的“空中楼阁”,这个行业出现了近千亿元规模的资本消耗战,市场竞争格局从美团的“一家独大”演变为美团、阿里(淘宝闪购/饿了么)、京东的“三足鼎立...

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