“高频的外卖订单带动低频的电商交易,通过外卖补贴带动主站流量增长”,这就是京东和阿里过去半年反复强调的叙事。然而他们最新的季度财报却让“高频带低频”叙事有些摇摇欲坠,因为外卖与电商的协同效应不及预期。当阿里和京东在外卖业务的投入策略出现了调整迹象之时,美团又给“高频带低频”撒上最后一抷土。12月15日有消息称,美团方面在内部邮件中宣布,食杂零售管理团队经研究决定暂停团好货业务,聚焦探索零售新业态。...
Source Link“高频的外卖订单带动低频的电商交易,通过外卖补贴带动主站流量增长”,这就是京东和阿里过去半年反复强调的叙事。然而他们最新的季度财报却让“高频带低频”叙事有些摇摇欲坠,因为外卖与电商的协同效应不及预期。当阿里和京东在外卖业务的投入策略出现了调整迹象之时,美团又给“高频带低频”撒上最后一抷土。12月15日有消息称,美团方面在内部邮件中宣布,食杂零售管理团队经研究决定暂停团好货业务,聚焦探索零售新业态。...
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