最近美团的心情很不美。美团2025年三季度经调整亏损超160亿元，叠加前期亏损累计差不多200亿，主要是和京东、淘宝闪购搞外卖大战的原因。对于京东来说，外卖业务是新赛道引流；对于淘宝来说，外卖业务算老客户回流；但对于美团来说，外卖是它的生存之本，外卖大战不能输。随着京东挤进前三把交椅，淘宝坐稳了市场份额，美团压力倍增。从某种意义上讲，外卖是京东和淘宝的“第二曲线”。然而，与此同时，美团的“第二曲线...
Source Link最近美团的心情很不美。美团2025年三季度经调整亏损超160亿元，叠加前期亏损累计差不多200亿，主要是和京东、淘宝闪购搞外卖大战的原因。对于京东来说，外卖业务是新赛道引流；对于淘宝来说，外卖业务算老客户回流；但对于美团来说，外卖是它的生存之本，外卖大战不能输。随着京东挤进前三把交椅，淘宝坐稳了市场份额，美团压力倍增。从某种意义上讲，外卖是京东和淘宝的“第二曲线”。然而，与此同时，美团的“第二曲线...
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