盯着新零售和互联网赛道这些年,我总爱从头部企业的动态里找行业逻辑。最近翻美团和携程的走向,越品越有味道 —— 同样是市占率超 60% 的行业顶流,同样撞上国内流量天花板,一个带着 Keeta 闯海外,一个扎根国内啃存量。这背后不只是路线选择,更是 “本事能不能跨市场、增长能不能守规矩” 的真实博弈,还藏着政策与市场的双重考量。一、美团 Keeta 出海:把国内十年硬本事,拆成跨市场的 “积木”美团...
Source Link盯着新零售和互联网赛道这些年,我总爱从头部企业的动态里找行业逻辑。最近翻美团和携程的走向,越品越有味道 —— 同样是市占率超 60% 的行业顶流,同样撞上国内流量天花板,一个带着 Keeta 闯海外,一个扎根国内啃存量。这背后不只是路线选择,更是 “本事能不能跨市场、增长能不能守规矩” 的真实博弈,还藏着政策与市场的双重考量。一、美团 Keeta 出海:把国内十年硬本事,拆成跨市场的 “积木”美团...
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