美团收购叮咚对抗盒马

第一财经
Feb 12

年关将至,当各厂忙于分发AI红包之际,美团突然宣布收购叮咚买菜,引发市场关注。要理解这起收购案的深层逻辑,首先需要看清叮咚买菜的独特价值与现实困境——它堪称生鲜电商赛道的数字化“特种兵”,核心竞争力在于极致精细的运营能力:能按小时监控每个商品的销售数据,一旦发现蔬菜、牛奶等品类销量不及预期,系统会自动触发降价并同步推送至用户社群,目标是赶在商品变质前实现“零损耗”清仓。这种数字化运营能力,让...

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