“外卖霸主”护城河正在崩塌?花旗预警:美团今年恐再亏130亿,份额跌至65%,送一单亏2元,钱都烧给了骑手养老金

锐艺商业品牌观察
Feb 11

美团开年不利,短短几天,就跌去了14%!今年很多投资者的目标可能就是求保本了!“外卖每送一单,美团就亏损2.02元。”花旗银行在2月7日发布的最新研报中,揭开了美团繁荣表象下的伤口。这份报告预测,美团2026年将净亏损139亿元,与市场普遍预期的盈利52亿元形成惊人反差。与此同时,美团的市场份额已从过去的70%以上跌至65%左右,而竞争对手饿了么和京东外卖分别占据25%和8%的市场。美团的护城河正...

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