万亿市场的诱惑，让即时零售从补充业态成为巨头必争之地。文/每日财报 风车车即时零售战场迎来了新的拐点。近期，美团宣布收购叮咚，把生鲜电商赛道少有的具备竞争力一方势力纳入麾下。这桩即时零售行业最大规模的并购案，发生在一个特殊的时间节点，行业烧钱大战已导致多家平台陷入亏损，财报上的利润明显承压。我们认为，这场交易不仅会重塑行业格局，更让美团在万亿赛道中悄然拿下新的话语权，其背后是对行业痛点的精准...
Source Link万亿市场的诱惑，让即时零售从补充业态成为巨头必争之地。文/每日财报 风车车即时零售战场迎来了新的拐点。近期，美团宣布收购叮咚，把生鲜电商赛道少有的具备竞争力一方势力纳入麾下。这桩即时零售行业最大规模的并购案，发生在一个特殊的时间节点，行业烧钱大战已导致多家平台陷入亏损，财报上的利润明显承压。我们认为，这场交易不仅会重塑行业格局，更让美团在万亿赛道中悄然拿下新的话语权，其背后是对行业痛点的精准...
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