腹背受敌下,美团豪赌零售业

投资人黄海
Mar 04

本文来自微信公众号:投资人黄海,作者:投资人黄海这篇文章,我们一起来聊聊最近风口浪尖上的公司,就是大家耳熟能详的美团。美团一共有三块业务。第一块可以称之为平台业务。无论是到店的团购券、酒店预订,还是大家点的外卖,这都属于美团的平台业务。这块业务的情况,可以用四个字来总结:腹背受敌。在外卖的战场上,美团正在跟淘宝闪购进行鏖战,淘宝声称短期内并没有降低补贴的意思。外卖大战,大概率会转变成一场五五开的...

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