美团出海:为何果断将日韩市场排除在布局之外?

小渔聊零售
Mar 04

在很多人看来,日韩离中国近,文化同源,消费力强,互联网基础设施完善,是中国企业出海的优质标的。更何况,日韩的外卖市场早已完成用户教育,不需要再做市场培育,美团作为中国外卖行业的绝对龙头,进场应该是降维打击。但美团却用最坚决的态度,直接否决了日韩市场。这背后,不是美团的能力不足,而是它清晰地看到,日韩市场存在四大无法突破的结构性壁垒,每一个都足以让它的外卖模型从根源上彻底失效,进场就意味着永久亏损。...

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