文|无冕财经 海棠叶编辑|陈涧“预计2026年外卖业务总投入将比2025年有所降低。”3月5日,京东集团公布2025年财报后的电话会上,CEO许冉这句话,引发外界无数猜测。466亿——这是包含外卖在内的新业务交出的亏损成绩单,几乎吞噬了京东零售全年的经营利润,也让集团净利润同比腰斩至196亿元。烧了466亿,换来15%的外卖市场份额。然后呢?许冉的表态似乎在说:外卖这场仗,打不动了。如果你这么想,...
Source Link文|无冕财经 海棠叶编辑|陈涧“预计2026年外卖业务总投入将比2025年有所降低。”3月5日,京东集团公布2025年财报后的电话会上,CEO许冉这句话,引发外界无数猜测。466亿——这是包含外卖在内的新业务交出的亏损成绩单,几乎吞噬了京东零售全年的经营利润,也让集团净利润同比腰斩至196亿元。烧了466亿,换来15%的外卖市场份额。然后呢?许冉的表态似乎在说:外卖这场仗,打不动了。如果你这么想,...
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