一年前的京东颇有点“中兴”的意思,一号位刘强东在媒体中日渐高调,业务上又主动杀向外卖行业,其后又推出餐饮品牌七鲜小厨,京东酒旅等等。一连串眼花缭乱的动作砸向市场,令人应接不暇。本文将结合2025年财报数据,复盘京东过去一年的扩张成效与代价,拆解业绩波动背后的核心原因,并预判2026年的运营重点,同时提出AI时代的转型建议,核心观点:其一,2025年京东一系列组合式扩张策略未达预期,外卖对电商的流量...
Source Link一年前的京东颇有点“中兴”的意思,一号位刘强东在媒体中日渐高调,业务上又主动杀向外卖行业,其后又推出餐饮品牌七鲜小厨,京东酒旅等等。一连串眼花缭乱的动作砸向市场,令人应接不暇。本文将结合2025年财报数据,复盘京东过去一年的扩张成效与代价,拆解业绩波动背后的核心原因,并预判2026年的运营重点,同时提出AI时代的转型建议,核心观点:其一,2025年京东一系列组合式扩张策略未达预期,外卖对电商的流量...
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