$拼多多(PDD)$_老虎社区_美港股上老虎 - 老虎社区

$拼多多(PDD)$8亿aau依然无法盈利，我倒是想看看这么高的估值泡沫哪天就可以破了，这个规模下，追求的利润在哪里，盈利用户永远是二八原则，下沉市场可以讲故事，却无法持续盈利，故事终究有泡沫破碎的一天，现在一代的新韭菜，没经过过淘宝大战ebay，最好走向大ka，也就是因为ka才赚钱，走到最后还是玩的同质化竞争

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精彩评论

一生伏首拜巴芒
2021-03-17
一生伏首拜巴芒
难得的明白人！！年年营业额增长，用户量增长，就是亏损不见收窄。靠补贴和低价吸引的用户，你还指望能从他们身上榨出多少油水？取消补贴或者提价，商业模式瞬间崩塌！
- 透明人gf:
  所谓的社交电商，就是降低引流成本，而现在改成了直播，在直播领域，引流不再是pdd一家独大
武安侯
2021-03-17
武安侯
高速增长模式已经到头了，下一步怎么提高客单价比较重要，然后就是盈利，利润依然是机构追求的
- 透明人gf:
  问题是赛道拥挤的电商，pdd如何盈利？提价？确定还有这么多的收入成长，降本？pdd是自信能克扣大ka的定价体系？还是打算继续克扣员工时薪？盈利一定是二八分布，核心中产客户，可以靠体验和差异化，下沉市场，价格敏感，一旦增加客单价，必然转向其他平台，这样能赚几个钱？
airspuer
2021-03-17
airspuer
京东也是这几年才盈利的咯
- 透明人gf:
  京东的模式，和pdd完全不同，纯亚马逊的玩法，自建整套物流渠道，是可以被接受长时间不盈利，电商赛道早就拥挤不堪，app安装又不是只能挑一款，充其量只能反应pdd下沉市场推广的好，除此之外代表不了任何含义，非引流阶段，商业决策的关键指标根本不在aau身上，8亿aau，基本已经到顶，无法盈利，难道下一步是打算涨价？还是克扣员工薪水？

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