美团太依靠骑手了，这_老虎社区_美港股上老虎 - 老虎社区

美团太依靠骑手了，这样下去成本控制太难

@躺平指数：$美团-W(03690)$ 跌的比较多的有美团，已经从高点回落到145附近，美团最近受多面夹击。一方面抖音做外卖，本身美团外卖体量就到顶了，配送费补贴明显减少，用户抱怨比较多，基于美团强大的商家数量，也没什么好办法，于是抖音来搅局了；一方面春节后餐饮复苏强劲，到店理论上应该很不错，只不过商家也有商家的算盘，一二线城市商家转私域或有其他银行渠道竞争的趋势出现，而下沉市场可能抖音开始占据上风。这一块本是美团的强项也面临一定不确定性。退一步说，即便没有抖音搅局，疫情散去，外卖体量是否滑落，这是一个比较确定的事情。再看美团打了一年的即时零售万物到家，自去年达达被京东合并以后，达达很猛，美团还需继续加码，这块是比较顺的逻辑，就看能不能把市场抢过来。另美团也做了短视频，说真的，貌似战略方向出了一丢丢偏差，就跟阿里非要做逛逛防御一样，不如把精力用在更核心的业务上。四季报应该不错，但目前美团还未跌到位。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":625983365,"tweetId":"625983365","gmtCreate":1676016738757,"gmtModify":1676016740649,"author":{"id":4112422377274290,"idStr":"4112422377274290","authorId":4112422377274290,"authorIdStr":"4112422377274290","name":"束衣清谈","avatar":"https://static.tigerbbs.com/415cdcd719ea8a406c5485d158b1acd8","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.08.21","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":2,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body>美团太依靠骑手了，这样下去成本控制太难</body></html>","htmlText":"<html><head></head><body>美团太依靠骑手了，这样下去成本控制太难</body></html>","text":"美团太依靠骑手了，这样下去成本控制太难","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/625983365","repostId":625932153,"repostType":1,"repost":{"magic":2,"id":625932153,"tweetId":"625932153","gmtCreate":1676009237672,"gmtModify":1676010049060,"gmtUserModify":1676009860551,"author":{"id":3526437230772528,"idStr":"3526437230772528","authorId":3526437230772528,"authorIdStr":"3526437230772528","name":"躺平指数","avatar":"https://static.tigerbbs.com/c500a27501e73e9bde05437de1974e50","vip":2,"userType":2,"introduction":"财经自媒体","boolIsFan":false,"boolIsHead":false,"crmLevel":9,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者：发表过3篇及以上精华帖，且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.08.15","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者：发表过3篇及以上精华帖，且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.24","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":7375,"starInvestorFlag":true,"starInvestorFollowerNum":6217,"starInvestorOrderShareNum":307,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":586.75,"showRor":true,"investmentPhilosophy":"价值投机","winRationPercentage":65.217391,"tradeVolumeEst":0},"themes":[{"themeId":"f3d87ca4ae5443109e3e2bba23b4a25c","categoryId":"b76d3c59fc044df59779c041b25852a6","name":"晒晒我的复盘笔记","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":f3d87ca4ae5443109e3e2bba23b4a25c}&rnconfig={\"headerBarHidden\": true}","description":"交易复盘是每个投资者的必修课，分享复盘笔记，可以帮助我们更好的修正自己的交易行为。小虎君想邀请广大虎友阶段性的复盘自己的交易，总结自己的交易得失。欢迎大家积极参与！","image":"https://static.tigerbbs.com/00be65364555c13911c6d14681ef1b80"}],"images":[],"coverImages":[],"html":"<html><head></head><body><a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"0\"></v-v>\n<p><br></p>\n<p>跌的比较多的有美团，已经从高点回落到145附近，美团最近受多面夹击。</p>\n<p><br></p>\n<p>一方面抖音做外卖，本身美团外卖体量就到顶了，配送费补贴明显减少，用户抱怨比较多，基于美团强大的商家数量，也没什么好办法，于是抖音来搅局了；一方面春节后餐饮复苏强劲，到店理论上应该很不错，只不过商家也有商家的算盘，一二线城市商家转私域或有其他银行渠道竞争的趋势出现，而下沉市场可能抖音开始占据上风。这一块本是美团的强项也面临一定不确定性。</p>\n<p>退一步说，即便没有抖音搅局，疫情散去，外卖体量是否滑落，这是一个比较确定的事情。<br></p>\n<p>再看美团打了一年的即时零售万物到家，自去年达达被京东合并以后，达达很猛，美团还需继续加码，这块是比较顺的逻辑，就看能不能把市场抢过来。</p>\n<p>另美团也做了短视频，说真的，貌似战略方向出了一丢丢偏差，就跟阿里非要做逛逛防御一样，不如把精力用在更核心的业务上。</p>\n<p>四季报应该不错，但目前美团还未跌到位。</p></body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"0\"></v-v>\n<p><br></p>\n<p>跌的比较多的有美团，已经从高点回落到145附近，美团最近受多面夹击。</p>\n<p><br></p>\n<p>一方面抖音做外卖，本身美团外卖体量就到顶了，配送费补贴明显减少，用户抱怨比较多，基于美团强大的商家数量，也没什么好办法，于是抖音来搅局了；一方面春节后餐饮复苏强劲，到店理论上应该很不错，只不过商家也有商家的算盘，一二线城市商家转私域或有其他银行渠道竞争的趋势出现，而下沉市场可能抖音开始占据上风。这一块本是美团的强项也面临一定不确定性。</p>\n<p>退一步说，即便没有抖音搅局，疫情散去，外卖体量是否滑落，这是一个比较确定的事情。<br></p>\n<p>再看美团打了一年的即时零售万物到家，自去年达达被京东合并以后，达达很猛，美团还需继续加码，这块是比较顺的逻辑，就看能不能把市场抢过来。</p>\n<p>另美团也做了短视频，说真的，貌似战略方向出了一丢丢偏差，就跟阿里非要做逛逛防御一样，不如把精力用在更核心的业务上。</p>\n<p>四季报应该不错，但目前美团还未跌到位。</p></body></html>","text":"$美团-W(03690)$ 跌的比较多的有美团，已经从高点回落到145附近，美团最近受多面夹击。 一方面抖音做外卖，本身美团外卖体量就到顶了，配送费补贴明显减少，用户抱怨比较多，基于美团强大的商家数量，也没什么好办法，于是抖音来搅局了；一方面春节后餐饮复苏强劲，到店理论上应该很不错，只不过商家也有商家的算盘，一二线城市商家转私域或有其他银行渠道竞争的趋势出现，而下沉市场可能抖音开始占据上风。这一块本是美团的强项也面临一定不确定性。 退一步说，即便没有抖音搅局，疫情散去，外卖体量是否滑落，这是一个比较确定的事情。 再看美团打了一年的即时零售万物到家，自去年达达被京东合并以后，达达很猛，美团还需继续加码，这块是比较顺的逻辑，就看能不能把市场抢过来。 另美团也做了短视频，说真的，貌似战略方向出了一丢丢偏差，就跟阿里非要做逛逛防御一样，不如把精力用在更核心的业务上。 四季报应该不错，但目前美团还未跌到位。","highlighted":2,"essential":2,"paper":1,"link":"https://laohu8.com/post/625932153","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["03690"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":748,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":776,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":37,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/625983365"}