束衣清谈
2023-02-10
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。
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