拼多多能否持续保持“低价”定位

拼多多的低价护城河：一、更普惠的价值分配观：更低的平台收费让利商家，百亿补贴让利客户；二、更低的流量成本：用人传人代替广告，用算法推荐及有趣好玩替代搜索；三、更低的制造成本：如costco般集中的sku策略可以用规模降低产品制造成本及提高供应链效率（如农产品）；四、更大的客户规模：可以让各固定成本摊销的更薄

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

开七
2021-07-28
开七
对拼多多的“不懂”：各种小伎俩是价值观问题还是限定条件下的权宜之法
开七
2021-08-15
开七
对拼多多进行估值，可以是多多用营业额锚阿里，阿里用未来现金流折现锚自己，形成多多的“估值锚链”
- 无知的自己:
  那是多少
开七
2021-08-13
开七
“多”“快”“省”三位+各有各“好”：未来十年若占牢“省”位，那就是电商最宽最深护城河；
多多的“好”：在农业品上长出开市客般的好sku；对品牌商话语权不如开市客
开七
2021-08-11
开七
开市客+迪斯尼，“多实惠+多欢乐”是购物需求的本质吗？【多和快肯定不是，好和省是（开市客），逛街是满足快乐的需求（迪斯尼】
价格优先
2021-07-29
价格优先
PDD感觉现在套路痕迹有点严重，尝试用过，但感觉不靠谱放弃了
短线机遇
2021-07-28
短线机遇
拼多多我个人是比较反感的，首先用户体验上就是个大问题

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