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恒元
2022-10-17
$创业板指(399006)$
恒元
2022-09-16
好
@胖虎哒哒:一图看懂AAAM四大巨头如何赚钱的
恒元
2022-08-29
非常好
@胖虎哒哒:大佬财报日送礼!美团这波稳了!
去老虎APP查看更多动态
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target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 发了财报,看到营收数据和增速,有种松一口气的感觉,主要还是之前腾讯、阿里同比下滑的财报真的有被惊到。仔细看完整份财报,就知道这几个月,美团的日子虽然不轻松,但最难的关卡已经过去了。美团Q2营收由2021年第二季度的438亿元增长16.4%至509亿元。第二季度经营亏损为4.9亿元,去年同期亏损为32.5亿元,亏损同比收窄84.8%。调整后利润为20.6亿元,去年同期亏损为22.2亿元。降本增效,创造有史以来最高的毛利率整体来看,虽然核心本地商业依然是美团创收主力军,但新业务同比增长40.7%的增速也不容小觑。先看核心本地业务,二季度,美团核心业务的多个业务线受到疫情影响。其中外卖业务在经历了4、5月的低谷期后反弹,已经恢复前期水准。4月至5月期间,美团在北京、上海等地区推出社区团餐和应急帮手功能,及时提升配送能力,确保满足消费者跨区、远距离配送需求。美团二季度的重灾区其实是到店、酒店及旅游业务,2022年第二季度收入大幅下降,这块美团主要做了成本控制,而随着业务的恢复,美团配合各地政府的消费券活动,或许在下个季度这块业务将迎来起色。核心业务增长最为抢眼的是美团闪送,第二季度日均订单量达到430万,用户数和交易频次都实现了显著增长,由于疫情影响传统电商和物流受阻,用户更倾向选择即时零售服务,大量以家庭为单位的大额订单显著提升了客单价,由此带来了收入的大幅增长。美团闪购和美团外卖不仅共用用户群体和现有的即时配送网络,盈利路径也十分清晰,同时有着相似的单位经济模型。可见美团对闪送业务是寄予厚望的。美团优选和美团买菜等“新业务”,曾是美团业绩亏损的主要拖累,二季度情况已经大为改善。第二季度美团买菜的季度交易用户数和订单量均创新高。上半年内,核","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 发了财报,看到营收数据和增速,有种松一口气的感觉,主要还是之前腾讯、阿里同比下滑的财报真的有被惊到。仔细看完整份财报,就知道这几个月,美团的日子虽然不轻松,但最难的关卡已经过去了。美团Q2营收由2021年第二季度的438亿元增长16.4%至509亿元。第二季度经营亏损为4.9亿元,去年同期亏损为32.5亿元,亏损同比收窄84.8%。调整后利润为20.6亿元,去年同期亏损为22.2亿元。降本增效,创造有史以来最高的毛利率整体来看,虽然核心本地商业依然是美团创收主力军,但新业务同比增长40.7%的增速也不容小觑。先看核心本地业务,二季度,美团核心业务的多个业务线受到疫情影响。其中外卖业务在经历了4、5月的低谷期后反弹,已经恢复前期水准。4月至5月期间,美团在北京、上海等地区推出社区团餐和应急帮手功能,及时提升配送能力,确保满足消费者跨区、远距离配送需求。美团二季度的重灾区其实是到店、酒店及旅游业务,2022年第二季度收入大幅下降,这块美团主要做了成本控制,而随着业务的恢复,美团配合各地政府的消费券活动,或许在下个季度这块业务将迎来起色。核心业务增长最为抢眼的是美团闪送,第二季度日均订单量达到430万,用户数和交易频次都实现了显著增长,由于疫情影响传统电商和物流受阻,用户更倾向选择即时零售服务,大量以家庭为单位的大额订单显著提升了客单价,由此带来了收入的大幅增长。美团闪购和美团外卖不仅共用用户群体和现有的即时配送网络,盈利路径也十分清晰,同时有着相似的单位经济模型。可见美团对闪送业务是寄予厚望的。美团优选和美团买菜等“新业务”,曾是美团业绩亏损的主要拖累,二季度情况已经大为改善。第二季度美团买菜的季度交易用户数和订单量均创新高。上半年内,核","text":"$美团-W(03690)$ 发了财报,看到营收数据和增速,有种松一口气的感觉,主要还是之前腾讯、阿里同比下滑的财报真的有被惊到。仔细看完整份财报,就知道这几个月,美团的日子虽然不轻松,但最难的关卡已经过去了。美团Q2营收由2021年第二季度的438亿元增长16.4%至509亿元。第二季度经营亏损为4.9亿元,去年同期亏损为32.5亿元,亏损同比收窄84.8%。调整后利润为20.6亿元,去年同期亏损为22.2亿元。降本增效,创造有史以来最高的毛利率整体来看,虽然核心本地商业依然是美团创收主力军,但新业务同比增长40.7%的增速也不容小觑。先看核心本地业务,二季度,美团核心业务的多个业务线受到疫情影响。其中外卖业务在经历了4、5月的低谷期后反弹,已经恢复前期水准。4月至5月期间,美团在北京、上海等地区推出社区团餐和应急帮手功能,及时提升配送能力,确保满足消费者跨区、远距离配送需求。美团二季度的重灾区其实是到店、酒店及旅游业务,2022年第二季度收入大幅下降,这块美团主要做了成本控制,而随着业务的恢复,美团配合各地政府的消费券活动,或许在下个季度这块业务将迎来起色。核心业务增长最为抢眼的是美团闪送,第二季度日均订单量达到430万,用户数和交易频次都实现了显著增长,由于疫情影响传统电商和物流受阻,用户更倾向选择即时零售服务,大量以家庭为单位的大额订单显著提升了客单价,由此带来了收入的大幅增长。美团闪购和美团外卖不仅共用用户群体和现有的即时配送网络,盈利路径也十分清晰,同时有着相似的单位经济模型。可见美团对闪送业务是寄予厚望的。美团优选和美团买菜等“新业务”,曾是美团业绩亏损的主要拖累,二季度情况已经大为改善。第二季度美团买菜的季度交易用户数和订单量均创新高。上半年内,核","images":[{"img":"https://static.tigerbbs.com/420f15b996ec073f9b4828207a2b26d0","width":"1101","height":"459"},{"img":"https://static.tigerbbs.com/fcb6c0a77f41eb00fdd8b7e0fcec9091","width":"1101","height":"642"},{"img":"https://static.tigerbbs.com/63c98be7c7a581481625d51e0bb92022","width":"1103","height":"664"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660868066","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":2083,"gmtBegin":1661527221473,"gmtEnd":1662132012409,"type":1,"upper":1,"title":"今年你点外卖的次数是更少还是更多?","choices":[{"id":8298,"sort":1,"name":"更多","userSize":34,"voted":false},{"id":8299,"sort":2,"name":"更少","userSize":13,"voted":false}]},"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}