美团-W：3Q利润持续超预期预计新业务减亏速度放缓_老虎社区_美港股上老虎

美团-W：3Q利润持续超预期预计新业务减亏速度放缓

格隆汇12-01

机构：中金公司研究员：白洋/吴维佳/焦莞业绩回顾3Q24 经调整净利润高于市场预期公司公布3Q24 业绩：收入同比增长22%至935.8 亿元，超市场预期1.7%；经调整净利润为128.3 亿元，超市场预期10.1%，经调整净利率为13.7%，主要受益于核心本地商业利润超预期和新业务减亏幅度超预期。发展趋势预计4Q 外卖单量略承压，到店酒旅GTV 稳健增长。3Q24 美团核心本地商业收入同增...

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