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19870811nan
2021-03-10

[思考] [思考]

7分钟了解欧美外卖市场现状

英国外卖软件主要是Uber Eats，Just Eat和Deliveroo，但平台佣金非常高，达到了35%。因此这些餐厅一般会在包装里加入卡片，提醒顾客下次通过他们网站点餐，绕过平台。美国早在20年前就出现了第一代外卖平台Grubhub，它最早探索出了外卖平台的商业模式。目前，美国的外卖平台有三个玩家：Uber Eats，DoorDash，和Grubhub——三者占据了98%的市场交易额。在此之前，这些平台已经经历过几轮的广告大战，以及并购。故事的大框架与中国市场非常接近。 Uber Eats在全球有500万送餐员+送餐司机，这一数据与美团在中国的骑手数差异不大。$DoorDash, Inc.(DASH)$ $优步(UBER)$ $GrubHub Inc(GRUB)$

7分钟了解欧美外卖市场现状

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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