美团:优秀的外卖 vs 爆亏的团购,坚守还是跑路?

海豚投研2021-05-28

美团5月28日港股盘后发布2021年一季度财报:收入370亿,超市场预期357亿,调整后净亏损39亿,市场预期40亿亏损——同款的“增收不增利”,只是在美团这里N倍放大。只是当前社区团购疯狂投入的情况下,看美团一定要分业务精细分析,而外卖、到店酒旅和新业务这三块分开来看:(1)两块传统延续美团一贯互联网“标兵级”表现a. 外卖:市占率上明显还在往上拉,看起来跟商户签不签独家,并不影响美团外卖的绝对...

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