《大行报告》杰富瑞引述美团(03690.HK)指外卖业务效益提升 到店业务复苏强
杰富瑞发表报告表示,参与了美团(03690.HK)与机构投资者的会议,该行引述美团管理层指外卖业务规模效益及投资回报率(ROI)持续改善;到店业务复苏强劲、酒店业务亦回复至按年正增长水平;拓展杂货业务是一个巨大的市场,有多个参与者可以捕捉趋势;强大的品牌及技术支持是公司内地二线城市及线下杂货业务核心竞争力。
该行指,美团外卖业务保持强劲的趋势,随着效益规模不断增加,业务保持了强劲势头,每月的交易用户和购买频率达到较高的平均订单价值(AOV)。公司於今年第三季度,会员数目达4,500万,约占订单的45-50%。
杰富瑞指,内地杂货零售市场潜力巨大,美团优选是迄今为止最有效的方法进入内地较偏远的城市,公司具强大线下能力包括团队负责人,仓库和其他第三方的管理服务供应商。
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