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《大行報告》傑富瑞引述美團(03690.HK)指外賣業務效益提升 到店業務復甦強
阿思達克 12-04 12:37
傑富瑞發表報告表示,參與了美團(03690.HK)與機構投資者的會議,該行引述美團管理層指外賣業務規模效益及投資回報率(ROI)持續改善;到店業務復甦強勁、酒店業務亦回復至按年正增長水平;拓展雜貨業務是一個巨大的市場,有多個參與者可以捕捉趨勢;強大的品牌及技術支持是公司內地二線城市及線下雜貨業務核心競爭力。

該行指,美團外賣業務保持強勁的趨勢,隨著效益規模不斷增加,業務保持了強勁勢頭,每月的交易用戶和購買頻率達到較高的平均訂單價值(AOV)。公司於今年第三季度,會員數目達4,500萬,約佔訂單的45-50%。

傑富瑞指,內地雜貨零售市場潛力巨大,美團優選是迄今為止最有效的方法進入內地較偏遠的城市,公司具強大線下能力包括團隊負責人,倉庫和其他第三方的管理服務供應商。

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