美團(03690.HK):反對低價低質內捲式競爭
內媒報道,針對在財報電話會上「不惜代價贏得競爭」的表述,美團(03690.HK)(MPNGY.US)進一步澄清,稱美團提及的「採取一切必要措施」明確指向是反對「低價低質內捲式競爭」。美團將持續加大對行業生態系統的投入,包括騎手福利保障以及商家助力金等,通過一系列舉措推動行業健康發展。
美團相關負責人進一步解釋,稱內地外賣行業乃至零售行業已發展到新階段,「激進補貼」的價格競爭既不符合商家的切身利益,也不符合行業的發展方向。目前品牌商戶均在積極開拓新供給模式,如海底撈等品牌與美團聯合探索「衛星店」,推行「明廚亮灶」等,既節省租金成本,又讓消費者吃得放心,實現增量發展。
負責人還指,今年2月以來,美團積極響應國家政策,加大零售科技研發投入,出海參與國際競爭,集團沒有動力也沒有必要參與當前行業的「低價低質內捲式競爭」。而當下業務發展的主要目標是繼續加大投入,幫助行業生態實現長期穩健發展。
美團CEO王興在財報業績會上表示,「低質低價內捲式競爭」長遠來看不可持續。 對於京東(09618.HK)(JD.US)「百億補貼」對美團外賣業務造成的影響,王興坦言,美團將不惜代價贏得競爭。(ta/) ~
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