盒馬創始人侯毅:美團快銷品即時零售超越天貓和京東只是時間問題
內媒報道,京東集團(09618.HK)主席劉強東日前被問到爲何要進軍外賣市場,他表示希望靠外賣背後的生鮮供應鏈賺錢。盒馬創始人侯毅在朋友圈轉發該內容,並指劉強東的理論在互聯網時代是一種創新領先的戰略,但他認爲在移動互聯網時代,「自營+平臺」的供應鏈效率,敵不過美團的即時零售+遍佈全國各地幾十萬家店鋪的供應鏈效率和服務效率。
侯毅又指,他於15年創建盒馬時,一直認爲做工廠標準化商品難敵電商,所以切入生鮮賽道;但美團現時的業務模式可聚集萬千小店的「螞蟻雄兵」、品牌商談資源和廣告,價格比電商做得更低,因爲快銷品市場的線下份額比電商大得多,而且就近服務體驗更好,所以美團即時零售在快銷品品類超越天貓和京東只是時間問題。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.