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美團核心本地商業CEO:訂單量增長大部分是泡沫 「不想捲但不能不反擊」
阿思達克 07-17 14:32
美團核心本地商業CEO王莆中日前接受電視台訪問時回應外賣平台大戰,指「我們不想捲,但不能不反擊」。他提到2.5億的日訂單量中絕大部分是泡沫,並舉例2018年美團與滴滴在無錫開戰,當天無錫的日訂單量漲了三倍。但一年後,美團以無錫訂單與蘇州、常州做對比,發現與沒有打外賣戰的城市相比,根本沒有額外的增長。 他又以江蘇宿遷為例,指在各大平台的補貼下,當地2個月的即時零售訂單量漲了4倍,但當中絕大多數是泡沫。而當地麵館堂食一份18元人民幣,外賣只需要6元人民幣,他認為這種巨大的價格扭曲是不可持續的,亦很難為即時零售市場帶來真正有價值的增量。 他又提到京東調整了超時20分鐘免單策略,指當平台承諾超過若干時間免單,會有部分人選擇高峰期下單,賭平台會超時,然後形成一種惡性循環,越超時越多單,越多單平台賠越多,他認為這是不可維繫的。
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