王興:低質低價“內卷式” 競爭不可持續,美團將繼續推動行業健康發展
“中國外賣行業已經進入新的發展階段”,5月26日晚,在美團財報電話會上,美團CEO王興表示,市場競爭有助於促進行業發展,尤其有助於閃購爲代表的即時零售加速發展,但低質低價的“內卷式”競爭長期來看不可持續。
近期,部分平臺進入外賣行業,通過補貼等策略發起競爭。針對這一話題,王興迴應稱,歡迎更多的新玩家進入外賣和即時零售市場,但競爭最終需要回到商業的本質,中國外賣行業已經發展到新階段,外賣平臺和商戶都不應回到很多年前依靠激進補貼驅動的競爭模式,平臺需要同時服務好消費者、商家和騎手等各方利益相關者,才能可持續發展。
在外賣業務的未來發展上,王興也重點強調了將繼續通過創新挖掘增量、帶動行業品質提升。“我們將更加積極推動供給側的模式創新,挖掘外賣業務新的增量,積極採取各項舉措推動行業品質提升,優化商戶線上經營環境”,王興表示,“我們會積極提倡行業反內卷,幫助行業向更加成熟、理性、以品質和服務取勝的方向發展,繼續推動行業健康發展”。
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