“東南亞滴滴+美團”GrabQ4收入大幅下降44% 虧損增加至11億美元
格隆匯3月4日丨週四,叫車服務和食品遞送公司Grab(GRAB.US)公佈,2021年第四季度虧損11億美元,而且由於促銷優惠和更高的司機激勵措施,收入下降的情況比預期要嚴重。隨着網約車需求從疫情低點復甦,新加坡Grab控股有限公司投入大量資金,以吸引司機。隨着新冠疫情限制的放鬆,人們開始更多地外出就餐,該公司還推出了積極的送餐促銷活動。但在截至12月31日的第四季度,這些激勵措施削弱了公司的銷售額,銷售額暴跌44%至1.22億美元。週四,Grab的股價跌至3.09美元的歷史最低點,市值蒸發逾70億美元。去年12月,Grab以400億美元的價格與一家空白支票公司合併,並上市。自那以來,該公司的股價已縮水近四分之三。儘管如此,這些激勵措施還是推動了商品交易總額(GMV)增長了26%。Grab表示,預計2022年第二季度至第四季度的GMV增長將同比增長30%至35%,並預計到明年上半年,其食品遞送部門經調整的EBITDA將實現盈虧平衡。
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