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中美外卖的江湖争夺战

  美国外卖龙头的“交接棒”

  SHOUYIQINGYINGXIANG,MEIGUOCANYINYEZAIMIANLINCHENZHONGDAJIDETONGSHI,QIXIFENSHICHANGWAIMAIXINGYEQUEYINGLAILENIFENGFANPANDEDAHAOSHIJI。

  GENJUStatistaDESHUJUXIANSHI,JIEZHI6YUEDI,MEIGUOWAIMAISHICHANGDEZONGGUIMO(GMV)XIANGBIQUNIANTONGQIFANLEYIFAN,YUJIJINNIANNIANDIJIANGCHAOGUO265YIMEIYUAN,ERQIWAIMAIYONGHUSHUYEJIANGTUPO1YIDAGUAN,CHENGWEIJIZHONGGUOZHIHOUDEQUANQIUDIERDAWAIMAISHICHANG。

  ZAIGAOSUZENGZHANGDEBEIJINGXIA,MEIGUOWAIMAISHICHANGGEDAWANJIAZHIJIANDELONGTOUZHIZHENGYEPOYOUYUYANYULIEDEQUSHI。

  BENYUECHU,Uber EatsXUANBUYI26.5YIMEIYUANDEJIAGESHOUGOUBENDILINGWAIYIJIAWAIMAIPINGTAIPostmates。ERZAICIZHIQIAN,Uber EatsYUMEIGUOWAIMAIBIZUGrubhubHEBINGDEXIAOXIYEYIJINGLIUCHUANLESHUYUE,WUNAIZUIHOUQUEBEIOUZHOUWAIMAIJUTOUJust Eat TakeawayJIEZUXIANDENG,HOUZHEYUSHANGYUEZHONGXUNYI73YIMEIYUANDEJIAGEJIANGGrubhubSHOURUNANGZHONG,ZHENGSHIXUANBUJINJUNMEIGUOSHICHANG。

  CHULEUber EatsHEGrubhubDONGZUOPINFANYIWAI,MEIGUOWAIMAISHICHANGDEZUIDAWANJIADoorDashYEPINPINFALI,YUSHANGYUEDIWANCHENGLE4YIMEIYUANDEHLUNRONGZI——ZHEISHIQIZI2013NIANSHANGXIANYILAIDEDI12LUNRONGZI——GUZHIYIJINGGAODA160YIMEIYUAN,JIANGTONGTAIDUISHOUMENYUANYUANDISHUAIZAILESHENHOU。

  GENJUSecond MeasureDUIMEIGUOGEDAWAIMAIPINGTAIYUEDUXIAOSHOUEDETONGJIBAOGAOXIANSHI,JINNIAN6YUE,DoorDashYI45%DESHICHANGZHANYOULVJIHUQIANGZHANLEMEIGUOWAIMAISHICHANGDEYIBANJIANGSHAN,Uber EatsHEGrubhubDEYEWUKONGJIANJIBENXIANGDANG,FENBIEYI24%HE22%WEIJUQIHOU,ERPostmatesZEYI8%DESHICHANGFENECHANGNIANWENJUDISI。

  RUJIN,SUIZHEUber EatsYUPostmatesLIANSHOU,GrubhubYOUJust Eat TakeawayZAIBEIHOUCHENGYAO,ERZHEGONGTONGYUDoorDashXINGCHENGKANGHENGZHISHI,MEIGUOWAIMAISHICHANGSANZUDINGLIDEQUANXINJINGZHENGGEJUYEYOUCIXINGCHENG。

三一重工  DANZAIZHEICIXINGYEXIPAIWANCHENGZHIQIAN,MEIGUODEWAIMAIJIANGHUHAISHILINGWAIYIFANJINGXIANG。

  ZAIDoorDashHEUber EatsDENGDUISHOUCHUXIANYIQIAN,GrubhubYIZHISHIMEIGUOWAIMAIXINGYEDUONIANDE“LAODAGE”。QIPINGJIEZAORUJUDEXIANTIANYOUSHI,YU2004NIANZAIZHIJIAGECHENGLI,SHINIANHOUZAINIUJIAOSUOGUAPAISHANGSHI,GrubhubJINGLILEGAOSUFAZHANDE“HUANGJINSHINIAN”。ZHIDAO2018NIAN,GAIPINGTAIHAIYI43%DESHICHANGZHANYOULVWENZUOMEIGUOWAIMAISHICHANGDEDIYIBAJIAOYI。

  RANER,JINZAIYINIANHOU,“HEIMA”DoorDashBIANYI1%DEWEIRUOYOUSHIKUAISUSHIXIANFANCHAO,CHENGGONGCONGGrubhubSHOUZHONGDUOZOULESHICHANGLONGTOUDE“JIAOJIEBANG”,CHENGWEIMEIGUOWAIMAIJIANGHUDEXINYIDAIZHANGMENREN。JIULIANZUIWANJINCHANGDEUber EatsYEBUGANSHIRUO,SHANGXIANDUANDUANSANNIANDUODESHIJIANJIUNENGYUCENGJINGDE“LAODAGE”GrubhubPINGQIPINGZUO。

  DoorDashHEUber EatsZHISUOYINENGGOURUCIXUNSUDIGAIXIEMEIGUOWAIMAISHICHANGDEGEJU,YUZHEIYIXINGYEZHONGLIANGZHONGBUTONGDEJINGYINGMOSHIYOUZHIJIEDEGUANXI——QINGZICHANHEZHONGZICHAN。

三一重工  ZUOWEIZAOQICHENGLIDECHUANTONGWAIMAIPINGTAI,GrubhubXUANZELEQINGZICHANMOSHI——JINZUOWEIDISANFANGFUWUPINGTAIFUZEJIAOYICUOHE,YOUSHANGJIAZIJIWANCHENGPEISONGGUOCHENG;ERHOUQIZHIXIUDoorDash、Uber EatsHEPostmatesZESHIYIWULIUHUOWANGYUECHEYEWUQIJIA,ZAICIJICHUSHANGYI“PINGTAI+PEISONG”DEZHONGZICHANMOSHIQIERUWAIMAISAIDAOYEXIANDESHUNLICHENGZHANG。ZHIDEYITIDESHI,期货配资 DEMEITUANWAIMAIHEELEMEYEDOUXUANZELEZHEIYIMOSHI。

  PINGJIEQIANGDADEDITUITUANDUIHEWANSHANDEPEISONGWANGLUO,ZHEIXIEXINXINGPINGTAINENGGOUTIGONGGENGGAOXIAOLVDEBIAOZHUNHUAPEISONGFUWU,ZAIJIASHANGDUTEDEJINGONGCELVE——CONGGrubHubSHANGWEIFUGAIDEQUYUHESHANGJIAZHESHOU,TONGGUODIQUYOUSHIXUNSUCANSHIQISHICHANGFENE。

  YILUBAOCHAOXIALAI,SIDAPINGTAIZUIHOUXINGCHENGLEGEZIWEIZHENDEGEJUJUMIAN。QIZHONGGrubhubRENGRANJIANSHOUZAIBAOKUOBOSHIDUNHENIUYUEDEDONGBEIZHENDI,Uber EatsYIZHIXIANGNANDADAOLEYATELANDAHEMAIAMI,PostmatesZAIXIBULUOSHANJIDUZICHENGWANG,ERDoorDashZEYILUGAOGEMENGJINZAIQUANMEIGEDIJUNQIANGZHANLEYIXIZHIDI。

  WEILEYINGDUIJINGZHENGDUISHOUDEQIANGSHIJINGONG,GrubHubYU2015NIANXIANHOUBINGGOUWAIMAIPINGTAIDiningIn.comHEDeliveredDish,BINGQIEYEKAISHITIGONGPEISONGFUWU。DANXIANRAN,CISHIRUJUWEISHIYIWAN。

  无法摆脱的盈利“沼泽”

  JINGUANMEIGUOWAIMAISHICHANGYIPIANFANRONG,DANGEDAPINGTAIQUEZAIFEISUFAZHANDEGUOCHENGZHONGZHUJIANXIANRULESIMIANCHUGEDEJINGDI——SHANGJIABAOYUANPINGTAIDEYONGJINCHOUCHENGTAIGAOZHUANBUDAOQIAN、XIAOFEIZHEBAOYUANWEISHENMETONGYANGDESHIWUWAIMAIYAOBITANGSHIDEJIAGEGAOCHUXUDUO,ERPEISONGYUANZEBAOYUANYUELAIYUEDUODERENJIARUWAIMAIDAJUNDAOZHITAMENZHUANDAODEQIANYEYUELAIYUESHAO。

三一重工  “YIQINGQIJIANWAIMAIZHANLEZHENGGECANTINGYEWUDE100%,GANGJIEFENGSHIJIANGDAO60%,XIANZAIDAGAIZHIYOU40%。”

  WEILEZHUAZHUWAIMAIZHEIGENJIUMINGDAOCAO,AnnaJIANGTAZAINIUYUEJINGYINGDELIANGJIACANTINGFENBIEGUADAOLEMEIGUODE4DAPINGTAI。BUGUO,DUIYUWAIMAIPINGTAI,TAQUEYOUKUNANYAN。

  “XINGYUNDESHI,TONGGUOWAIMAICANTINGZHISHAOHAINENGWEICHIJINGYING,DANBUXINGDESHI,PINGTAIDEYONGJINCHOUCHENGQUEGAODA30%,WOMENHAOBURONGYIYOUDIANYEWU,JIEGUODABUFENLIRUNDOUJINLETAMENDEKOUDAI。”

  BIANHUAFASHENGZAI5YUEZHONGXUN,NIUYUESHIYIHUIXUANBU,ZAIJINJIZHUANGTAISHIQI,DISANFANGFUWUJIGOUTIGONGCANYINWAIMAIDEFEIYONGSHANGXIANWEI15%。DUIYUQITALEIXINGDESHOUFEI,SHOUFEISHANGXIANWEI5%。ERZAIYIGEYUEQIAN,XIYATUHEJIUJINSHANDENGQITACHENGSHIYEDOUCHUTAILELEISIGUIDING。

  DUIYU15%DESHANGXIAN,AnnaDANGRANSHISHUANGSHOUZANCHENG,DANWAIMAIPINGTAIQUEBULEYI。“TAMENKAISHILUNFANDAOCANTINGQUANWOTIGAOXIANSHANGCAIDANDEJIAGE,DANWOQUEBUXIANGQIPIANWODEGUKE。”

  JIUSUANBUTIGAOCAIDANJIAGE,YUZHONGGUODEWAIMAIGUKEXIANGBI,MEIGUODEXIAOFEIZHEYEDEQUECHENGDANLEGENGGAODEFEIYONG。ZAIXIANSHANGDINGDANZHONG,CHULESHIPINFEIYONGHEPEISONGFEIYIWAI,TAMENHAIDELINGWAIZHIFUXIAOFEISHUI、FUWUFEI、SHOUXUFEIYIJIXIAOFEI。RUGUOWAIMAIPINGTAIZAIZHEIZHONGQINGKUANGXIAHAIJIANCHIYAOQIUSHANGJIATIJIADEHUA,SHIBIHUIHEPAOYIBUFENXIAOFEIZHEERDEBUCHANGSHI。

三一重工  CHULEYUSHANGJIAHEXIAOFEIZHEDEMAODUNBUDUANSHENGJIYIWAI,YUELAIYUEDUODEPEISONGYUANYEKAISHIDUIZIJIAPINGTAIXINSHENGBUMAN。

  MikeZAINIUYUEGrubHubGONGZUOLEJIANGJINYINIANDESHIJIAN,SUIZHEYIQINGDAOLAI,DAPISHIYERENYUANYONGRUWAIMAIDAJUN,TADESHOURUYEZAIYUELAIYUEJILIEDEJINGZHENGZHONGJIANSHAOLEJINSIFENZHIYI。

  “ZHUYAOSHIJIEDEDINGDANLIANGSHAOLE,ZHIQIANYITIANKEYISONG10DANZUOYOU,XIANZAIZHINENGSONG7DAN,ZHENGDAODEQIANCHUQUFANGZUHE配资公司 KAIXIAO,JIHUJIUBUSHENGXIAXIESHENMELE。”MikeWUNAIDISHUODAO。

  但是,面对商家、顾客和配送员的三方围剿,各大外卖平台却显得一脸无辜——我们目前也都在亏损。

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