美团Q3财报：核心业务继续领跑，新业务仍处于战略性亏损

品途商业评论2020-12-02

11月30日，美团对外公布其截至 2020 年 9 月 30 日的第三季度财务业绩。得益于中国经济复苏步伐加快及新冠肺炎疫情在国内得到有效遏制，美团业务相继稳步复苏，呈现正向增长，第三季度总收入人民币354亿元，同比增长28.8%，环比增长43.2%，呈现出良好的复苏态势。作为美团核心业务，餐饮外卖业务收入以人民币207亿元继续领跑，同比增长32.8%。此外，美团Q3交易额达到1522亿，同比增长...

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妖妖灰
2020-12-02
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日的第三季度财务业绩。得益于中国经济复苏步伐加快及新冠肺炎疫情在国内得到有效遏制，美团业务相继稳步复苏，呈现正向增长，第三季度总收入人民币354亿元，同比增长28.8%，环比增长43.2%，呈现出良好的复苏态势。作为美团核心业务，餐饮外卖业务收入以人民币207亿元继续领跑，同比增长32.8%。此外，美团Q3交易额达到1522亿，同比增长36%；日均交易笔数3490万单，同比增长30.1%，增速依旧稳定。第三季度，美团会员用户规模达到历史新高，且餐饮外卖订单总数中来自会员的订单比例攀升。不仅如此，月交易用户数量及老客的交易频次亦创历史新高，从而推动了美团餐饮外卖业务的整体稳定增长。美团的外卖业务能保持一直领跑，强大的配送网络功不可没。升级的智能调度配送系统、完善骑手评估模型，加大在骑手家庭在医疗保健及教育等方面帮扶的投入，着力细化单点是美团在维护外卖生态圈的各部稳定所做出的必要举动，也是服务类头部企业对于员工不断付出努力的支持和后备保障。尤其是在夏季订单旺季期或者在极端天气条件下，美团骑手仍能保持提供良好的配送服务。另外，第三季度，美团餐饮外卖变现率为13.6%，同比略微下降了0.3个百分点，同时本季度餐饮外卖佣金收入同比增速仅为29.9%，可见美团在主营业务方面持稳中求进的态度，并着力放眼生态圈各部利益稳定，并未过份追求变现的增长速度。美团的第二块主要收入，是到店、酒店及旅游业务收入，同比增加4.8%至人民币65亿元。由于国内疫情有效控制及市场逐渐恢复影响，更多的餐饮外卖商家转化为到店餐饮商家，餐饮外卖业务与到店餐饮业务之間的协同效应在本季度进一步加强。同时亦继续在扩大对优质餐厅的覆盖，增強商户分层运营能力。继续扩张“酒店+X”项目，利用差异化价值主张，覆盖更多酒店集团。同样的，美团竭力从需求端满足消费者从低到高不同级别的服务需求，更好迎合不同消費者群体具体需求並扩大更广泛消費者群体。第三块收入来源是新业务及其他部分，这一块的收入为人民币82亿元，同比增长43.5%；但经营亏损却同比扩大68.8%，经营利润率同比下降3.7%。其原因是共享单车、B2B餐饮供应链服务、小额贷款业务、美团买菜及美团闪购等，还有美团优选，这些都是非常能烧钱的业务。目前在社区买菜这个巨能“烧钱”的市场，巨头扎堆，天量补贴在社区买菜里面。这里面，既有阿里、京东、拼多多这样的电商三巨头，也有新杀入的腾讯、头条系、滴滴，再加上美团，至少集中了七家互联网巨头。与美团过去面临的对手不太一样的是，其余六家的资金和渠道实力都很强，尤其是“重农抑商”的拼多多在这个赛道有那么一股天选之子的味道，且也是出了名的“烧钱能手”。相比之下，美团的优势并没有那么明显。恐怕，不只是美团，七大巨头，谁都难说有几分胜算吧？*题图来源于美团官网（罗少--关注互联网产业变革，财经作者，长期跟踪关注互联网、IT产业研究，公关行业资深专家。）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":398697645,"gmtCreate":1606884660987,"gmtModify":1704967544694,"author":{"id":"3562194054990443","authorId":"3562194054990443","name":"妖妖灰","avatar":"https://static.tigerbbs.com/c7ff1e3ed34a46cd1f2d04924878aa05","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3562194054990443","idStr":"3562194054990443"},"htmlText":"get","listText":"get","text":"get","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398697645","repostId":2088722726,"repostType":2,"repost":{"id":"2088722726","kind":"news","pubTimestamp":1606881457,"share":"https://ttm.financial/m/news/2088722726?lang=en_US&edition=fundamental","pubTime":"2020-12-02 11:57","market":"hk","language":"zh","title":"Meituan Q3 Financial Report: Core Business Continues to Lead, New Business Still at Strategic Loss","url":"https://stock-news.laohu8.com/highlight/detail?id=2088722726","media":"品途商业评论","summary":"11月30日，美团对外公布其截至 2020 年 9 月 30 日的第三季度财务业绩。得益于中国经济复苏步伐加快及新冠肺炎疫情在国内得到有效遏制，美团业务相继稳步复苏，呈现正向增长，第三季度总收入人民币354亿元，同比增长28.8%，环比增长43.2%，呈现出良好的复苏态势。作为美团核心业务，餐饮外卖业务收入以人民币207亿元继续领跑，同比增长32.8%。美团的外卖业务能保持一直领跑，强大的配送网络功不可没。","content":"<p><html><body><article><img src=\"http://inews.gtimg.com/newsapp_match/0/12851684600/0\"/>On November 30, Meituan announced its financial results for the third quarter ended September 30, 2020. Thanks to the accelerated pace of China's economic recovery and the effective containment of the COVID-19 epidemic in China, Meituan's business has successively recovered steadily and showed positive growth, with total revenue of RMB35.4 billion in the third quarter, representing a year-on-year increase of 28.8% and a quarter-on-quarter increase of 43.2%, showing a good recovery trend.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/12851684601/0\"/>As the core business of Meituan, the food delivery business continued to lead the way with revenue of RMB20.7 billion, representing a year-on-year increase of 32.8%. In addition, Meituan Q3 transaction volume reached 152.2 billion, a year-on-year increase of 36%; The average number of daily transactions was 34.9 million, up 30.1% year-on-year, and the growth rate remained stable. In the third quarter, the number of Meituan member users reached a record high, and the proportion of orders from members in the total number of food delivery orders climbed. Not only that, the number of monthly transaction users and the transaction frequency of regular customers also reached a record high, thus driving the overall steady growth of Meituan's food delivery business.</p><p>Meituan's take-out business can keep leading the way, and its strong distribution network is indispensable. upgraded<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Dispatching the distribution system, improving the rider evaluation model, increasing investment in assistance to rider families in medical care and education, and focusing on refining single points are necessary actions made by Meituan to maintain the stability of various departments in the take-out ecosystem, and it is also the support and backup guarantee of service head enterprises for employees' continuous efforts. Especially in the peak summer order season or under extreme weather conditions, Meituan riders can still provide good delivery services.</p><p>In addition, in the third quarter, the realization rate of Meituan food delivery was 13.6%, a slight decrease of 0.3 percentage points year-on-year. At the same time, the year-on-year growth rate of food delivery commission income in this quarter was only 29.9%. It can be seen that Meituan holds an attitude of seeking progress while maintaining stability in its main business, and focuses on the stability of interests of all departments in the ecosystem, and does not excessively pursue the growth rate of realization.</p><p>Meituan's second major revenue, in-store, hotel and tourism business, increased by 4.8% year-on-year to RMB6.5 billion. Due to the impact of the effective control of the domestic pandemic and the gradual recovery of the market, more food delivery merchants converted into in-store catering merchants, and the synergy between the food delivery business and the in-store catering business further strengthened during the quarter. At the same time, it will continue to expand the coverage of high-quality restaurants and enhance the capability of merchant tiered operation. Continue to expand the \"Hotel + X\" project and leverage differentiated value proposition to cover more hotel groups. Similarly, Meituan strives to meet the service needs of consumers from low to high levels from the demand side, better cater to the specific needs of different consumer groups and expand a wider range of consumer groups.</p><p>The third source of revenue is new business and other segments, with revenue from this segment amounting to RMB8.2 billion, representing a year-on-year increase of 43.5%; However, the operating loss expanded by 68.8% year-on-year, and the operating profit margin decreased by 3.7% year-on-year. The reasons are bike-sharing, B2B catering supply chain service, microfinance business, grocery shopping in Meituan and flash purchase in Meituan, etc., as well as Meituan selection, which are all very money-burning businesses.</p><p>At present, in the market of buying food in the community, which is a huge \"burning money\" market, giants gather together, and the amount of subsidies is subsidized in the community. Among them, there are Ali,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Such e-commerce Big Three also have new entrants<a href=\"https://laohu8.com/S/00700\">Tencent</a>Headline Department, Didi, plus Meituan, have concentrated at least seven Internet giants. Unlike the opponents faced by the US Mission in the past, the other six companies have strong capital and channel strength, especially Pinduoduo, which \"emphasizes agriculture and suppresses business\", has such a taste of the chosen son in this track, and is also a famous \"money-burning expert\". In contrast, the advantages of Meituan are not so obvious. I'm afraid, not only the US Mission, but also the seven giants, it's hard for anyone to say what chance of winning, right?</p><p>* The title picture comes from the official website of Meituan</p><p>(Luo Shao-paying attention to the reform of the Internet industry, financial author, long-term follow-up of Internet and IT industry research, senior expert in public relations industry.)</p><p></article></body></html></p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meituan Q3 Financial Report: Core Business Continues to Lead, New Business Still at Strategic Loss</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeituan Q3 Financial Report: Core Business Continues to Lead, New Business Still at Strategic Loss\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">品途商业评论</strong><span class=\"h-time small\">2020-12-02 11:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article><img src=\"http://inews.gtimg.com/newsapp_match/0/12851684600/0\"/>On November 30, Meituan announced its financial results for the third quarter ended September 30, 2020. Thanks to the accelerated pace of China's economic recovery and the effective containment of the COVID-19 epidemic in China, Meituan's business has successively recovered steadily and showed positive growth, with total revenue of RMB35.4 billion in the third quarter, representing a year-on-year increase of 28.8% and a quarter-on-quarter increase of 43.2%, showing a good recovery trend.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/12851684601/0\"/>As the core business of Meituan, the food delivery business continued to lead the way with revenue of RMB20.7 billion, representing a year-on-year increase of 32.8%. In addition, Meituan Q3 transaction volume reached 152.2 billion, a year-on-year increase of 36%; The average number of daily transactions was 34.9 million, up 30.1% year-on-year, and the growth rate remained stable. In the third quarter, the number of Meituan member users reached a record high, and the proportion of orders from members in the total number of food delivery orders climbed. Not only that, the number of monthly transaction users and the transaction frequency of regular customers also reached a record high, thus driving the overall steady growth of Meituan's food delivery business.</p><p>Meituan's take-out business can keep leading the way, and its strong distribution network is indispensable. upgraded<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Dispatching the distribution system, improving the rider evaluation model, increasing investment in assistance to rider families in medical care and education, and focusing on refining single points are necessary actions made by Meituan to maintain the stability of various departments in the take-out ecosystem, and it is also the support and backup guarantee of service head enterprises for employees' continuous efforts. Especially in the peak summer order season or under extreme weather conditions, Meituan riders can still provide good delivery services.</p><p>In addition, in the third quarter, the realization rate of Meituan food delivery was 13.6%, a slight decrease of 0.3 percentage points year-on-year. At the same time, the year-on-year growth rate of food delivery commission income in this quarter was only 29.9%. It can be seen that Meituan holds an attitude of seeking progress while maintaining stability in its main business, and focuses on the stability of interests of all departments in the ecosystem, and does not excessively pursue the growth rate of realization.</p><p>Meituan's second major revenue, in-store, hotel and tourism business, increased by 4.8% year-on-year to RMB6.5 billion. Due to the impact of the effective control of the domestic pandemic and the gradual recovery of the market, more food delivery merchants converted into in-store catering merchants, and the synergy between the food delivery business and the in-store catering business further strengthened during the quarter. At the same time, it will continue to expand the coverage of high-quality restaurants and enhance the capability of merchant tiered operation. Continue to expand the \"Hotel + X\" project and leverage differentiated value proposition to cover more hotel groups. Similarly, Meituan strives to meet the service needs of consumers from low to high levels from the demand side, better cater to the specific needs of different consumer groups and expand a wider range of consumer groups.</p><p>The third source of revenue is new business and other segments, with revenue from this segment amounting to RMB8.2 billion, representing a year-on-year increase of 43.5%; However, the operating loss expanded by 68.8% year-on-year, and the operating profit margin decreased by 3.7% year-on-year. The reasons are bike-sharing, B2B catering supply chain service, microfinance business, grocery shopping in Meituan and flash purchase in Meituan, etc., as well as Meituan selection, which are all very money-burning businesses.</p><p>At present, in the market of buying food in the community, which is a huge \"burning money\" market, giants gather together, and the amount of subsidies is subsidized in the community. Among them, there are Ali,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Such e-commerce Big Three also have new entrants<a href=\"https://laohu8.com/S/00700\">Tencent</a>Headline Department, Didi, plus Meituan, have concentrated at least seven Internet giants. Unlike the opponents faced by the US Mission in the past, the other six companies have strong capital and channel strength, especially Pinduoduo, which \"emphasizes agriculture and suppresses business\", has such a taste of the chosen son in this track, and is also a famous \"money-burning expert\". In contrast, the advantages of Meituan are not so obvious. I'm afraid, not only the US Mission, but also the seven giants, it's hard for anyone to say what chance of winning, right?</p><p>* The title picture comes from the official website of Meituan</p><p>(Luo Shao-paying attention to the reform of the Internet industry, financial author, long-term follow-up of Internet and IT industry research, senior expert in public relations industry.)</p><p></article></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020120212333277d1994b&s=b\">品途商业评论</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3fdb93088707339fbe1ca1f046f6eada","relate_stocks":{"03690":"美团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020120212333277d1994b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2088722726","content_text":"11月30日，美团对外公布其截至 2020 年 9 月 30 日的第三季度财务业绩。得益于中国经济复苏步伐加快及新冠肺炎疫情在国内得到有效遏制，美团业务相继稳步复苏，呈现正向增长，第三季度总收入人民币354亿元，同比增长28.8%，环比增长43.2%，呈现出良好的复苏态势。作为美团核心业务，餐饮外卖业务收入以人民币207亿元继续领跑，同比增长32.8%。此外，美团Q3交易额达到1522亿，同比增长36%；日均交易笔数3490万单，同比增长30.1%，增速依旧稳定。第三季度，美团会员用户规模达到历史新高，且餐饮外卖订单总数中来自会员的订单比例攀升。不仅如此，月交易用户数量及老客的交易频次亦创历史新高，从而推动了美团餐饮外卖业务的整体稳定增长。美团的外卖业务能保持一直领跑，强大的配送网络功不可没。升级的智能调度配送系统、完善骑手评估模型，加大在骑手家庭在医疗保健及教育等方面帮扶的投入，着力细化单点是美团在维护外卖生态圈的各部稳定所做出的必要举动，也是服务类头部企业对于员工不断付出努力的支持和后备保障。尤其是在夏季订单旺季期或者在极端天气条件下，美团骑手仍能保持提供良好的配送服务。另外，第三季度，美团餐饮外卖变现率为13.6%，同比略微下降了0.3个百分点，同时本季度餐饮外卖佣金收入同比增速仅为29.9%，可见美团在主营业务方面持稳中求进的态度，并着力放眼生态圈各部利益稳定，并未过份追求变现的增长速度。美团的第二块主要收入，是到店、酒店及旅游业务收入，同比增加4.8%至人民币65亿元。由于国内疫情有效控制及市场逐渐恢复影响，更多的餐饮外卖商家转化为到店餐饮商家，餐饮外卖业务与到店餐饮业务之間的协同效应在本季度进一步加强。同时亦继续在扩大对优质餐厅的覆盖，增強商户分层运营能力。继续扩张“酒店+X”项目，利用差异化价值主张，覆盖更多酒店集团。同样的，美团竭力从需求端满足消费者从低到高不同级别的服务需求，更好迎合不同消費者群体具体需求並扩大更广泛消費者群体。第三块收入来源是新业务及其他部分，这一块的收入为人民币82亿元，同比增长43.5%；但经营亏损却同比扩大68.8%，经营利润率同比下降3.7%。其原因是共享单车、B2B餐饮供应链服务、小额贷款业务、美团买菜及美团闪购等，还有美团优选，这些都是非常能烧钱的业务。目前在社区买菜这个巨能“烧钱”的市场，巨头扎堆，天量补贴在社区买菜里面。这里面，既有阿里、京东、拼多多这样的电商三巨头，也有新杀入的腾讯、头条系、滴滴，再加上美团，至少集中了七家互联网巨头。与美团过去面临的对手不太一样的是，其余六家的资金和渠道实力都很强，尤其是“重农抑商”的拼多多在这个赛道有那么一股天选之子的味道，且也是出了名的“烧钱能手”。相比之下，美团的优势并没有那么明显。恐怕，不只是美团，七大巨头，谁都难说有几分胜算吧？*题图来源于美团官网（罗少--关注互联网产业变革，财经作者，长期跟踪关注互联网、IT产业研究，公关行业资深专家。）","news_type":1,"symbols_score_info":{"48080":0.6,"48081":0.6,"48220":0.6,"48279":0.6,"48377":0.6,"48378":0.6,"48416":0.6,"48417":0.6,"48457":0.6,"48474":0.6,"48485":0.6,"48513":0.6,"48515":0.6,"48520":0.6,"48575":0.6,"48578":0.6,"48624":0.6,"48628":0.6,"90926":1,"03690":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.39.0","shortVersion":"4.39.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2088722726","isCrawlerRequest":true}