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2021-08-31

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@孟浩:財報大超預期，美團買點到了嗎？

2021-08-13

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外賣、到店等核心業務強勁增長 美團在今年第2季度實現營收437.6億元，較去年同期增長77%，超分析師預期的423.57億元，創歷史新高。從業務細分來看，餐飲外賣業務仍然創收的助力。餐飲外賣業務交易金額同比增長59.5%至人民幣1,736億元。收入同比增長59.0%至人民幣231億元。美團外賣業務大幅領先老對手餓了麼。根據阿里最新一季度財報，以餓了麼的平臺佣金爲主的本地生活服務收入爲人民幣87.57億元，同比增長23%。單看營收，美團外賣收入接近於3倍的餓了麼。 美團餐飲外賣日均交易筆數同比增長58.9%至3890萬筆，從增速來看與外賣業務的交易金額GMV持平，說明美團外賣業務的增長主要來自交易筆數增加，以及騎手效率的提升。其實這個數據還是比較少見的，去年一年，美團外賣GMV增速都是大於外賣交易筆數的。而之所以造成這一差異主要是因爲物價，相信很多朋友都注意到隨着疫情好轉，全國居民的消費價格一直處於環比下降。像是去年增長最高的豬肉價格在本季度出現下滑，隨着疫情放緩，生豬產能恢復，再加上夏季飲食清淡，豬肉市場進入消費淡季，而生豬產能依舊過剩，導致豬肉價格持續走低。另外，爲保供穩價，今年上半年國家陸續出臺了一系列政策，目前市場供應較爲寬鬆，再加上今年夏糧豐收，預計下半年糧油價格將繼續保持平穩態勢。從長期來看物價穩定，有利於提升消費者購買外賣的需求，對美團的外賣業務絕對是個利好。不只是外賣業務，美團的到店酒店及旅","listText":"8月30日，美團發佈2021年第2季度財報。數據顯示，美團在今年第2季度實現營收437.6億元，較去年同期增長77%，超分析師預期的423.57億元。二季度調整後淨虧損22.17億元人民幣，超分析師預期的虧損40.4億元人民幣。從財報來看，餐飲外賣，到店等核心業務延續強勢表現，營收與淨虧損業務均好於分析師預期，不過考慮到政策的不確定性，在這份超預期的財報下，實則內含隱憂。 外賣、到店等核心業務強勁增長 美團在今年第2季度實現營收437.6億元，較去年同期增長77%，超分析師預期的423.57億元，創歷史新高。從業務細分來看，餐飲外賣業務仍然創收的助力。餐飲外賣業務交易金額同比增長59.5%至人民幣1,736億元。收入同比增長59.0%至人民幣231億元。美團外賣業務大幅領先老對手餓了麼。根據阿里最新一季度財報，以餓了麼的平臺佣金爲主的本地生活服務收入爲人民幣87.57億元，同比增長23%。單看營收，美團外賣收入接近於3倍的餓了麼。 美團餐飲外賣日均交易筆數同比增長58.9%至3890萬筆，從增速來看與外賣業務的交易金額GMV持平，說明美團外賣業務的增長主要來自交易筆數增加，以及騎手效率的提升。其實這個數據還是比較少見的，去年一年，美團外賣GMV增速都是大於外賣交易筆數的。而之所以造成這一差異主要是因爲物價，相信很多朋友都注意到隨着疫情好轉，全國居民的消費價格一直處於環比下降。像是去年增長最高的豬肉價格在本季度出現下滑，隨着疫情放緩，生豬產能恢復，再加上夏季飲食清淡，豬肉市場進入消費淡季，而生豬產能依舊過剩，導致豬肉價格持續走低。另外，爲保供穩價，今年上半年國家陸續出臺了一系列政策，目前市場供應較爲寬鬆，再加上今年夏糧豐收，預計下半年糧油價格將繼續保持平穩態勢。從長期來看物價穩定，有利於提升消費者購買外賣的需求，對美團的外賣業務絕對是個利好。不只是外賣業務，美團的到店酒店及旅","text":"8月30日，美團發佈2021年第2季度財報。數據顯示，美團在今年第2季度實現營收437.6億元，較去年同期增長77%，超分析師預期的423.57億元。二季度調整後淨虧損22.17億元人民幣，超分析師預期的虧損40.4億元人民幣。從財報來看，餐飲外賣，到店等核心業務延續強勢表現，營收與淨虧損業務均好於分析師預期，不過考慮到政策的不確定性，在這份超預期的財報下，實則內含隱憂。 外賣、到店等核心業務強勁增長 美團在今年第2季度實現營收437.6億元，較去年同期增長77%，超分析師預期的423.57億元，創歷史新高。從業務細分來看，餐飲外賣業務仍然創收的助力。餐飲外賣業務交易金額同比增長59.5%至人民幣1,736億元。收入同比增長59.0%至人民幣231億元。美團外賣業務大幅領先老對手餓了麼。根據阿里最新一季度財報，以餓了麼的平臺佣金爲主的本地生活服務收入爲人民幣87.57億元，同比增長23%。單看營收，美團外賣收入接近於3倍的餓了麼。 美團餐飲外賣日均交易筆數同比增長58.9%至3890萬筆，從增速來看與外賣業務的交易金額GMV持平，說明美團外賣業務的增長主要來自交易筆數增加，以及騎手效率的提升。其實這個數據還是比較少見的，去年一年，美團外賣GMV增速都是大於外賣交易筆數的。而之所以造成這一差異主要是因爲物價，相信很多朋友都注意到隨着疫情好轉，全國居民的消費價格一直處於環比下降。像是去年增長最高的豬肉價格在本季度出現下滑，隨着疫情放緩，生豬產能恢復，再加上夏季飲食清淡，豬肉市場進入消費淡季，而生豬產能依舊過剩，導致豬肉價格持續走低。另外，爲保供穩價，今年上半年國家陸續出臺了一系列政策，目前市場供應較爲寬鬆，再加上今年夏糧豐收，預計下半年糧油價格將繼續保持平穩態勢。從長期來看物價穩定，有利於提升消費者購買外賣的需求，對美團的外賣業務絕對是個利好。不只是外賣業務，美團的到店酒店及旅","images":[{"img":"https://static.tigerbbs.com/20bd8b69cb93203c9de5b2a31ed2054f","width":"865","height":"407"},{"img":"https://static.tigerbbs.com/7055658f8563b9c9959289b0b07cfc26","width":"865","height":"482"},{"img":"https://static.tigerbbs.com/66c54735d650d5d04b19ed5b1099da1c","width":"865","height":"602"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/811420349","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":844,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897961591,"gmtCreate":1628868712213,"gmtModify":1676529881982,"author":{"id":"4090892646074150","authorId":"4090892646074150","name":"angelyn","avatar":"https://static.tigerbbs.com/87f1c3fbec8a7a69c87d4827e167b5bf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090892646074150","idStr":"4090892646074150"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/897961591","repostId":"2159821858","repostType":4,"isVote":1,"tweetType":1,"viewCount":1154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}