美团-WR今日盘中大涨5.42%,引发市场广泛关注。据了解,推动这一涨势的主要原因是该公司近期外卖业务稳健增长,同时到店业务进行了优化调整。
外卖业务方面,美团加大了针对高线城市的外卖连锁品牌布局,提升了外卖质量,为公司业绩增长贡献了动力。此外,美团推出了"浣熊外卖"跨店点餐服务,在"一单多买"模式下,有望进一步提高外卖订单的复购水平。
到店业务方面,面对消费恢复不及预期的市场环境,美团及时对到店竞对战略进行了调整,超出市场预期。公司已在高线城市开设了上千家品牌卫星店,坪效表现出色。
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