传媒互联网许孟婕丨美团-W港股公司点评:业绩超预期,业务协同效应增强

国金证券研究所
02 Dec 2024

金选·核心观点业绩简评2024年11月29日,公司披露2024第三季度业绩公告,2024Q3公司实现营收936亿元,同比+22.4%,Non-IFRS归母净利润128亿元,同比+124%。经营分析2024Q3公司本地核心商业收入694亿元,同比增长20.2%,经营利润146亿元,同比增长44.4%,经营利润率21%,同比+3.5pct。1)餐饮外卖及闪购:即时配送单量超预期增长,产品矩阵多样化。...

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