美团-W季报点评:核心本地商业利润增长超预期,优选亏损继续环比收窄

海通证券
06 Dec 2024

美团公布3Q24财报。3Q24实现收入936亿元,同比增22.4%;3Q24即时配送交易笔数70.8亿单,同比增14.5%;3Q24经调整EBITDA145亿元,截至2024年9月30日,现金及现金等价物425亿元。简评:经营概况:(1)运营数据:3Q24即时配送交易笔数70.8亿单,同比增14.5%。其中,①美团闪购:用户数及交易频次均实现双位数的同比增长;得益于供给拓展和服务质量提升,生鲜和...

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