美团-W:DOORDASHAI布局提供发展借鉴 外卖核心竞争力依旧稳固

国信证券
19 Feb

事项:1、2025 年2 月12 日,美国外卖配送龙头DoorDash 发布2024 年第四季度财报。2、2025 年2 月11 日,京东黑板报公众号显示,京东外卖正式启动“品质堂食餐饮商家”招募,宣布2025年5 月1 日前入驻的商家,全年免佣金。国信社服观点:1)DoorDash2024 年第四季度维持强劲增长,积极探索AI 布局。DoorDash 于2013 年成立,目前已成长为美国外卖配送...

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