据晚点LatePost报道,美团在沙特的快速拓展震慑了其他公司的步伐。2024年三季度,叮咚买菜管理层调研后决定进军沙特,计划 2025年3月前开出首个前置仓。当得知美团的小象超市正考虑进军沙特,2月初,叮咚CEO梁昌霖在内部会议上宣布暂时放弃沙特市场,及时止损,转而聚焦国内业务。
据晚点LatePost了解,叮咚管理层的判断是:竞争侧,他们很难战胜拥有 “外卖流量支持 + 无限子弹” 的小象超市;市场侧,叮咚早期希望在沙特复制中国经验,但当地人习惯以家庭为单位在线下采购生鲜商品,前置仓模式下卖得更多的是食品百货和各类长尾商品,这不是叮咚的优势。
责任编辑:梁斌 SF055
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