克罗格与优步扩大合作加剧Instacart风险——市场评论

投资观察01-17

韦德布什证券公司分析师指出，克罗格与优步深化合作关系将为Instacart带来新的挑战。这家生鲜配送平台早已面临亚马逊当日达服务的扩张，以及DoorDash与克罗格持续强化的合作。如今通过优步应用程序，克罗格旗下2700家门店的商品将直接触达消费者。

分析师强调："优步与克罗格延伸合作版图，直接冲击了Instacart在中间商阵营中的立足之地。在我们看来，当其他行业巨头凭借其规模优势与跨品类成功经验抢占线上生鲜及便利配送需求时，Instacart可能面临市场份额被逐步蚕食的危机。"

（本文时间标记：北美东部时间11点19分）

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