美团推Peppr进军美国餐饮SaaS市场_老虎社区_美港股上老虎

美团推Peppr进军美国餐饮SaaS市场

DoNews2025-10-12

美团正在美国探索新的业务路径。据中餐通讯消息，美团已进入美国市场，推出B2B餐饮服务系统Peppr。目前，Peppr在洛杉矶、达拉斯和休斯顿三座城市进行试点，合作餐厅约有数百家。Peppr是一款餐饮服务软件，负责收银业务，配备前台POS、手持POS、点单和配送系统、厨房订单同步系统。作为服务延伸，Peppr提供三种收费模式：基础版、标准版、专业版，分别对应不同级别的实体服务。此外，Peppr还推出...

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Jiang表示，Peppr的核心客户是美国独立餐馆，尤其是那些坐落在小镇、远离市中心的餐馆，这些餐馆中有多数缺乏一体化运营，依然使用老旧系统。Peppr背靠美团，在中国市场积累了丰富的餐饮服务经验，这些经验既能支撑产品研发，为美国餐饮企业提供优质服务，也能为Peppr扩张美国市场提供思路。据David Jiang透露，目前在中国，美团的餐饮服务系统已服务近百万家独立餐馆。Peppr此时入局面临不小竞争挑战。在POS系统领域，美国两大巨头Toast和Square是主要对手。Toast聚焦需要全面、专属POS系统的中大型餐厅；Square主攻注重价格实惠、简便性和灵活性的小型餐饮企业。Square和Toast已在市场上占据领先地位。据AI情报平台6sense数据，Square客户规模略高于Toast，排名第一；Square占有25.73%的市场份额，Toast则占有21.74%的市场份额。Square核心市场在北美，其客户群与Peppr存在一定程度交集，构成强大竞争压力。Peppr早有准备。早在2023年底，Peppr便以美国市场为目标启动研发工作。虽然有中国市场经验支撑，但Peppr仍从零开始独立开发。在理解市场需求、打造优质服务系统方面，Peppr具备较强能力。应对挑战的关键在于将这些能力适配美国客户，通过本土化策略打开市场。事实上，Peppr只是美团出海的冰山一角。作为一家“科技零售”巨头，美团的战略目标是“上天、入地、全球化”。“上天、入地”是从业务发展视角提出的战略愿景，旨在通过技术突破实现产业扎根；“全球化”则是在此基础上的战略扩张。基于此，美团旗下各项业务均具备出海潜力。近期，美团外卖出海业务Keeta正式登陆阿联酋，继去年上线沙特、今年上线卡塔尔、科威特后，成为其布局的第四个中东国家。同期，Keeta进入拉美市场，与巴西出口投资促进局签署协议，计划未来5年内投入10亿美元支持当地外卖业务发展。据Keeta最新公告，自10月30日起，Keeta将在巴西启动运营，在圣保罗州两座沿海城市进行试点服务。与此同时，美团即时零售、无人配送等业务也陆续落地海外。去年底，美团无人机业务Keeta Drone在阿联酋获得超视距无人机送货商业许可，计划探索餐饮、药品等本地生活配送服务。据知情人士透露，Keeta Drone初步规划是在3-5年内，将无人机配送占比提升至美团总配送订单的10%。同样在去年底，美团小象超市启动出海业务，从优选、快驴、小象业务中抽调人员，组建百人团队做前期准备。今年5月，小象超市正式以新品牌“Keemart”进入沙特。4月，美团共享充电宝业务以香港为境外首站，以直营模式探索海外运营。8月，Keeta充电宝正式进入欧洲，上线英国伦敦，覆盖主要商圈及交通枢纽。预计后续Keeta将与当地便利店合作，逐步将充电宝租赁服务扩展至伯明翰、曼彻斯特等城市。以国内几大核心业务为支撑，美团的出海商业布局已全面铺开。但这仅是开端，相较于其国内市场规模，出海业务仍有巨大上升空间。随着海外布局持续深入，相关市场或将感受到来自美团的显著影响。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}