美团CFO陈少晖：到店业务不单纯靠流量利润率短期平稳长期向好_老虎社区_美港股上老虎

美团CFO陈少晖：到店业务不单纯靠流量利润率短期平稳长期向好

新浪科技06-01

新浪科技讯 6月1日晚间消息，在美团2026年第一季度业绩电话会上，有分析师问及抖音在到店业务上与美团的竞争，美团CFO陈少晖表示，到店业务依托线下履约能力与消费者信任，仅凭流量无法直接转化为实际交易。在这项业务上，美团已构筑起无法单纯依靠流量复制的核心竞争力。　　陈少晖称，各大平台仍需在细分品类、商家类型、应用场景上持续打造差异化。目前美团到店业务收入保持稳健增长，核心品类持续领跑行业。公司...

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黄学伟
·06-01
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6月1日晚间消息，在美团2026年第一季度业绩电话会上，有分析师问及抖音在到店业务上与美团的竞争，美团CFO陈少晖表示，到店业务依托线下履约能力与消费者信任，仅凭流量无法直接转化为实际交易。在这项业务上，美团已构筑起无法单纯依靠流量复制的核心竞争力。\n　　陈少晖称，各大平台仍需在细分品类、商家类型、应用场景上持续打造差异化。目前美团到店业务收入保持稳健增长，核心品类持续领跑行业。公司同时在拓展服务零售新赛道，并进一步深耕下沉市场。\n　　陈少晖表示，今年我们将重点推进两项工作，一是巩固核心品类的竞争优势，二是为本地生活商家搭建更完善的数字化基础设施。随着行业补贴逐步回归常态，我们为商家提供的价值将在其日常经营中发挥愈发重要的作用。短期来看，到店业务利润率有望保持平稳，长期仍具备回升空间。（徐苑蕾）\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：宋雅芳","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":570644306879592,"gmtCreate":1780321740144,"gmtModify":1780324192289,"author":{"id":"3532402672029329","authorId":"3532402672029329","name":"黄学伟","avatar":"https://static.tigerbbs.com/79d0b12e89abe9ab7b3485ddf41cbb09","vip":1,"crmLevel":1,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3532402672029329","idStr":"3532402672029329"},"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570644306879592","repostId":2640954358,"repostType":2,"repost":{"id":"2640954358","kind":"news","pubTimestamp":1780317900,"share":"https://www.laohu8.com/m/news/2640954358?lang=zh_CN&edition=full","pubTime":"2026-06-01 20:45","market":"sh","language":"zh","title":"美团CFO陈少晖：到店业务不单纯靠流量 利润率短期平稳长期向好","url":"https://stock-news.laohu8.com/highlight/detail?id=2640954358","media":"新浪科技","summary":"新浪科技讯 6月1日晚间消息，在美团2026年第一季度业绩电话会上，有分析师问及抖音在到店业务上与美团的竞争，美团CFO陈少晖表示，到店业务依托线下履约能力与消费者信任，仅凭流量无法直接转化为实际交易。在这项业务上，美团已构筑起无法单纯依靠流量复制的核心竞争力。目前美团到店业务收入保持稳健增长，核心品类持续领跑行业。短期来看，到店业务利润率有望保持平稳，长期仍具备回升空间。","content":"<html><body><div>\n<p>　　新浪科技讯 6月1日晚间消息，在<a href=\"https://laohu8.com/S/MPNGY\">美团</a>2026年第一季度业绩电话会上，有分析师问及抖音在到店业务上与<a href=\"https://laohu8.com/S/03690\">美团</a>的竞争，美团CFO陈少晖表示，到店业务依托线下履约能力与消费者信任，仅凭流量无法直接转化为实际交易。在这项业务上，美团已构筑起无法单纯依靠流量复制的核心竞争力。</p>\n<p>　　陈少晖称，各大平台仍需在细分品类、商家类型、应用场景上持续打造差异化。目前美团到店业务收入保持稳健增长，核心品类持续领跑行业。公司同时在拓展服务零售新赛道，并进一步深耕下沉市场。</p>\n<p>　　陈少晖表示，今年我们将重点推进两项工作，一是巩固核心品类的竞争优势，二是为本地生活商家搭建更完善的数字化基础设施。随着行业补贴逐步回归常态，我们为商家提供的价值将在其日常经营中发挥愈发重要的作用。短期来看，到店业务利润率有望保持平稳，长期仍具备回升空间。（徐苑蕾）</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：宋<a href=\"https://laohu8.com/S/AVP\">雅芳</a> 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利润率短期平稳长期向好\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-01 20:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tob/2026-06-01/doc-inhzxewf8382082.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪科技讯 6月1日晚间消息，在美团2026年第一季度业绩电话会上，有分析师问及抖音在到店业务上与美团的竞争，美团CFO陈少晖表示，到店业务依托线下履约能力与消费者信任，仅凭流量无法直接转化为实际交易。在这项业务上，美团已构筑起无法单纯依靠流量复制的核心竞争力。\n　　陈少晖称，各大平台仍需在细分品类、商家类型、应用场景上持续打造差异化。目前美团到店业务收入保持稳健增长，核心品类持续领跑行业。公司...</p>\n\n<a href=\"https://finance.sina.com.cn/tob/2026-06-01/doc-inhzxewf8382082.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0633140560.USD":"AB EMERGING MARKET MULTI ASSET PORTFOLIO \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) 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6月1日晚间消息，在美团2026年第一季度业绩电话会上，有分析师问及抖音在到店业务上与美团的竞争，美团CFO陈少晖表示，到店业务依托线下履约能力与消费者信任，仅凭流量无法直接转化为实际交易。在这项业务上，美团已构筑起无法单纯依靠流量复制的核心竞争力。\n　　陈少晖称，各大平台仍需在细分品类、商家类型、应用场景上持续打造差异化。目前美团到店业务收入保持稳健增长，核心品类持续领跑行业。公司同时在拓展服务零售新赛道，并进一步深耕下沉市场。\n　　陈少晖表示，今年我们将重点推进两项工作，一是巩固核心品类的竞争优势，二是为本地生活商家搭建更完善的数字化基础设施。随着行业补贴逐步回归常态，我们为商家提供的价值将在其日常经营中发挥愈发重要的作用。短期来看，到店业务利润率有望保持平稳，长期仍具备回升空间。（徐苑蕾）\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：宋雅芳","news_type":1,"symbols_score_info":{"MPNGY":1.96,"HMTD.SI":0.6,"03690":1.96}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}