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美团CFO陈少晖回应与抖音竞争：美团的核心能力凭流量无法复制

随后，在美团举行的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。陈少晖提到，现阶段美团到店营收走势稳健，核心品类稳居行业首位，同时公司持续布局服务零售新赛道、深挖下沉市场增量。谈及全年经营规划，陈少晖透露美团今年聚焦两大重心：稳固核心品类领先优势，助力本地生活商家搭建数字化经营基建。

美团CFO陈少晖回应与抖音竞争：美团的核心能力凭流量无法复制

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的固有认知，这套心智依托平台严谨的商家审核规则、完善的服务履约保障以及数十亿条真实用户评价体系搭建而成。</p><p>依托完善的内容与风控能力，平台能够持续为消费者提供高性价比产品与服务，筑牢基础护城河。</p><p><strong>其二是全产业链的持续创新实力。</strong>当前美团服务数百万入驻商户，业务触角延伸至医疗康养、家政维保等多元本地生活赛道；</p><p>平台落地消费者预付费保障体系，大幅提升用户预付类消费安全感。平台持续将零散非标、线下属性强、服务周期不确定的本地服务，打磨成标准化可线上交易的服务 SKU，打造出差异化极强的供给生态。</p><p>上述优势持续放大平台规模效应与双边网络效应，形成良性发展闭环，不断优化用户消费体验。</p><p>陈少晖提到，现阶段美团到店营收走势稳健，核心品类稳居行业首位，同时公司持续布局服务零售新赛道、深挖下沉市场增量。</p><p>谈及全年经营规划，陈少晖透露美团今年聚焦两大重心：稳固核心品类领先优势，助力本地生活商家搭建数字化经营基建。伴随行业粗放补贴逐步退场，平台对商户的赋能价值将进一步凸显。</p><p>短期维度，到店业务利润率有望维持平稳，长期来看盈利水平具备向上修复空间。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p></body></html>","source":"ifeng_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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href=https://tech.ifeng.com/c/8teFOrVO8Iq><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技6月3日消息，美团近日发布了截至2026年3月31日止三个月的未经审核综合业绩。数据显示，2026年第一季度，美团实现收入910亿元，同比增长5.6%。期内亏损为68亿元，而2025年同期则录得溢利101亿元。此外，经调整EBITDA下降至负30亿元。分业务来看，核心本地商业分部在2026年第一季度的收入同比微增0.1%至641亿元，经营亏损为20亿元。随后，在美团举行的2026年第一季度...</p>\n\n<a href=\"https://tech.ifeng.com/c/8teFOrVO8Iq\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0823040885.USD":"东方汇理新兴市场焦点股票基金","LU2778985437.USD":"ALLIANZ CHINA 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美团CFO陈少晖回应与抖音竞争：美团的核心能力 凭流量无法复制

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美团CFO陈少晖回应与抖音竞争：美团的核心能力凭流量无法复制