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央广《王冠红人馆》财经报告:饿了么吃下百度外卖,送餐市场开启双雄时代
再次,百度利润下滑,要ALL in AI必须甩包袱。2016年第四季度,百度公司净利润同比下滑83.29%,2017年第一季度,百度公司净利润同比下滑10.57%。盈利情况直至今年2季度才有所改善。目前,转型中的百度仍靠搜索业务支撑财报,不得不甩掉外卖这个"烧钱"包袱。这就跟贾家周转不灵了,赶紧把迎春探春都嫁了一样。
百度净利润下滑
饿了么 看中百度外卖中高端市场
值得注意的是,此次蓝红合璧的交易中,饿了么对于百度外卖的品牌和团队全盘保留,饿了么可以继续使用百度外卖的品牌18个月的时间。这是饿了么对百度外卖耕耘了3年的优质市场的保护。因为,饿了么看中的就是百度外卖的市场、团队和技术。
百度外卖的发展重点一直都是中高端的白领外卖市场。最开始,百度外卖就把重点放在白领市场和专门的配送团队建设上。通过自有专门配送团队的建设提高服务品质,通过签约高端商户契合了白领人群的消费需求。百度外卖在白领市场优势明显。
饿了么CEO张旭豪在公开信中称赞了百度外卖"品质外卖"的调性,"他们(百度外卖)在高端外卖市场积累起优质的用户和商户资源,即时配送的人工智能技术也一直走在我们行业的前沿。"这对于起家于大学校园的饿了么,百度外卖所专注的白领高端市场正好可以补上自己的短板,面对美团外卖的进攻也更游刃有余。此外,饿了么的大本营在上海,它的优势主要集中在华南地区,在华北地区,美团和百度外卖的势头更强一些。
三、前瞻--外卖"三国杀"变"双雄争霸" 监管更需配套跟进
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