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美團財報｜第二季重返盈利，外賣價格戰是否已接近尾聲？

美團財報｜第二季重返盈利，外賣價格戰是否已接近尾聲？

美團第二季度收入達 1,046 億元人民幣，核心本地商業恢復盈利，但營銷開支仍高於 2024 年水平。隨着外賣補貼戰逐步降溫，以及 Keeta 海外業務改善，美團的下一個問題是：盈利能力能否持續？

2026年 8月 31日
Bruce TinBruce Tin
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