最近研究过美团的财报_老虎社区_美港股上老虎

妥妥的幸福11
2023-12-20

最近研究过美团的财报，Q3营业收入及利润略超预期，收入端，23Q3营收765亿元(yoy+22%)，略超预期，主要是核心本地商业收入超预期所致。利润端，调整后营业利润50亿，营业利润率6.5%(22Q3为4.1%)同比改善，主要是核心本地商业利润提升和新业务减亏略超预期所致。调整后净利润57亿元，净利润率7.5%(22Q3为5.6%)同比改善。预计23Q4外卖、闪购在高基数基础上规模保持韧性增长，到店在公司商户、用户激励措施和营销新玩法下GTV保持高增速，这是美团的底色，现在这走势对不起股价和江湖地位 $美团-W(03690)$

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