外卖市场26%，淘宝_老虎社区_美港股上老虎

外卖市场26%，淘宝54，这他马真敢写

补贴退潮消费者心智已固外卖江湖“三分天下”已成定局

最新的外卖行业报告显示：这场大战不仅改变了用户的消费习惯，更推动外卖行业形成了新的格局，淘宝、京东、美团“三分天下”的局面依然形成。外卖补贴退潮后，用户心智的固化与分化，叠加平台生态协同能力的差异，共同促成了外卖行业“三分天下”的稳定格局。

补贴退潮消费者心智已固外卖江湖“三分天下”已成定局

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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href=\"https://laohu8.com/S/03690\">美团</a>则占据28.9%。三大巨头之间的差距极小，没有任何一方拥有绝对的统治力，整体市场呈现出高度胶着的竞争态势。</p><p>造成如今外卖市场三分天下格局的两大核心因素：</p><p>其一，补贴大战前后消费者的选择行为发生了变化——即对外卖高频依赖固化的同时，关注锚点从价格转而更关注商品质量与整体的服务体验。调研显示，配送速度上，京东秒送/外卖以32.70%的高占比居首，美团外卖(24.80%)和淘宝闪购/饿了么(21.17%)紧随其后，显示出京东秒送在配送领域的优势。服务体验方面，京东秒送/外卖也是获得用户评价最高的平台。</p><p>从用户分化情况来看，三类群体的特征十分鲜明。占比最大的是价格驱动型用户，达到49.3%，他们对价格波动最为敏感，补贴退潮后要么转向价格更低的平台(25.0%)，要么明显减少消费频率(24.3%)，是各平台争夺的基础用户盘。其次是价值驱动型用户，占比26.8%，这一群体最具价值，不将价格作为首要考量，更关注商品质量与服务体验，倾向于维持原有消费频率，对平台品牌忠诚度较高。最后是机会主义型用户，占比19.5%，仅在平台推出促销、补贴活动时下单，消费行为与营销活动强度高度绑定，是平台可通过精细化运营争取的“摇摆客群”。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250918202911617d201zicgm56sg9f\"/><p>其二，生态协同能力定胜负，京东差异化优势凸显，如今外卖市场的竞争，早已超越单纯的流量争夺，进入生态协同的深度比拼阶段。平台能否将外卖业务与自身核心优势有效联动，形成“获客-留存-增值”的完整闭环，直接决定其在“三分天下”格局中的竞争力，而京东凭借独特的生态布局，展现出显著的差异化优势。</p><p>外卖业务不仅是独立的战场，更是为平台主营业务输送高频次、高价值用户的“超级入口”。而协同价值的真正深度，体现在不同平台在用户心智中已形成了泾渭分明的“品类领地”。调研显示，京东外卖用户跨品类消费人均选择3.4个品类，远超淘宝(2.4个)和美团(1.8个)，外卖流量成功转化为高客单价消费，形成“外卖获客-全品类留存”高效闭环。</p><img 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250918202913a7285c1b&s=b><strong>中金在线</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着夏天的结束，2025年这轮外卖补贴大战也渐渐落下帷幕，市场正在告别此前的混战，逐步回归理性发展轨道。最新的外卖行业报告显示：这场大战不仅改变了用户的消费习惯，更推动外卖行业形成了新的格局，淘宝、京东、美团“三分天下”的局面依然形成。(补贴高峰期消费者对外卖平台的选择)(补贴退潮后消费者对外卖平台的选择)用户的选择偏好，直接预示了未来市场格局的走向。调研结果非常清晰的呈现：外卖补贴大战的逐渐落幕...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250918202913a7285c1b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89618":"京东集团-SWR","89988":"阿里巴巴-WR","09988":"阿里巴巴-W","LU0348784397.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USD) ACC","LU1044874839.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"AGH\" (SGDHDG) ACC","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0165289439.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AC\" 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补贴退潮 消费者心智已固 外卖江湖“三分天下”已成定局

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