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美团CFO陈少晖：到店业务不单纯靠流量利润率短期平稳长期向好

新浪科技讯 6月1日晚间消息，在美团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。在这项业务上，美团已构筑起无法单纯依靠流量复制的核心竞争力。目前美团到店业务收入保持稳健增长，核心品类持续领跑行业。短期来看，到店业务利润率有望保持平稳，长期仍具备回升空间。

美团CFO陈少晖：到店业务不单纯靠流量利润率短期平稳长期向好

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6月1日晚间消息，在美团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。在这项业务上，美团已构筑起无法单纯依靠流量复制的核心竞争力。\n　　陈少晖称，各大平台仍需在细分品类、商家类型、应用场景上持续打造差异化。目前美团到店业务收入保持稳健增长，核心品类持续领跑行业。公司同时在拓展服务零售新赛道，并进一步深耕下沉市场。\n　　陈少晖表示，今年我们将重点推进两项工作，一是巩固核心品类的竞争优势，二是为本地生活商家搭建更完善的数字化基础设施。随着行业补贴逐步回归常态，我们为商家提供的价值将在其日常经营中发挥愈发重要的作用。短期来看，到店业务利润率有望保持平稳，长期仍具备回升空间。（徐苑蕾）\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：宋雅芳","news_type":1,"symbols_score_info":{"MPNGY":1.96,"03690":1.96,"HMTD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":453,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":25,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}

美团CFO陈少晖：到店业务不单纯靠流量 利润率短期平稳长期向好

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美团CFO陈少晖：到店业务不单纯靠流量利润率短期平稳长期向好