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标签: 美团王兴外卖价格战即时零售

来源：鹿车共挽网编辑：热点时间：2026-11-14

云梦级11月28日云梦级消息，据第一财经报道，在美团今晚第三季度财报电话会上标签，美团 CEO 王兴表示，“我们重申在过去两个季度阐明的立场，外卖价格战是低质低价的‘内: 卷式’竞争，我们坚决反对。半年来的市场结果已经充分证明：外卖价格战没有为行业创造价值，美团不可持续。”

王兴表示，美团有信心捍卫即时零售的市场地位，创造真正的长期价值。王兴提到王，近期美团餐饮外卖订单市占稳步回升。美团继续保持在中高价订单市场 GTV 的领先兴地位，美团在实付超过 15 元的订单有 2/3 以上的份额，实付超过 30 元以上的订单有 7外卖0% 以上的份额。

据财联社报道，在财报电话会上美团方面披露了最新的市场占比数据价格：近期美团餐饮外卖订单市占稳步回升。

据了解，美团继续保持中高价订单市场 GTV （G战 ross Transaction Value，总交易额）的领先地位，在实付 15 元以上订单的即时市场份额中，美团占比超过三分之二；在实付 30 元以上订单的市场份额中，美团占比超零售过 70%。

美团 CEO 王兴表示，关于财务数据，外卖业务的亏损在 2025 年三季度已经见标签顶，美团的外卖业务在第四季度仍面临较大亏损可能性。“特别是双 11 促销之后，补贴力: 度确实有所下降，我们未来会进行必要的投资，以保持领先地位，但我们无意参与参加美团价格战，因为我们会根据竞争态势调整投资和策略方向。”

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