【招商商业|行业深度】美团抖音到店之争：错位竞争，格...
2010年后的团购大战中，美团凭借对行业本质的深刻理解、长远战略与理性规范的运营胜出，并通过优质供给+口碑体系建立起稳固的用户心智壁垒，在到店领域长期保持市占率绝对领先。抖音入局引入行业格局新变量，我们通过对美团与抖音人、场、店三维度的对比分析，认为两者定位不同，流量异质，商户错位，将实现高度差异化发展。展望长期，我们认为抖音对到店行业现有参与者的冲击将远小于电商，行业竞争格局无忧，美团与抖音将在空间大低渗透的到店市场共创线上增量。来源/招商证券
作者/丁浙川、李秀敏、潘威全、李星馨复制以下链接，打开百度网盘即可领取
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