美团腹地挨了一刀 episode artwork

EPISODE · Jan 22, 2024 · 8 MIN

美团腹地挨了一刀

from 虎嗅·商业有味道

在距离美团总部约350米位置,经营川湘系菜馆的餐饮老板栗平在过去一个多月时间里,几乎每一天都能接到美团BD或抖音本地生活BD的电话,甚至这些BD会穿着日常衣服、以食客模样到他店里先点菜吃饭,然后再小心翼翼地谋求合作。 栗平知道自己并非这条街上唯一被如此看重的餐饮小店老板,他和他所在的美食街只是当下美团和抖音围绕“本地生活业务”战火的缩影。这场战争以2021年抖音的“闪电突袭”为爆发,并在2023年演变为美团和抖音的全面战争。 由于错失了2022年的时机,没有及时出手应对,坐看抖音做大。2023年一季度,美团高层意识到“本地生活业务”是不可输掉的战争,自此美团开始围绕到店、到家、到综三个关键场景,对抖音的本地生活业务全面开火。本期,我们来聊聊美团面对危机做出的改变。

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