高盛:中国外卖专家会议要点_聚焦不断演变的竞争格局及对单店的影响
高盛·2025-06-12 15:19
Ronald Keung, CFA China Internet & Restaurants: Food delivery expert session takeaways: Focusing on evolving competitive landscape and implications to unit 12 June 2025 | 2:01AM HKT As part of the expert channel-check calls arranged alongside China Consumer team's APAC Consumer & Leisure Corporate Day, we hosted an expert session on food delivery with investors on June 11, where we invited Mr. Shi, CEO & Founder at Yuzhibo Information Technology. Key topics discussed include 1) Enlarged on-demand consumptio ...