美团(纪要):不惜代价赢得竞争,2Q 利润将同比显著下滑
海豚投研·2025-05-27 21:44
以下为美团 FY25Q1 的财报电话会纪要,财报解读请移步《 美团:风雨前的阳光?外卖大战 "乌云" 正压境 》 一、财报核心信息回顾 | Rmb '00mn | | 1Q23A | 2Q23A | 3Q23A | Meituan (3690.HK) earnings wrap 4Q23A | 1Q24A | 2Q24A | 3Q24A | 4Q24A | 1Q25A | 1Q25e | var. | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | Corprate | Total revenue | 286 | 680 | 765 | 737 | 733 | 823 | 936 | 882 | 866 | 854 | 1.3% | | | | | | | | | | | 20.1% | | | | | yoy | | 26.7% | 33.4% | 22.1% | 22.6% | 25.0% | 21.0% | 22.4% | | 18.1% | 16.6% | | | 270 | Gross ...