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外卖履约成本端优化较缓慢
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所属报告:
商业贸易行业美团系列专题研究之一:为什么外卖平台是比电商平台更好的商业模式?-20220206(28页).pdf
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外卖履约,也具有规模经济,但更多地体现在体验端。仅仅说明履约设施的专用性并不足以说明外卖的履约环节具有先发优势。先发优势的另一个基础是规模经济。快递单均成本随业务量增长快速下降,而外卖由于时效要求与随机性,骑手成本下降到一定阶段后,很难再实现大幅优化,外卖的履约看似是没有规模经济和先发优势的环节。而实际上,我们认为,电商和外卖的履约设施都具有规模经济特征,不同之处在于,电商履约更多是成本端规模经济,而外卖履约更多是体验端规模经济。正是因为时效要求与随机性,外卖履约在用户体验端可以实现“更高订单密度-更优时效-更高订单密度”的正向循环:订单密度高、骑手供给多,骑手平均配送路径短,配送时效更好。即外卖规模领先的企业是靠体验,而非单纯靠成本去获得先发优势。
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当前图表所属:
商业贸易行业美团系列专题研究之一:为什么外卖平台是比电商平台更好的商业模式?-20220206(28页).pdf
在社会化同城配送发展的同时,外卖企业依
电商履约社会化vs外卖履约独占
外卖与电商龙头竞争优势稳定性的差异
信息匹配和履约成本的规模经济属性不同
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