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前置仓电商"双熊",谁在裸泳?|每日优鲜|费用_新浪科技_新浪网 - Vimarsana News

前置仓电商"双熊",谁在裸泳?|每日优鲜|费用_新浪科技_新浪网

订单密度的提升,取决于用户规模和用户下单频次,叮咚买菜胜在用户下单频次。实际上,叮咚买菜虽然一直在烧钱扩张,但用户规模始终不及每日优鲜,截至今年Q1,叮咚买菜用户为690万,而每日优鲜有效用户(毛利为正的用户)就达790万。 但是叮咚买菜擅长激发存量用户价值,其每月用户下单频次为3.4次,每日优鲜则为0.7次。换句话说,叮咚买菜的下单频次是对方的4.9倍。表面看,每日优鲜的优势在于高客单价,奈何下单频次太低,其单个用户...