2025年盒马整体营收同比增速超40%
Bei Jing Shang Bao·2026-01-04 03:01
Core Insights - The CEO of Hema, Yan Xiaolei, stated in a New Year letter that the overall revenue of Hema is expected to grow by over 40% year-on-year by 2025, with Hema Fresh and Super Box services reaching over 100 million consumers [1] - Earlier, Alibaba's fiscal year 2025 annual report indicated that Hema's overall GMV has surpassed 75 billion yuan, achieving positive adjusted EBITA for the first time in a year [1] - Based on these estimates, Hema's GMV is projected to exceed 100 billion yuan by the end of the fiscal year 2026, which is March 2026 [1]