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叮咚买菜设10个独立事业部,强化供应链和自有品牌
Jing Ji Guan Cha Wang· 2025-07-23 03:14
Core Insights - The company is shifting from a traffic and platform-centric approach to a product and ecosystem mindset, focusing on fresh produce and food supply chain [1] - An organizational restructuring has been initiated to enhance product quality and differentiation, creating 10 independent divisions based on major product categories [1] - The company has developed several proprietary brands and is exploring further expansion into self-owned brands [1][2] Company Strategy - The restructuring involves 10 independent divisions that encompass product development, operations, and quality control, each led by a core executive [1] - The company aims to enhance its self-owned brand strategy, having already launched various brands across different categories [1] - The company is also expanding its sales channels beyond its own platform to include major online platforms and offline retail channels [2] Financial Performance - In Q1 of this year, the company's GMV reached 5.96 billion yuan, a year-on-year increase of 7.9%, while revenue was 5.48 billion yuan, up 9.1% [3] - The net profit under GAAP standards was 8.017 million yuan, with a net profit margin of 0.1% [3] - The improvement in business metrics is attributed to strategic adjustments and organizational changes [3]