以下文章来源于36氪财经 ，作者谢芸子 黄绎达 2023年11月，红极一时的明星创业公司每日优鲜在纳斯达克退市。几乎同时，有着丰富零售经验，曾在盒马、饿了么任职的王松，成为叮咚买菜的CFO。当 时他的回答是—— "我们是一家踏踏实实做商品的公司。" 36氪财经 . 36氪旗下官方账号。洞见市场，比99%的投资者更聪明。 一场快与慢、深与浅的交锋。 文 ｜ 谢芸子 编辑 ｜ 黄绎达 来源｜ 36氪财经（ID： krfinance ） 封面来源 ｜ IC photo 这两年，叮咚买菜被投资人问得最多的一个问题是：你们和每日优鲜有什么不一样？为什么每日优鲜死了，你们活了下来？ 早在每日优鲜轰然倒塌前的2021年，公司创始人兼CEO梁昌霖就在财报会上提出了"效率第一，适当考虑规模"的口号，从全国扩张转向了深耕区域。 次年，叮咚买菜又坚定地"斩仓"，陆续撤出天津、厦门、成都等多个城市，甚至完全撤出了西南市场。2024年，战略收缩的阵痛达到顶峰。同年1月，公 司"一口气"关闭了广州的27个站点以及深圳的11个站点。一时间，质疑与唱衰成为外界的主旋律。 让人未曾想到的是，也正是这一年，终于止住出血点的叮咚重启扩张策略，尤其 ...

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]