美团-2024 年第四季度收入符合预期，到店餐饮经营利润超预期

Meituan | Asia Pacific 4Q24 Rev in line, CLC OP beat Reaction to earnings Unchanged In-line Largely unchanged Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Source: Company data, Morgan Stanley Research March 21, 2025 09:20 AM GMT Key Takeaways Exhibit 1: 4Q24 results review | MS Estiamtes vs Co | | | | | | | | 4QFY-2024E | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | Financials (Rmb mn) | 4Q23 | 3Q24 | 4Q24 | YoY (%) | QoQ (%) | Mse | D ...