美团也裁员,美团和他的骑手们又是一个难熬的冬天
44.25港元,2430亿港元市值,这是定格在12月24日美团收盘时的一组数字(香港圣诞节股市不开盘),从最初上市的3992亿港元估值到现在的2430亿港元,美团仅用了3个月时间。
近期,一些准备"过冬"的互联网企业似乎都被数字3所笼罩。ofo退押金要等3年,而美团裁员仅要3分钟。
在美团股票一度下跌的今天,这个拥有接近五千名员工的"庞然大物"也开启了裁员计划。
这次裁员的重点,美团平台的内容部门。美团最近的确在调整架构,涉及多个部门,因此才会进行裁员。到店综合、美团APP、大交通都会调整,摩拜将会并入大交通,现在他们也在进行部门调整和人员优化(裁员)。虽然美团表示,网传大规模裁员为不实消息,此次人员优化是正常的业务调整,受影响员工不到员工总数的0.5%,但是根据美团招股书中披露的员工数显示,受业务调整影响的人数约为200余人。
2018年4月3日,摩拜股东会通过了美团的收购方案,美团点评出资27亿美元,收购摩拜。出资方案为65%的现金和35%的美团股票,在这个互联网寒冬,摩拜创始团队现在全部走光了,美团开始实际接手。
美团对收购摩拜有很高的的期待,在美团的半年报中:"作为高频定位服务,摩拜单车对我们的现有服务形成补充,可创造消费者需求接触点并提高用户粘性。我们目前正在将摩拜单车整合至我们的平台并优化单车部署及维护以提高其经营效率。这样的布局谈不上高明与否,不过在如今的产业冬季,美团这样的布局一定不好过。
根据财报显示,第三季度美团点评总营收191亿元,同比增长97.2%;毛利总额由2017年同期的34亿元增至46亿元,同比增长33.2%,虽然表面数据光鲜,但事实上,美团调整后的亏损净额为24.6亿元,同比增加158%,依旧呈现出进一步扩大的趋势。
实际上,美团的"过冬"与收购摩拜也存在一定的关联。摩拜单车被美团收购后持续亏损,仅2018年第4月份,摩拜亏损人民币4.07亿元,相当于每天亏损约1300万元。摩拜的亏损构成了美团点评新业务亏损的主要部分。全资并购摩拜,给美团的资产负债表带来了128.2亿元商誉。不少投资者认为摩拜将是未来美团财务报表上的巨大包袱。
年终的寒流席卷而来,外卖骑士在低温中煎熬,还有许多和美团一样的企业在冷风中负重前行。
{"weixin":{"label":"微信","name":"weixin","selected":true,"value":true,"sortid":"1","shareid":"weixin","sharetitle":"分享到微信","event":"shareToWeiXin","lang":"shareWeb_WeiXin"},"copy":{"label":"复制网址","name":"copy","selected":true,"value":true,"sortid":"2","shareid":"copy","sharetitle":"复制网址","event":"copy_url","lang":"shareWeb_Copy"},"qq":{"label":"QQ好友","name":"qq","selected":true,"value":false,"sortid":"1","shareid":"qq","sharetitle":"分享到QQ","event":"shareToQQ","lang":"shareWeb_QQ"},"sina_weibo":{"label":"新浪微博","name":"sina_weibo","selected":true,"value":true,"sortid":"4","shareid":"sina_weibo","sharetitle":"分享到新浪微博","event":"shareToSinaWB","lang":"shareWeb_SinaWeiBo"},"qq_zone":{"label":"QQ空间","name":"qq_zone","selected":true,"value":true,"sortid":"5","shareid":"qq_zone","sharetitle":"分享到QQ空间","event":"shareToQzone","lang":"shareWeb_QQZone"},"renren":{"label":"人人网","name":"renren","selected":true,"value":true,"sortid":"7","shareid":"renren","sharetitle":"分享到人人网","event":"shareToRenren","lang":"shareWeb_RenRen"},"douban":{"label":"豆瓣网","name":"douban","selected":true,"value":true,"sortid":"8","shareid":"douban","sharetitle":"分享到豆瓣网","event":"shareToDouban","lang":"shareWeb_DouBan"},"baidu_tieba":{"label":"百度贴吧","name":"baidu_tieba","selected":true,"value":true,"sortid":"10","shareid":"baidu_tieba","sharetitle":"分享到百度贴吧","event":"shareToTieba","lang":"shareWeb_TieBa"},"Facebook":{"label":"Facebook","name":"Facebook","selected":true,"value":true,"sortid":"11","shareid":"Facebook","sharetitle":"分享到FaceBook","event":"shareToFacebook","lang":"shareWeb_Facebook"},"Twitter":{"label":"Twitter","name":"Twitter","selected":true,"value":true,"sortid":"12","shareid":"Twitter","sharetitle":"分享到Twitter","event":"shareToTwitter","lang":"shareWeb_Twitter"},"LinkedIn":{"label":"LinkedIn","name":"LinkedIn","selected":true,"value":true,"sortid":"13","shareid":"LinkedIn","sharetitle":"分享到linkedIn","event":"shareToLinkedin","lang":"shareWeb_Linkedin"},"whatsapp":{"label":"whatsapp","name":"whatsapp","selected":true,"value":true,"sortid":"15","shareid":"whatsapp","sharetitle":"分享到whatsapp","event":"shareToWhatsapp","lang":"shareWeb_whatsapp"},"line":{"label":"line","name":"line","selected":true,"value":true,"sortid":"15","shareid":"line","sharetitle":"分享到line","event":"shareToLine","lang":"shareWeb_line"},"qq_weibo":{"label":"腾讯微博","name":"qq_weibo","selected":true,"value":true,"sortid":"3","shareid":"qq_weibo","sharetitle":"分享到腾讯微博","event":"shareToQQwb","lang":"shareWeb_QQWeiBo"},"peopleBlog":{"label":"人民微博","name":"propleBlog","selected":true,"value":true,"sortid":"14","shareid":"propleBlog","sharetitle":"分享到人民微博","event":"shareToPeopleBlog","lang":"shareWeb_peopleBlog"}}