狮子大开口!100元的外卖美团先抽22元,商家不堪重负退出美团!
提及美团外卖,想必大家并不陌生,作为外卖市场最早出现的领军人物,美团近年来的发展可谓是一路高歌。在2018年下半年,美团顺利上市人们极为看好,但是现在,美团似乎陷入到一些麻烦当中了。近日,有不少商家表示无法接受美团高达22%的外卖收益分成,选择与美团取消合作,外卖市场似乎要发生倾斜了。
美团的收益分成最初是15%,后来上调到18%,在2018年11月又上调至了22%。来看这个22%的收益分成,值得注意的是这22%是营业额的22%,即使餐馆有打折优惠,美团的收益分成还是按照原价格来算。这也就意味着商家按照原价每挣100元,美团就要从中抽取22元,即使商家打九折,真正收入90元,美团的利润抽成同样是22元。显然,美团可以说是向商家大开口了。
按照餐饮行业30%到40%的利润率,在外卖产品当中,除去税收、租金以及人工之后,餐馆的收益也所剩无几。规模大一点的餐馆几乎能够持平,但对于小餐馆而言往往不堪重负。因为在实际配送当中还要考虑骑手迟单对于餐馆造成的不利影响。显然,一些餐馆与美团取消合作也是无奈之举。
有不少商家表示,考虑到外卖收益利润目前已经开始自己招募骑手进行配送了,这样一来只需要支付骑手的配送费用,相比于美团收益还是可观。而且饿了么平台依然可以选择,人们活跃度比较高而且平台利润抽成也相对合理。商家的倾向性十分明显,对于美团而言,危机似乎要来了。
其实,美团在2018年的营收上就已经出现一些问题了,增收不增利特征性极为明显。2018年第三季度美团的营收较2017年增长了97.2%达到191亿元,但是毛利润仅为46亿元,相比于2017年才增长了33.2%。显然,美团在业务增长上有些乏力了。目前美团等外卖收益占到总收益的6成,据粗略估计外卖的毛利率在总营收当中不到两成,因此,美团此次提高收益分成意图明显。但是新的问题随之出现,大量餐馆取消合作反而进一步缩减了美团的外卖利润,对于美团而言,在接下来发展中首先需要思考的便是如何做出权衡了。
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