Earnings Call Summary | Meituan(ADR)(MPNGF.US) Q4 2023 Earnings Conference
Earnings Call Summary | Meituan(ADR)(MPNGF.US) Q4 2023 Earnings Conference
The following is a summary of the Meituan (MPNGF) Q4 2023 Earnings Call Transcript:
以下是美團(MPNGF)2023年第四季度業績電話會議記錄摘要:
Financial Performance:
財務業績:
Meituan reported a 25.8% increase in total revenue amounting to RMB 276.7 billion.
Adjusted net profit rose to RMB 23.3 billion, up from RMB 2.8 billion the previous year.
Daily order volumes of on-demand delivery increased by 23.9% year-over-year.
Q4 revenue rose by 22.6% year-over-year to RMB 73.7 billion.
Despite efficiency improvements, Meituan Select witnessed significant losses in 2023 due to slower growth and competition.
美團報告總收入增長了25.8%,總額爲2767億元人民幣。
調整後的淨利潤從去年的28億元人民幣增至233億元人民幣。
按需交付的每日訂單量同比增長23.9%。
第四季度收入同比增長22.6%,達到737億元人民幣。
儘管效率有所提高,但由於增長放緩和競爭,美團精選在2023年出現了重大虧損。
Business Progress:
業務進展:
There was over 30% year-over-year active user growth owing to the acceleration in consumer and merchant base growth.
Order volumes for Instashopping grew over 40% year-over-year due to a steady user base increase.
The in-store, hotel & travel business witnessed growth in GTV, active users, and active merchants.
Future plans include driving high-quality growth and efficiency, exploration of further growth opportunities, and business expansion.
Meituan's restaurant management system and B2B food service achieved cash flow break-even in 2023.
Meituan aims to decrease operating loss of Meituan Select by refining the business model and improving user experience.
Overseas business expansion is being evaluated with a focus on new market entry and a disciplined ROI evaluation.
Investments are being made in drones and autonomous delivery vehicles as part of Meituan's future infrastructure growth.
A share buyback program has been initiated with over USD 400 million worth of shares already purchased and cancelled in a move to increase shareholder return.
由於消費者和商戶基礎的加速增長,活躍用戶同比增長了30%以上。
由於用戶群的穩步增長,Instashopping的訂單量同比增長了40%以上。
店內、酒店和旅遊業務見證了GTV、活躍用戶和活躍商戶的增長。
未來的計劃包括推動高質量的增長和效率、探索進一步的增長機會以及業務擴張。
美團的餐廳管理系統和B2B餐飲服務在2023年實現了現金流收支平衡。
美團旨在通過完善商業模式和改善用戶體驗來減少美團精選的營業虧損。
正在評估海外業務擴張,重點是新的市場進入和嚴格的投資回報率評估。
作爲美團未來基礎設施增長的一部分,正在對無人機和自動送貨車輛進行投資。
股票回購計劃已經啓動,已經購買和取消了價值超過4億美元的股票,以增加股東回報率。
More details: Meituan(ADR) IR
更多詳情: 美團 (ADR) 投資者關係
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示:欲了解更多詳情,請訪問投資者關係網站。本文僅供投資者參考,不構成任何投資建議。
譯文內容由第三人軟體翻譯。