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Posts2023 春节开工第一天，抖音就宣布上线了官方直营的抖音超市，主要销售日用快消品。海豚君先前已指出抖音纯靠直播和短视频带货的模式已经渡过了爆炸增长阶段，未来大概率会向全品类的货架型电商转型。
本次上线自营超市，能够增加品类覆盖、通过高频快消品加强用户购买习惯、也能补强在供应链上的短板。同时在异地快递配送外，抖音超市在部分情况下也和顺丰、达达合作提供小时达服务，也补强了即时配送的能力。
这对现有的电商三巨头和美团都不是个好消息
$ 阿里巴巴.US $ 京东.US $ 拼多多.US $ 美团-W.HK
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