麦肯锡：城市配送的赌注:50亿美元风险投资的风险?(英文 40页)

The urban delivery bet: USD 5 billion in venture capital at risk?

1. Background:

1。背景:

Urban delivery’s value proposition

城市配送的价值主张

2. Calculated risk?

2。计算风险?

Why venture capitalists have gone “all in” with urban delivery start-ups

为什么风险资本家与城市快递初创公司“完全合作”

3. The urban delivery dilemma:

3。城市配送的两难境地:

The start-ups’ winning formula puts the broader market out of reach

这些初创企业的成功模式让更广阔的市场失去了影响力。

4. “Rather later than sooner”:

4。“迟比早好”:

Urban delivery start-ups unlock a “same-day” opportunity ten times bigger than “instant”

城市快递初创公司开启了“当日”的机会，比“即时”的机会大十倍。

4.1 “Old school” players are positioned to dominate

“老学校”的玩家将占据主导地位

4.2 Inventory, operations, and other items for retailers’ to-do lists

库存、运营和其他零售商的待办事项清单

4.3 Cannibalism (and other strategic plays for logistics providers)

3.同类相食(以及物流供应商的其他战略游戏)

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