{"id":4483,"date":"2024-08-20T08:30:41","date_gmt":"2024-08-20T08:30:41","guid":{"rendered":"https:\/\/www.bracon.com.vn\/vi\/?p=4483"},"modified":"2024-08-20T08:30:41","modified_gmt":"2024-08-20T08:30:41","slug":"thi-truong-food-delivery-tai-viet-nam-da-tang-vot-27-dan-dau-tang-truong-trong-khu-vuc-%e2%9c%85","status":"publish","type":"post","link":"https:\/\/www.bracon.com.vn\/vi\/thi-truong-food-delivery-tai-viet-nam-da-tang-vot-27-dan-dau-tang-truong-trong-khu-vuc-%e2%9c%85\/","title":{"rendered":"Th\u1ecb tr\u01b0\u1eddng Food Delivery t\u1ea1i Vi\u1ec7t Nam \u0111\u00e3 t\u0103ng v\u1ecdt 27% d\u1eabn \u0111\u1ea7u t\u0103ng tr\u01b0\u1edfng trong khu v\u1ef1c \u2705"},"content":{"rendered":"\n

1\/ Trong n\u0103m 2023, t\u1ed5ng chi ti\u00eau tr\u00ean c\u00e1c n\u1ec1n t\u1ea3ng giao \u0111\u1ed3 \u0103n t\u1ea1i khu v\u1ef1c \u0110\u00f4ng Nam \u00c1 \u0111\u1ea1t 17,1 t\u1ef7 USD, t\u0103ng 5% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc, theo b\u00e1o c\u00e1o c\u1ee7a Momentum Works. S\u1ef1 t\u0103ng tr\u01b0\u1edfng n\u00e0y ch\u1ee7 y\u1ebfu \u0111\u01b0\u1ee3c th\u00fac \u0111\u1ea9y b\u1edfi th\u1ecb tr\u01b0\u1eddng Vi\u1ec7t Nam v\u1edbi m\u1ee9c t\u0103ng 0,3 t\u1ef7 USD, t\u01b0\u01a1ng \u0111\u01b0\u01a1ng 27%, v\u00e0 Malaysia v\u1edbi m\u1ee9c t\u0103ng 0,2 t\u1ef7 USD, t\u01b0\u01a1ng \u0111\u01b0\u01a1ng 9%. Trong khi \u0111\u00f3, Th\u00e1i Lan v\u00e0 Indonesia ch\u1ec9 \u0111\u1ea1t m\u1ee9c t\u0103ng tr\u01b0\u1edfng m\u1ed9t con s\u1ed1, c\u00f2n t\u1ed5ng gi\u00e1 tr\u1ecb giao d\u1ecbch (GMV) c\u1ee7a Singapore kh\u00f4ng thay \u0111\u1ed5i. Grab ti\u1ebfp t\u1ee5c d\u1eabn \u0111\u1ea7u th\u1ecb tr\u01b0\u1eddng v\u1edbi 55% GMV, theo sau l\u00e0 Foodpanda (15,8%) v\u00e0 Gojek (10,5%). \u0110\u00e1ng ch\u00fa \u00fd, ShopeeFood \u0111\u00e3 c\u00f3 s\u1ef1 b\u1ee9t ph\u00e1 v\u1edbi m\u1ee9c t\u0103ng tr\u01b0\u1edfng GMV t\u1edbi 67%, b\u1ea5t ng\u1edd v\u01b0\u1ee3t tr\u1ed9i trong b\u1ed1i c\u1ea3nh c\u1ea1nh tranh gay g\u1eaft. 2\/ 5 xu h\u01b0\u1edbng ch\u00ednh c\u1ee7a ng\u00e0nh Food Delivery B\u00e1o c\u00e1o c\u1ee7a Momentum Works c\u0169ng \u0111\u01b0a ra 5 xu h\u01b0\u1edbng ch\u00ednh trong ng\u00e0nh. C\u1ee5 th\u1ec3: -C\u00e1c th\u01b0\u01a1ng hi\u1ec7u F&B premium ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi nhi\u1ec1u th\u00e1ch th\u1ee9c Chi ti\u00eau F&B \u1edf \u0110\u00f4ng Nam \u00c1 ph\u1ee5c h\u1ed3i qua m\u1ee9c tr\u01b0\u1edbc \u0111\u1ea1i d\u1ecbch (125,2 t\u1ef7 USD v\u00e0o n\u0103m 2023 so v\u1edbi 115,7 t\u1ef7 USD v\u00e0o n\u0103m 2019). Tuy nhi\u00ean, nhi\u1ec1u th\u01b0\u01a1ng hi\u1ec7u cao c\u1ea5p (\u0111\u1eb7c bi\u1ec7t l\u00e0 \u1edf Singapore) nh\u1eadn th\u1ea5y n\u0103m nay kh\u00f3 kh\u0103n h\u01a1n n\u0103m 2022. H\u1ecd ph\u1ea3i d\u00f9ng \u0111\u1ebfn c\u00e1c bi\u1ec7n ph\u00e1p c\u1eaft gi\u1ea3m chi ph\u00ed trong b\u1ed1i c\u1ea3nh b\u1ea5t \u1ed5n v\u0129 m\u00f4 v\u00e0 l\u1ea1m ph\u00e1t, \u0111i\u1ec1u n\u00e0y c\u00f3 th\u1ec3 l\u00e0m t\u0103ng \u0111\u1ed9 nh\u1ea1y c\u1ea3m v\u1ec1 gi\u00e1 c\u1ee7a nh\u1eefng th\u1ef1c kh\u00e1ch thu\u1ed9c t\u1ea7ng l\u1edbp trung l\u01b0u. -S\u1ef1 gia nh\u1eadp \u1ed3 \u1ea1t c\u1ee7a c\u00e1c th\u01b0\u01a1ng hi\u1ec7u F&B Trung Qu\u1ed1c N\u0103m 2023 ch\u1ee9ng ki\u1ebfn s\u1ef1 gia nh\u1eadp v\u00e0 m\u1edf r\u1ed9ng nhanh ch\u00f3ng c\u1ee7a c\u00e1c th\u01b0\u01a1ng hi\u1ec7u F&B Trung Qu\u1ed1c v\u00e0o \u0110\u00f4ng Nam \u00c1. Luckin Coffee m\u1edf 30 c\u1eeda h\u00e0ng \u1edf Singapore v\u00e0 Mixue m\u1edf g\u1ea7n 4.000 c\u1eeda h\u00e0ng tr\u00ean kh\u1eafp \u0110\u00f4ng Nam \u00c1. C\u00e1c th\u01b0\u01a1ng hi\u1ec7u thu\u1ed9c nhi\u1ec1u ch\u1ee7ng lo\u1ea1i v\u00e0 quy m\u00f4 c\u1ee7a Trung Qu\u1ed1c c\u0169ng \u0111\u00e3 c\u00f3 m\u1eb7t trong khu v\u1ef1c. H\u1ecd \u0111\u00e3 \u00e1p d\u1ee5ng b\u00ed quy\u1ebft c\u1ee7a m\u00ecnh v\u00e0o vi\u1ec7c v\u1eadn h\u00e0nh c\u1eeda h\u00e0ng, ti\u1ebfp th\u1ecb, v\u1eadn h\u00e0nh ng\u01b0\u1eddi d\u00f9ng v\u00e0 qu\u1ea3n l\u00fd nh\u01b0\u1ee3ng quy\u1ec1n th\u01b0\u01a1ng m\u1ea1i. Xu h\u01b0\u1edbng n\u00e0y \u0111\u01b0\u1ee3c mong \u0111\u1ee3i nhi\u1ec1u h\u01a1n trong n\u0103m 2024. -Nh\u1eefng c\u00f4ng ty l\u1edbn \u0111\u00e3 \u0111\u1ea1t \u0111\u01b0\u1ee3c l\u1ee3i nhu\u1eadn H\u1ea7u h\u1ebft c\u00e1c n\u1ec1n t\u1ea3ng ch\u00ednh \u0111\u00e3 \u0111\u1ea1t \u0111\u01b0\u1ee3c ho\u1eb7c \u0111ang tr\u00ean \u0111\u00e0 \u0111\u1ea1t \u0111\u01b0\u1ee3c m\u1ee9c h\u00f2a v\u1ed1n EBITDA \u0111i\u1ec1u ch\u1ec9nh, v\u1edbi m\u1ee5c ti\u00eau \u0111\u1ea1t \u0111\u01b0\u1ee3c d\u00f2ng ti\u1ec1n t\u1ef1 do (Free cash flow) d\u01b0\u01a1ng v\u00e0o n\u0103m 2024. Tuy nhi\u00ean, v\u1edbi nh\u1eefng g\u00ec nh\u00ecn t\u1eeb Meituan v\u00e0 Uber, kh\u1ea3 n\u0103ng sinh l\u1eddi c\u00f3 th\u1ec3 kh\u00f4ng ph\u1ea3i l\u00e0 tr\u1ea1ng th\u00e1i c\u1ed1 \u0111\u1ecbnh, c\u00e1c n\u1ec1n t\u1ea3ng c\u1ea7n li\u00ean t\u1ee5c c\u00e2n b\u1eb1ng gi\u1eefa t\u0103ng tr\u01b0\u1edfng v\u1edbi l\u1ee3i nhu\u1eadn b\u1ec1n v\u1eefng.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

-C\u00e1c n\u1ec1n t\u1ea3ng kh\u00e1c bi\u1ec7t v\u1ec1 chi\u1ebfn l\u01b0\u1ee3c, t\u1eadn d\u1ee5ng qu\u1ea3ng c\u00e1o \u0111\u1ec3 m\u1edf r\u1ed9ng doanh thu
Nh\u1eefng c\u00f4ng ty giao \u0111\u1ed3 \u0103n l\u1edbn ti\u1ebfp t\u1ee5c t\u1eadn d\u1ee5ng c\u00e1c s\u1ea3n ph\u1ea9m qu\u1ea3ng c\u00e1o \u0111\u1ec3 thu h\u00fat nhi\u1ec1u kho\u1ea3n \u0111\u1ea7u t\u01b0 h\u01a1n cho ng\u01b0\u1eddi b\u00e1n. C\u00e1c n\u1ec1n t\u1ea3ng \u0111ang m\u1edf r\u1ed9ng danh m\u1ee5c s\u1ea3n ph\u1ea9m qu\u1ea3ng c\u00e1o c\u1ee7a m\u00ecnh \u0111\u1ec3 \u0111\u00e1p \u1ee9ng nhu c\u1ea7u ri\u00eang bi\u1ec7t c\u1ee7a nhi\u1ec1u th\u01b0\u01a1ng hi\u1ec7u kh\u00e1c nhau, bao g\u1ed3m c\u00e1c chu\u1ed7i F&B l\u1edbn, c\u00e1c c\u1eeda h\u00e0ng F&B nh\u1ecf v\u00e0 c\u00e1c th\u01b0\u01a1ng hi\u1ec7u FMCG.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

-C\u01a1 h\u1ed9i t\u0103ng tr\u01b0\u1edfng user base v\u00e0 t\u1ed1i \u01b0u h\u00f3a ho\u1ea1t \u0111\u1ed9ng trong khu v\u1ef1c
L\u01b0\u1ee3ng kh\u00e1ch h\u00e0ng c\u00f3 giao d\u1ecbch h\u00e0ng th\u00e1ng c\u1ee7a Grab \u2013 c\u00f4ng ty h\u00e0ng \u0111\u1ea7u \u0110\u00f4ng Nam \u00c1 \u2013 ch\u1ec9 t\u01b0\u01a1ng \u0111\u01b0\u01a1ng 5% trong t\u1ed5ng s\u1ed1 600 tri\u1ec7u d\u00e2n s\u1ed1 khu v\u1ef1c. Momentum Works cho r\u1eb1ng vi\u1ec7c khai th\u00e1c th\u00eam d\u00e2n s\u1ed1 \u1edf c\u00e1c th\u00e0nh ph\u1ed1 l\u1edbn, m\u1edf r\u1ed9ng sang c\u00e1c th\u00e0nh ph\u1ed1 nh\u1ecf h\u01a1n v\u00e0 ph\u1ee5c v\u1ee5 kh\u00e1ch du l\u1ecbch c\u00f3 th\u1ec3 mang l\u1ea1i c\u01a1 h\u1ed9i t\u0103ng tr\u01b0\u1edfng h\u01a1n n\u1eefa cho c\u00e1c n\u1ec1n t\u1ea3ng giao \u0111\u1ed3 \u0103n. C\u00e1c n\u1ec1n t\u1ea3ng c\u0169ng c\u00f3 th\u1ec3 v\u00e0 n\u00ean li\u00ean t\u1ee5c t\u1ed1i \u01b0u h\u00f3a ho\u1ea1t \u0111\u1ed9ng \u0111\u1ec3 gi\u1ea3m chi ph\u00ed v\u00e0 t\u0103ng l\u1ee3i nhu\u1eadn.<\/p>\n\n\n\n

Ngu\u1ed3n: CafeBiz<\/p>\n","protected":false},"excerpt":{"rendered":"

1\/ Trong n\u0103m 2023, t\u1ed5ng chi ti\u00eau tr\u00ean c\u00e1c n\u1ec1n t\u1ea3ng giao \u0111\u1ed3 \u0103n t\u1ea1i khu v\u1ef1c \u0110\u00f4ng Nam \u00c1 \u0111\u1ea1t 17,1 t\u1ef7 USD, t\u0103ng 5% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc, theo b\u00e1o c\u00e1o c\u1ee7a Momentum Works. S\u1ef1 t\u0103ng tr\u01b0\u1edfng n\u00e0y ch\u1ee7 y\u1ebfu \u0111\u01b0\u1ee3c th\u00fac \u0111\u1ea9y b\u1edfi th\u1ecb tr\u01b0\u1eddng Vi\u1ec7t Nam v\u1edbi m\u1ee9c t\u0103ng […]<\/p>\n","protected":false},"author":1,"featured_media":4486,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[31],"tags":[],"_links":{"self":[{"href":"https:\/\/www.bracon.com.vn\/vi\/wp-json\/wp\/v2\/posts\/4483"}],"collection":[{"href":"https:\/\/www.bracon.com.vn\/vi\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.bracon.com.vn\/vi\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.bracon.com.vn\/vi\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bracon.com.vn\/vi\/wp-json\/wp\/v2\/comments?post=4483"}],"version-history":[{"count":1,"href":"https:\/\/www.bracon.com.vn\/vi\/wp-json\/wp\/v2\/posts\/4483\/revisions"}],"predecessor-version":[{"id":4487,"href":"https:\/\/www.bracon.com.vn\/vi\/wp-json\/wp\/v2\/posts\/4483\/revisions\/4487"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bracon.com.vn\/vi\/wp-json\/wp\/v2\/media\/4486"}],"wp:attachment":[{"href":"https:\/\/www.bracon.com.vn\/vi\/wp-json\/wp\/v2\/media?parent=4483"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bracon.com.vn\/vi\/wp-json\/wp\/v2\/categories?post=4483"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bracon.com.vn\/vi\/wp-json\/wp\/v2\/tags?post=4483"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}