Core Local Commerce RecoveryCore local commerce earnings appear to be bottoming as regulatory guidance improves industry dynamics and competitors refocus on core strengths, supporting a recovery in the core segment.
Expansion And New InitiativesNew initiatives and overseas expansion are accelerating revenue growth, with selected-city profitability and an efficiency-focused approach expected to limit losses from new businesses.
Operational Efficiency And Revenue MixOptimization of user subsidies and improved operating efficiency, combined with a strategic push toward larger-ticket orders, is reducing operating losses and enhancing the revenue mix in core local commerce.