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宏观经济逆风下，Grab与Sea依靠平价策略和订阅服务捍卫增长

尽管消费者支出承压，但两家公司均维持其2026年业绩指引

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Benjamin Cher

Benjamin Cher

Published Mon, May 18, 2026 · 05:00 PM
    • Grab表示，尽管存在不确定性，但其对平价策略的关注将支撑需求。
    • Grab表示，尽管存在不确定性，但其对平价策略的关注将支撑需求。 图片来源：BT资料图

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    【新加坡】在当前中东冲突和更广泛的宏观经济不确定性背景下，家庭消费趋于谨慎，消费者支出正面临压力。

    然而，Grab和Sea均维持了其2026年的业绩指引，并表示，公司对平价策略和订阅计划的关注将在未来一年支撑需求。

    Grab表示，公司有望实现其2026年的营收指引，即营收达到40.4亿至41亿美元，调整后息税折旧及摊销前利润（Ebitda）达到7亿至7.2亿美元。

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