Winning the new financial era

Chapter 484 Three Projects
"The community convenience store is rooted in the community and has a very close connection with users. In this case, it is a natural trigger consumption scene.

Online pre-sales and group purchases can be achieved through this store: there is a stable pick-up point, a logistics chain that can be shared, and at the same time, there is an aggregation point for traffic landing, which is not easy to be pried off easily, and is visible The traffic field is the offline ground network.

Large supermarket-style stores can provide more choices of categories, from catering, to Maocai, clean vegetables, to aquatic products, and other high-end things can be accommodated in a single store, so it can meet the all-stop needs of users.

In addition, the structure of "front store and back warehouse" can also make the depth of inventory deeper.

The difficulty is that this is a large-scale planned shopping, how to attract users, how to increase gross profit and unit price. "

Zhang Yida looked at Xie Zheyuan and asked, "In your opinion, what kind of store should our Zhonghe Group choose?"

Xie Zheyuan nodded lightly to Zhang Yida, and then replied loudly: "I think it's a big supermarket!"

"why?"

Xie Zheyuan said with a smile: "Pinduoduo has been making a sinking market in third- and fourth-tier cities, but sooner or later it will return to first- and second-tier cities.

We are now opening a super-sized store, in fact, we are using the offline entrance to lay the foundation for Pinduoduo's "return" in advance.

In addition, according to the report, the users targeted by Hema Xiansheng are mainly young people born in the 80s and 90s, which highly overlap with the users of Douvision.

Douvision is a very good medium. If it is used well, it will play a very good role in the promotion of our supermarkets.

In addition, if Pinduoduo wants to acquire more users and a larger market, it must slowly wash away those marks of the past. "

Zhang Yida squeezed his chin, pondered for a while, and said with a smile, "From a strategic point of view, it sounds pretty good.

But from a practical point of view, it is difficult for our supply chain to support so many SKUs. "

"This is indeed a big pain point," Xie Zheyuan nodded, "but we should face up to this problem. Avoid this problem, and Pinduoduo will encounter it sooner or later in the future.

It is better to build the logistics system in advance to make up for this shortcoming. "

Zhang Yida understood what he meant, and asked, "You mean to use the opportunity of building cold chain logistics to build general logistics?"

"That's right, with the help of their group's self-operated logistics system, Goudong Fresh has a great advantage in fresh food delivery.

After the consumer places an order, the goods are delivered from the main warehouse, transported through the main line, sorted at the distribution point, and then delivered to the home.

Because it is self-operated logistics, it has some advantages in terms of product classification and packaging specifications, which greatly reduces the loss cost.

Loss cost has always been a major pain point in the fresh food industry. Whoever can better solve this problem will have a greater advantage in the competition.

Immediate delivery of this, I also agree with cultivating my own team.

Some time ago, Ahri acquired Ele.me. In addition to focusing on the other party’s market share in the food delivery market, there may also be reasons for Hummingbird’s delivery.

Mei Tuan and Goudong Daojia-Dada are also self-operated teams, and Hema Xiansheng's instant delivery is handed over to Hummingbird. "

These views all hit the weakness of Zhonghe Group, which is currently lacking.

Zhang Yida is very troubled. Fresh food e-commerce, self-operated logistics, and real-time delivery are three bottomless pits. It is difficult to make a profit, but he has to do it.

Zhang Yida signaled Xie Zheyuan to continue talking. The latter noticed that Zhang Yida's face was a little heavy, and guessed that he had retreated, right?
However, it is true that doing these industries is very expensive, and it is a test of capital energy.

At the moment when Pinduoduo is still losing a lot of money, entering three industries that need to burn a lot of money, if he is the boss, he must be more cautious.

Putting aside his small thoughts, Xie Zheyuan continued: "Ari is called New Retail, and Goudong is called Unbounded Retail.

Fresh food e-commerce, online and offline experience stores, logistics, and instant delivery are all standard configurations for them.

If Pinduoduo wanted to shake the status of the two of them, he had to follow suit. "

Speaking of this, Xie Zheyuan has just finished, and does not intend to make any more narrations.

After all, Zhang Yida has the right to decide, and he only has the right to make suggestions.

Zhang Yida looked at Lu Qi who was sitting beside him thinking hard, and asked, "What do you think, old Lu?"

"Hema Xiansheng is not simple, it should be called a product that has concentrated a lot of technology and resources of Ali.

Regardless of profitability, exploration as a model is a very commendable innovation. "

Zhang Yida nodded, and he also agrees with this point of view, after all, this is also a complex functional body of "APP + supermarket + catering + convenience store + logistics".

It surpasses traditional e-commerce and retail in terms of social effects, labor effects, logistics effects, and economic effects.

The core logic is: companies use Internet technology to analyze big data through advanced technical means such as cloud computing and artificial intelligence.

In order to upgrade and transform the production, circulation and sales of commodities, reshape the business structure and ecological circle, and deeply integrate online services, offline experience and modern logistics into a new retail model.

Just a few simple words, you will know how difficult it is if you really do it.

This can almost be called a "moat" and a "competition barrier".

If you do it at all costs, it's not that you can't get it out, it's just that it's too fucking expensive.

Lu Qi also knew what Zhang Yida was struggling with, so he said: "Doushi and Kuaishou have basically reached a balance in revenue. As far as the big entertainment sector is concerned, the money earned by the game business is almost keeping up with long videos, music, and novels. business consumption.

Only the e-commerce sector may rely on financing blood transfusion for a long time. "

As for when Pinduoduo will be profitable, Zhang Yida predicts that it may take until 2022.

He said to Lu Qi: "If you really want to add the three businesses of fresh food e-commerce, self-operated logistics and instant delivery, you may have to carry a big burden."

"Judging from our current financial situation, it should be affordable.

It’s just that we have to tighten our belts in the future, unless the income of short videos increases several times. "

Zhang Yida nodded, and after a little thought, he made a decision quickly.

"Make a plan, no matter how difficult it is, this battle must continue."

Lu Qi smiled and said, "Don't worry too much, Ari and Goudong are the frontrunners after all, and the established lead cannot be tied in a short period of time.

We follow our own pace, and sooner or later we will equal or even surpass them. "

Zhang Yida smiled, "Let's not talk about Ahri, I can still compete with Goudong."

Xie Zheyuan was very happy at the side, and felt that the choice of quitting Zhonghe Group was not wrong, and Mr. Zhang was indeed a courageous person.

He doesn't know how much Zhonghe Group will spend this time, but he guesses it should not be less than tens of billions.

(End of this chapter)