Completed Salted Fish's Self-help Strategy

The reason why Chu Yuanxi didn't expect to say such a thing in his mouth is that he always feels that Xu Xin is not so open.

Thinking, mode, framework and so on, Chu Yuanxi was very skilled, proficient in business, unrestrained in management, keen in thinking and quick in reaction. However, the openness and willingness to cooperate with others are quite different. We can clearly feel that he is a person who tends to do things on his own and achieves his goals by cooperating with others.

In short, it is overconfidence and lack of trust in cooperating with others, which is a very obvious disadvantage.

For businessmen, this feature is not necessarily bad, especially in some specific scenarios, people who are used to relying on cooperation are very vulnerable. However, in the current stage of well-off society, considering the format of convenience stores in the domestic market and the environment of upstream and downstream supply chain, this extremely wary feature is not so pleasant.

Therefore, at the investor conference, Kaike and Yisheng gave a signal of cooperation. Chuyuan refused to think about it, and decided that the other party intended to integrate it as downstream without any investigation. This happened under Xu Xin's eyes. It's not appropriate to say what he thinks. However, it's a pretty posture for the open-door customers to be big stores and the well-off ones to be small stores. The capital, supply chain and technology are all ready. It's really a pretty posture to push out like a road roller.

Of course, the qualification of the door opener is really poor. It's normal that Chu Yuanxi doesn't like it, and Xu Xin doesn't like it.

But Mido's qualification is much better than the door opener. The door opener is Xiaohe at most. Mido is already a toad with a big cry, which is the difference between an adult and a baby. What if chuyuanxi is willing to put down his prejudice?

So, of course, Xu Xin was moved. Her eyes quickly turned to Zhang Wu and found that Lao Ning sitting opposite her was the same. Lao Ning doesn't have so many associations with her, but from the perspective of Xiaokang and Meiduo, it's really a good time to "sneak attack"!

And he is a pure spectator, thinking more and more clearly.

In his opinion, Xu Xingang's description is very good. The metaphor of sneaking attack on Pearl Harbor is very appropriate, mainly attacking Jack. What is the most lacking in the convenience store market? It's the moat. Because no one has a moat, anyone can do it. Among them, the brand effect of the top three island countries is a little moat, but not obvious.

It can only be said that the market scale of national business is too large. It is impossible to build a moat simply by spending money on expansion. If it could, Shuangma would have made a lot of money.

But Xiaokang and Mido are not the same. Xiaokang and Mido are the only convenience store enterprises that have their own app and membership system and operate well.

In addition, the convenience stores in dagoudong have numerous problems, which are a little bit better than a mess, and can be ignored for the time being; Sinopec's easyJet is overwhelming, but the location causes no direct competition with any of its friends; only Suning is a staggered mode of big and small stores, which is completely head-on with Mido, and the opening speed was once crazy.

It's just that Suning's big stores are big appliances. Although they are also called shopping bars, they can't match with small stores. They can't build their own distribution team for small stores. The cost performance is too low. 1 + 1 is less than 2. And Mido focuses on new retail, which is not a problem.

Therefore, although Suning has a larger scale, it is not optimistic. The key is that Xiaodian does not show any strong competitive attributes, otherwise it will not be hovering on the edge of "breaking net" in the A-share market, and the P / E ratio is less than 6 times.

However, as we all know, relying on the membership system and scale is a way to build a moat, and compared with other ways such as building a brand, it is obvious in the mode innovation that the moat built by the former is more difficult to destroy.

This is also the reason why pinduoduo can get out of the siege. When Ali carefully examines its flaws and pushes the product back to the front desk from the middle stage, I'm sorry, pinduoduo's membership system and scale have already set up a wall. How to follow up, it's meaningless to rely on advertising, because sinking users don't look at your Internet advertising.

When it comes to the membership system and scale, at is obviously at the grandmaster level, so why didn't at land on the convenience store track? Is Shuangma not paying enough attention to this national economy and people's livelihood track? Maybe it's a little late to pay attention to it, but it's not that we don't pay less attention to it. Tiktok does not long to pay attention to it. It is like pony denying the short video, which is not for a long time, and the products in the hands are stopped until the shaking and the Kwai Tai have come to power. You tu has done the same thing.

It's just that even if we pay attention to it, there is no shortcut to this track. Unlike pure Internet projects, which can be directly rolled over by virtue of their huge volume, stores must be opened one by one.

Therefore, Lao Ning asked himself that if he was in the position of double horse, he certainly didn't want to see someone take the lead in building a moat, and there was no such sign in the market.

Because of the nature of the enterprise, pony must fall behind Jack in the competition of the convenience store track. Moreover, because the product of Huazhi is held by Jack, the gap continues to widen. Therefore, Lao Ning brings himself to Jack's position. As far as the convenience store track is concerned, he must be staring at Penguin, huangtuan and pinduoduo to see if they can work together to make a difference. With the energy of one of them, even penguins can't turn over any unimaginable waves.However, these three are asset light, or asset light based typical mobile Internet enterprises, so they must work together to build a super chain convenience store with money, data, logistics and supply chain. But huangtuan and pinduoduo are not in the mood. That's why Jack can stay in Diaoyutai.

But Xiaokang and Meiduo are not asset light mobile Internet enterprises! Both of them are devoted to digging in the field

Originally, Mido was the leader in the framework of "convenience stores with membership system", but it is still far away from the moat. And the emergence of Xiaokang makes the problem of "who is the more potential player" appear, because Xiaokang focuses on small stores, the user system is more targeted, and develops rapidly, with the incomparable advantages of Mido.

At least Lao Ning knows that as long as the next step of financing for Xiaokang is in place, only eastern Guangdong Province will be able to open at least 600 new stores by the end of this year, that is, the scale will reach more than 1000. What's more, DIDU will not open any more stores. No one can underestimate it. The key is that Xiaokang has not joined in, and all of them are directly operated. This is tough. Meiyijia's 20000 stores really look impressive, but more is not necessarily stronger. Winning more with less is never equal to winning with the weak.

The combination of large and small stores of Mido is an advantage, but it also brings problems. Because small stores are dependent on large stores, there will be ecological problems such as logistics supply chain and distribution if small stores are directly opened in places without large stores.

In this context, if Mido and Xiaokang lightning alliance, the key is to integrate the membership system, add the scale of both sides, and then start back-to-back attack, then they can quickly dig through the moat. This is the sneak attack on Jack!

The beauty of this alliance is that after the two of them formed an alliance, Shuangma could not find a third convenience store with good user system and smooth operation to bet! It's Sinopec. Go!

Maybe this is the meaning and value of Chu Yuanxi's willingness to form an alliance?

Chuyuanxi, at this time last year, was also regarded as a we media expert and a successful game company boss. It's reliable to set foot in the media brokerage business, and it's OK to engage in investment and incubation. But for him to cross-border to do convenience stores, the investment circle is almost at a loss, because this cross-border is so big that it can pull the crotch, a bad underpants can only run naked.

tiktok make no reply that the middle school's well off in the year is rather silent than that of the Ba people group, which is also part of Chu Yuan's Eve. It makes people wonder whether it is from the media Master Chu Yuan's business. But a careless dog has turned into a dog that doesn't bark. It bites people and provokes people face to face. This effect is still very striking in the eyes of intentional people.

Lao Ning is a man of purpose. His main business is not investment, but business services and business transactions. He is a high-end villain in the capital market, so he pays special attention to all kinds of strange phenomena. Strange phenomena often breed opportunities to buy low and sell high.

At this time, he doesn't have as high a vital interest as Xu Xin. He just feels that it will be worth it. Once Xiaokang and Meiduo join hands to play fast and win over all the users they can receive, Shuangma will have no way to get more money in a short time. In the end, the big probability is that they will invest their money in Meiduo and Xiaokang and become financial investment rather than enterprise risk investment Share their success.

All kinds of public and non-public data keep popping up and down in Lao Ning's mind. This immature psychological activity has changed. There must be a lot of imperfections, but he believes that the general direction must be right. Chuyuanxi's idea of cooperation is not new, but when he opens his mouth, he will form a strategic alliance, which makes him a little surprised. I don't know if Zhangwu is surprised.

But the benefits of the alliance even he can instantly understand, Zhang Wu such a powerful CEO of course also can?

But he saw that Zhang Wu didn't show any unexpected expression, and since he finished speaking, he lowered his head again. At this time, he only raised his eyelids but didn't look up, and looked at chuyuanxi with a slanting angle: "why choose us?"

"Because..." Chuyuan Xixin said that there are more benefits to go, which also need to ask? It's good for me to let go of my good intentions and confuse you. The best thing is to stop playing second fiddle.

Of course, there's nothing wrong with Tian Xianpei. The main thing is to let Meiduo spend more money. Originally, chuyuanxi felt that she couldn't get one billion yuan. However, in retrospect, Duan luting is not a simple boy. He talks about Meiduo and Xiaokang with Meiduo. He plays very well. He is not a young man at all. Fortunately, I didn't put it on. Instead, I gave a price for carrying books.

Of course, I can't say that. You can be humble or arrogant, but you can't be honest.

So chuyuanxi said, "I think we can complement each other in many ways. And the resources I can provide are very precious. "

"Tell me about it then?" Zhang Wu said that he wanted to talk about it, but in fact, what he thought was that our big store is your central warehouse. This resource is not precious, but priceless, OK? Of course, it's OK to listen.

Chu Yuan Xi broke his fingers to count: "first of all, you don't have riding data."

In fact, this data is more valuable for big stores. It's very suitable for data mining and user portraits. Otherwise, why do people who are also big stores want to share bicycles? Cheng Huilin herself is engaged in sharing travel in Southeast Asia, and she will definitely not be well-off in Shanzhai for the sake of well-off in Shanzhai."Then Xiaokang has a large number of non private data of community residents. At present, similar data of huangtuan and hungry are wider than Xiaokang, but most of them are meals. Do you understand the difference?"

Xu Xinxin said that he could not get the data of Huang Tuan and hungry Of course, it's useless to get it, because for Meiduo, people and goods are not right. And the well-off data is the shopping data, which is strongly related to Mido's overall strategy.

Of course, Mido does its own home delivery service and has similar data, but the frequency is much lower than that of Xiaokang. If you're not polite, chuyuanxi can say that the data you have accumulated for so many years is not as good as that I have accumulated in one year.

This is the most indisputable way to talk about data.

"Besides, Mido is short of business. Do you have a feeling? You should be very clear when you compare hippos. " Chu Yuan has already stretched out third fingers. "Hippo has a lot of community operations and many us do not have. At the same time, the United States also lacks the influence of official account and personal number, so it can not build a flow pool, so there is no small program, but it is not convenient to connect private domain traffic. Even if it's average. To put it mildly, your use of we media and social tools is really stingy. It's still at the level of 2016.

You must know a little about me. This kind of community operation is easy for my other enterprise, Ba Ren group. Even before the establishment of Ba people, I was the head player of community operation when I was doing business. This is my skill to eat. "

In fact, as soon as he mentioned hippopotamus, Zhang Wu immediately knew what chuyuanxi was going to say. What makes Hippo so powerful is that through the connection of wechat private domain traffic, it has directly set up a group chat function in hippo's own app, which is specially used to connect with social e-commerce groups and issue coupons. I have to say that wechat is very polite. It didn't block the massive hippo wechat community. In fact, it's just a piece of code to block it.

Therefore, Mido can only use its own coupon system, but its efficiency is far less than that of hippo's community operation. Compared with Xiaokang, the gap is at least three generations. Now o2o focuses on full compliance, that is, shopping in stores, picking up goods in stores and delivering goods to the home. Mido has no community operation and group buying. All of the above three are short of an important buff, which directly affects Gmv.

Seeing that Chu Yuanxi no longer stretched out his fourth finger, Zhang Wu could not help but feel relieved, and then had to raise his precious forehead. The above three defects are, of course, a long-standing problem that the CEO knows very well. None of them is easy to solve. It is not something that can be done by simply investing money.

In fact, Mido is used to making money, because it is really a rich, mature large enterprise, which is on the national track and has abundant cash flow. Therefore, like Shuangma, what can be solved by making money has long been solved.

In other words, anyone who can effectively solve one of these problems can directly serve as the vice president in Mido and pull up a line. The COO of the president can solve all three problems. However, these were just the things that Chu Yuanxi had to search for. It's a pity that this man can't dig. If only Xiaokang could go bankrupt with Ba people!

But Zhang Wu was surprised: "you have studied us very thoroughly, but as far as I know, Xiaokang has not carried out any community operation or group buying. Why? You won't tell me, because it's a small shop, so you don't need it? "

"That's not the reason, of course." Chuyuan Xi said with a smile: "this thing, I will certainly do, but not now."

It's said that the latent version of community social networking only has functions, but no social networking. The standard of "social networking" is very high, and the requirement is really to let users "socialize". Therefore, Chu Yuanxi believes that group buying is a function, not a social activity.

This function is the leader responsibility system for almost all the people engaged in community group buying on the market, including the e-commerce small program of Mido, although Mido's leader exists in name only.

However, group buying in a well-off society is a function of milestone 6, and he is not in a hurry to meet people, because chuyuanxi is preparing an AI team leader, who is particularly talkative and intelligent.

Xue Ming started this task across the company in September last year, and then simply sent two boys from the Ba AI team to carry out independent research and development, and completed the debugging before the end of the year. Compared with other kinds of AI, the R & D difficulty of Xiaokang's team leader AI is far lower, but it is definitely more powerful than real people, because it can directly guess which group of users need which ticket according to Xiaokang's data, and then send it directly.

has been well done by the information room recommended by the Kwai Tai and the headlines. It has been known for its intelligent recommendation by machine algorithms. The effect has been particularly good. So Chu Yuan Xi is not afraid of the latent version of social exposure of the real social intention, penguins will only marvel at the well-off dry beautiful!

"Yes, there is an alternative plan for chuyuanxi." At this time, Xu Xin also reflected that she is qualified to be well-off and social.

Zhang Wu immediately frowned and felt that it was not easy. This time it's his turn to say: "listening to you is better than reading for ten years, but it's too big for a small CEO to decide."

After that, he signaled to Xu Xin that he should go. The so-called chat was not long, but the amount of information was huge, so he had to go back to deal with it.

Of course, Xu Xin wants to give it away, but it's a bit strange. Zhang Wu knows her. She gives people the feeling that she is full of poise and calm. However, when he leaves in a hurry, he doesn't have any poise at all. He doesn't look at the road when he walks, which seems to show his inner contradiction.