The Pentium Era - South to North

"Daily Fresh" has now disappeared from the homepage of Dibao.com and has become a sub-channel in "Local Life". The size of the company has also rapidly shrunk from nearly 10,000 people in Hangzhou and Shanghai to every place , each with more than a hundred people.

It is said that they no longer even need to operate the sorting assembly line in the workshop. The orders that remain every day can only be completed by simple manual sorting.

The number of "Daily Fresh" fresh-keeping cabinets in the two cities is getting smaller and smaller, and the "Daily Fresh" cold chain trucks on the roads are almost extinct.

Residents of residential communities in Hangzhou and Shanghai now walk into the elevator. The two billboards for "Zhai Xian Delivery" are still there. The branch manager has introduced Liu Dehua, the general manager of their Shandong branch, who looks very delicate. This young man, everyone is very interested in this name first, Andy Lau, haha.

In the employee introduction section, the person introduced was Song Xuejiao, the manager of the Shandong Shouguang office, the same waitress whom Zhang Xiangbei and Xiao Wu met while eating Dongguo whole pig when they went to Shouguang.

The advertisements for "Daily Fresh" and "It's better to come sooner than later" have quietly disappeared from the elevator. It seems that Daubao feels that it is not worth spending money on it anymore.

The entire "Daily Fresh" has been exiled and has reached the point of self-destruction. The reason why it has not been completely shut down is because no matter how quiet the company is, as long as it is open there, there will always be some customers. The most important thing is Even these hundreds of people still need to be retained.

This is the direct lineage of Dibao.com. Once they successfully acquire "Zhaixianshui", they will need to mix these people into "Zhaixianshui" like sand. They cannot completely retain the original team of "Zhaixianshui". move.

If the original team of "Zhaixianshui" is retained in an organized manner, they will be very passive. The genes and values ​​​​of the two companies are too different. The acquisition of "Zhaixianshui" by Dabao.com can only be " It is impossible for "Zhaixiansu" to accommodate Dabaobao and become part of Dabaobao, instead of "Zhaixianshou" becoming part of Dabaobao.

These hundreds of people are equivalent to the "cadre group" that digs out treasures. Once the acquisition is successful, they will be tasked with transforming the "fresh food delivered to home".

After the Spring Festival, it became a public news, not a secret. Xiaofang and Liu Yun knew that this must be the news released by Taobao. The message, first, can prevent potential competitors in advance and tell everyone that I am ready to take action. If you want to come, you can weigh it yourself.

The second is to warm up the acquisition and make it a public concern. In the Internet economy, as long as it can attract attention, it can be converted into real profits.

Sure enough, after the news came out that Dibao.com was interested in acquiring "Zhaixianshui", Dibao's stock price on Nasdaq began to get rid of the sluggish stock price caused by being deemed by the State Administration for Industry and Commerce to be selling counterfeit goods more than a year ago. , began to rise steadily. Everyone knows the great significance of this acquisition to Dibao.

As long as the acquisition is completed, Dibao will become the largest fresh food delivery platform in China and even the world. At the same time, Dibao will become China's number one e-commerce platform and will become unshakable. Pinduoduo and JD.com Wait, we can only keep waiting.

Experts and scholars who have studied "Zhaixianshui" all know that "Zhaixianshui" is a company that is different from other Internet companies, that is, it is not a completely asset-light company. It has its own farms directly across the country. and supply base, it is an enterprise that can truly achieve coverage of the entire industry chain.

This was also a major reason why "Daily Fresh" competed with it at that time and ultimately lost.

At the same time, he not only has the field of fresh food delivery, but his point-to-point introductory advertising business will also have amazing future development. Tens of millions of "fresh food delivery" customers across the country have passively become their advertising audience. , it can be said that they have the best channel resources.

For Dibao.com, "Zhaixian Delivery" also has an advantage that they currently do not have, that is, it truly connects the last mile. The fresh food delivery team can easily connect with the direct delivery business of Dibao. By realizing the sharing of channels within the group, the most criticized problem of Dibao compared with JD.com, which is that it does not have its own logistics and distribution, will be completely changed.

From any angle, Dibao's acquisition of "Zhaixianshuang" is something worth looking forward to. It can achieve a true alliance of powerful forces. This will change the entire ecology of China's Internet. No wonder the capital market will be moved by the news.

Some media are already valuing "Zhaixianshui" and calculating how much it will cost if it really wants to start the acquisition process. Finally, more than one media has given a valuation of 150 billion yuan. Everyone It is believed that it is impossible to go below this price. This is also what has been reported. Dibao will acquire Ele.me for twice the amount of US$90 to 10 billion.

No matter from the current scale and profitability, or the later development, everyone also believes that the valuation of "Zhaixianshui" is twice that of Hungry? This valuation is reliable.

As long as the acquisition is completed, it will definitely be the largest acquisition in China's Internet industry.

Almost at the same time as the news that Dibao was preparing to acquire "Zhaixiangshuang" came out, there was also news from the seniors that "Zhaixianshuang" was about to start its A round. The seniors and several other venture capital companies would all take shares. News about "fresh delivery at home".

I don’t know who spread this news. The senior did meet Xiaofang Liu Yun in Shanghai later and discussed this issue, including the valuation of 150 billion. He also agreed. He told Xiaofang Liu Yun, No problem, he can lead the investment.

The two news came out at about the same time, which made Zheng Huihong a little worried. She came to Xiaofang twice, and Xiaofang assured her that the contact was indeed there. They were not the only ones who came to talk to us about "fresh home delivery" Yes, we always encounter some every month, and we can’t close the door, but the A-round thing is still groundless.

"Then how did this news come out?" Zheng Huihong asked.

"It may be that the reporter is making excuses and making his own speculations. Think about it, he is already a shareholder of 'Food and Drink'. Isn't it a logical thing to invest in 'Zhaixianshui' again?" Xiaofang said. Zheng Huihong nodded, feeling that it made sense. .

"When will 'Eating Man and Woman' start another round of financing?" Zheng Huihong asked, "Lao Ma talked to me that day. If 'Eating Man and Woman' raises another round of financing, we will also participate. Lao Ma said that Mr. Zhang can do things. People, putting your money in the hands of people who can do good things is the right choice.”

Xiaofang said thank you, I will let you know when the time comes.

What Xiaofang said is not an excuse. Of course, "Diet Men and Women" will welcome investment from Dabao. This is the icing on the cake. "Diet Men and Women" is originally an open company, which is different from "Zhai Xian Delivery" .

From the perspective of investors, Xiaofang and Liu Yun also feel that the current valuation of "Zhaixianshui" of around 150 billion is in line with their expectations. They know that "Zhaixianshui" is now on the rise, and it is time to invest. Investors' valuation of the company will be on the high side, but the development of any company will definitely reach a bottleneck, that is, a period of stagnation.

At that point, the company's valuation will fall.

For "Zhai Xian Delivery", they are clearly aware that there will be such a stagnation period. This period will not be long and will come in probably another year or two.

Fresh food delivery is not passive water. It is based on a huge consumer population. After the layout is completed in first- and second-tier cities that deserve vigorous development, the cost of investment in subsequent city layouts will increase and profitability will decrease. Taking families as a unit, you cannot expect that families in fourth- and fifth-tier cities will have the same monthly living expenses as families in Beijing, Shanghai, Guangzhou and Shenzhen.

But the placement of your fresh cabinets and the configuration of delivery personnel are the same. That is to say, the cost recovery of unit fresh cabinets will be slower and the cost of delivery personnel will increase. For first-tier cities, the living expenses of families will also increase. It won't skyrocket in a short period of time.

This will lead to a situation, that is, the more cities where "fresh food delivery" is developed in the future, the more the average income of each fresh-keeping cabinet will be reduced, and the overall profit level of the company will slowly drop from a high point to The low point has fallen, and now it is the ceiling of "Home Fresh Delivery". Its sales scale will become larger and larger, but the profit margin will become lower and lower.

It is indeed time for "Home Fresh Delivery" to consider the next path. No matter which path you choose, you must do it as early as possible, while the company is still on the rise. At this time, the company is most convincing to the capital market.

What's more, don't be careless at any time, thinking that you can sit back and relax, and another "Daily Fresh" will not come out halfway, and the oncoming force will be more fierce than "Daily Fresh", and maybe it will carve up your market. .

The risk of competition exists all the time, especially in the Internet industry. When Yahoo was at its peak, how could Jerry Yang have thought that he would be defeated by Google in a few years? When Google was so complacent, it never occurred to him. , Facebook is growing quietly and will soon surpass it.

When Zuckerberg thought he could look down below, he didn’t know that there was a Chinese company called Douyin growing below. By 2020, the global downloads of its international version of Tik Tok would exceed Facebook’s downloads, becoming its most formidable opponent.

For "Zhaixianshui", there are only two paths he has to take. One is to be acquired, and the other is to start rounds of financing and finally go public on his own. The former path is when you sell things. , of course, you have to sell it while it’s hot, so you can get a good price.

The same goes for taking the latter path. Whether you choose to go public when the company is on the rise or when the company enters a stagnant period, the reaction of the stock market will be different, and you need to take advantage of the heat.

Xiaofang discussed this issue with Zhang Chen and wanted to hear his opinion. Zhang Chen said that it was better to let Zhang Xiangbei decide.

"I am his father, and I will only make the decisions he wants a father to make," Zhang Chen said.

Xiaofang nodded, understanding that there was no way to continue talking about this.

After Zhang Chen said this, he immediately realized that there was something wrong with his words. "Zhaixianshui" is not only his company, nor is it only Zhang Xiangbei's company. "Zhaixianshui" also includes Xiaofang and Liu Yun. With the three shareholders Xiaohu, "Half Acre Field" is relatively simple, and he can make the decision alone.

Xiaohu represents not only him personally, but also the shareholders and investors behind him. Investors will put pressure on him. Zhang Chen feels that his words are too arbitrary.

Zhang Chen and Xiaofang said: "Either we wait until Zhang Xiangbei comes back and we talk to him. At the same time, call Liu Yun and Xiaohu over and let's discuss it."

Xiaofang said yes.

Thank you, Tin Soldier, for the reward of two fishes at three o'clock in the middle of the night! Thank you Hu Hu, Yan Qinwen, zpengyong1, Yu Heng, Tiger 1974, Doudou, Houshan Xiaoke, windinwing, and ZHAO1017 for your monthly votes! Thanks for all the votes and reading! I wish you all good health!