It's been two years since the internet bought food。
The year 2012 was known as the year of the fresh powerer, with giants pouring into the “last blue sea”, and the “basket” has been targeted, the highest being the rich two shige. Not only did he announce plans to open 100 community shops, but he was also driving a ferrari race with a “basket” on it. Only its mother's company suffered from a financial chain crisis in 2014, which led to the suspension of the “cruise basket”。
In the summer of 2016, the main character of the story was changed to three northern white collars for graduation, and the metro-marketing pattern hit the wind without allowing the pace of financing。
In a short period of one year, a star start-up company that had won three rounds of investment, fell。
By now, entrepreneurs are still worried about money. For more than six months, tink buys vegetables, and receives five rounds of financing, including a front-line fund, including takashi capital, redwood china, today's capital and tiger fund. On the one hand, it shows how good capital markets are for fresh suppliers, while on the other hand, it can be seen how much money is desired。
The survival rates of fresh electricians who have no capacity to make blood themselves can be seen in the face of hardship, storage, high losses and lack of capital support。
A wide range of data is available, with only 1 per cent of the country's more than 4,000 new and productive power companies making a profit, of which 7 per cent lost, 88 per cent lost and 4 per cent even. As a result, the new electrician was labeled as the "most difficult business in the world."。
However, the temptation of blank markets and high-frequency demand did not stop the salinization of capital, which, according to statistics, was $12 billion in 2018。
By 2019, the situation had intensified, the giants had begun to “close” the market, the box horses and suning had opened their own kitchens, the corps had bought the dishes in front of the bellies, and had gone straight to the market, while hungry had announced their determination to be a platform for fast-tracking the buying of vegetables through five large-scale enablers such as digital, supply chain, distribution, flow and finance。
Mayun said that ali baba's mission was to keep the world free from hard business, the “worst business” of a fresh powerer, and to be able to do it better in a more groceries context
Possible forward storage
I couldn't stand the pusher's hounding and aunt zhang downloaded a food app。
For the first time, eight eggs were bought at the end of the coupon with a dollar, and she had a second attempt to buy a box of tofu for an onion, and for the fourth and fifth time without a discount, mrs. Zhang unloaded app。
The pattern of money-burning subsidies has continued for almost a decade. Just as in all the operations that burn money to develop user habits, fresh electricists are pushing money for size and market share. Only the profits of ordinary vegetables are much lower than those of imported fruits, and the losses from burning are increasing。
At this point, the pre-positioning of services and quality security becomes a hot choice with a small cost-sharing scale。
Tinker bell buys the latest black horse, and the ceo of the box admits the pressure on the box. Ding tong buying vice president zhou lok revealed that since march 2018 he had received 260 million yuan in monthly food sales, 800 million yuan in 2018, and 30 per cent of the gross gross domestic product。
Are you hungry? Noodles
It appears that the burning model of tinkled food, “0 dollars to pay for distribution, and one onion to pay” will not last long, but the strength of the front silo is that tinkled foods are viewed by the wind and the most prominent commercial points raised。
The logistics flow of tinkled food purchases is as follows: vegetables start from the point of purchase and go to urban diversion centres, then reach the city's s silos through the mains of the city, then from the city's s silos to the front silos around the community, and eventually from the end of 100 metres to the home of the user。
The pre-positioning of the warehouse has several advantages over the community stores: first, the most important geographical factor in the traditional business model is less important and the cost of rent is lower in all respects; secondly, the warehouse is much lower than the operating requirements of the shop and lowers the cost of personnel costs; and thirdly, proximity to the community has reduced the distribution path and distribution costs, allowing full penetration of the community and ensuring certainty about the timing of compliance。
However, a sum has been calculated for the purchase of tinkles: “vehicles as a low-eat item, calculated as $40 per guest, or 25 per cent for māori, and a daily loss of more than $1. 2 million for the purchase of tinkles if performance requires a loss of $8/s. If calculated at 30 per cent, the loss remains。
The acquisition of a regional monopoly must be a cash-burning process, but such a rate of revenue is also a significant financial pressure on the demand for hf vegetables。
Ryula also stated that the density of orders is the key to determining the fate of business models. High-density orders both contribute to low costs and increase distribution efficiency, and can use distribution as a walking advertising source of traffic。
This is also the reason why the strategic cooperation agreement was signed by tinker bell for the purchase of vegetables and hunger. With access to hungry, tinker bell has grown 20 times over the past year on the platform, trading more than tens of millions a month。
Tinker bell buys vegetables through high-density pre-positioning, accurate forecasting of single-point store stocks, more accurate digital marketing using a large volume of nearby user image data provided by the mouthpiece, large data forecasting of goods, and reduced loss and loss rates。
You hungry
“we have an opportunity to expand one of the points of the forward silos to one side, based on the power of being hungry on the line below the line. In the process of this, we will achieve a flying wheel effect, for example, when it was a forward warehouse covering three to five kilometres, and when its order density was increasing, we would actually finalize a pre-suspension fission。
From another point of view, scenery experiences are particularly important, unlike those of other electricians. Big data play a key role in improving consumer efficiency and experience in buying food, as is the case with the market for pony。
Vice president kuo bin, who is hungry, describes the ideal scenario for future internet purchases: "what you need is something that you can pick, choose, retreat, change, and, as you do in the garden, the platform understands your preferences and offers you a thousand faces, such as a piece of fish. The delivery of these services is very different from the delivery of catering, and hungry people are approaching the target with the strength of the ali ecosystem。
Out of the five rings
"you have a new order for hungry?" the 50-year-old shih, who sold food on the chungqing south lawn market for more than 20 years, did not realize that she had become the net of the market, and a small booth attracted media coverage。
Sister shih and her food stand
Four years ago, after selling only cucumbers, tomatoes and peppers in a 3-square-square-square-square-square-square-square food stand, which had already expanded to more than 600 items, the annual harvest had doubled by more than $2 million, and over 8 per cent of the store's income had come from the delivery。
She was pushed by the gardener's "book" and its co-founder, ho jianli, told reporters that there are more than 3,000 cooperative food stalls in more than 180 cities across the country, and that, instead of being in the north, the top-selling stalls, like her, are mostly concentrated in dong-ho, huizhou, nakayama and chongqing。
The middle class-only fresh powerer came out of the ring and went down to the city on three or four
According to data from hungry people, in 2018 there was a 2. 3-fold increase in the total annual order of the restaurant in fukuzhou, with many vendors earning 70 per cent of the total and far more than the rest of the country's cities; the increase in out-of-house sales was the highest in the country's capital city。
It is also interesting to note that the two of you who have recently had a strong presence, the garbs of the main community and the two billion dollars of money spent on friendships, have not been born in the north, and have been born in fertile places。
Ho jiangen analyses that north china has too much competition and a lot of user choices, while the cities of the 3rd and 4th line are less competitive, have a large user base and have less consumer power. “these consumers do not seek cheapness and they need better service experiences.”
The market for vegetables is on the edge of the internet and is deteriorating as competition grows. And that's why service providers were born. Unlike the heavy asset model of tinker bell, the old bag currently has no warehouse and logistics, and distribution depends on, for example, hummingbirds. It's similar to the service provider of the treasurecats, helping the food stand to sell。
The hangzhou restaurant sells old people to customers to tell them how to buy food with hunger
The flow of old food parcels originates from outlet platforms such as hungry ones, which provide such services as door shops, repackaging of products, analysis of technical systems, centralized procurement of selected specimens at the supply end, especially through the collection of large sales data from the outlet, which alerts the caterers to the type, quantity, etc。
It is known that in 2018, the old food packs exceeded 100 million in total trading value on the hunger line. At this rate, the planned target for the old kit in 2019 is to reach over 1 billion by 2019。
Recently, the cabbage moved chongqing's headquarters to dream town next to the alibaba park in hangzhou, “chongqing’s internet information is a little bit more closed, dreaming that the town has better access to internet information and the internet environment.” despite the relocation of the premises, the three- and four-line cities remain the focus of the old bag。
“the recruitment and operation of second-line cities has reached the stage of mechanized operations, and there is much room for development in third-line cities.” he said that, at the moment, the old bag had made a profit and that the profit component would be invested in the development of cities on the 3rd and 4th line, “we will do it where the hummingbirds are sent, and some of the small cities are doing very well”。
And then, after that, the food shopping business pushed the whole line down to 500 cities, including, of course, low-line cities, "you think the fresh powerer's got a point in the line, just because the focus of your eyes is on this side at this stage, and according to some of our attempts at 2b and 2c, the 3b and 2c cities sink, and the market is huge."。
2b+2c
“b2c really can't do it anymore, it's turning b2b.” a range of problems, such as control, logistics, storage, flow, loss, etc., have trapped many of the b2c fresh platforms, and many have turned to the less competitive b2b battleground。
Web financing of $1. 05 billion, valued at about $7 billion, was the largest source of financing for the fresh industry in 2018, making it the super-unicorn; song xiaoxian “sale” financed $450 million over three years, and the bursting strategy drove eight cores to contribute 80 per cent of sales in order to sell the negative supply chain model of the product, reaching both market vendors and small and medium-sized retailers。
The local life platform, which serves small b traders, is a natural advantage。
It is described that small micro-businesses account for about 80 per cent of the hungry merchants, and that ali's local home-based supply chain brand, “the market for vegetables”, is connecting the physical distribution network with small- and medium-sized-sized-eat-eaters, upgrading the city-wide kitchens to the online wholesale market for daily purchases by small- and medium-eat-eat-eaters through the digital empowerment of multiple segments of trade, marketing, performance and distribution。
As a result, 2c traders, such as farmers ' markets, have become front-runners, providing hungry micro-eaters with a more cost-effective procurement channel, helping small- and medium-sized food-eaters to make up their stock in a one-stop, flexible way, and improving their business efficiency. For businesses, such as farmers ' markets, an additional sales channel for higher unit prices has been added, and the segregation of 2bs with 2c time has meant that re-use of the site is possible。
A monthly buy-back rate of over 90 per cent is known for the vegetable market in the pilot. “the end of the future of a possible fresh powerer is a combination of two, online and offline, 2c and 2b.” the chef, huang ping, indicated that, with regard to the 2c and 2b combination, there would be a very strategic shift from hungry to hungry, and even in the hummingbird cooperation system, the integration of resources from 2c and 2b distributions was already being considered。
In 2018, china's market penetration rate for fresh producers was only 3 per cent, generating 4. 28 times a week of vegetable consumption on the line. Whether it be 2b, 2c, a front warehouse, a pick-up garden, or a caterer, everyone wants to seize the blue sea, which is “high frequency demand plus low penetration”。
The beginning of the “buying food” war has been opened, and although some people will be pushed to death lists, we look forward to seeing the 1 per cent profit figure rewrited after this protracted and mistested war。
