“Community convenience stores are rooted in communities and have very close ties with users. In this case, they are a natural triggering consumption scenario.
Online pre-sales and group purchases can be achieved through this store: there is a stable pick-up point, a shared logistics chain, and a gathering point for traffic landing, which is not easy to be pried off and is visible.
The traffic field is an offline ground network.
Large supermarket-type stores can provide more category choices, from catering, to vegetables, vegetables, to aquatic products, and other high-end items can be accommodated in a single store, so they can meet the full-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 bulk planned shopping, how to attract users and how to increase gross profit and unit price per customer."
Zhang Yida looked at Xie Zheyuan and asked: "In your opinion, which store should our Zhonghe Group choose?"
Xie Zheyuan nodded slightly to Zhang Yida, and then replied loudly: "I think it is a supermarket-type store!"
"Why?"
Xie Zheyuan said with a smile: "Pinduoduo has been focusing on the 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 large supermarket-type stores, which are actually using offline entrances 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 DouYu.
TikTok is a very good medium, and if used properly, it will play a very good role in promoting our supermarkets and supermarkets.
In addition, if Pinduoduo wants to acquire more users and a larger market, it must slowly wash away the imprints of the past."
Zhang Yida held his chin, pondered for a while, and smiled: "From a strategic perspective, it sounds pretty good.
But from a practical perspective, 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. To avoid this problem, 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 somewhat understood what he meant and asked: "Do you mean to take advantage of the opportunity of building cold chain logistics to create general logistics?"
"Yes, Goudong Fresh Food has great advantages in fresh food distribution with the help of their group's self-operated logistics system.
After consumers order, the goods are shipped from the main warehouse, transported through trunk lines, sorted at distribution points, and then delivered to their homes.
Because it is self-operated logistics, it has some advantages in terms of product grading and packaging specifications, which greatly reduces loss costs.
Loss costs have always been a major pain point in the fresh food industry. Whoever can solve this problem better will have a greater advantage in the competition.
For instant delivery, I also believe in cultivating my own team.
Some time ago, Ali acquired Ele.me. In addition to focusing on its share of the food delivery market, Ali may also be interested in Hummingbird delivery.
Magnesium Tuan, Goudong Daojia-Dada are all self-operated teams, and the instant delivery of Hema is handed over to Hummingbird Delivery.”
These views all hit the weak points of Zhonghe Group, which are currently lacking.
Zhang Yida has a big headache. Fresh food e-commerce, self-operated logistics, and instant 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 speaking. The latter noticed that Zhang Yida's face was a little heavy, so he guessed that he was giving up?
However, it is true that these industries are very expensive and very test of capital energy.
At a time when Pinduoduo is still losing a lot of money, entering three industries that require a lot of money, if he is the boss, he must be cautious and cautious.
Putting away his little thoughts, Xie Zheyuan continued: "Ali is calling new retail, and Goudong is calling unbounded retail.
Fresh food e-commerce, online and offline experience stores, logistics, and instant delivery are all standard features for them.
If Pinduoduo wants to shake their status, he must follow suit."
At this point, Xie Zheyuan has come to an end and does not intend to go into any more narration.
After all, the decision-making power rests with Zhang Yida, and he only has the right to make suggestions.
Zhang Yida looked at Lu Qi, who was sitting next to him and was thinking hard, and asked, "Old Lu, what do you think?"
"Hema Xiansheng is not simple. It should be called a product that concentrates a lot of Ahri's technology and resources.
Regardless of profit, exploration as a model is a very commendable innovation."
Zhang Yida nodded, and he agreed with this view. After all, this can be regarded as a composite functional body of "APP+supermarket+catering+convenience store+logistics".
It surpasses traditional e-commerce and retail in terms of social effects, artificial effects, logistics effects, and economic effects.
The core logic is: enterprises use Internet technology to analyze big data through advanced technological means such as cloud computing and artificial intelligence.
This will lead to process upgrades and transformations in the production, circulation and sales of goods, reshape the business structure and ecosystem, and create a new retail model that deeply integrates online services, offline experiences and modern logistics.
Just a few simple words, only when you actually do them will you realize how difficult it is.
This can almost be called a "moat" and a "competition barrier".
If you do it at all costs, it's not that it can't be done, it's just that it's too expensive.
Lu Qi also knew what Zhang Yida was struggling with, so he said: "Dou Vision and Kuaishou are almost reaching revenue balance. As for the large entertainment sector, the money earned by the game business is currently almost as much as that of long videos, music, and novels.
Business consumption.
Only the e-commerce sector may rely on financing for a long time."
Regarding when Pinduoduo will be profitable, Zhang Yida predicts that it may not be until 2022.
He told Lu Qi: "If we really add the three businesses of fresh food e-commerce, self-operated logistics and instant delivery, we may have to carry a big burden."
“Judging from our current financial situation, we should still be able to afford it.
It just means that we have to tighten our belts in the future, unless the income from short videos increases several times."
Zhang Yida nodded, and after thinking for a while, he made a decision quickly.
"Make a plan, no matter how difficult it is, this battle must be fought."
Lu Qi smiled and said: "Don't be too anxious, Ah Li, Goudong is the leader after all, and the lead established cannot be tied in a short period of time.
If we follow our own pace, sooner or later we will equal or even surpass them."
Zhang Yida smiled and said, "Ali, let's not talk about it for now. We can still compete with Goudong."
Xie Zheyuan was very happy on the sidelines and felt that he had made the right choice to switch to Zhonghe Group. Mr. Zhang was indeed a courageous person.
He didn't know how much money Zhonghe Group would spend this time, but he guessed it would not be less than tens of billions.