Reborn Entrepreneurial Giant

Kaixin.com and Goose Factory have been fighting endlessly on social networks, so much so that they have ignored the arrival of the mobile Internet era, or even if they realize it, they dare not relax easily. After all, mobile Internet is the future, and social networks are the present. have a future?

Qu Li originally wanted to help Chen Binghao more, but he was very defensive about Jumei, or thought he could become a giant and could keep a distance from Qu Li. It's not like Wang Xing at all, even if he has thoughts, he won't show them until he turns his face.

However, Penguin’s strategy has shrunk, relying on its capital advantages to invest in Yixun, with the support of QO traffic, focusing on the 3C digital field, and beginning to provide consumers with self-operated logistics services. Everything is aimed at Jumei Goudong, the fastest growing department of Jumei.

Cash on delivery is a killer move. In order to provide this service, Yi Xun has to resort to Shunfeng, so the cost of express delivery remains high, which has a great impact on Jumeigoudong. I don't know where their confidence comes from. Will the goose factory pay for their actions?

Last year, Goose Factory’s revenue was 12.4 billion, and its net profit was 5.2 billion. Historically, its net profit in 2010 was about 8.1 billion. But Goose Factory is only Yi Xun's major shareholder, how much support can it give this company?

Dadongzi didn't ask for help, and dealt with it carefully within his scope of authority. Lu Qi always paid attention to it. Neither he nor Qu Li would end easily. Talents can only grow through training. very good.

It’s not nonsense to say so much, it’s a competition between big companies, the Internet has no boundaries, and big Internet companies have no boundaries, just like Microsoft and Google’s businesses have spread to their respective areas of strength, and BAT will do the same. Since this is inevitable, of course we must act first.

Don't think that Ma Yun Dadongzi said that he doesn't pay attention to his competitors, but those of us who eat melons believe it. Who would dare not to study the enemy on the battlefield? Amazon has set up a competitive intelligence bureau to keep an eye on its opponents. They say one thing and do another, possibly implementing the principle of "despising the enemy strategically and paying attention to the enemy tactically".

Quli invested in Kaixin.com and successfully shook the status of QO in the social field. At least it caused a huge impact on Goose Factory in the short term. in competition. This is the foundation of their reality, a basic foundation that cannot be shaken.

In this case, the purpose of Goose Factory investing in Yixun is self-evident. They may not expect Yixun to surpass Jumei at all, but what if? Besides, if you find more work for Qu Li and Jumei, the goose factory will be much less troublesome.

Yi Xun executives should get certain promises from Goose Factory, so they dare to fight the price war and service war with Jumeigoudong. You can’t say they are stupid. Which one is more advantageous, the whole category e-commerce or the vertical e-commerce, has not been formed in this era. In conclusion, Shein, a clothing e-commerce company, broke through Amazon, Wal-Mart, eBay and other e-commerce platforms and became a legend. Who can say that vertical e-commerce has no future?

But Qu Li has confidence in Dadongzi. At this time, Jumei needs money and people, and the basic idea of ​​e-commerce business will not be a problem. Even if Yi Xun sells a few hits, it will be difficult to give Jumei Meigoudong has a big impact as a whole.

Of course, Goose Factory has QO Soso, where you can focus on playing ancient songs, and QO Music, where you can invest in Douban and follow the time to play. It's okay, Qu Li won't be afraid of competition, it doesn't matter if Shi Shi's books, videos and videos all fail, just one success for Instagram and Wechat is enough.

Many battles between giants take place where ordinary people can’t see them. Among the three BAT giants, Baidu poses the least threat to Jumei. It’s not that the pressure on Guge is not great. After signing a two-year contract, relying on 360's bundled advantages, Guge has stabilized the market, and its market share has slowly returned to more than 25%. It is always short of breath to return to 30% of the market share. It seems that this exceeds 365. range of capabilities.

But 25% of the market share is enough, and it can suppress whiteness to a certain extent, so that they don't mess around. Of course Li Yanhong was not reconciled, so she invested in Yihaodian Supermarket.

Don’t think that Quli’s clothing business has started, but in fact, there are so many clothing category SKUs (stock keeping units, the same product with different colors are one SKU), and the unit price of customers has dropped year by year in recent years. Jumei transformed into a clothing store very early. On the e-commerce platform, daily necessities have lower unit prices per customer, more SKUs, and supply chain management is more difficult.

Qu Li paid special attention to supply chain management from the very beginning. There are many senior executives with rich experience, and the informatization cooperation between China and Taiwan, and the transformation into an e-commerce platform has achieved rapid development. If anyone thinks that what Qu Li can do, he can also do it, it would be to underestimate him.

The simple thing is that Yihaodian is right to be an online supermarket, but it overestimates its own supply chain management capabilities. As far as the current situation is concerned, Yihaodian often sends the wrong goods to the wrong address. After Baidu took a stake in No. 1 Store, they also observed closely. They and Goose Factory are still doing C2C e-commerce. This asset-light model is obviously more popular with Internet companies.

Ari Taobao is accelerating the transition to a B2C model at this time, increasing its support and diversion to the mall, and even intends to change its name to Tianmao. Under various measures, Goose Factory and Baidu have also adjusted their direction, allowing merchants to simultaneously Selling goods on several platforms is not easy. Only big sellers who have made money and have spare capacity will do so.

Another key point is that Jumei Logistics only serves big sellers in Jumei and Taobao Mall, and additional service fees are required for cash on delivery, but the price is cheaper than Shunfeng, and the service is better than Tongda. Not only that, while meeting its own warehousing needs, Jumei Logistics gradually provides warehousing services to third-party large sellers, and can directly deliver goods from manufacturers to Jumei Logistics warehouses across the country. It is much cheaper to find a warehouse and ship.

Of course, this advantage is not so obvious in China. For well-known reasons, domestic companies choose which warehouse to store their goods not only in terms of cost but also human sophistication. Jumei refuses kickbacks and vigorously cracks down on corruption, which is somewhat incompatible with the domestic business environment.

Lu Qi, an elite who grew up in the United States, naturally did not learn the domestic set of business rules and was able to stick to principles. Coupled with the centralization model of the middle and Taiwan, the high-level thinking is unshakable, and even if someone at the grassroots level is shaken, the influence is limited.

This is premised. The development of Jumei’s services cannot keep up with the needs of e-commerce platforms. Jumei’s large number of low-priced self-operated products can only be found in third-party logistics. There is no shortage of customers. This is the biggest advantage of Jumei Logistics. reason.

Goose Factory Baidu’s efforts in e-commerce are not enough. Only Ari’s Taobao has amazing combat effectiveness. Tianmao Mall has resisted the double impact of Jumei and Juhuasuan with its large selection of sellers and products.

Instead of banning Jumei Logistics, Tianmao has access to logistics information, but there are also requirements. At first, it wanted Jumei Logistics to remit funds to Taobao Mall account, but Qu Li would not do such a good deed, so Taobao Mall lost Jumei. Cash on delivery service.

It cannot be said that there is a problem with the choice of Taobao Mall. The cash on delivery funds are in the Jumei logistics account. Jumei is not afraid, but Taobao Mall cannot monitor the flow of funds. ?

Zhang Yong, the person in charge of Taobao Mall, kicked out individual sellers, and then banned cash on delivery, which brought a certain negative impact on Tianmao in the short term, but it is necessary in the long run. Ma Yun gave Zhang Yong great support at the critical moment...