After the big four promotion of Cloud QuickPass, group-buying food delivery has been taking advantage of the trend to continuously encroach on market share, while Ele.me, which was unable to raise funds, began to shrink seriously.

This company seems to have been cursed with weakness. Even without the money-burning attack of group takeout, it still feels like it is riddled with holes and is on the verge of collapse, making it extremely unstable.

Especially since the takeout market has matured, promotion of this kind of thing is no longer very effective.

Once some people delete the files from their phones, it is very difficult to get them to download them again, even if you spend a lot of money.

Therefore, in front of some catering stores, you can often see 45 group-buying riders in yellow rider uniforms waiting for meals, while there is only one hungry rider in blue rider uniform next to them, who looks weak, helpless, and shivering.

Then within a few days, the remaining little blue figure was silently dyed yellow.

This kind of market change is the smallest, but at the same time it is the most eye-catching.

Because even the number of riders has begun to decrease, the order volume of the entire platform can be imagined. Many netizens will also discuss online, saying that in recent months, there have been fewer and fewer Hungry Riders. .

Yellow is indeed the most contagious color, and no one doesn’t love yellow.

"The discounts for group takeout are in the form of store discounts, which are only available at certain stores and are different in each region. The stores that offer discounts are very distinctive and mainly focus on dine-in services."

"In addition, these stores are also among the ones with relatively high sales in the local area according to Ele.me's recent sales report."

Chen Jiaxin was like a ruthless reporting machine. Finally, she gently put the document on the table and waited for the people in the conference room to respond.

"Gu Ming won't waste money for no reason." Zhang Xuhao said silently.

"That's right. The marketing department didn't dare to act rashly. After three days of investigation, they found that some of the brands that were offering discounts this time had already joined their strategic cooperation plan. They spent money in a big way in order to continue to heat up the market and accelerate the incubation of the brands they wanted."

Zhang Li took over Chen Jiaxin's words and said: "This is not a guess, because in the group buying section, these stores also have great in-store discounts."

Chen Jiaxin rubbed her temples and said, "Some stores had full positive reviews on Dianping at the beginning of this month, and they also issued some coupons for the general public."

Currently, whether it is group buying or takeout, there are two types of discounts: one is platform discount, and the other is merchant discount.

Platform discounts are available to the entire store and are issued by the platform, while merchant discounts can only be used in this store and are issued by the merchants.

In other words, these brands that cooperate with group shopping are using our channels to issue discounts and increase sales and popularity.

At the same time, Gu Ming assisted from the rear, spending money to put pressure on the market, hoping to provoke a war and drag everyone together to raise the market's heat.

"Damn, what a dog..."

In the conference room, the heads of the Propaganda Department, Marketing Department, and Commerce Department were talking a lot.

It was as if they saw a dog man waving at them and saying, come on, come and spend money, if you don’t spend money you are not a man.

It would be fine if it just made them hungry, but the boss of Dianping must have a brain congestion, and he actually wants to invite them to help. He really wants to put his hand into their wallets, isn't he afraid of getting his hand bitten!

If it were Zhang Xuhao in the past, he would definitely not be able to stand this kind of provocation.

He would rush into the battlefield like a brave warrior, roaring "Ahhhhhh".

But unexpectedly, Zhang Xuhao acted very calmly, with only the word "hatching" buzzing in his mind.

When I'm hungry, I don't just do takeout...

When he was interviewed by the media, Zhang Xuhao once said frankly that he is not a professional food delivery company focusing on food delivery, but group food delivery is just an amateur.

But now that I think about it, that sentence refers to the biggest weakness of not being hungry.

Because Tuan Tuan is a part-time takeaway, he also has a Tuan Tuan supply chain, community group buying, incubated various catering brands, and even used the influence of the forum to treat the college student market as his own territory.

In the same way, Hungry is not a professional takeout, so it only has takeout.

After spending money once, Hungry can only regain some market share, but there is no other benefit. It's like a mirage in the water.

But when it comes to group-building, orders from the supply chain will continue to rise, and brands that have signed contracts with them will be hatched, and they will grow in the future. In other words, they can't lose at all.

"Boss, from this moment on, the market has been completely under the control of group buying. It is like having whatever it wants."

Chen Jiaxin took a deep breath, and after she finished speaking, she suddenly felt as if she had lost all her strength. Her straight back bent slightly, and she leaned back in the chair.

Moreover, after half a year of market sinking, there are only a few cities that can serve as new growth points.

In other words, in this mature market, if you want to regain your momentum, you cannot go head-to-head with group delivery.

However, there is no chance of winning in a head-to-head confrontation, it is a dead end.

"I don't recommend burning money."

Chen Jiaxin gave 1 suggestion.

After hearing this, Zhang Xuhao stood up, came to the big map in the conference room, and looked at the areas with blue flags.

That’s not to say that there are currently existing markets, most of which are concentrated in the northern and central areas of China.

I remember when the food delivery industry was just emerging, Ele.me's main business area was limited to the circular area centered on Hangzhou and Shanghai. Later, it was driven all over the country by group food delivery, and the whole business expanded like a pancake.

Such a large stall currently has a market value of nearly 10 billion.

But next to those blue flags, there is always a yellow flag that follows them like a ghost and cannot be shaken off.

These small flags are a handmade hobby he makes to relieve stress when he is hungry. He uses children's colored paper and toothpicks. When making the flags, he also puts some of his own thoughts into it, always making the yellow flag smaller than the blue flag.

From a visual point of view, yellow seems to be attached to blue.

Of course, in addition to the blue and yellow flags, there are also a few red flags, but their number is so small that it can be ignored.

After watching silently for a long time, Zhang Xuhao suddenly opened the drawer beside him, took out another bunch of small yellow flags, and inserted another one next to each yellow flag.

This flag is called group supply chain.

Then he put another flag next to the two yellow flags. This flag was called Group Buying in Store. Then there was the fourth flag, called Daily Specials, the fifth flag, called Xihanheqing, and the sixth flag, Baihua Valley Mall.

He wanted to raise the seventh yellow flag, but unfortunately half the flag was not enough.

This flag is the latest, called Pin Tuan Cloud Quick Pass.

After planting the flag, Zhang Xuhao took a step back, feeling a chill in his heart.

Even if reality and the flag are the same size, the yellow is not as big as the blue, but now the densely packed yellow flags on the map have surrounded the blue flag.

The world was swallowed up by a part-time, amateur guy.

He has been proud of his "professional takeout" from the beginning, but now he has to admit that the takeout war is not just a matter of the takeout industry.

Cloud Quick Pass, supply chain...the other party has too many ways to deal with it.

Zhang Xuhao pulled out one of the blue flags with a click, but his eyes were still firm, like a general who had won honor despite defeat, with seven words in his heart, burning red - I will definitely come back.

Then he found that he was also a warrior for deciding to avoid the war, because the business world is like a battlefield, and it takes great courage to retreat while the going is tough!

Preserving my own strength and readjusting the layout may be the best way. Damn, I really am a genius who can bend and stretch!

"Boss, Ele.me has closed its business in five cities, shrunk its operations, and laid off more than 5 employees. It seems that they want to reduce the burden and re-optimize the layout structure."

"What?"

Gu Ming had just arrived at the headquarters and hadn't even warmed up his chair when he received a call from Ye Ziqing.

Senior Sister Ye's voice continued to come from the phone: "It's true, and the brands we promote in the region have all been removed from the shelves for various violations."

"Damn it, how could there be such a shameless person who wouldn't let me know in advance if he didn't want to spend money? Wouldn't this make me spend my money in vain!"

"?"

Gu Ming sighed and couldn't help but look at the autumn scenery outside the window with his chin in his hand.

He had been constantly provoking them during this period, waiting for them to have a stress response, hoping that they would attack him like they did when they attacked the meal point in the group, and punch him like crazy.

The result was a huge disappointment.

"Where's Dianping? Isn't Zhang Tao out of the hospital? They've been jumping around trying to grab back some of the group-buying market. Why don't they fight? I'm almost riding on his face!"

Ye Ziqing held the string of Buddhist beads in his hand and said to the phone, "Boss, Mr. Zhang seems to have tremors whenever he hears your name."

Gu Ming felt very aggrieved: "So what? All he got was a cerebral congestion, but what I got was loneliness!"

After Ye Ziqing finished listening, the beads in his hand turned faster and faster, and he silently recited Amitabha in his heart.

"Forget it. After this week's discount, don't waste money. Otherwise, it will be an abuse of market dominance and constitute unfair competition. Let them take a breath and give up some of the market appropriately so that they don't despair."

Gu Ming: Merit +1

At this time, the winter sun still has some warmth, and people rushing to work have appeared one after another on the bustling city streets.

A large truck with a group-buying supply chain drove into the city from the suburbs, delivering goods along the way. Riders in yellow robes passed by from time to time, and then gradually disappeared into the morning mist along the street covered with UnionPay advertisements.

After the morning ordering peak is over, some riders who choose to stop accepting orders will go to the group-buying supply chain or Xihanheqing’s warehouse area to take a break, charge their batteries, and grab a bottle of Kangmailang from the supply station. The 1-liter bottle is very satisfying.


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