Click 'Read Original' for details. Core Views: The inevitability and necessity of the thousand-group war in community group buying: "What must come will come; everything is ready, and the east wind has arrived!" Various heroes appear on stage: "Which community group buying is the strongest?" — Genes determine the initial development path. How much room for imagination is there in the endgame? — "So big that there is a chance to recreate a JD.com/Taobao!" Traffic thinking vs. supply chain thinking — Where is the core competitiveness? In our exchanges with founders, we discussed these ten questions: "

  1. What is community/group buying? Why is it so hot?
  2. Is there a business plan for community/group buying? Let's learn from it.
  3. How to acquire users? What is the cost? How to achieve continuous rapid user growth?
  4. Can the combination of fresh food high-frequency + self-pickup model break the curse of fresh food e-commerce?
  5. Who is the true group leader? The 6 million small shop owners or the 10 million stay-at-home moms?
  6. Is there a reliable financial model and cost analysis?
  7. If you want to start a business in community group buying now, is there still an opportunity?
  8. How to choose the entry point? Front-end: SaaS platform, matching platform, direct operation platform? Or back-end supply chain warehousing and distribution services?
  9. How to improve customer acquisition, average order value, repurchase rate, and gross margin? How to reduce costs?
  10. What to do when the giants come? Is this destined to be a game for giants? " Main Text: Part One: The Past and Present of Community Group Buying. Group Buying: In 2008, a US company called Groupon was profitable within half a year and went public in three years, creating an online model called group buying. From 2010 to 2011, more than 5,000 group buying platforms emerged in China, vowing to carry group buying to the end. It ushered in the so-called big windfall, with capital and entrepreneurs dancing together. In 2018, eight years later, Meituan (New Meituan-Dianping) became the only surviving king of the thousand-group war, and its business has evolved into a comprehensive local life services entry-level platform centered on food delivery, in-store, ticketing, hotel and travel, and mobility. On October 15, 2018, Meituan, one month after its IPO, had a market value of HK$300 billion, while US Groupon now has a market value of $2.7 billion and is reportedly going to be sold to Alibaba. WeChat Ecosystem: If anyone says they want to start a C-end group buying e-commerce platform now, they must be crazy, until another e-commerce platform that went public in three years appeared — Pinduoduo! A group buying e-commerce platform based on the WeChat ecosystem, applying social sharing and fission to the extreme. On October 16, 2018, the stock price was $21, with a market value of $23.4 billion. With rocket-like speed, the highly topical "outside the Fifth Ring" model, combined with ubiquitous title sponsorship advertising bombardment, its market value surpassed NetEase and was second only to JD.com. An e-commerce model based on the WeChat ecosystem thus made its debut! Behind it, we see not only a super traffic pool: WeChat's monthly active users exceed 1 billion, with more than 100 minutes of usage per day, full opening of mini-program functions, a system-recognized two-level distribution system, and WeChat payment habits that have penetrated the daily lives of uncles and aunts. Fresh Food E-commerce: In 2014, a famous investor said: "Fresh food is the last blue ocean in e-commerce." From 2015 to 2016, entrepreneurs answered with actions: more than 4,000 fresh food e-commerce platforms of various sizes went online. Now, after years of huge losses, 95% of players have withdrawn, so many heroes have fallen, and the rest are still struggling to persist. Because such a high-frequency category in a trillion-yuan market must be "the survivor wins." But how to reduce loss, reduce delivery costs, acquire customers at lower cost, and increase repurchase rates? The WeChat ecosystem seems to have opened a new door, so: The All-In opportunity has arrived — Group buying self-pickup + WeChat groups + fresh food