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Community Group Buying: The End Still Seems Far Away
Affected by the pandemic, community group buying has once again become a hot trend, with many internet giants entering the field. In 2020, disclosed financing events in the industry reached 19, totaling 17.17 billion yuan, a year-on-year increase of 356.3%. However, the tide has receded quickly, and many players have stopped expanding, with some even going bankrupt. As the sector enters its second half, major players are choosing different development paths.
刘旷公众号Can IPOs Rescue Community Group Buying?
As the hottest track catalyzed by the pandemic, community group buying had a particularly chaotic 2020. Its main battlefield is fresh produce, but excessive subsidies and false prosperity caused by overheated capital have disrupted pricing and supply systems, severely disturbing the fresh market and plunging it into a whirlpool of public opinion. Yet players have not given up, as the long-term benefits are considerable. Entering 2021, the policy of staying put during the Spring Festival has reignited the battle among fresh e-commerce companies.
刘旷公众号Giants Rush into New Retail Small Stores: Endless Expansion and Reluctant Price Wars
New retail small stores, which have been rapidly expanding, are now facing dangers brought by price wars. Recently, the notion of a new retail ebb tide has quietly emerged, with some in the industry believing that the era of new retail frenzy is over. This is partly because the once booming new retail has indeed shown signs of retreat, such as store closures by Hema and Freshippo.
刘旷公众号The Fallen Hero Carrefour China: How to Reverse Its Decline?
Carrefour China, once a dominant force in the Chinese retail market, has seen its market share and store numbers decline due to internal mismanagement, supply chain issues, and external competition from e-commerce and new retail formats. In response, it is partnering with Tencent and Yonghui to transform into a multi-format retail entity, but faces an uphill battle to regain its former glory.
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