E-commerce & Instant Retail
The Endgame of Fresh Food E-commerce: Either Learn from Hema or Learn from JD
Fresh food e-commerce platforms like Miss Fresh and Dingdong Maicai are at a crossroads, with both having filed for IPOs on the same day. While Miss Fresh is pivoting towards supply chain and smart wet markets, Dingdong is focusing on fresh food stores and ready-to-cook meals, mirroring the strategies of JD and Hema respectively. Despite heavy losses, the industry remains unprofitable, with only 1% of players making a profit.
安琪