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2021: Is 'Selling Groceries' Still a Good Business?
As the tide recedes, it leaves behind a field of vegetable leaves. The battle in the lower-tier market is always fierce, and 'selling groceries' has become the loudest battle this year. Since the beginning of this year, community group buying players have been divided into two major camps: on one hand, internet giants like Meituan, Pinduoduo, JD.com, and Didi have almost all-in on selling groceries to explore long-tail traffic; on the other hand, players who have been rooted in this track for years, such as Shihuituan, Tongcheng Life, and Xingsheng Youxuan, have successively announced new rounds of financing.
曾乐Internet Giants Accelerate Entry, Community Group Buying Ushers in a 'Resurrection Match'
This seemingly easy-to-copy game raises the question: what are the odds for internet giants? Core viewpoints: 1. The business model of community group buying appears easy to replicate, but players face significant challenges for sustainable development; 2. Internet giants must still follow the basic rules: managing platform-leader relationships and enhancing supply chain capabilities; 3. Platforms urgently need to prove their ability to scale profitably, with cost control being a key prerequisite. "Vi Ya, Li Jiaqi..."
曾乐