Reborn Entrepreneurial Giant

Compared with Qu Li's unlucky situation, Ma Yun entered 2017 with great success. In January, he launched the "Ma Yun Rural Teacher Award", a charity activity he led. The other thing is to go to the United States and meet with Chuangpu, who is about to take office, and promises to create 1 million jobs in the United States in the next five years...

After deceiving Chuangpu, I went to Davos to brag, and met with the head of state of Norway, and then the Prime Minister of Australia. Recently, I met with the top and second-level leaders of several domestic provinces. It can be said that I have become a civil diplomat, and I can also say that I have reached a certain level in my life. reached its peak.

Teacher Ma Yun is mature and steady, but where is Qu Li? He is driven and enterprising, but he is too impetuous. Some people commented on the two online, and Mr. Ma's thinking is more "profound": You see, Ali's innovation ability now exceeds that of Time Jumei, and it has come up with a new retail concept, and also builds unmanned convenience stores, facial recognition payment, etc. .

It’s inappropriate to say this. I didn’t see that in February, Ali announced the acquisition of 74% of Intime’s shares and 18% of Hualian Supermarket. Amazon announced the acquisition of Whole Foods Market for US$13.8 billion. The world’s top e-commerce giants have imitated Jumei. Acquire physical supermarkets.

To open up online and offline channels and realize the dream of "new retail", Alibaba even defined 2017 as the first year of new retail, and various concepts were flying everywhere. What about time gathering beauty? Adhering to Qu Li's fine style of "low-key" and doing things according to his own logic.

No matter how they brag, the Juhuasuan convenience store project will be officially launched this year, and it is Huang Zheng’s business to implement it. For example, Ali has retail links, and Juhuasuan has supply locations. Convenience stores can take many forms, such as the franchise model of Tianmao Store Goudong Convenience Store, or they can also have self-operated models.

Jumei Supermarket and Juhuasuan Convenience Store are Jumei's key strategic projects this year. Lu Cheng and Huang Zheng are responsible for them respectively. They are still very difficult. Convenience stores of all sizes can serve as self-pickup points for Jumei Logistics and can also serve as pick-up points for grocery shopping services.

What Huang Zheng has to do is to help Juhuasuan Convenience Store build a store operation system, provide supply chain and distribution services, and digital marketing. This also includes many details such as product selection and popular product output. Many of them have no experience, so Recruiting people from Meiyijia?

The potential of the convenience store model is still great. Ali Retail is said to have access to 1.5 million store owners, and Goudong Zhangguibao is said to have 1 million customers. Assuming that each store has a daily sales of about 5,000 yuan, even if only 100,000 customers purchase about 10% of the supplies, there will be about 20 billion in sales a year, which can reduce costs through scale advantages and bulk purchases.

Convenience stores throughout urban and rural areas can also be used to promote the downward flow of industrial products to benefit rural areas, and can also facilitate the upward flow of agricultural products and increase the income of rural farmers.

This is a complete set of "new retail" solutions. Jumei has already started to do it. Ali Ma Yun stood up to brag, which is really "shameful". It is a pity that Time Jumei restricts the use of Internet slang and tries not to bring up "new retail". "New term for concept", so it's a bit stupid.

Jumei Supermarket has been in operation for several years, and the Juhuasuan "source of supply" project has been in operation for one or two years. There are also global procurements, including e-commerce for agricultural products last year. Jumei has now accumulated a large amount of data. To realize the optimal allocation of resources, is this considered an application of big data?

Qu Li can't even explain such a complicated thing, let alone do it well. As for unmanned supermarkets/convenience stores, paying with face recognition is good for bragging, but the country later encouraged the development of convenience stores and wanted to promote Employment, unmanned convenience stores are somewhat out of date.

Alibaba’s new concepts are not without merit. Hema is one of the best. The retail and catering model is quite interesting. Yonghui Supermarket, which Jumei invested in, imitated and established a "super species". Not only Yonghui, but also more imitators followed suit, but Time Jumei still did not take action.

Ahli Taotian, which is hugely popular, has suppressed Jumei with various innovations. After all, what Jumei does is very traditional and has nothing new. Even the offline stores of Jumei Supermarket have been transformed into Jumei membership stores, and they have also been criticized. , what is the value of this?

Now Jumei has become a brand e-commerce company similar to Tmall, with genuine products, high prices and good services; Juhuasuan mainly sells high-frequency and low-price products. After Huang Zheng took office, he even cut off the PC side and reduced the cost of opening a store. The threshold no longer even needs to be decorated, with the product as the core rather than the store as the core.

Every big change requires a price, as evidenced by Jumei's surpassing Juhuasuan. Of course, this is related to Jufactory. This column has a large number of extremely cost-effective products. The key is low price and free shipping. Jumei's high-quality products also have free shipping, but The unit price of delivery using Jumei Logistics is higher.

In general, Jumei is still struggling with the supply chain to prepare for ultimate efficiency. This includes Jumei Logistics. With more than 100,000 or 200,000 employees, it is still difficult to meet their needs. If it is not for the logistics technology Progress may collapse due to too many employees and out-of-control management.

In fact, Lu Qi has put a lot of effort into Jumei Logistics, and Zhou Ting and others are also very cooperative. A large number of high-quality people have joined, an information management system has been established, and logistics technology has been extensively used. This is what we have today. .

But in the foreseeable future, it is possible for Jumei Logistics to have more than 300,000 employees worldwide. As management becomes more difficult, what will they do?

Let’s not talk about foreign Shopee. Jumei faces too many problems in the field of e-commerce retail, and its main business is not doing well. How can they have the time to do fancy things?

Ali is different. It can't beat Jumei, and it can't afford to choose one of the two. It can only expand its own boundaries. In the international market, they chose to take shares. For example, they acquired Lazada, Shopee's largest competitor in Southeast Asia. The other option is to choose He entered the Indian drug market, invested in Paytm, a third-party payment tool, and strongly promoted AliExpress.

Alibaba also wanted to acquire a third-party payment tool in the United States, but was rejected by the relevant parties on the grounds of information security, so Ma Yun went to visit Chuangpu, using 1 million job opportunities as a temptation, hoping to be open to Ali.com. You must know that this year Taobao The sky has once again become a “notorious market”

Jumei Juhuasuan and Shopee have had similar experiences and have been targeted. However, Jumei Juhuasuan does not sell to the outside world. Shopee is a Singapore company. Not only that, in order to avoid risks, Shopee has not been open to the outside world on a large scale.

In addition to his own efforts to achieve compliance, he also conducted active communication and lobbying. Qu Li often spoke out on social media and was also a moderate Internet celebrity, and the effect was still there. Shopee has been facing the American market from the beginning, and has accumulated a lot of experience and lessons. It has done well in compliance, has stricter management, and is relatively strong in dealing with it.

Perhaps because of this, Ma Yun went to the United States to visit Chuangpu, hoping to eliminate misunderstandings and relax controls. Doesn't he know that some things are not misunderstandings at all? Therefore, in foreign markets, Ali will not be able to catch up with Jumei Shopee in the short term, and it may even be difficult to surpass Shopify.