The reason why he didn't expect Chu Yuanxi to say such a thing in his mouth was because he had always given Xu Xin the feeling that he was not so open-minded.

Thinking, mode, framework, etc. Chu Yuanxi is very skilled, proficient in business, management is also relatively unrestrained, and his thinking is sharp and his response speed is fast. But openness, the willingness to cooperate with people is much worse, and it is obvious that he is a person who tends to do things on his own and puts a lot of business through cooperation with people to achieve goals.

To put it simply, it is overconfidence and a lack of trust in working with others, which is an obvious disadvantage.

This characteristic is not necessarily bad for businessmen, especially in certain scenarios, where people who are accustomed to relying on cooperation are very likely to suffer. However, at the current stage of the well-off, considering the format of convenience stores in the domestic market and the environment of the upstream and downstream supply chains, this extremely wary feature is not so pleasing.

Therefore, at that investor conference, Kaimenke and Shengxian released a signal of cooperation, but Chu Yuanxi refused without thinking about it, and concluded that the other party planned to integrate him as a downstream without doing any investigation. This happened under Xu Xin's nose, and it would not be enough to say that there were any ideas, but the door opener is a big store, a well-off person is a small store, the capital, supply chain and technology are ready, and the road roller is pushed out, which is indeed a quite beautiful posture.

Of course, the qualifications of the door openers are indeed a little worse, it is normal for Chu Yuanxi to look down on them, and Xu Xin himself is not very optimistic.

But Meiduo's qualifications are much stronger than those of the doorman, the doorman is at most Xiaohe, who only shows his sharp corners, Meiduo is already a toad who blows up the nest, and the cry is loud, which is the difference between adults and babies, what if Chu Yuanxi is willing to let go of prejudices?

Therefore, Xu Xin was of course moved. Her gaze quickly turned to Zhang Wu, and she found that Lao Ning, who was sitting opposite her, was the same. Lao Ning doesn't have as many associations as her, but from the perspective of the two companies Xiaokang and Meiduo, this is indeed a good time for a "sneak attack"!

And he is a pure bystander, thinking more and more clearly.

In his opinion, Xu Xin's description just now is very good, and the metaphor of the sneak attack on Pearl Harbor is very appropriate, mainly the sneak attack on Jack. What is the most lacking thing in the convenience store market right now? Because no one has a moat, anyone can do it. Among them, the brand effect of the top three island countries has a little moat, but it is not obvious.

It can only be said that the market size of the national business is too large, and it is impossible to build a moat simply by throwing money to expand.

But it is different when Xiaokang and Meiduo join forces, Xiaokang and Meiduo are the only convenience store companies on the market that have their own APP and membership system and work well.

In addition, the convenience store in Dagoudong has countless bad points, which are a little stronger than a mess, and can be ignored for the time being; Sinopec Yijie is overwhelming, but the location reason does not constitute direct competition with any friendly business; only Suning is a staggered model of large and small stores with Meiduo completely head-to-head benchmarks, and the speed of opening stores was once crazy.

It's just that because Suning stores are doing major appliances, although it is also called shopping, it can't match with small stores, and there is no way to build a distribution team for small stores, and the cost performance is too low, 1+1 is less than 2. And Meiduo focuses on new retail, which is not a problem.

Therefore, although Suning is a little larger, it is not optimistic, the key is that the small store does not show any strong competitive attributes, otherwise it will not show a trend hovering on the verge of "breaking the net" in the A-share market, and the price-earnings ratio is only less than 6 times.

However, as we all know, relying on the membership system and scale is a way to build a moat, and compared with other ways such as building a brand, it is obvious that the moat established by the former is more difficult to destroy in model innovation.

This is also the reason why Pinduoduo can fight its way out of the encirclement. When Ali carefully examines his flaws and pushes the product back to the front from the middle platform, I'm sorry, Pinduoduo's membership system and scale have erected a city wall, and Juhuasuan can't follow up on it, and it's even more pointless to rely on advertising, because sinking users don't look at your Internet ads.

When it comes to the membership system and scale, AT is obviously at the level of the grandfather, so why didn't AT land on the convenience store track? Is it because Shuangma does not pay enough attention to this national economy and people's livelihood track? It may be a little late, but the money is not less invested, and it is by no means that it is not not unimportant. If you don't pay attention to it, you will ignore it for a long time like pony denying short videos, and stop all the products you have in your hands, until the general trend of Douyin Kuaishou has become a big trend. Youtu did the same thing.

It's just that even if you pay attention to it, there is no shortcut to this track, unlike pure Internet projects that can be directly crushed by their huge volume, and stores must be opened one by one.

Therefore, Lao Ning asked himself, if he was in the position of a double horse, he definitely didn't want to see someone take the lead in building a moat, and there was indeed no sign of this in the market.

Because of the relationship between the attributes of the enterprise, Pony must be behind Jack in the competition of the convenience store track, and because the product of Huazhi is held by Jack, the gap continues to widen. Therefore, Lao Ning brought himself into Jack's position, just as far as the convenience store track is concerned, he must be staring at Penguin, Huangtuan and Pinduoduo to see if they will join forces to make any moths. With the energy of one of them, even with the power of a penguin, it can't make any unimaginable waves.

However, these three are all asset-light, or asset-light-based typical mobile Internet companies, so they must join forces, someone to pay money, someone to provide data, someone to logistics, and someone to supply chain, in order to quickly build a super chain convenience store, but Huangtuan and Pinduoduo are definitely not in this mood. That's why Jack can sit firmly on the Diaoyu Tai.

However, Xiaokang and Meiduo are not asset-light mobile Internet companies! Both of them are dedicated to digging in the ground......

Originally, Mido was the leader in the framework of "convenience stores with a membership system", but it was still far from the moat. The emergence of Xiaokang makes the question of "who is the more potential player" arise, because Xiaokang focuses on small stores, the user system is more targeted, and it is developing rapidly, which has incomparable advantages in Meiduo.

At least Lao Ning knows that as long as the next step of financing is in place, only Guangdong Province will be able to open at least 600 new stores before the end of this year, that is, the scale will reach more than 1,000, not to mention that the imperial capital is not no longer open stores, and no one can be underestimated. The key is that the well-off has not joined all of them are directly operated, which is relatively tough, Meiyijia's 20,000 stores do look impressive, but more is not necessarily stronger, and winning more with less is never equal to defeating the strong with the weak.

The combination of large and small stores is an advantage, but it also brings problems, because small stores are dependent on large stores, and opening small stores directly where there are no big stores will cause ecological problems such as logistics, supply chain and distribution.

In this context, if the Meiduo and Xiaokang Lightning Alliance, the key is to integrate the membership system, make an addition to the scale of the two sides, and then start to attack back-to-back, then you can quickly dig through the moat, which is a sneak attack on Jack!

The magic of this alliance is that after the two of them formed an alliance, Shuangma was eager to find a third convenience store that had a good user system and was running smoothly!

Maybe this is the meaning and value of Chu Yuanxi's willingness to form an alliance?

Chu Yuanxi, who was still regarded as a self-media expert and a successful game company boss at this time last year, is quite reliable to get involved in the media brokerage business, and it is okay to engage in investment and incubation. But for him to cross over to a convenience store, almost everyone in the investment circle is confused, because this cross-border is so big that it can pull the crotch, and a bad pants can only run naked.

Unexpectedly, although Xiaokang was silent this year, compared with the Ba Ren Group, which also belongs to Chu Yuanxi, it was a little too silent, which made people almost wonder if it was Chu Yuanxi's company from the media, and he didn't even do the location of Douyin. But a dog that has become a non-barking dog that has not paid attention has been specially biting, and has repeatedly provoked 724 face to face, this effect is still very eye-catching in the eyes of those who are interested.

Lao Ning is a caring person, because his main business is not investment, but corporate services and corporate transactions, and he is a high-end inverted master in the capital market, so he pays extra attention to all kinds of strange phenomena, and strange phenomena often breed opportunities to buy low and sell high.

At this time, he doesn't have as high personal interests as Xu Xin, but he feels that this will be worth it, because, once Xiaokang and Meiduo join forces to play Kombat Whirlwind, and collect all the users who can collect it, no matter how much money Shuangma has in a short period of time, there is no way, and in the end, there is a high probability that the money will be invested in Meiduo and Xiaokang, becoming a financial investment instead of corporate venture capital, and sharing their success.

All kinds of public and non-public data came and went in Lao Ning's mind, and this immature psychological activity took a turn, there must be many imperfections, but he believed that the general direction must be right. Chu Yuanxi's idea of cooperation is not new, but as soon as he opened his mouth, he formed a strategic alliance, which still surprised him a little, and he didn't know if Zhang Wu was unexpected.

However, even he can understand the benefits of the alliance in an instant, and of course such a powerful CEO as Zhang Wu can also do it?

But he saw that Zhang Wu didn't show any surprised expression, and since he finished speaking, he lowered his head again, only raised his eyelids at this time without raising his head, and looked directly at Chu Yuanxi at an oblique angle: "Why did you choose us?"

"Because ......" Chu Yuan Xixin said that there are many benefits, and this also has to be asked, I release the goodwill to confuse you, and it is also good to confuse you, it is best not to make trouble with Tianxian again.

Of course, there is nothing to be unhappy about the matter of Tianxian matching, the main thing is to make Meiduo pay more money, and Chu Yuanxi originally felt that 1 billion would not be available. But in retrospect, Duan Luting's kid is not simple, mentioning Meiduo with himself, mentioning a well-off life with Meiduo, playing very slippery left and right, which is not at all the performance that a young person should have. Fortunately, I didn't put it on the set, but gave an endorsement price.

Of course, you can't say that in the words of the scene. You can be humble or arrogant, but you can't be too sincere.

Therefore, Chu Yuanxi said: "I think we can complement each other a lot." And the resources I can provide are invaluable. ”

"Then what do you want to talk about?" Zhang Wu said that he was talking about it, but in fact, what he thought in his heart was that our big store is your central warehouse, and this resource is not precious, but priceless, okay? Of course, it doesn't hurt to listen to it.

Chu Yuanxi snapped his fingers and counted for him: "First of all, you don't have the riding data." ”

This data is actually more valuable for large stores, and it is very suitable for numerical mining and user portraits, otherwise why should people who open doors also engage in big stores to share bicycles?

"Then Xiaokang has a large number of non-** data of community residents, and the same kind of data is currently wider than that of Xiaokang, but the vast majority of them are meals, you understand the difference, right?"

Xu Xinxin said that he couldn't get the data of Huang Tuan and Eleme...... Of course, it's useless to get it, because it's not the right person or goods for Meiduo. The data of Xiaokang is shopping data, which is strongly related to the overall strategy of Meiduo.

Of course, Meiduo also does home delivery services by itself, and there is similar data, but the frequency is much lower than that of Xiaokang, Chu Yuanxi, if you are not welcome, so to speak, the data you have accumulated over the years of O2O is not as good as what I have accumulated in a year.

This is the most indisputable to speak with data.

"In addition, there is a lack of business in the United States, do you feel it? You should be very clear when you compare it to the hippopotamus. Chu Yuanxi has stretched out his third finger, "Hippo has a community operation but Meiduo does not, and at the same time, Meiduo also lacks the influence of official accounts and personal accounts, and cannot build a traffic pool, so there is an empty applet, but it is inconvenient to connect with private domain traffic, and the effect is ...... Even if it's average. To put it dirty, your use of self-media and social tools is simply picky, and it is still at the level of 2016.

Surely you know a little bit about me, and this kind of community operation is a breeze for my other business, the Baren Group. Even long before the establishment of the Ba people, I was the head player of the community operation when I was doing Sankei, and this is my eating skill. ”

In fact, as soon as the hippopotamus was mentioned, Zhang Wu immediately knew what Chu Yuanxi was going to say. Hippo is very awesome in that through WeChat private domain traffic docking, a group chat function is directly carried out in Hippo's own APP, which is specially connected to community e-commerce groups and coupons. I have to say that WeChat is very polite, and it didn't block the massive Hippo WeChat community, in fact, it is a piece of code if you want to seal it.

Therefore, Meiduo can only use its own coupon system, but the efficiency is far less than that of Hippo's community operation, and the gap is at least three generations compared to the well-off. Now O2O pays attention to comprehensive fulfillment, that is, in-store shopping, in-store pick-up and home delivery, Meiduo does not have community operations and group buying, and all three of the above are missing an important buff, which directly affects GMV.

Seeing that Chu Yuanxi no longer stretched out his fourth finger, Zhang Wu couldn't help but breathe a sigh of relief, and then had to lift his precious forehead. Of course, the above three flaws are old and difficult problems that the CEO knows, and none of them are easy to solve, and they are not something that can be done by simply investing money.

In fact, Meiduo is accustomed to making money, because it is indeed a rich, mature large enterprise, in the national track, and the cash flow is very abundant. Therefore, like Shuangma, the things that can be solved by shooting money have long been solved.

In other words, anyone who can effectively solve one of these points, with this strength, can directly serve as a vice president within Meiduo, pull up a line, and the three points can be solved is the president COO. But these are simply probing for Chu Yuanxi. It's a pity that this person can't dig it, if Xiaokang can go out of business with the Ba people!

But Zhang Wu was surprised: "You have studied us very thoroughly, but as far as I know, Xiaokang has not carried out any community operations and group buying, why is this? You will never tell me, because it is a small store, so you don't need it, right?"

"Of course not for that reason. Chu Yuanxi couldn't help but smile and said, "This matter, I will definitely do it, but not now." ”

Saying that the latent version of community social only has functions and no socialization, the standard of this "social" is very high, and the requirements really allow users to "socialize". Therefore, Chu Yuanxi believes that social group buying is a function, not a social one.

This function, almost all the community group buying on the market, is the head of the responsibility system, including the e-commerce mini program engaged in Meiduo, although the head of Meiduo exists in name only.

However, the well-off community group buying is a function in Milestone 6, and he is not in a hurry to meet people, because Chu Yuanxi is preparing the AI leader, who is particularly talkative and smart.

Xue Ming has been following this task across the company since September last year, and then simply sent two younger brothers of the Ba Ren AI group to come over for independent research and development, and the debugging was completed before the end of the year. Compared with various other AIs, the difficulty of research and development of Xiaokang's head AI is simply ridiculously low, but it is definitely better than real people, because it can directly guess which group of users needs which coupon according to Xiaokang's data, and then send it directly.

This routine has long been played by Kuaishou and Toutiao and other people who do information cocoon room recommendations, and it is called machine algorithm intelligent recommendation, and the effect has always been very good. Therefore, Chu Yuanxi is not afraid of the latent version of social at all, revealing the true social intentions, and the penguin will only marvel at the beauty of Xiaokang's work when he sees it!

"Yes, yes, Chu Yuanxi has an alternative. At this time, Xu Xin also reacted, she is a person who is qualified to socialize with Wen Xiaokang.

Zhang Wu frowned suddenly, feeling that things were not simple. This time it was his turn to say the scene: "Listening to your words is better than reading a book for ten years, but this matter is too big for me as a small CEO to decide." ”

After speaking, he signaled to Xu Xin that he should go, this so-called chat is not long, but the amount of information is huge, and he has to go back to deal with it.

Of course Xu Xin wants to send it, but it feels a little strange, Zhang Wu she knows, and it gives people the feeling that the aura is full and extremely calm, but he left in a hurry and has no aura at all, and he doesn't look at the Tao when he walks, which seems to show that there is a contradiction in his heart.