In this case, either find a reliable research report, or find a reliable person to inquire. In essence, it is no different from the reaction of an A-share leek after seeing a stock that he likes but has not yet bought.

Of course, the hottest investment areas at the moment are chips, AI and 5G, which are still dominated by hard-core technology, and the model innovation is a little worse. Therefore, it is not certain who is reliable in the end, and the same person is not reliable in the eyes of different investors.

This is a great phenomenon for the state, but not necessarily for the individual. This should be the reason why Hu Shiheng is considering being deeply involved in the well-off, right? Xu Xin thought so. It is easy to find a convenience store company in financing to invest a little, but it is not easy to get involved in depth, because it is not only money that is lost if you get involved, especially a powerful investment institution like Orchid Capital.

Chu Yuanxi also felt the same way. So much so that he had to admire Yuan Jing. Yuan Jing in the original world did not look down from the top with an oil hammer empowerment, but recognized that the local life industry was a leader, and studied it in the way of sitting in the well and watching the sky, looking upwards to see how big this market can be supported and whether it can support a national level.

There are many ways to become a top investor, the simplest way is to have money, the most complex way is research, and every effort on the valuation model will be realized at some point in the future.

At this time, the hot food section of the store began to get busy, and the clerk began to restock the empty cabinets in the morning. Hu Shiheng keenly noticed that the cabinet was basically empty, and only two siu mai were left unsold.

"You've almost sold out this morning?"

"Yes, big data control, delivery is delivered according to the indicators given by the data, and cross-prediction is carried out according to the purchase rules and total data of specific customers, which is accurate to the individual. ”

The management model of this SKU is extremely wasteful, so Chu Yuanxi is not without pride.

Of course, there will occasionally be a situation where a certain model is sold out early, which reduces the user experience, but overall it is very cost-effective. "Three times a day, in the morning it is steamed buns, siu mai, fried dough sticks, millet porridge, at noon it is changed to fried food and baked products, baked cakes with meat and leeks, egg cakes and the like, and in the evening it is steamed buns and hot vegetarian food. Lunch and dinner are served with fresh food. ”

"Can it be so accurate?" Hu Shiheng was a little surprised, he had seen a lot of big data, it should just be a coincidence, right?" "Is it all program control or is it artificially adjusted?"

"It's okay, someone has made an adjustment, there is a clerk feedback item, add one gear or subtract one gear. ”

Hu Shiheng listened, walked to the cold rack where the salad was placed, and looked at the e-ink price tag, "This kind of price tag is very expensive, isn't it?

"THE COST IS DEFINITELY A LITTLE HIGHER, BUT IT SAVES MANPOWER, JUST USE THE IPAD TO OPERATE AND SCAN THE BARCODE, WHICH IS DEFINITELY MORE CONVENIENT THAN PAPER, AND IT IS FASTER TO CHANGE. Convenience stores like Xiaokang are too quick to innovate, especially fresh and hot food. SKU management is also fluctuating and can change within a day. The key is that after the use of ink price tags, all kinds of short-term discount activities are taken over by the system, and no staff operation is required, only need to replenish the stock or stop the discount. There are many things that cannot be done without ink price tags. ”

Hu Shiheng's eyes darkened, and he said in his heart that the worst thing was to discount this short period. Originally, membership at all levels + coupons + shopping rebates were annoying enough, but it could still be calculated, but the limited-time discount was on, and I could only patiently use the APP to repeatedly operate the shopping cart, add, delete, enter and exit the settlement interface, and let the system help calculate.

When he experienced it yesterday, it was miserable, the operation was too slow, and the operation was as fierce as a tiger, and then it ended in a limited time, and the price was restored, and it was all in vain......

Is this what a good user experience is?

As everyone knows, for cost-effective users, this is a high-quality experience, you can find the optimal solution through your own efforts, spend the least money to buy the most things, pursue the highest cost performance, and get the ultimate experience. For them, no matter how good the experience is, it is not as satisfying as the price.

In a convenience store like Xiaokang, short-term fresh-keeping food is a very profitable point, but the characteristics of short-term shelf life products are that no matter whether the shelf life is three days or five days, it must not be close to the shelf life, and it is best to sell it within one day.

At this time, there happened to be a normal customer entering the door, and then walked straight to the oden, and without saying a word, he began to click on the touch screen. Hu Shiheng hid to the side with interest and watched, it is estimated that this person should be a regular customer, the operation is very skillful, and he quickly ordered seven or eight things, such as bamboo wheels, crab roe and heart balls, and then confirmed, scan the code to pay.

Most of the products in Xiaokang are paid by the scanner at the door, or the user directly scans the barcode or QR code of the goods with his mobile phone to complete the payment, and then confirms it on the scanner at the door. But oden and hot meals are not, oden is paid instantly, and the robot starts after paying, and the same will be true for coffee in the future.

Hu Shiheng noticed that Chu Yuanxi's expression was a bit like a sneer, only to see Chu Yuanxi wave his hand to signal not to speak, the customer over there was a man, wearing a short-sleeved and short-legged tights on this hot day, and a tendon meat, a bit like the superhuman feeling of wearing underwear, and then swept the yard, and the robot on the opposite side of the cabinet immediately lightly stretched his ape arm three times and two times to knock things out.

This process is very fast, but when the guest scans the code, he has already taken out another mobile phone, posed in advance, and the robot has not started to shoot before it starts.

Soon, an angry shout resounded throughout the convenience store: "Why can't you refund the order!Why can't you refund the order!" Oden According to the rules, the order can be refunded or partially refunded within half a minute after the order is placed, and the robot will wait until half a minute before sending the food box into the molding machine. Only hot meals can't be returned in the well-off, and neither can the coffee that is about to start selling, and oden is a bit more troublesome, requiring a clerk to operate, and it is difficult to complete it when you put it back into the operation robot.

At this time, Chu Yuanxi walked over slowly, and said slowly as he walked: "That must be, you are operating too fast." ”

"What do you mean?"

"It means...... You can do it again the way you just did it and see for yourself. Chu Yuanxi smiled at the corner of his mouth, watching Brother Superman re-select and re-pay.

When it came time to pay, his eyes suddenly widened. In the payment process, after scanning the code, the APP lists all the selected boiled things, as well as the quantity, and the following is the confirmation button, at this time, the well-off has not yet started to pay, so jump to WeChat or Alipay after clicking.

But after clicking the payment button, he didn't jump immediately, but popped up a bubble tips: You can't refund the order after buying oden, continue to buy?

At this time, the finger is a little bit, the bubble tips disappear, or the confirmation button. Obviously, the old brother was operating too fast just now, and his energy was focused on the second step of the mobile phone shooting, and the blind Jaguar passed the point as soon as he passed.

"Nima! You guys are cheating! I'll go back and expose you on Weibo!"

"You're a fraud!" Chu Yuanxi didn't mean to be polite at all, "I'll expose you on Weibo now." ”

"Who are you, you, I have 200,000 followers on Weibo!"

"Who are you, you, I have 20 million followers on Weibo!"

Before the words fell, the other party already knew who Chu Yuanxi was, and he suddenly choked back with his words. This place was also easy to meet people from the Ba people, Superman opened his mouth but didn't know what to say, and immediately thought that if he could start a scolding battle with Chu Yuanxi, it seemed that he could also increase his popularity......

followed Chu Yuanxi to the Ba people, Hu Shiheng's heart is actually not less, the old problems are solved, and the new ones are endless. However, what is certain is that Xiaokang is definitely the convenience store with the highest level of technology, and he is sure that no one can compare with it in this regard. Not only robots that sell oden, but also big data, as well as a system that controls discounts in the background, self-checkout, and so on.

At the beginning, his understanding was that Xiaokang did not pursue "no one" one-sidedly, and the presence of employees made guests feel at ease, and they could also accept cash. But now he feels that being well-off is a kind of in-depth interaction between the clerk and the system, such as ink price tags, etc., and the existence of people is not only a cost and expense, but also a great improvement in efficiency.

In other words, a store with a large enough scale may have five people in 724 and five people in Xiaokang, but the reception capacity of Xiaokang is ten or even twenty times that of 724. At present, the well-off is just the early stage of the grass-roots creation, and the flow of people has not come up.

It is precisely the problem of passenger flow that is not on Hu Shiheng's list of problems, because in this regard, he believes that with Chu Yuanxi's historical record, there is no problem and there is no need to care.

So his first question was: "Mr. Chu, what do you think of the door opener?"

"There is no opinion. Chu Yuanxi poured tea calmly and spoke calmly, "What are you going to do when you open the door?" I can't see it now, at least I can't see it until they finish their preparations, it's best to wait for them to open the store and then experience it." But I don't think they will have any special experience, with their top-level composition, unlikely, unless I am asked to give them a lecture. ”

At least Chu Yuanxi's momentum Hu Shiheng is convinced, if he hadn't investigated it hard and picked up the old bottom, he even felt that Chu Yuanxi was a veteran who was well versed in convenience stores, not the president of a game company that played cross-border.

But if you want to say that Chu Yuanxi doesn't understand, it's not very similar, Hu Shiheng is fascinated here. The lonely feeling of being well-off is actually intentional by Chu Yuanxi, which is intriguing, how can a cross-border person understand the problem of style? How can a shelf with a "gable" be specially designed to block the user's sight and increase this feeling?

Just as Chu Yuanxi guessed that the door opener, no one noticed that there was such a thing as "style" as the norm.

The key is that it's not easy to learn if you want to learn, I don't know how the disciple of Chu Yuanxi, who was born after 95, is a copycat? Loneliness is a disaster for the supermarket, the supermarket must be lively, if it is quiet inside, it means that it is already cold. But convenience stores can, I guess the disciple who opened the door will have to squirt a few mouthfuls of blood after knowing the truth, right?

His second question was: "I just noticed a detail, a lot of FMCG products in your store are written as low sugar and low fat, why? Coffee is low sugar and low fat, bread is also low sugar and low fat, is it low?"

"Hey, a little lower than normal, and didn't say sugar-free. Chu Yuanxi sneered, because the truth was indeed a bit of a hooligan. "There are more female customers in convenience stores, so they are easy to sell with sugar and fat. ”

Hu Shiheng said in his heart, you are embarrassed to admit it!

"Then let me ask some cliché questions, I also read the well-off model, although it is not exactly the same as 724 and the like, but the homogenization is still quite serious, what do you think of this problem?"

"It's about the same, but the experience is different. There are many aspects to the experience, such as the environment, such as free band-aids, free power supplies, which can be seen now. There are also some things that are not visible now, our online content, our stickiness to local users, etc., the differentiation is obvious. In fact, every convenience store knows that 724 provides goods + services + experience, but it is a matter of opinion what the experience is. There is too little in-depth thinking of domestic convenience store creators, we first win from wisdom, I play cross-border, and we must use wisdom to fight their experience. ”

"You belittle others again......" Yuan Yu's biggest headache is Chu Yuanxi's vice.

Sure enough, Chu Yuanxi immediately replied to her: "This is not called belittling, this is a fact." Even if everything in your store is the same as 724, at most it is a replica of a 724, but the real awesome thing about 724 is the supply chain and logistics. Shanzhai 724 is just to let the framework of 724 bind itself, and don't dare to take a step beyond the thunder pool, once it crosses, it will not look like it, this will definitely not work. ”

"Okay, that's a different question. ”

Hu Shiheng is gradually moving towards the core problem, which is also the trouble of his position: "I am a person who likes to invest in O2O, and now takeaway is not only food delivery, such as Meituan food delivery, Duodian, and even open door customers will definitely do takeaway delivery in the future, and the errand fee is getting lower and lower, and Meituan doesn't even need to run errands to buy food." I wonder how convenience stores can compete with them, will takeout kill instant noodles and then kill convenience stores?"

"Convenience stores that don't do well will definitely face this problem. It will be more and more difficult to do a large number of mom-and-pop stores, but good convenience stores will not be. Chu Yuanxi nodded rarely, "I think it's okay, the takeaway service is straightforward, which can be understood as the demand of straight men, as long as there are enough categories, you can buy what you need, but takeaway users are not sensitive to experience and price."

This is where differentiation is needed, if the service you provide to the users in the store and the needs of straight men are not different, or even worse, then they will definitely be replaced. ”

"What should a good convenience store do?"

"A good convenience store has to be like a female spare tire to a male god to a customer, with this careful mentality to provide a good experience, always changing tricks to attract attention, and the products are all men. ”

Xu Xin, who had been quiet for a long time, was stunned: "How do you say this?"

"Straight men have no aesthetics, but a female spare tire must have it. For example, this fried food, ordinary fried chicken thighs are almost meaningless, at least rattan pepper pipa legs, and then chicken cutlets, fried cuttlefish balls, Tangyang chicken skewers, charcoal grilled chicken skewers, stone grilled sausages, this is relatively normal. The probability of a spare tire being favored by the male god to this extent is still relatively low, the so-called chopping of male color is fried blood tofu, charcoal-baked black fungus roll potato cake, shallots and beef shortbread, this kind of has to be hollowed out to change tricks. ”

"Is that really okay?"

"Yes, I know that there is a friend who sells this kind of male-colored buns, spinach filling, pumpkin filling, sweet potato filling, and tomato scrambled egg filling, which can sell 500 a day, which is extremely exaggerated. Qingfeng's single store sells 1,000 a day. ”

"Well, then let's go to the store just now at noon to eat, what do you think?" Xu Xin said and looked at his watch, it was almost eleven o'clock, just to test Chu Yuanxi's male color.

"Okay, I'll also downgrade my consumption. Hu Shiheng laughed, "Anyway, I've used Pinduoduo recently, and it's still very easy to use." ”

Xu Xinxin said that it was because you were willing to be shameless, let us cut you down!

But Chu Yuanxi was quite surprised, "You are lifting Pinduoduo is a consumption downgrade? Pinduoduo is obviously a consumption upgrade." ”

"What? How can people who pay so much attention to the concept of consumption upgrading not know?" Hu Shiheng stared as he spoke.

"Consumption upgrade is to add new services to the original consumption, and the price of the upgrade is less than the experience brought by the service, and users will be willing to spend more. "Chu Yuanxi has worked Pinduoduo," Pinduoduo's main focus is the eighteenth line, which is a sinking channel, and even a new countryside. People in these places used to never shop online, but now they have entered the era of online shopping, what is online shopping? Chop hands! This is not a consumption upgrade? You can't think it's a downgrade just because a single item is cheap, right?"

Hu Shiheng was stunned for a moment, but it seems to be true when he thinks about it, otherwise why would the sinking channel and the residents of third, fourth and fifth-tier cities suddenly become the targets of the onslaught of major businesses since last year? It is equivalent to Pinduoduo digging up a treasure market.

This is also the reason why Pinduoduo's market value is chasing after Goudong, it is worthless but it is a pioneer in this treasure market, and its big data is valuable.

"Since you said this, Mr. Chu, I heard that Sister Xu said that you also have a lot of ideas about sinking channels? But the gameplay of this exquisite female spare tire you just now is obviously aimed at urban youth, right?"

"Yes, but I've got a different pattern. Our community itself is ...... The community and business district are taken into account, and there are some tools to attract elderly users, which can definitely be paralleled. At that time, the main thing for sinking users is to do subtraction, and then merge a set of gameplay for sinking users, and this set of big data-based SKU management will definitely be effective for sinking users. ”

What Chu Yuanxi said was a bit vague, because he had a theory for sinking users, but there was not enough time in the original world to practice.