Chapter 572: O2O (1)
By 2012, with the gradual improvement and power of smartphone functions such as IPhone4s, the concept of mobile Internet has been widely accepted and expected by the capital market.
When the people of the whole country know one thing to make money, you must not be able to make money as an ordinary person.
In fact, the O2O model was really popular in 2015, but since 2013, companies like Suning with a large number of offline stores have begun to try to 'online and offline at the same price', and in 2012, entrepreneurs who basically have a certain vision have been discussing its true connotation and future business model.
This concept was first born in the United States, and Uber is one of the examples, and it has also been practiced in China, that is, Meituan.
Wen Xiaoguang is in Wuhan, and he can't avoid the mobile Internet, let alone the O2O concept that is gradually rushing into the heads of businessmen based on the mobile Internet.
I took a walk here in the morning, in fact, I was sorting out my thoughts, but I was still caught. The people who came were hugging each other, and there were secretaries and bodyguards, which was much more pompous than the two people who were alone.
Waving at Mr. Wang, who was smiling, the two happened to walk along the green belt together.
This old man is engaged in a traditional industry, and the rumors of the Internet have risen in the past two years, especially the sudden force in the field of e-commerce, which can make him pay attention to it.
He should not be interested in traditional social, and the final profit end point of social networking is nothing more than games, and search has been mixed with advertising, there is nothing to say, only e-commerce.
It's really only e-commerce.
Ma Yun did kill a group of middlemen who made the difference, and at the same time, it also made the business of offline physical stores gradually deserted. Speaking of which, the 'benefits' of this piece are actually snatched from commercial leasing people like Mr. Wang, and the last profit is the consumer.
Anyone with common sense of economics knows that the main body in an economy is always small and medium-sized enterprises, and there are only a few giants, while a large number of small and medium-sized enterprises that open stores offline are limited by scale and lack bargaining power when playing with large groups like Wanda. Therefore, when the gang settles accounts at the end of each month, the majority of what they have to pay is not the salary of employees or utility bills, but the cost of renting shops.
Anyone who has done a little business knows this.
However, on the other hand, the room for giant companies to turn around is huge after all, and that group of people is smart and powerful, they can easily graft and transform the damage, and finally force the people to open stores to feel more and more that 'business is difficult to do'.
In 2019, when Wen Xiaoguang was reborn, the pain of these four words cutting through the flesh and skin was even more real than now.
But this trend doesn't hurt Ahri, and it's better to go online. But it's different for Wanda, they still rely on the merchants who pay their rent, and when the sun goes down, it's a hundred million rents, which is a very huge cash flow, but if your customers are 'dead', that's not a solution.
It's the same as the ancient dynasty tax, you can't afford not to collect it, but once the common people start to scream, trouble will come to you.
However, when first-class entrepreneurs think about the crisis, what they think about is never the 'crisis', even if Wen Xiaoguang guesses, they should think about the 'opportunity'.
O2O is this 'machine'.
Because he suddenly found that many of the scenes of the group's shops correspond to its connotation.
“...... I've had a lot of people talk about it, and I think most of them are overly optimistic. Wen Xiaoguang will not hide clumsy, nor will he deliberately mislead, it is smart people who do this kind of thing is not only boring but also harms themselves, just say whatever you want, "Just like the current attitude of the capital market towards the mobile Internet, I don't know why, maybe BAT is too eye-catching?"
"Hi. The old man waved his hand and said the essence easily, "There's no why, they all want to make money." Of course, it has something to do with the current environment, there are not many opportunities left, and suddenly a you pop up, so who will you vote for?"
After more than 30 years of reform and opening up, there are indeed not many opportunities. There is this phenomenon all over the world, that is, the more traditional the field, the more difficult it is for ordinary people to achieve something.
You say automobiles, oil, real estate, etc., how do you start from scratch?
Even if you sell a drink mineral water, you can't get the first person.
Only emerging industries will generate new wealth and benefit a lot, the first ten years were the Internet, and now it is the mobile Internet.
Wen Xiaoguang couldn't deny it, "But this kind of over-optimism has given us a lot of pressure, and excessive expectations will hurt when they collide with reality." Including Mr. Wang, you talked about O2O, Weituo is now also very cautious, only in the field where the frequency of use by users is very high, we will bet. ”
This very high frequency is food, clothing, housing and transportation.
However, Mr. Wang still asked him: "What about the department stores, film and television, and hotels in our company? ”
Wen Xiaoguang didn't know what to say, and said that it was too much to discourage people's enthusiasm, so he asked instead: "Does Wang always want to try e-commerce? Do you really think there is an opportunity for Wanda here, or is it because e-commerce has gone too far in the past two years?"
Group buying, direct sales, special sales...... In the past two years, e-commerce websites that have become more and more popular have indeed domesticated consumers, and now online shopping has become the mainstream behavior mode of young people.
This is a huge hazard to Wanda Plaza, which needs foot traffic.
The question Wen Xiaoguang asked also pierced his heart.
Experienced entrepreneurs who are good enough know that the actions that companies are forced to take often do not have particularly good results, especially for larger companies, because it is too difficult for the big ship to turn around.
However, there will be people who will continue to repeat the same mistakes, and the reason is simple.
"I've got to figure out how to deal with it. Mr. Wang expressed his thoughts, "And I think our offline scenes are very rich and can be tried." ”
"It's okay to try, I think Mr. Wang's meaning is probably to move the mall to the mobile phone and place it in the app, so that users can see it when they open the phone, isn't it?"
I don't know if he really thinks so, but he thinks about it for a while anyway and nods, "That's a good idea." ”
Wen Xiaoguang flashed an ellipsis in his heart, "Mr. Wang, the essence of O2O as we understand it now is connection demand, but this is not so simple, because it is difficult to please users, and if the price is not subsidized, he will run to the opponent's platform, which will be a money-burning war." ”
"Burning money? The old man had a little understanding, but he was not afraid of difficulties, but just said: "Listening to your boss is indeed very incisive, unlike our own discussion in the end of a mess, let me take a look." But what about Micro Tuo, what are you going to do?"
"I'm not very interested in O2O. ”
It's a huge money-burning thing, leave it to Wang Xing.
"Is that really just a matter of letting it go?"
"When I invested in Meituan, I wasn't ready to get involved in this space. O2O profitability is a huge problem, and I'm not kidding you, I can't put two of the same problems on my shoulders. ”
The concept of O2O is not so profound, it is nothing more than online to offline, but it is difficult to make a difference between platforms and platforms, who do you say is better between Eleme and Meituan?
So instead of throwing off your arms and fighting with those people, it is better to be a traffic that every O2O company dreams of fighting for.
Rely on investment appreciation, and pull out when the red tide fades, who is comfortable at that time who knows.
"If I have a chance in the evening, I'll elaborate on it. However, it is difficult for me to say about the crisis you feel. ”
In fact, he didn't know what to do with this old man, he wanted to ask himself what to do, Wen Xiaoguang didn't know what to do, no one who was not engaged in the Internet wanted to get involved because of the evolution of the situation, he really wanted to say that you should rest, but he couldn't say that.