"Is Fun really on the market?"

Li Nanjun was surprised by the boss and said with a smile: "The NASDAQ was listed on the stock market with an issue price of $10, up 53.1% at the opening, and closed at $12.77 on the first day, up 27.7%, with a market value of $655 million. ”

Shen Feng looked at the research report, the takeaway brother, the online car-hailing driver, the cleaning housekeeper......

These service workers, who are closely related to daily life, have a common company behind them - Fun Live.

The number of platform workers has exceeded 40,000?

"Last year's revenue exceeded 2 billion, and die-hard fans are the head companies in Meituan, Eleme, Didi, Mobike and other segments. According to the latest market value, relying on the humble outsourcing business, Yu Yang, the founder and chairman of Quhuo, has a net worth of more than one billion. ”

Shen Feng waved his hand, one billion is a drizzle, but he didn't expect the takeaway contractor to also have a highlight moment of going public and ringing the bell?

Meituan and Ele.me fought to the death,

As a result, someone sits back and enjoys the results?

"The three founders of Quhuo, Yang Shuyi, Yu Yang and Ba Zhen, have known each other for a long time and have worked together at DHL for five or six years. The idea is simple: instead of competing with giants, it is better to make money from giants!"

Li Nanjun joked: "The main business is to help the takeaway platform and establish a large-scale and standardized labor team." What is the focus of food delivery? Operational efficiency. The core lies in how to deliver the most orders with the least number of people per unit of time. ”

Shen Feng nodded, the more simple and rude it was, the easier it was to survive.

To put it bluntly, Quhuo helps the platform complete the delivery service, and the platform pays it a service fee, and it pays the laborers a gratuity, which is to save money for the platforms.

Claiming that each order of takeaway delivery can save customers about 40% of operating costs?

Of course, there is still no profit now, but the loss is small, and he can't stand the various optimisms of the owner's father, Li Baidu, and even Son Zhengyi are desperately throwing money.

Li Nanjun said tentatively: "Now Baidu holds 12% of the equity and is the largest shareholder, will it?"

"Restart takeout?" Shen Feng shook his head and said with a smile: "Now Robin Li doesn't have that kung fu." ”

Not to mention Baidu, even Meituan can't spare its hands to get this, with four million riders in its hands, in the face of the growing food delivery market, it's too late to stake a stake!

In the history of the domestic Internet, takeaway must be one of the most fierce fields.

Kai Eat, which once fought with Ele.me in the campus market, was founded in 11 years and was acquired by latecomer Takeaway Superman in 15 years. Although Meidian.com, which was established at the same time, is still alive, few people know about it.

Even Baidu Takeaway, which was once one of the Big Four, was acquired by Ele.me in 17 years.

The food delivery companies are divided and fighting, and now everyone only knows Ele.me and Meituan.

So the first person to eat crabs may not wait for the moment when the crabs are cooked.

People who eat cooked crabs may not necessarily be steamed crabs.

Dada, which started as a rider platform back then, started a food delivery platform because of his ambitions, which angered major customers Meituan and Ele.me, and was hit on all sides.

I had no choice but to switch to JD.com, avoiding the red sea of takeaways, and now it has become the first independently listed instant logistics and intra-city retail platform.

Quhuo is very smart, and did not directly enter the takeaway industry, but as a person who transports ammunition in the rear, with the takeaway industry starting, it can be regarded as a bite of dividends in the takeaway industry.

In the eyes of the giants, there are more important things to worry about, and it doesn't matter how many little wolf dogs run errands before and after the saddle, right?

There is only one thing in everyone's eyes: QQ

Sink!

"The biggest investment outlet this year is the fresh track, and there is no one!"

Li Nanjun analyzed: "A few days ago, Meituan announced the establishment of the Preferred Business Division, which entered the community group buying, and at the same time, the Little Elephant Division was renamed the Grocery Shopping Division, which was headed by Chen Liang, senior vice president and member of the S-team. ”

Shen Feng pouted, he used to be sneaky, but now he is finally above board?

"Bicycle Division, Transportation Division, Kuaiddon Division, Grocery Division, Preferred Division......"

"It is still in the early stages of rapid development and change, with a low online rate and a huge market size. Meituan originated in the sinking market, and once relied on the sinking market to counterattack, so naturally it will not let go of this piece of fat. ”

Shen Feng sighed secretly, there is no way, who makes the community group purchase basically have no threshold.

There are three basic elements: one is an effective management system for the head of the group, the second is the user's mini program or community, and the third is the supply chain foundation.

It is also because the threshold is too low, the players are very scattered, and there are very few players in the country so far, let alone players with monopoly advantages. In addition to the business scope of the Shihuituan invested by Ali, which basically radiates the whole country, most of the community group buying players are entrenched in their own side, what food will be mainly in Hubei, and Xingsheng is preferred to mainly cover Hunan......

Divide the heroes,

Dominating one side.

Zhang Yiming's defeat is in everyone's eyes, not because the technology is not good, but because the biggest risk comes from the policy.

The sinking market includes nearly 300 prefecture-level cities, 2,000 county seats, 40,000 townships and towns, and 660,000 villages......

In the next ten years, the population of 660,000 villages will inevitably gradually migrate to towns and counties. Eventually, nearly 1,000 super counties with a population of 1 million will be formed.

The super county will be the node, connecting the 1 billion people who live on 97% of the country's land area and are equivalent to the combined population of the three United States.

Completely different from first- and second-tier cities, the sinking market is a society of acquaintances, where families have houses, cars and no loans, and residents here have money and leisure and are price-sensitive......

It may seem that the income level is not high, but the disposable income that can be directly used for consumption is much higher than imagined!

A county husband and wife have a monthly salary of about 35,000 yuan, and both parents have a house each, and at least one house is owned by the owner.

I don't have a mortgage, I live in my parents' house every day, and I don't have more consumption expenses, so I have a more abundant disposable income.

They are more willing to spend more money on themselves and their children than they are saving.

The biggest feature of consumption is: localization and closure.

The closure determines that the counties are all non-standard.

For example, Guang'an and Deyang, the social circles, interpersonal relationships, and consumption habits in the surrounding counties may be very different. It is no longer feasible to win the world with one product and one model, and changing a county may be another small world.

This also determines the operation strategy of heavy companies, and at the traffic level, with the layout of companies such as Douyin and Kuaishou, the entrepreneurial opportunities of light companies are basically gone.

For different closed units, building a localized team with the county as a unit and doing localized in-depth operation is the way out and opportunity for entrepreneurship in the sinking market in the future.

It's bound to be a heavy and slow process.

Once formed,

It's an unbreakable moat!