"Community convenience stores are rooted in the community and have a very close connection with users, so in this case it is a natural trigger consumption scene.

Online pre-sale and group buying can be done through this store: there is a stable pick-up point, a logistics chain that can be shared, and an aggregation point for traffic landing, which is not easy to be easily pried off, is a visible traffic field, and is an offline ground network.

The supermarket-type large stores can provide more category choices, from catering, to hairy vegetables, clean vegetables, to aquatic products, and other high-end things can be accommodated in a single store, so it can meet the needs of users in a single station.

In addition, the structure of "front store and back warehouse" can also make the depth of inventory deeper.

The difficulty lies in how to attract users and how to increase the gross profit and unit price of customers in this large-scale planned shopping. ”

Zhang Yida looked at Xie Zheyuan and asked, "In your opinion, which store should we choose in Zhonghe Group?"

Xie Zheyuan nodded lightly at Zhang Yida, and then replied loudly: "I think it's a supermarket-type big store!"

"Why?"

Xie Zheyuan said with a smile: "Pindoduo has been doing the sinking market in third- and fourth-tier cities, but sooner or later it will return to first- and second-tier cities."

We are now opening a supermarket-type big store, in fact, we are using the offline entrance to lay the foundation for the "return" of Pinduoduo in advance.

In addition, according to the report, the users targeted by Hema Fresh are mainly young people born in the 80s and 90s, and they are highly overlapping with the users of Doushi.

As a very good medium, if you make good use of it, it will play a good role in the promotion of our supermarket stores.

In addition, in order to acquire more users and a larger market, Pindodo must slowly wash away those marks of the past. ”

Zhang Yida pinched his chin, pondered for a while, and said with a smile: "From a strategic perspective, it sounds pretty good."

But from a practical point of view, it is difficult for our supply chain to support so many SKUs. ”

"This is indeed a big pain point," Xie Zheyuan nodded, "but we should face this problem squarely." Avoid this problem, and sooner or later it will happen in the future.

It is better to build the logistics system in advance and make up for this shortcoming. ”

Zhang Yida somewhat understood what he meant, and asked: "Do you mean to use the opportunity to build cold chain logistics to create general logistics?"

"That's right, with the help of their group's self-operated logistics system, Goudong Fresh can be said to have a great advantage in the field of fresh distribution.

After the consumer places an order, it is shipped from the main warehouse, transported by trunk line, sorted at the distribution point, and then delivered to the home.

Because it is self-operated logistics, it has some advantages in product classification and packaging specifications, which greatly reduces the cost of loss.

Loss cost has always been a major pain point in the fresh food industry, and whoever can better solve this problem will have a greater advantage in the competition.

Instant delivery of this, I also agree more with cultivating my own team.

Some time ago, Ahri acquired Ele.me, in addition to valuing the other party's share in the takeaway market, I am afraid that there is also a reason for taking a fancy to hummingbird delivery.

Magnesium Tuan and Goudong Daojia-Dada are also self-operated teams, and the instant delivery of Hema Fresh was handed over to Hummingbird Delivery. ”

These views all hit the soft underbelly of Zhonghe Group, which is currently lacking.

Zhang Yida has a headache, fresh e-commerce, self-operated logistics, and instant distribution, these are the three bottomless pits, it is difficult to make a profit, but he has to do it.

Zhang Yida motioned for Xie Zheyuan to continue, and the latter noticed that Zhang Yida's face was a little heavy, guessing that he didn't retreat, right?

However, it is true that doing these industries is very money-burning, and it is a great test of capital energy.

At the moment when Dododo is still suffering large losses, entering three industries that require a lot of money to burn money, if he is the boss, he must be cautious and cautious.

Putting away the small thoughts, Xie Zheyuan continued: "Ahri is calling new retail, and Goudong is calling unbounded retail.

Fresh e-commerce, online and offline experience stores, logistics, and instant delivery are all standard for them.

If you want to shake their status, you have to follow the cards. ”

Speaking of this, Xie Zheyuan also wraps up, and does not plan to elaborate more.

After all, the decision is in the hands of Zhang Yida, and he only has the right to suggest.

Zhang Yida looked at Lu Qi, who was sitting beside him and was thinking hard, and asked, "What do you think of Old Lu?"

"Hema is not simple, it should be called a product that concentrates a lot of technology and resources of Ahri.

Regardless of profitability, exploration as a model is a commendable innovation. ”

Zhang Yida nodded, and he also agreed with this point of view, after all, this is also a composite functional body of "APP + supermarket + catering + convenience store + logistics".

In terms of social effect, artificial effect, logistics effect and economic effect, it has surpassed traditional e-commerce and retail.

The core logic is that enterprises analyze big data through advanced technologies such as cloud computing and artificial intelligence with the help of Internet technology.

In order to upgrade the process of production, circulation and sales of goods, reshape the business structure and ecosystem, and deeply integrate online services, offline experience and modern logistics, a new retail model.

A few simple words, if you really want to do it, you will know how difficult it is.

This can almost be called a "moat" and a "competitive barrier".

If you do it at all costs, it's not that you can't get it, it's just that it's too special to burn money.

Lu Qi also knew what Zhang Yida was struggling with, so he said: "Doushi and Kuaishou are basically about to reach a revenue balance, and in the big entertainment sector, the money earned by the game business is currently almost as good as the consumption of long videos, music, and several businesses."

Only the e-commerce sector may rely on financing for a long time. ”

As for when Pindodole will be profitable, Zhang Yida predicts that it may not be until 2022.

He said to Lu Qi: "If you really want to add the three businesses of fresh e-commerce, self-operated logistics and instant distribution, you may have to carry a big burden." ”

"With our current financial situation, we should still be able to afford it.

It's just that you have to tighten your belt in the future, unless the income of short videos increases several times. ”

Zhang Yida nodded, and after a little thought, he made a decision quickly.

"Make a plan, no matter how difficult it is, this battle will continue. ”

Lu Qi smiled: "Don't be too anxious, Ahri and Goudong are the leaders after all, and the lead they have established is not something that can be equaled in a short period of time."

Let's go at our own pace, and sooner or later we will match or even surpass them. ”

Zhang Yida smiled, "Ahri doesn't talk about it first, you can still compete with Goudong." ”

Xie Zheyuan was very happy on the side, and felt that the choice of jumping to Zhonghe Group was not wrong, and Mr. Zhang was really a bold person.

He didn't know how much money Zhonghe Group would throw this time, but he guessed that it should not be lower than 10 billion yuan.