Relatively speaking, compared with low-frequency consumer goods, high-frequency consumer goods have a larger market capacity and greater potential to be tapped.

Of course, the competition in high-frequency consumer goods is also more intense, and there are tens of thousands of domestic clothing brands, not to mention those big foreign brands.

As for cosmetics, there are only so many brands.

This is also Wang Ye's increase in order to go online on the Meigou market, compared with the single product category of cosmetics, and now he has opened up a "clothing area", and it proves that Meigou users can indeed accept this new category.

In such a situation, should the valuation of Meigou have more room to rise?

IDG, Sequoia Capital and Temasek are also working on this issue.

They have invested heavily in Meigo.com, and of course they are very concerned about Meigo.com's every move.

At that time, when Wang Ye proposed to open a "clothing area" on Meigou.com and expand the business scope of the website, several shareholder representatives agreed with reservations.

What they are worried about is that Meigo.com has always given the impression that it has always been a cosmetics franchise website, and now it has suddenly added a new category, whether the website users will not accept it.

Even, will the new category not be done, and it will affect the sales of cosmetics.

But at that time, the plan proposed by Wang Ye also included the offline movement of Meigou.com, which everyone is optimistic about.

In any case, there are a lot more physical sales channels, no matter how effective it is, but conceptually, it's also a plus.

Now the "Clothing Zone" is officially launched, and the sales on the same day are as high as 50 million!

This was achieved under the fact that the website did not do any large-scale marketing campaigns, which also shocked Zhou Da, Jack, and Li Guanghua.

"It seems that we still underestimate the potential of Meigo.com, but fortunately, Wang Dong is resolute enough to tap the potential of users!"

Zhou Da said to Li Guanghua and Jack with a happy face.

"yes, I didn't expect it to work so well, in this case, will we be able to raise the price of the listing again?!" Jack was also very happy.

Sequoia Capital and IDG participated in the first round of financing of Meigou.com, and the subsequent financing and share expansion also resolutely followed.

The two investment banks have invested heavily here, and Zhou Da and Jack are also based in the United States and have taken specific positions.

It can be said that the future of the two of them is also closely tied to Meigo.com, and of course they hope to see the development of Meigo.com getting better and better.

If Meigo.com continues to increase sales and expand the scope of its website, the stock price will be higher after listing. And the higher the share price, the higher the return on investment of Sequoia Capital and IDG.

The company has made money, can it be a loss to Zhou Da and Jack, who advocated this investment at that time?

Li Guanghua was thoughtful, he thought of more things.

Since Temasek successfully acquired the stake in Meigou.com, Lee Guanghua has been seconded by the Investment Committee to personally lead a professional team to participate in the preparation of Meigo.com's listing.

During this period of time, Li Guanghua also had a deeper understanding of Meigo.com. And the more he learned, the more he felt that Meigo.com was not so simple. But where is not simple, Li Guanghua was confused and couldn't see clearly.

Now that the "Clothing Zone" is online and has been a great success, Li Guanghua has a little understanding, and he feels that he has seen the overall layout of the royal industry...... Tip of the iceberg.

"Two, I have a not very mature idea about the overall layout of Meigo.com, or Wang Dong, now I'll talk about it, and everyone will also consult. ”

After thinking about it, Li Guanghua still decided to tell his thoughts and let Zhou Da and Jack listen to it. Everyone is a minority shareholder of Meigou.com, and they are all real elites in the investment banking industry, so they may give themselves more references.

Zhou Da and Jack both turned their heads to look at Li Guanghua, not knowing what he had to say.

"I guess that Wang Dong just started to let Meigou franchise cosmetics, but in fact, the purpose was not to be a cosmetics e-commerce, but to circle customers!"

Li Guanghua's words were amazing, and his guess made Zhou Da and Jack feel a little confused.

"This ...... How do you explain it?" Zhou Da asked in surprise.

"Suppose, I mean suppose, Wang Dong originally wanted to build a clothing e-commerce website. But Taobao Tmall has been very successful, and it is difficult for him to compete with the other party. Your two investment banks have invested more in Internet companies, and you should be more aware of this. ”

Zhou Da and Jack nodded, Internet companies are like this, once there are real giant enterprises in a certain field, then few new companies dare to enter the competition.

Unless you crush that old giant company financially and technologically, you won't be able to compete with each other at all.

Of course, Wang Dong also understood this, so he made a smart choice. That is to choose to be a cosmetics e-commerce!"

"At that time, the situation was that cosmetics e-commerce did not have real e-commerce giants to pay attention to, and Lebee and Jumei were in their infancy. In comparison, Wang Dong's capital is crushing, so Wang Dong started from the subdivision of cosmetics e-commerce. ”

"But I now guess that the real purpose of Wang Dong is not to build Meigou into a cosmetics e-commerce company, or in other words, not limited to a single category of cosmetics. In comparison, the market capacity of apparel e-commerce is larger. ”

"Therefore, Wang Dong's real purpose should be to circle potential consumers first, and then open up the clothing e-commerce he really wants to do, and achieve corner overtaking in one fell swoop!"

Li Guanghua said this series of analyses, because the Tao in it is relatively winding, and if he lets an ordinary person listen to these words, it is estimated that he will feel in a fog and not understand what he is expressing.

But Zhou Da and Jack, but the real elites, fully understood the meaning of Li Guanghua's words.

Zhou Da nodded while listening: "Mr. Li is very reasonable! Use cosmetics to circle female consumers, and then launch clothing brands!

After figuring out this link, and then thinking of the viscosity and loyalty of Meigo.com users, the three of them looked at each other.

As it stands, Meigou has the largest number of female online consumers in China, and it is also the most loyal.

So, does it mean that any product aimed at female consumers launched by Meigou in the future will be easily successful......

Think about it again, what are the products that female consumers often buy. Cosmetics, clothing, accessories, handbags, shoes and socks......

There are so many that even maternal and child products, household items can be counted!

If everything really develops according to this assumption, then the future of Meigou is simply unimaginable.

It can even be compared to Taobao Tmall!

"However, since Meigou has such great potential, why did Wang Dong agree to let Meigou go public this year?

Jack was keenly aware of a problem.

If Li Guanghua's conjecture is true, then it will be too early to go public this year, which is a loss for the valuation of the website.

But Zhou Da has a different opinion on this issue.

"You underestimate Wang Dong, maybe what he wants is more than a higher valuation. When the company goes public, it can raise a huge amount of money, and after getting these funds, it can carry out a series of mergers and acquisitions, so that the company can develop faster! In addition, you have found a problem, that is, the brands sold on Meigou Online are basically related to Wang Dong!

Li Guanghua and Jack thought about it, and it was indeed as Zhou Da said.

In addition to Estee Lauder, a big foreign brand, other cosmetics and clothing brands are affiliated companies under Wang Ye.

The advantage of this is that it is easy to control, and the companies under the umbrella are draining each other, which is a great help to every company.

In the fashionable words of the Internet industry, it is an ecological closed loop!

We have our own products, our users, our traffic, and our traffic monetization channels!

There is no need to ask anyone, nor do you need to share any interests of unrelated enterprises, all of them are digested internally.

Now the relationship between Wangye's industrial companies and Meigou is complementary to each other.

The industrial company produces high-quality products, supplies them to Meigo.com, and sells them on the platform, providing nutrients for Meigo.com to grow and expand.

Meigo.com, on the other hand, provides a huge and high-quality sales platform for various industrial companies, allowing them to obtain huge sales and profits, which in turn nurtures the growth of industrial companies.

In this way, it is Wang Ye who takes advantage of it inside and out. It is conceivable that when the online market of Meigou is successful and a large amount of money is obtained, it will start to make large-scale acquisitions again!

"This works...... What a genius. Wang Dong is the most successful person I have ever seen in connecting industry and the Internet in my more than 20 years of practice!" Zhou Da sighed.

"That's why he was able to achieve such great success in such a short period of time!" Li Guanghua also said with deep feelings.

"However, why didn't Wang Dong explain these things to us? If it weren't for our analysis today, maybe after the ban period was lifted on the Meigou online market, our IDG would have appeared. Jack said confusedly.

Zhou Da and Li Guanghua did not answer this question, the two just looked at each other and smiled.

It's enough to be able to get on the bus and make a fortune.

As for wanting to earn more, it's up to you to be patient and savvy. A genius entrepreneur like Wang Ye never lacks partners.

When he chooses a partner, he not only looks at the financial strength of the other party, but also depends on whether the other party can understand his layout intentions and whether he can keep up with his pace.

If the early partners are short-sighted and rush to cash out after getting certain benefits, it doesn't matter to Wang Ye at all.

Some are more powerful and patient partners, waiting to take his ride.

。 vertex