"Titanium Morning News" Hungry Responds to Layoff Rumors: The News Is Untrue; Apple Becomes the First Company in History to Exceed $3 Trillion in Market Value; Xiangpiaopiao: Solid Brewed Milk Tea Will Be Raised by 2%-8% from Next Month

Image source @ Visual China

[Titanium Media Synthesis] On January 4, in response to the rumors of layoffs reported by the media, Ele.me responded to the Titanium Media App, saying, "The news is not true, we have no so-called layoff plan, but also have a clear plan for the next step of development." ”

According to interface news reports, due to the gradual widening of the gap between Ele.me and meituan in the field of local life, Ali Local Life is about to start a round of sharp layoffs, and the layoffs involve almost all business lines of Ele.me, including regional branch personnel, excluding third-party riders.

On August 24, 2017, Ele.me officially announced the merger of Baidu Takeaway; in 2018, Ali and Ant Financial completed the wholly-owned acquisition of Ele.me for a high price of US$9.5 billion, and in the same year, Ele.me merged with Koubei to establish "Ali Local Life Service Company".

At present, among the takeaway platforms, Meituan takeaway market share is the largest, according to the data compiled by the Prospective Industry Research Institute, in the first quarter of 2021, the main takeaway platform market pattern, Meituan takeaway accounted for 67.3%, Ele.me accounted for 26.9%.

According to Alibaba's latest financial report, in the three months ended September 30, 2021, local life service revenue mainly came from Ele.me's platform commissions, service fees charged for providing delivery services and other service fees, totaling RMB9,513 million, accounting for 6% of total revenue, an increase of 8% compared with RMB8,839 million in the same period in 2020, but the proportion of revenue decreased by 1%.

Meanwhile, for the quarter, Alibaba's sales and marketing expenses were RMB28,857 million, up 13% year-on-year, accounting for 14% of revenue, compared to RMB17,371 million, or 11% of revenue, for the same period in 2020. The increase was primarily due to the increase in marketing and promotion costs for users of Alibaba's mobile commerce apps (including Taobao, Taobao, Lazada and Ele.me) to acquire and increase their participation.

In contrast, meituan's catering takeaway business transaction value in the third quarter increased by 29.5% year-on-year to RMB197.1 billion during the quarter. The average number of daily food and beverage takeaway transactions increased by 24.9% year-on-year to 43.6 million, and revenue increased by 28.0% from RMB20.7 billion in 2020 to RMB26.5 billion, an increase of 8% compared with 2020. Operating profit increased by 14.0% year-on-year to RMB876.1 million in the third quarter of 2021, while operating margin decreased slightly to 3.3% from 3.7%, mainly due to increased trading user incentives and marketing activities.

According to the above data, Meituan's revenue in the catering takeaway business is nearly 3 times that of Alibaba's local life service business.

Previously, Li Yonghe, CEO of Ali Local Life Company, also resigned because his subordinates were suspected of "sexual assault scandals". The new yu yongfu is the fourth new CEO of a local life company in two months.

Titanium media excerpt:

The PLG model is a very scarce corporate capability in the Chinese market, and it is also the key to the growth of innovative enterprises into giants.

Chinese software companies are good at doing projects, and the advantage driven by the SLG model is that the early growth is very fast, but the lack of ability to manage product iteration, the later growth will be very difficult; and the product-driven software companies will be very slow to do at the beginning, but after the product is built, they can achieve nearly ten times the growth every year.

——Zhu Xiaohu, Managing Partner of GSR Venture Capital

In 2022, global scientific and technological innovation will enter an unprecedented period of intensive activity, a new generation of information technology will accelerate the breakthrough application, the automotive industry will usher in greater changes, and greater challenges will be put forward to the governance structure, scientific and technological innovation, and cultural value of talent development. In 2022, global scientific and technological innovation will enter an unprecedented period of intensive activity, a new generation of information technology will accelerate the breakthrough application, the automotive industry will usher in greater changes, and greater challenges will be put forward to the governance structure, scientific and technological innovation, and cultural value of talent development.

——Li Shufu, Chairman of Geely Holding Group

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