Recently, the top level of e-commerce has changed frequently. On April 2, 2022, Jiang Fan stepped down as the legal representative and chairman of Taobao and Tmall; on April 7, Xu Lei, president of Jingdong Group, will become the CEO of Jingdong Group; Liu Qiangdong will devote more energy to long-term strategic design, major strategic decision-making and deployment, young leading talent training and rural revitalization.
Previously, Alibaba Ma Yun, Pinduoduo Huang Zheng, ByteDance Zhang Yiming, Jingdong Group Liu Qiangdong, etc. have "retired", and the e-commerce giants have faded out of the front line and handed over the "baton", the reason behind it is that they are taking the initiative and gradually diluting their personal influence and control on the company, in order to make the company go more normal and stable.
The era of Jiang Fan has passed, and Ali needs more blossoms
In response to Jiang Fan's resignation, Mo Daiqing, director of the online retail department and senior analyst of the E-commerce Research Center of the Network Economic and Social Society, said that throughout Jiang Fan's journey in Ali, in 2016, Jiang Fan laid out Taobao live broadcast; in 2017, Jiang Fan integrated Taobao with HandTao, and served as the president of Taobao in that year, and concurrently served as the president of Tmall in March 2019. In April 2020, due to the scandal, Jiang Fan Ali's status as a partner was cancelled, and his rank was downgraded from M7 to M6.
From January 1, 2022, Jiang Fan will be responsible for Alibaba's newly established "Overseas Digital Commerce" section. He is now the chairman of three Alibaba companies. It can be said that Jiang Fan's Tao era has passed, and now it is necessary to look at Dai Shan's Tao era.
For Dai Shan, the pressure is really not small. According to the data, as of the third quarter of 2021, the revenue of Taoshi e-commerce increased by 3% year-on-year, while in the fourth quarter of December 31, 2021, the customer management revenue of Taoshi E-commerce showed negative growth. It can be seen that Amoy e-commerce has reached the "ceiling" and needs to break through urgently. In addition, for Jiang Fan, transferring to manage overseas business is also an experience for himself, and the development of overseas business is also crucial for Ali.
Mo Daiqing said that in the face of the increasingly complex competitive environment in the industry, Ali needs to make adjustments to deal with it, and the Tao system as Ali's base plate is constantly being divided, and overseas business is expected to become a new engine for Ali's transaction scale and user growth. Therefore, Ali also needs to put eggs in multiple baskets and develop more points.
The management is facing the transition period, and Xu Lei is facing challenges
Xu Lei took over the baton from the CEO of JD.com Group and walked from behind the scenes to the front of the stage. Mo Daiqing said that this shows that in recent years, Xu Lei's position has been continuously improved, playing an increasingly important role in the Jingdong Group, plus Xu Lei is already the "old man" of Jingdong, and the management team headed by him has also initially withstood the test of time and practice, so it is expected that Liu Qiangdong can finally take over the baton.
Xu Lei also faces many challenges, the burden on his shoulders has been expanded from Jingdong Retail to Jingdong Logistics, Jingdong Health, Jingdong Technology and other sub-groups, at the same time, he also serves as a director of Dada Group and All Things Xinsheng Group, which is more responsible than before. The two "fist businesses" of retail and logistics need to continue to have new breakthroughs. At present, the new business is still in the investment period, and will adhere to the long-term investment of 5-10 years, which also means that the loss period of the new business will be extended, so it is necessary to get out of the loss dilemma under the leadership of Xu Lei.
Liu Xingliang, member of the Information and Communications Economic Expert Committee of the Ministry of Industry and Information Technology and president of the DCCI Internet Research Institute, said that from Xu Lei's resume, it can be seen that he took over Liu Qiangdong as the CEO of Jingdong Group, which is a matter of course. For example, the "6.18" founded has evolved from Jingdong's store celebration to a mid-year shopping festival attended by the whole people, and together with "Double 11", it has become a national shopping carnival actively created by e-commerce.
Liu Qiangdong is jumping to have a perspective on JD.com
Liu Xingliang pointed out that Liu Qiangdong's resignation as CEO also means that he will further move away from the daily business of the front line and focus on long-term strategy.
After stepping down this time, Liu Qiangdong will still participate in JD.com's monthly strategic executive committee meetings, quarterly business analysis meetings, etc., will not completely leave the company's business, or will participate in the decision-making of operations and strategy. Therefore, Jingdong is different from the other two e-commerce giants, Ma Yun and Huang Zheng have completely withdrawn from the management of Ali and Pinduoduo, and the positions of chairman and CEO have been withdrawn. Liu Qiangdong is still the chairman of the board of directors of JD Group.
If JD.com wants to win in the next decade, in addition to maintaining the stable operation of the existing basic disk, it is also necessary to let the founders of the company jump out of the existing perspective, re-examine JD.com, and guide jd.com's development on the basis of ensuring that the development path is not deviated.
Mo Daiqing said that in recent years, the "retirement" of Internet tycoons has become the norm. Internet competition is fierce, which is to add fresh "blood" to enterprises and ensure the sustainable development of enterprises. In addition, these founders chose to "retire" "on the same road", which is a superb wisdom for people to live in the world. It is not easy for them to take the initiative and gradually dilute their personal influence and control over the company at the most brilliant moments of their lives, hand over the "baton", ensure the smooth transition of the company, and maintain innovation and vitality.
Upstream journalist Yang Ye intern Liu Jin