That said, these two days, the eighth sister around a lot of melon eating masses, the most concerned thing is to count, love horses, I heard, Jingdong also to do takeaway ah! Some children's shoes came up to me and asked, "You say, is there another platform for wool?" I feel like I can add a chicken leg to lunch again! ”
Haha, the eighth sister is almost going to roll her eyes, children's shoes, are you still immersed in the era of eating Internet users? What do you think!
Some children's shoes said that they had not seen such a lively scene for a long time, and this was not two good friends who had followed Tencent at the beginning, turning their faces and tearing up? It feels like there's another vicious battle. Eight sisters think about it, this is also thinking more, the times have long changed, Tencent dad has withdrawn from JD.com, and said what a good friend, that is, the normal competition of the two commercial companies, there is no way to avoid ah. This is really not tearing, step back.
I think this matter, it is very simple, from the perspective of Jingdong, high frequency to play low frequency, cut into the faster timeliness, higher frequency of takeaway, but also to improve their own competitiveness is beyond reproach; Besides, Dada loses money every day, so many riders, they have to find more things to do in order to increase their income; As for how much effort Jingdong is willing to invest in this matter, the eighth sister holds a conservative attitude, at this point in time, Jingdong's task should be to spend less money and do more.
Let's talk about the US group, I think it is not a big deal for the US group. In fact, the US group has faced more opponents this year, and everyone is grabbing this market. They are all people who have seen the world, and they are not nervous.
Okay, let's talk about this in detail.
First of all, there is news that Jingdong Catering Takeaway has chosen to pilot in Zhengzhou and other cities, and it has not yet been officially launched. Today, Xin Lijun, CEO of JD Retail, said in an interview with foreign media: "The company has considered and studied the launch of on-demand takeaway services. As for when to start doing this, it will depend on our ability and when we will be able to build a talent team. At the same time, he also disclosed that JD Logistics subsidiary Dada Express delivery has a "strong ability" in the same city instant delivery, and in the field of takeaway, the "last kilometer" delivery force is a key link.
This statement immediately ignited a small universe of many people? Love horses, this is to play for several years of the US group, hungry, and then add fuel to the fire, ah, does this indicate that the era of takeaway subsidies is coming again?
However, the eighth sister thinks that, combined with Jingdong's recent statement, the strength of this subsidy will not be too large, and the US group that should fight and Hungry will not necessarily increase the subsidy. Because, JD.com's direction this year is to spend less money and improve efficiency. For example, Xu Lei stressed on a quarterly report conference call: "Focus on the main business, optimize operational efficiency, and emphasize the investment ratio." At the same time, in a quarterly report, Jingdong CFO Xu Shandi also said that in this challenging period, JD.com has been implementing strict financial control policies. and focus on achieving sustainable, high-quality growth in the coming years. ”
Therefore, my judgment is that Jingdong will not carry out large-scale subsidies to seize the catering takeaway market.
At the same time, JD.com is normal to do so. JD.com's previous business radius has long been cut into instant retail, JD.com has been working at home for some years, and the competition between JD.com and Meituan has long existed. Of course, Jingdong is threatened by takeaway, after all, the time limit of takeaway is shorter and the frequency is higher, and the 3C shenma of Jingdong's core can also be "takeaway".
But my feeling is that Jingdong's entry into catering takeaway this time is more like a kind of ability expansion, finding more things for Dada's rider resources, after all, Dada has lost nearly 10 billion yuan for so many years, dragging down Jingdong's overall report.
All in all, I think that Jingdong's immediate catering takeaway is estimated not to be as high as Didi, nor will it shout like Hungry Mo to subsidize hundreds of millions. As for the degree to which the Jingdong takeaway that spends less money can do, it is not easy to say that the eighth sister is not easy to say, follow the fate.
As for whether the US group will be threatened by JD.com and nervous? My feeling is that JD.com is by no means the primary competitor of meituan at this stage.
Catering takeaway this market, the Number of Riders of the US Group exceeds 5 million, hungry mo almost 3 million, from the volume, this is the competitor, and the number of Dada riders is almost 700,000, or much less. In addition, over the years, the big manufacturers have done takeaways, such as Ali, Baidu, the previous Didi, as well as the rumored vibrato, and SF, if you look at it this way, the opponents of the US group have gone, not worse than Jingdong. Ha ha.
How to say it, instant retail is a big market, which interested in retail Internet platforms are estimated to be unwilling to be absent. From this point of view, each Internet platform will also invade other people's territory, but it is difficult to say whether it can take a city in the field of other people's advantages.
Anyway, I think that the era of wool has passed, and the pot friends who want to see the Jingdong Meituan's big hand tearing are estimated to be able to wash and sleep.