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Ali Jingdong Vipshop's financial report released a new trend

author:Chun-kōzi

With the release of JD.com's 2022 full-year and Q4 earnings reports a few days ago, the report cards of the three major e-commerce companies Ali, JD.com and Vipshop last year were finally submitted. JD.com disclosed in its financial report that users continued to maintain high-quality growth, and retail users' shopping frequency and average contribution revenue continued to maintain growth momentum. Among them, the number of PLUS members registered reached 34 million.

Ali Jingdong Vipshop's financial report released a new trend

Similarly, Alibaba's earnings report specifically mentioned that the number of consumers who spent more than 10,000 yuan on Taobao and Tmall remained at about 124 million, with a retention rate of 98%. Vipshop's financial report also released relevant data, and the contribution of the number of platform ultra-V users to online consumption increased to 41% in 2022, an increase of 5 percentage points over a year ago.

The three major e-commerce companies have focused on user data, which is not a coincidence, but an inevitable choice in the new environment. Entering the second half of the Internet, the traffic dividend is not as good as it was then, and the cost of pulling new ones by big manufacturers is getting higher and higher, saying goodbye to the era of running all the way. As a result, the platform's focus shifted from increment to quality, focusing on user retention.

Ali Jingdong Vipshop's financial report released a new trend

Ali's shift is obvious, focusing more on the consumer experience. In the past, it took a lot of effort to integrate the three links and one delivery to the post station. But now, in order to better meet the real needs of consumers, Ali has changed its emphasis to increase the proportion of home delivery. A few days ago, Cainiao just announced that an additional 3 billion subsidized station owners delivered to their doors.

Jingdong is also an example, this financial report many people pay attention to its revenue of more than one trillion, but the profit is not high, in fact, Jingdong is still crazy to invest in logistics, to provide consumers with a more efficient logistics experience. At present, logistics operates more than 1,500 warehouses across the country, and the total management area of the warehousing network exceeds 30 million square meters, so as to deliver express delivery like takeaway.

Ali Jingdong Vipshop's financial report released a new trend

There is also the special sale e-commerce Vipshop, the user stickiness of this platform is very high, more than 40% of online transactions are from super V members. And Vipshop's good service is one of the reasons for retaining old users. For example, Vipshop has always insisted on real customer service, answering questions and handling problems for users online 24 hours a day, and the current customer problem solving rate within 72 hours has reached 99%.

Ali Jingdong Vipshop's financial report released a new trend

The most liked by netizens is Vipshop pulling SF to insist on door-to-door delivery services for a long time. Even if the goods purchased by the user need to be exchanged or returned, SF brother directly comes to the door, and the consumer can complete the transaction without leaving home. Many college students said that the rookies in the school were too popular to get express delivery and it was very time-consuming, so they fell in love with Vipshop SF Express.

Ali Jingdong Vipshop's financial report released a new trend
Ali Jingdong Vipshop's financial report released a new trend

I have to admit that today's e-commerce is returning to its original appearance, allowing consumers to buy goods thousands of miles away without thresholds, and allowing merchants to simply do business in the world.

Ali

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