RBCT Chapter 1108 901 Strategic Discrimination (4k)
Chapter 1108 901 Strategic Discrimination (4k)
Chapter 1108 901 Strategic Discrimination (4k)
"I'm a little surprised that Qingzi can make a big splash on Dangtuan.com this time."
On March 3, it was already late when Fang Zhuo returned home. As soon as he entered the door, he praised the old friend in the distance who made him work overtime.
"Why can't he make a splash? In terms of money, he has Dangdang's selling money in his hand. In terms of people, how can he pull out a group of people? In terms of outlets, the group buying market is a good opportunity. In terms of resources, from the Penguin side We can get the resources." Su Wei was in the living room reviewing the e-buy speed-up plan that will be launched this month, and smiled and gave the reason when she heard this.
Fang Zhuo gave a "tsk", nodded and said, "That makes sense."
"But you're still optimistic about Boss Lei?" Su Wei glanced at him and saw the meaning behind this man's expression.
"Knives are sharpened on stone, but people practice on things." Fang Zhuo poured a glass of boiled water, moistened his somewhat dry lips, and thought, "Mr. Lei probably didn't experience this when he was in Jinshan before, just get used to it. "
"It's easy to learn bad and hard to learn good, isn't it?" Su Wei teased.
"It is the recognition of the complexity in business competition." Fang Zhuo corrected.
He talked about today's situation in a little detail, and then commented: "Mr. Lei wants to radiate key areas in key cities. This is actually correct, but the radiation speed of rice balls is not fast enough, and the radiation process is a bit gentle."
Su Wei savored the description "gentle".
She thought about it for a while, and gave her own experience: "The so-called insufficient radiation is nothing more than poor execution, but poor execution means that the strategic thinking is not clear, and this cannot be blamed on the executive team."
Su Wei looked at the slightly frowned man in front of her, and said again: "I haven't listened too closely to the cooperation between Yike and Mituan, but from my point of view, Mr. Lei's good point is that he doesn't care about a certain shareholding." Seeing it is so important, 15% of the single option pool is reserved, and he is willing to spend money to keep people."
"Since Yi Ke has sent people to lead a team to help this time, in terms of strategy, if you have anything to say, why bother to cover it up?"
Fang Zhuo was slightly taken aback: "Am I hiding something?"
"I've heard you say several times that you disagree with Mituan's current strategy. At the very least, you are not very satisfied. If you have something to say, if Mr. Lei doesn't accept it, then someone else will come. Since you are optimistic about the group buying market, then The goal is to win." Su Wei said calmly, "If you say 'people practice in matters', Mr. Lei must also practice in your matter. If you fail to practice, you will not be destined."
She doesn't understand what concerns this man has, and it's all about easing the competition. For example, although Taobao and Tesco are both e-commerce companies, they have different segments and develop their own. In fierce competition like group buying, it's high-stakes. Just kill it.
You are already an old devil of Henglong, why hesitate, order your soldiers and horses to be reckless!
Fang Zhuo's thoughts turned, and he suddenly smiled and said, "If Mr. Lei is taken down, then I have to thank you."
Su Wei closed the notebook, Shi Shiran said: "No problem, I will tell him, there are successes and failures, but we will come back next time."
"Wang Fengyi told me that Mr. Lei is very devoted to Mituan this time." Fang Zhuo shook his head slightly, "Exceeding the usual dedication."
"What does Wang Fengyi mean? I admire Mr. Lei very much. Are you afraid that you will poison him?" Su Wei asked.
Fang Zhuo glanced at Teacher Xiao Su, and said sincerely: "A lot of words don't have so much meaning, so don't stretch them out. Since Mr. Lei is decisive to reject Ali, the cooperation between us is still extremely smooth."
Su Wei let out a "huh", purely from the point of view of self-feeling, Yi Ke is a strong soldier, as long as this man puts aside his worries, Mi Tuan will not be too bad.
She turned the topic to E-buy: "We will upgrade the logistics speed in some domestic markets on the 20th of this month. Does Mr. Fang have any guidance?"
"No, everything is based on President Su's intention." Fang Zhuo said with a smile, "Besides, what I said before didn't work."
He has long talked about the speeding up of e-shopping logistics, but this was pushed by Su Wei again and again, abruptly pushed from last year to this year, considering the logistics pressure of the Double Eleven and Spring Festival promotions, and the business in March Flat for adjustments.
Su Wei stroked her hair and said with a smile: "Okay, then speed up the logistics."
In the first half of the year, e-buy ended its logistics acceleration, and in the second half of the year, it can plan to go public.
……
On March 3th, the third day after the collapse of Mituan's two major city teams, two of the five middle and high-level staff dispatched by Yike have already rushed to Pengcheng and Yangcheng to urgently restore the work system.
In the afternoon, Lei Jun was invited to Hang Lung 23 for a meeting, and the discussion was about the strategic direction of Mituan in the market.
Mr. Lei probably knows what it means. It may be that Mr. Fang wants to further talk about his thoughts on the group buying strategy.
However, when he was led to the small conference room of Hang Lung 23, he hadn’t met Mr. Fang, but met several senior executives of Yike, including Liu Qiangdong, the president of Yike Huaxia, and Qi He, the vice president of Yike who is also the head of YMS business. , Li Songqing, head of Yike supply chain, and so on.
After a while, Geng Deheng, Fu Xu, and Ling Jisheng, the third of the five heroes I saw yesterday, also walked in.
When Lei Jun saw this battle, he was suddenly flattered.
He greeted everyone very politely, and talked about his views on the future of group buying.
At three o'clock in the afternoon, Fang Zhuo walked into the small meeting room full of people, and stated the purpose of the meeting simply and directly.
"Yike invested in Mituan and believes that this market has great potential."
"The online and offline leverage of the group buying market is conducive to the development of electronic payment. It is an interface that Yipay must pay attention to. Considering the complexity of our competitors, we must grasp a certain degree of initiative."
Just look at the giant rivals who have also entered the group buying market. Ali has e-commerce and Alipay, Penguin has communication traffic and Tenpay, Baidu has search traffic and Baifubao. They have one thing in common, they all have money.
Baidu's payment is very naive, and the group buying action is currently only launched on Hao123 with the "group buying navigation" function. Although it can be ignored now, it can enter this market in a large scale at any time in the future.
Under such competition, for Yike, group buying is just a business extension to compete with giant rivals, but it and Mituan have common interests, that is, to gain the upper hand in the competition.
Fang Zhuo only said a few simple words, but the executives have their own senses and thoughts in their hearts. The company pays attention to the development of Easy Payment. If there are opportunities like group buying based on the payment interface in the future, it may be handled in the same way. .
"Group buying is relatively new in China, and everyone is rushing into it, but it's only been half a year. How to fight and win the rice group battle, everyone brainstorms."
Fang Zhuo stated the purpose of the meeting.
The meeting room was very quiet. Mr. Fang's words sounded like a brainstorm for the development of rice balls. Moreover, considering the existence of Geng Deheng, Fu Xu, and Ling Jisheng, it was likely to be carried out after the storm.
The high-ranking figures turned their brains.
After a while, Liu Qiangdong took the initiative to say: "Since we are talking about rice balls and group buying, although I know some of the situation, I would like to ask Mr. Lei to briefly talk about the overall situation."
Lei Jun nodded, and immediately talked freely, the whole group buying competition was in his heart.
At present, there are more than 300 projects in this market, and websites such as Dangtuan, 24wotuan, [-]coupons, and Tuanbao are running faster.
Especially Tuanbao, the domain name it registered in China is www.groupon.cn, which is the originator of groupon in foreign countries. It is said that the number of cities in China has exceeded 50, and the target for this year is to exceed 100.
Fang Zhuo has always said that Qingzi’s dangtuan.com is radical, but compared with Tuanbao, it is still conservative. Now there are 29 cities.
As for Mituan, it has established business systems in 5 cities, plus 10 surrounding cities where it started to have business points.
Lei Jun didn't know how much the Yike executives knew about the market situation. He tried to speak in detail. He thought that there would be a period of quiet thinking after he finished speaking, but he didn't expect to be greeted with questions as soon as he sat down.
"Since group buying is for cities to occupy the market, what is the principle of Mituan's establishment of urban business?" Liu Qiangdong asked.
Later, he added: "How many cities can this group buying business be opened in? What is the business form? For the operation of group buying, can it be opened in small counties?"
Lei Jun pondered, organizing the content of the answer.
Qi He, the person in charge of YMS, didn't wait for Mr. Lei to speak, but also said: "Competition in the group buying industry is interesting. Whether it is active or passive, whether it is Mr. Lei's rice group or Mr. Li's Dang group, it must be in Kaicheng. Make a choice, whether to drive to Shanghai or Yangcheng, whether to sink to the second line or lower, and how many are appropriate to drive."
"These need to be clarified. How many cities does Mituan want to open?" Li Songqing, the person in charge of the supply chain, also asked.
"In fact, we are looking at it while we are developing it. In the end, we are calculating how many cities are suitable." Lei Junxian answered a question honestly.
But his answer did not surprise Liu Qiangdong and others. The group buying market has only been in the wind for half a year, and the form, development, and competition are all being explored. I believe this kind of side-by-side viewing is the real situation of most group-buying projects at present.
"Big cities, second- and third-tier cities, and small cities." Liu Qiangdong speaks quickly and thinks quickly, "It's so rough, how many cities Mituan will open is actually a matter of strategic focus. The strategy still needs to be all-in-one.”
"The market in small cities is relatively easy to compete for. As long as we are willing to invest in resources, we can try to compete for more cities with our resources and funds." Lei Jun said after consideration.
The current Mituan is doing the head, but he considers the actions of the opponents, especially, Tuanbao’s strategy this year is so aggressive, but the market is more optimistic. City to start with?
A group of people discussed the number of cities and the difference between big and small cities.
There are many merchants and users in big cities, so it is difficult to seize all of them, and it is easy to pull repeatedly. However, there are fewer merchants and users in small cities, so it is easier to monopolize them and defeat other competitors.
To put it simply, a small city has limited living space, and if it wins, it will be life and death. A big city has a lot of space. Even if it wins 70%, it will still leave 30% to the opponent. This 30% may be the foundation of its resurgence.
Fang Zhuo didn't say much all the time. When the points of opinion in the conference room gradually became clear, he thought about it and asked a question: "How do you think this group buying is a win?"
Liu Qiangdong replied without hesitation: "Although there are 300 projects in this market, only a few have a sense of existence. In the end, it is nothing more than comparing the size and financial status."
"The size and finances within a few years?" Fang Zhuo looked for the time limit.
Lei Jun answered this question: "First die a group this year, and then gather and fight for a group next year. The outline of the market within two years will definitely be clear."
If the volume and finances within two years cannot be listed and renewed, 99% of the projects will die, and 99.9% of the projects that want to be listed will not be able to do so.
Li Songqing from the supply chain was a little interested in Mr. Lei's time and asked emphatically.
Lei Jun talked about the logic of his judgment.
After listening, Fang Zhuo combined the answers to the questions he got with the previous discussion: "Since it is necessary to compare the size, big cities must not give up. How many tail cities can one Shanghai compare with? Once there is a project in this two-year If they die in the process, their first reaction is to close the city and close the business, and they will naturally withdraw from the tail cities.”
Group buying has opened the magic box for money-burning circle users. This is a cruel process, and it is irreversible when it is almost dead.
"There is also this comparison of finances. Isn't it that you can lose less than anyone else? With the same size, the less losses you have, the more you can survive." Fang Zhuo said, "It must be a choice for the city, otherwise, blindly pursue the number of cities , The tail cities will consume a lot of management and capital costs, and will create a vicious circle.”
Liu Qiangdong and Lei Jun were the first to understand Mr. Fang's meaning. Comparing size and finance within 2 years is the same as the number of cities opened.
A simple head strategy won't work, nor will the pursuit of a comprehensive city scramble.
This requires a compromise, not only to maintain the number of cities to accumulate the company's volume, but also to make a trade-off, cutting off the attractive tail cities that occupy management and capital costs.
"We discussed yesterday and thought that the domestic city business can reach more than 300. Now it seems..." Lei Jun talked about the internal discussions of Mituan.
Liu Qiangdong glanced at Mr. Fang, and with the data in his mind, he estimated: "I feel that about 2 will be opened within 100 years. This number should be enough to maintain the volume of competition and optimize the financial situation."
"Well, the actual city business management level needs to be tempered. This is very important. If the management width is widened, your input-output ratio will be lower, and your financial level will also be lower." Fang Zhuo said slowly, "100 This number can be temporarily studied and verified, and we will first use this target to promote the project and allocate resources."
Qi He from YMS suddenly said: "Mr. Fang, the group buying market has just started, and the management level of each company is not very good. I think that Mituan will immediately promote a comprehensive urban strategy, and announce the 300 city plan. Wang is willing to run fast, and Dangtuan Wang is willing to run fast, so let’s add fire.”
There are too many cities and the level of management is not in place. It is like stretching a rubber band, and you may collapse first.
Fang Zhuo didn't make a sound.
However, Liu Qiangdong, Li Songqing and others clapped their hands in praise. This is so good. The group buying market is in chaos. First, there is a strategic deception. When the opponent lays the ground, if there is a problem, there will be more or less difficult choices. After all, it is a city that has been hard-won.
"It still needs to be judged by Mr. Lei. We are just giving ideas today." Fang Zhuo looked at Mr. Lei, "Whether this idea is right or not, Mr. Lei has the final say."
Lei Jun blinked. Everyone has a high level, good ideas, and a lot of help to Mituan. There is no reason to hesitate.
Take 100 cities, advocate 300 cities, compare the volume with weak and small projects, and compare the finances with projects of the same level.
Coupled with Mr. Fang's knife and axe, why worry about the plan failing?
(End of this chapter)