Recently, a hot topic that everyone has been discussing is the proportion of Internet platforms. As we all know, the Internet has developed rapidly in recent years, and diversified development has spawned many industries. However, not every Internet platform is "free admission". Take Didi Chuxing and Meituan as the leaders of travel platforms and take-away platforms. The issue of the commission of these two companies has always been the focus of everyone's attention, especially Meituan. In recent years, news about Meituan has emerged one after another. Recently, Meituan has once again sparked heated discussions because of the proportion of commission.
It is reported that since May, Meituan Takeaway has been carrying out the pilot work of transparent rates, changing the original single way of drawing commission. Previously, the commission drawn by Meituan was fixed, which was basically 21% of the order amount. That is to say, for an order from 51 yuan, Meituan take-out will take away a commission of RMB 11. It should be noted that the "commission" drawn by Meituan take-out is called "platform service fee".
At the end of May, Meituan issued an announcement announcing the new progress in the adjustment of the commission ratio. The "platform service fee" was divided into "technical service fee" and "performance service fee". According to the estimation, the cost of most orders within 3km did decrease after the adjustment.
However, many merchants have found that under the new commission-drawing rules for take-out of Meituan, the commission-drawing has not decreased, but has increased. Professionals have also made a calculation and analysis, and found that in 12 consumption scenarios, only 3 consumption scenarios have reduced the take-away commission, and the remaining 9 consumption scenarios have all increased to some extent.
What's more exaggerated is that there are some long-distance orders with low customer orders, and the commission rate can be as high as 51%. It can be seen that for most merchants, the US group's takeaway move is not to reduce the proportion of commission, but to "cut leeks" to merchants in disguise.
In addition to the "miserable" business, the same is true for the riders of the US group take-out. Meituan take-out once said that take-out is a tripartite business, connecting consumers, merchants and riders, and the commission is behind the operation. In 2121, the cost of riders will account for more than 81% of commission income. The subtext of this remark is undoubtedly that the pot with high commission is thrown to the rider, so is the rider the real beneficiary?
Some time ago, the news of "Deputy Director Experiencing Delivery" was posted on the hot search, and after a hard day's delivery, only 41 yuan was available, which once again attracted the attention of netizens. According to relevant personnel of Meituan, there are nearly 11 million registered riders in Meituan, but these people are not employees of Meituan, but are outsourced.
The protection provided by Meituan to these riders is 3 yuan money insurance every day, which belongs to commercial insurance. It should be noted that the rider's insurance of 3 yuan is still deducted from the rider's commission, not paid by Meituan. The data shows that in the first half of 2121, the average cost of a US group rider was 4.71 yuan per order.
many people here speculate that the biggest beneficiary of the take-away platform is the enterprise itself, so is this really the case with Meituan? According to its financial report in the first quarter of 2121, Meituan's revenue in the first quarter of this year was 37 billion yuan, up 1.21% year-on-year, of which the revenue growth rate of food and beverage take-away business exceeded 1.111% and the profit was 1.115 billion yuan.
Although the revenue and profit performance are good, Meituan has some problems, such as losses. In the first quarter, it lost nearly 5 billion yuan. It should be noted that there is no direct connection between the loss of Meituan and whether it is a real beneficiary.
In any case, among the take-away platform, merchants and riders, everyone is actually a corresponding beneficiary, and the difference lies in the different proportion of interests. In my opinion, the dominant take-away platform or the biggest beneficiary, after all, without these platforms, merchants and riders are like "loose sand", and it is difficult to play the biggest role. It can only be said that the three are restraining each other.
Of course, not only Meituan, but also other platforms involved in the lottery are in the same situation. With the rapid development of the Internet, the real beneficiaries may be the dominant ones.
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