Respond to rumors of layoffs if you are hungry
Respond to rumors of layoffs if you are hungry. On October 4th, according to the interface news, Ali's local life is about to start a round of massive layoffs, which involves almost all business lines of word of mouth, including employees of regional branches, excluding third-party riders. Hungry? Respond to rumors of layoffs. Hungry? Respond to rumors of layoffs 1
On October 4th, regarding online layoffs, hungry responded to journalists: "The news is not true. We have neither a layoff plan nor a clear plan for the next development."
Earlier in the day, some media reported that due to the widening gap between Hungry and Meituan's "war" in local life, Ali's local life is about to start a round of massive layoffs, which involve almost all business lines of Hungry.
Market prospect of take-away industry
With the increase of Internet penetration and the rapid development of residential economy, the role of food and beverage take-away in national consumption is further highlighted, and the demand for national export is increasing. The overall development trend of food and beverage take-away industry is good, and there is still great growth potential. As the downstream industry of the new tea industry, the rapid increase in the penetration rate of the catering take-away industry has also brought growth points to the terminal demand of new tea. At present, food and beverage take-out shops are welcoming more sinking market users and post-61s and post-71s users. The number of food and beverage take-out users in the fourth-tier cities is the fastest growing, and the food and beverage take-out is significantly higher than that in the first, second and third-tier cities. Among the fourth-tier cities, users after 95 and 61 have the fastest growth. In addition, the average monthly order volume of post-71s users in first-tier cities has exceeded 5 orders, making them truly "highly sticky" users.
According to the financial report data of Meituan, a giant food and beverage take-away company, in the first quarter of 2121, Meituan's income from restaurants, hotels and tourism was 6.6 billion yuan, up by 112.7% year-on-year. The operating profit of food and beverage take-out increased by 314% from 681.2 million yuan in the first quarter of 2121 to 2.7 billion yuan in the first quarter of 2121, and the operating profit of food and beverage take-out increased from 22% to 41.7%. In the first quarter, the transaction amount of food and beverage take-out business was 142.7 billion yuan, a year-on-year increase of 99.6%; The average daily transaction number of food and beverage takeout increased by 113.5% year-on-year to 32.3 million.
at present, there are 446,111 food and beverage take-out enterprises in China whose names or business scope include "take-out" and whose status is in business, surviving, moving in and moving out. Among them, individual industrial and commercial households accounted for over 91%. In addition, there are more than 381,111 such enterprises established in 2121, accounting for 86% of the total catering take-away enterprises. Up to now, based on the industrial and commercial registration, China has added more than 381,111 take-away related enterprises this year, a year-on-year increase of 1.364%.
By 2121, the number of online catering take-out users in China has reached 456 million, an increase of nearly 7.3 times compared with that in 2111. From the survey of the average number of take-out times of food and beverage take-out consumers in China in 2121, although 18.5% of consumers said that they never ordered take-out, 1-5 times was the choice of many consumers in China, accounting for 35.2%; In addition, there are 27.1% food and beverage take-out consumers who take out food every month for 6-11 times; What is even more exaggerated is that 5.1% of food and beverage take-out consumers actually take out more than 21 times a month. Hungry? Respond to rumors of layoffs? 2
Hungry? Once again, we are at a crossroads.
On October 4th, according to the interface news, Ali's local life is about to start a round of massive layoffs. The layoffs involve almost all business lines, including the staff of regional branches, excluding third-party riders.
according to a person who is close to being hungry, the layoffs are mainly due to being hungry, and the war gap with the US Mission in the local life field is gradually widening. From September, 2121, the local market share of Hungry began to be less than 51% in Shanghai. Shanghai is the headquarters of Hungry. This change may indicate that Hungry is gradually losing its dominance in key areas of the base camp.
It is reported that an employee who is hungry said that business adjustment was already taking place at the end of the month. In addition, according to a local regional manager who lives in Ali, the reduction of word-of-mouth business has also begun in some areas. "Some people of word-of-mouth have been laid off, some have been kept, and some have been transferred to hungry, but the main implementation is estimated to be years later."
In response to this rumor, if you are hungry, you said: The news is not true. The company has no so-called layoff plan, but has made a clear plan for the next development plan.
word of mouth has not responded to this matter for the time being.
Hungry, the revenue in the third quarter was less than half that of Meituan.
Although hungry, I denied the rumors of layoffs, but compared with Meituan, it is an indisputable fact that Ali's local life service revenue grew slowly and its performance was under pressure.
Ali's third quarterly report shows that in the current period, Ali's local living service revenue was 9.513 billion yuan (about 1.476 billion US dollars), an increase of 7.6% compared with 8.839 billion yuan in the same period of last year, and the proportion of the total revenue dropped to 5%. This part of the income mainly comes from the platform commission, the service fee charged for providing distribution services and other service fees. The increase of income is mainly due to the increase of GMV, which is partly offset by the increase of subsidies regarded as income offset.
In the same period, the transaction amount of food and beverage take-out business of Meituan in the third quarter was 197 billion yuan, up by 29.5% year-on-year; The revenue from food and beverage take-away business was 26.5 billion yuan, up 28.1% year-on-year.
The above data shows that the revenue of Meituan's food and beverage take-out business is nearly three times that of Alibaba's local life service business.
At present, Meituan's take-out market share is the largest among the take-out platforms. According to the data compiled by Prospective Industry Research Institute, in the first quarter of 2121, Meituan's take-out accounted for 67.3%, and the proportion of hungry was 26.9%.
although the punishment for unfair competition such as "choose one from two" has been gradually strengthened since 2121, under the strict control of compliance, the income increase trend of Meituan is still better than that of Hungry.
will it shrink if you are hungry?
Earlier, Li Yonghe, CEO of Ali Local Life Company, also resigned because his subordinates were suspected of "scandal". The newly appointed Yu Yongfu has become the fourth new CEO of a local life company in the past two months.
As for the adjustment of word-of-mouth business, the reporter of 21th Century Business Herald observed on the social platform that some certified employees of Ali Group claimed that the layoffs in some positions of word-of-mouth were true, and said that they had just transferred from word-of-mouth and were hungry. Some people broke the news years ago that Ali's local life was hungry, fresh and fresh, and * * * enjoyed the integration of retail three-terminal BD posts.
since 2121, the local living service in Ali has not been calm.
On April 31th, Hungry, its B2B food distribution platform "Youcai" announced that due to business adjustment, the platform will officially stop operating on May 21th, and stop trading services from May 11, and will no longer support the generation of new orders. Hungry You Cai was established in October 2115, formerly known as Hungry You Cai Team.
In May of the same year, Gao De was notified of his illegal collection and use of personal information; In September, the Intermediate People's Court of Chuzhou City, Anhui Province awarded compensation of 81,111 yuan for the economic loss of Meituan for unfair competition. On February 2, 2111, Alipay released the "Word of Mouth Moving Announcement" in the APP, announcing that the middle entrance at the bottom of Alipay APP was changed from "Word of Mouth" to "Life", and "Word of Mouth" was placed in the box of Alipay's homepage, allowing users to sort or delete it by themselves. On October 21, 2111, the General Administration of Municipal Supervision imposed an administrative penalty on the case that the acquisition of a small life violated the anti-monopoly law.
On February 8th, Yu Yongfu, CEO of Ali Local Life, issued an internal letter, saying that although the number of local life racers is small, the competition is not fierce, but it is cruel. No one has a way to win, and it is a long-term boxing competition, so the basic ability is the construction. In the next three years, Ali Local Life will adhere to the strategic direction of "four horizontal and four vertical".
On the other hand, Ali himself can hardly say that he is giving up the entrance to local life.
the performance guideline of meituan shows that the single volume growth rate of Q4 has dropped to 15%~17%, and the revenue growth rate has dropped to 18%~21%. On the one hand, the decline of single quantity is the impact of overall consumption environment; On the other hand, it is the change of control policies under the epidemic situation. In many areas, there is no restriction on store consumption, but it will restrict the courier brother from entering the community, thus reducing the consumer utility brought by ordering takeout, and thus the growth rate of single quantity has declined to some extent.
if you are hungry, you will increase the subsidy. Hungry? Respond to rumors of layoffs. 3
At the end of each year, employees of big factories are "laid off" by public opinion.
On the first working day of the new year, the interface news released an exclusive and heavy news: Hungry? Word of mouth will start a massive layoffs. Less than 1 hours later, when I was hungry, the official responded that "the news was untrue and there was no layoff plan", and Lu Jiu Finance confirmed the reply to Ali. After that, the above exclusive news was deleted.
In the exclusive news that was deleted, the interface news indicated that it had checked with the employees who were hungry, and quoted an insider who was hungry as saying that "the layoffs were due to the widening war gap between Hungry and Meituan in local life". Although the news of layoffs this time is false, if you are hungry, "you can't win" and "you have to cut sooner or later" also represents the views of many people. It is reported that Ali's internal voice of dissatisfaction with being hungry has also existed for a long time, thinking that "a good hand is playing badly."
However, for many years, he has insisted on investing heavily in the local life, and has been insisting on high profile. Will Ali really give up after the New Year's Eve just because he can't beat it? Yu Yongfu mentioned in his internal letter that "it is the responsibility to lead the team to develop this business well". How can it be achieved by layoffs?
Lu Jiu Finance has exchanged views with many industry observers and analysts, and got a new point of view: Hungry is indeed at a disadvantage in the take-away and in-store business. However, in 2122, the high probability of "compliance" is still one of the main themes, and the enclosure expansion of local life may do more harm than good to Ali. At this time, it is a good choice to shrink the loss-making business and concentrate on the breakthrough of high-quality business.
"Takeaway is just a small piece of local life, but it is developing too fast. Now the vision of local life is too narrow, so this piece is magnified in people's minds and even equated with local life. No one thinks from a daily perspective, and the authorities are fascinated. Therefore, it is good to quit and be awake. "
This layoff is fake, but it may be true sooner or later.
"There will be a round of 271 (similar to 21% excellent, 71% ordinary and 11% tail Internet companies) at the end of each year. Is there a mistake?" When asked how to look at the massive layoffs if you are hungry, Wang Li (pseudonym), who has served as an executive in many Internet companies for many years, first reacted with fake news.
As he expected, about 1 hours after the news about layoffs was released, Sina Technology released a message saying: "In response to the rumors of layoffs, the hungry responded that the news was untrue and there was no so-called layoff plan."
at the end of each year, many employees in big factories are "laid off" by public opinion, but this year's situation is somewhat special. First of all, the interface news indicates that the news has been verified with the hungry employees; Secondly, layoffs seem to be the * * * nature of major enterprises from the end of 2121 to the beginning of this year. Even if Ali really layoffs, it is not special. What's more, in the internal letter released on February 8 last year, Yu Yongfu has vaguely revealed some signals of active change.
after one hundred days in local life, Yu Yongfu sent an internal letter as the "squad leader", expressing his personal views from five aspects: three-year development direction, current problems, talent management, agile organization and how to act, and repeatedly mentioning topics related to change, for example, "the organization's head, feet and waist have not grown from' single business ability and single business organization' to' advanced scale business'. "Optimization will be completed in the next year", "Large groups are also on the road to system reform" and "these misunderstandings are also the fundamental reasons for" not simplifying "/"not daring to make decisions "in scale organizations.
The opinions in the internal letter should not be just "casual remarks", but convey that Ali wants system reform, and the local life business sector should improve its organizational agility and enhance its organizational ability. For this reason, the local life team will have to "accept imperfections", including choosing goals, iterating in stages, and not all colleagues are happy.
If the system reform mentioned by Yu Yongfu comes, it means that Ali will enter a new stage of development, so in this process, the circulation of people is inevitable and normal. Layoffs are only a matter of time, or even there is no large-scale layoff plan, and small-scale layoffs are already under way.
Ali's local life business is almost all acquired companies with different backgrounds. According to people close to Ali, it is "the most chaotic in the whole ecological layout of Ali" and it is difficult to manage. Ali sent Yu Yongfu as a member in the future, and he should have made up his mind to completely smooth this important business sector. Yu Yongfu "is not in the planned form" and becomes the "squad leader" of local life. He needs to use his own form to establish prestige and lay off employees, which is a powerful form, and it is almost certain to be considered.
Layoff = giving up?
if the reform is really on the way, why are you hungry? is it possible that related businesses will be adjusted? Interface news quoted an insider who was hungry, saying that "the layoffs are due to the growing gap between the hungry and the US Mission in the local life field", which is also one of the mainstream views.
the report on the development of China's takeaway industry in Q2 2121 released by trustdata shows that by the first half of 2121, the market share of Meituan's takeaway reached 68.2%, while the proportion of hungry was only 25.4%. Most of the data of other consulting agencies stayed in 2119, when the market share of Meituan and Hungry was about 61% and 31% respectively. Hungry market share has been slowly declining for many years, and the "can't win" group is almost a real hammer.
However, Ali lives in the local area, especially the word-of-mouth that he is hungry because of rumors of layoffs. It is not a recent event that he was suppressed by the US Mission. For so many years, Ali has been making a high-profile announcement to make efforts to live in the local area and has been investing heavily. Why is he suddenly willing to "admit defeat" after a year? Or, layoffs ≠ "throw in the towel"?
even if the news of word-of-mouth layoffs is true, it is more like an active strategic adjustment. Yang Jian, an industry observer, said: "In terms of business, it is a good choice to shrink the loss-making business and concentrate on making breakthroughs."
Yang Jian further analyzed that Internet companies have entered a consolidation period, and the key word of 2122 is "compliance". Although local life is a good extension of Ali's core business, the previous play of local life was a bit like "enclosure" by taking advantage of capital, but this practice is now dangerous. If Ali temporarily shrinks in the local life field, then strategic shift and avoiding potential risks are one of the reasons.
Kai Xiaosheng (a pseudonym), an investment bank analyst, believes that Ali is outside the tradition.