Hungry: From "Don't call mom when you are hungry" to "Let everything be 30" this year, it has developed for 10 years, but for most people, knowing that they are hungry may start with brainwashed "Don't call mom when you are hungry" advertisements and crazy subsidies. Hungry? It's just a takeaway company. Indeed, in the first ten years, hungry can be said to have created the online ordering industry, and gradually improved the take-away industry and changed people's lifestyles in the fight with strong rivals such as Meituan and Baidu Takeaway.
However, when almost everyone thought Hungry was just a takeaway company, the founder Zhang said, "Hungry is essentially a trading and logistics network." Zhang mentioned at the 20 17 annual meeting that "everything is available except take-away." Everything is a consumer goods market, with an annual transaction volume of 30 trillion, which is bigger than take-away. Today, we have a very mature trading platform and a huge real-time distribution network. We can deliver food in 30 minutes. Why can't we deliver the flowers, fruits and consumer goods in the supermarket to consumers within 30 minutes? " Accordingly, if you are hungry, you will change corporate vision from "a beautiful life at your fingertips" to "Let everything be 30", which is intended to form a 30-minute speed dating network and connect everything in the world to everyone's 30-minute life circle.
"Let everything be 30" is not just talk. As early as 2065438+August 2005, the national instant delivery system hummingbird delivery was established, focusing on the instant delivery of the last mile of local life. At present, the average daily delivery order of hummingbirds exceeds 4.5 million, and the service covers more than 1 2,000 cities in China, with more than 1 cooperative merchants and more than 3 million riders. With the support of such a strong team of riders, takeaway is not only the distribution of catering, but also the distribution of many consumer goods and even the whole new retail system. Taobao allows people all over the country to get goods thousands of miles away in a few days, while JD.COM and Suning shorten this cycle to 1 day or even half a day. Hungry and hummingbird takeout will further reduce the receiving time to less than 30 minutes.
Alibaba: The local instant distribution network is urgently needed to realize the "three-kilometer ideal life circle" of new retail. 2065438+2006 10, Ma Yun formally put forward the "new retail" strategy, proposing that "there will be no e-commerce in the future, only new retail combining online and offline and logistics". Prior to this, Ali had included Yintai and Boxma Xiansheng. In 20 17, Ali invested tens of billions of yuan in large department stores such as Xinhuadu, Sanjiang Shopping, Lianhua Supermarket and Gaoxin Retail. According to Zhang Yong, the current CEO of Ali, the new retail is from online to offline, from food, clothing, housing and transportation to eating, drinking and having fun. In fact, it is to create a "three-kilometer ideal life circle" for users.
In order to ensure the rapid response within the "three-kilometer ideal life circle", in June of this year, 5438+ 10, Tmall and Cainiao announced that they would jointly launch an "appointment delivery" service under the online store, which could reach users within three kilometers within two hours at the earliest. At present, Watsons and Zhou Heiya have joined in. At the same time, the new word-of-mouth focusing on in-store services has also been incorporated into Ali's new retail system, and its business situation is directly reported to Alibaba CEO Zhang Yong, which means that the new retail strategy has been further upgraded within Ali.
However, for Ali, even if a lot of manpower and material resources are invested to build a rookie alliance, Ali's logistics system is still in a weak position compared with its old rival JD.COM. In this case, it is not a wise decision to spend a lot of resources to form a rider team that is convenient to deliver within 3 kilometers. Hummingbird takeout, which has long been a shareholder and gradually occupies a controlling position, can be delivered in 30 minutes, which coincides with the concept of "three kilometers ideal life circle". It is undoubtedly very cost-effective for Ali to strengthen the ability of timely delivery by acquiring Hungry.
Are you hungry for Alibaba's wholly-owned acquisition? Can it be a win-win situation? For Ali, the biggest value of being hungry is more than 3 million hummingbird distributors and a real-time logistics system covering the whole country. Hungry after the acquisition, the stable technology and rich experience accumulated in the local timely distribution network in recent years have ensured the realization of many small targets of new retail, such as "half-hour delivery" of hippo, "24-hour family emergency service" of Tmall supermarket "one-hour delivery" and "two-hour delivery in online stores" of many first-line brands.
As for being hungry, many people think that this acquisition means that the founder Zhang is out. However, Zhang said that in the past six months, many investors are willing to continue to make financial investments to help hungry people develop independently and go public. I chose Alibaba's acquisition because I realized that the next competition is not only capital, but also resources. The deeper resource integration and ecological support have brought the competition into another dimension. He is even more excited about Ali's wholly-owned acquisition, because it is officially included in Ali's platform, which means that if you are hungry, you can enjoy really sufficient resources, and it is easier to achieve the goal of "making everything 30".
Zhang explained that he is the chairman of the board of directors and the special assistant of the new retail strategy, while the vice president of Ali Group is the CEO of Hungry: "Hungry? The founding team started from the school and lacked experience and system in some aspects. I hope that Alibaba will send an experienced CEO to join in, help hungry people build an operating system, improve organizational capabilities, and prepare for the next decade. "
Zhang Xuhao, who once shouted, "I want to research and develop independently, and one day I can ring the bell to go public and make this thing the first in China", finally chose to sell it when I was hungry. After the company is acquired by Ali, it is not known whether he will fade out like the founders of UC, Gaode and Youku. But one thing, "let everything be 30'" is quite consistent with Ali's "three kilometers ideal life circle". How to develop in the future, we will wait and see.
Qian Qi has rich experience in equity incentive projects and organizes relevant seminars regularly, hoping to have in-depth exchanges with more enterprises. We will publish a series of articles on equity incentives and business partnerships among enterprises, so please pay attention!