the excessive worship of speed and the profit pressure after listing have made Meituan and the hungry take-away business almost reach a critical point.

to put it simply, the rider is the hardest man in the whole link.

overtime delivery may be caused by many factors. The singleness of the platform fines the rider and puts all the pressure on the rider who has no chance to resist.

riders not only trot all the way through the meal, but also have no time to rest, and they are always ready to take full responsibility, whether it is their own fault or not.

merchants have no good life either.

from the initial draw of 5% to the highest draw of 25% now, coupled with the sharing of full reduction, red envelopes and delivery fees from time to time, businesses with low profits are more difficult to do business.

A few years ago, there were catering entrepreneurs specializing in take-away, but now they have basically disappeared. Those restaurants that do well attach great importance to in-class food, and take-out is just a propaganda means. Busy adds a lot of hard work, but the increase in actual income is dispensable.

users can't live without the good old days.

it is easy to change from frugality to extravagance, but difficult to change from extravagance to frugality. Users who have enjoyed large subsidies and red envelopes are naturally uncomfortable in the face of less and less full discounts, shrinking takeaway weight, rising lunch box fees and meal delivery fees.

most people order food in advance, but it's no big deal to arrive late. It's just that everyone has a hard time, and all kinds of unhappiness in work and life are mixed together and need to be resolved. A late takeaway may unfortunately become an emotional outlet.

take the taxi market as an example. To achieve monopoly Didi, in order to make a profit, the price of users was raised, and the percentage of drivers was improved. The market immediately flooded into new competitors and hit Didi back to losses again.

the same goes for meituan and Hungry. After reaching a monopoly, in order to make a profit, we will reduce subsidies to users, increase the percentage of merchants and double the squeeze on riders. It is very likely that new competitors will emerge one after another in the market and make them lose money.

in the long run, a zero-sum business model can never achieve a balance. Either improve the business model and provide higher value. Either shrink the scale and keep the profitable range. Otherwise, the take-away business will only be gradually marginalized and become an auxiliary function of the giants, which is better than nothing.

but finally, I want to add that these two companies will not fail for a while, or within an economic cycle of 8-11 years.

meituan has reached a market value of HK$ 611 billion, and its comprehensive business covers several major industries that need food, housing and transportation, and the take-out has gone wrong. At most, this business has shrunk, which does not affect other sections. Hungry, backed by Ali, resources continue, and only from the perspective of "blocking the US Mission", Ali will not let him fall.

The US Mission is hungry, and it may take a long time to die. Make a bold prediction for five years, and hurry up for three years. If the US delegation is hungry, it will definitely be finished.

This is not to curse them for the following reasons:

Advanced technology has created a new model and new experience, and capital has monopolized the market through the new model, thus maximizing the exploitation of the vital interests of merchants, riders and consumers.

against the public interest

against the core values of socialism

against the core concept of Internet technology and the future development of Internet economic model.

that is, * * * creating * * * enjoying * * * winning and decentralization is the future.

So the Meituan is hungry. Do you know that you are guilty? The answer is yes, but they are earning a lot now, and the capital behind them is absolutely not allowed to give up their existing immediate benefits.

Only the most exploited group, the grassroots entrepreneurial entity in the catering industry, has been replaced. The opportunity for the whole industry in China to rise up is just around the corner. Once a successful model appears, it is a single spark that can start a prairie fire.

In the future, the catering platform will not be a third party, but a platform that is truly integrated with the catering entity. The core value of the new platform will not be how much money the platform itself earns, but how much money it helps the entity earn and how many new brands are hatched. The value of the new platform is more reflected in not only making the entity prosperous, but also benefiting everyone. Everyone can voluntarily join as a platform partner, share their favorite restaurants and meals, and even run their own online restaurant at zero cost, so that everyone can start a catering business.

the future can be expected!

I just came out from Meituan, and I have been in business for three years. From subsidizing merchants and burning money to developing the market at first, to now, the merchants are charging a little more, the rider's salary is a problem, and the rider and the merchant are killing people, etc., and the two giants are pushing complaints, and the delivery fee is eight or nine yuan. Customers like to call if they don't, and they are hungry if they don't. In order to make money, merchants can't always make a living on multiple platforms and multiple sales, and riders can't help themselves. That's how it is now. The public opinion on the platform for selling goods abroad is growing, which has no influence on them at all. So this year, I want to make a platform like Meituan. Even if I can't push them down, I can shake them. < P > I still remember Li Yanhong saying that the business model of group buying is out of date, and there will be no one left after five years. This is what Li Yanhong said in 2115. Now, five years later, the market value of Meituan abruptly pushed Baidu out of the iron triangle of BAT. Now you can see that the market value of Meituan is as high as HK$ 615.2 billion.

meituan, which stood out in the Thousand Regiments War, shows its advantages. However, there is nothing wrong with Li Yanhong's statement now. What we know is that Baidu glutinous rice and other group buying websites have long since disappeared, and there are only a few group buying websites, but what you have to know is that the focus of the current group buying is not the group buying, but the group taking out.

Alibaba is very smart here, but it costs a lot. It costs 9.5 billion US dollars to join Ant Financial. After the acquisition, Ali brands such as Word of Mouth, Hello, Gaode, Didi, Box Horse are compared with the US Mission in the fields of take-away, reviews, * * * bicycle enjoyment, taxis and fresh food.

however, compared with meituan, the threat of being hungry is not small. In 2118, the share of orders in first-and second-tier cities in Ai Media Consulting reached 47.4%, which shows that the advantage of being hungry is getting stronger and stronger.

Backed by the Ali system, I have been promoted when I am hungry. This promotion will really constrain the US delegation. However, you have to know that in the face of the rapid development of the take-away industry, Meituan, hungry, will indeed face some new challenges. I think this challenge is a new form of demand and the pressure of take-away riders. If the rider's salary increases and the take-away price increases, will the merchants continue to sell? Will consumers continue to buy?

This is the balance between the market, cycling, enterprises and consumers, which needs to be considered by the US delegation and Hungry.

meituan, hungry, how many more years can you do? The' track' has been formed, and survival is not a problem.

since the second half of last year, the market value of Meituan has been rising continuously, indicating that investors very much recognize Meituan's business model. In addition, Meituan began to cut into tourist hotels, enjoy bicycles and other industries, and Meituan's business is booming.

Hungry? After being acquired by Ali, Ali increased his investment in hungry. When he was hungry for a while, his market share soared, and the US Mission was "under great pressure"! At this time, Pinduoduo "fought his way out", and Ali had to "deal with" Pinduoduo with all his strength, thus solving the siege of the US delegation. Subsequently, the daily data of the US delegation increased, and if it was hungry, it continued to decline. As of February 31, 2119, the daily life of the US delegation was 69 million, and if you are hungry, it will be 11 million.

actually, for meituan, the starting point of the whole business is take-away. Takeaway is its "drainage" weapon, and the overall "flow" (customer acquisition) of Meituan is brought by Meituan's takeaway. Tourism, hotels, mobike and other projects are all supported by the take-away flow of the US Mission.

As for why Ali is hungry, it is also because of the strong ability of the take-away industry to' drain'. To know that the cost of e-commerce drainage is quite high, Tmall (Taobao) is 536 yuan/person (757 yuan in JD.COM and 143 yuan in Pinduoduo). Note: the data of 2119

goes back to the above question "meituan, are you hungry? How many years can you do?" The daily life of meituan is close to 71 million. I think other business projects of meituan are not living well according to the conversion rate of 11%. As for being hungry, with my back against the "big tree" of Ali, I think survival should not be a problem, right?

However, it is undeniable that due to the rapid expansion of Meituan, all items except sales need to burn money, and investors' expectations for Meituan are getting higher and higher, Meituan's requirements for profits are also increasing day by day. Now we can see that the take-out of the US group is getting higher and higher for merchants and take-away workers, and the impact of the current pneumonia epidemic has a great impact on the future of the US group.

As for being hungry, if Ali doesn't adjust his strategy and increase his investment, his contribution to Ali will be lower and lower with the decrease of market share, and his position in Ali will be lower and lower, and there will be great uncertainty in the future.

an enterprise has a life span, but it won't go bankrupt. It doesn't matter how long its life cycle is. As long as the company's cash flow is constant, it can survive. Meituan has solved the marketing problem of customers, introduced drainage and promoted sales. This is what customers really need, and customers feel pain. With the development of science and technology, the economy is rapidly rising, and most people have too much life pressure and little fragmentation time. What can meet their needs is to buy products anytime and anywhere. No longer go to the physical store to experience and buy in the traditional way, now the information merchants of the goods are very detailed, and the graphic introduction is easy to understand, so an Internet of Things era is hard to be defeated.

I don't know how many years it has been, anyway, it should not be long before the take-away piece is made, the commission of merchants is getting higher and higher, and the unit price of riders is getting less and less. When you look at the advertisement of watermelon video, why is the Meituan always recruiting people, and there are not enough people? Of course not, in order to lower the unit price. For example, an order is 5 yuan before, and then it is reduced to 4 yuan, so an old hand will definitely not pick it up. However, the novice doesn't know it, so he will pick it up. No matter how low the unit price is, no matter how difficult it is to deliver it, someone will always pick it up, resulting in a low unit price and then a low one, seriously damaging the market. The US delegation hopes that the more people there are, the better. They don't care whether you can receive the order or not. Anyway, someone can take the order, a real vampire.

Distributor

After 3-5 years, a large number of riders may be laid off.

1. The competition will be fierce (it can be with people or machines)

2. The delivery fee will be lower and lower (for the delivery staff)

From the perspective of the company's development

Do we see the take-out of the US group and are you hungry? The analogy is the aggregation platform for ordering errands.

after several years of development, we can see that the industry has actually developed to another level. It is very advantageous for future development.

user habits. Due to long-term subsidies, many people have developed the idea that ordering take-away food is more cost-effective than going to the store. It is reasonable that take-away food includes dishes and distribution, and theoretically the price is higher.

the market prospect is broad. The Internet catering take-away market in China has entered a high-speed growth since 2115, and has maintained a steady expansion of the whole industry for five consecutive years.

According to the Digital Analysis of Internet Catering Takeaway Industry released by Analysys in September, we can see that

The first one is based on the statistics of domestic and foreign sales market share by Analysys, with the US group accounting for 53%, while the hungry group accounting for 43.9%.

the second is the monthly activity of take-away apps. If you are hungry, the monthly activity is 55.844 million, while the US Mission is 35.615 million.

The third is the age distribution of take-away users, with 65.27% of those under the age of 24 being hungry and 52.59% of Meituan.

In addition, Meituan-Dianping released its financial report for the second quarter of 2119 at the end of August this quarter, which made it profitable for the first time, including the food and beverage take-out business. This is a good signal. According to the financial report, the profit of the US group's food and beverage take-out is mainly due to the increase of customer unit price, the reduction of subsidies, the reduction of distribution costs, and the increase of gross profit margin.

This is the way the Internet grabs territory. From the battle of thousands of regiments to the battle of Didi Kuaidi, everyone is burning money to seize market share, killing each other, and then they can start monopolizing their own business.

Let me rephrase your question: Meituan, how long will it last until it goes out of business? This is a typical behavior of sour grapes. Undeniably, these two take-out platforms do have their own problems. They never serve the people in full accordance with the original intention and ideals of the founders. While meeting the needs of the vast majority of people and the needs of society, they certainly hurt many people's interests, self-esteem and living space. Why are there all kinds of problems and all kinds of attacks and speculations? I think there are two fundamental reasons for this. First, the system and rules are not perfect. Second, people are manipulating and executing behind each link. But we know that there is no perfect thing in human society, and coupled with human nature, of course, there will be no perfect result.

Many people are concerned about the questions you care about, and many people want to ask the questions you want to ask. Perhaps all your concerns have been anticipated and put into action by other people's research teams. A thing is a foregone conclusion from its appearance, development and replacement. It is bound to happen. What's your hurry? Maybe it will be eliminated as you wish, but only an old form of expression and functionality will be eliminated. For example, the familiar mobile phone, after so many years, has only been able to communicate, to be comparable to computers, and now to surpass computers to achieve diversified functional experiences. The mobile phone itself has not been eliminated, but only backward parts and active ways. Therefore, this way of take-away will surely wither one day, because it can no longer meet people's basic needs. But when exactly? For example, when you can meet all your needs without leaving home, or when you can meet all your needs with your own advanced network, it will definitely be eliminated, but that doesn't mean that you are advanced, just the average level of human beings.

back to the question itself, you must be one of the people who have been hurt by the form of take-away, and you hate it very much. But you don't want to just uninstall it and abandon it. Because once you uninstall it, your life may lose a lot of fun and possibilities, and you will spend a lot of time and cost to buy anything, which may not necessarily have a satisfactory result, because when you have little knowledge of this society, your choices will become less and less, and then. . . . . . The more you can't meet the needs in your heart, the more you will be twisted.

it's easy to deny a thing, which is a critical performance in your human nature. It's normal and understandable. But, if it were you, would you do better? Will you nip in the bud all the big and small problems they have? Of course you can't, because no one can, so it won't be lonely because you don't like it, but you don't like it.