1. Overall status of the industry: The development of the take-away service APP industry has entered a mature stage, and new growth requires new business forms

Since October 2117, the penetration rate of the take-away service APP industry has basically remained at 6.5%-7%, and the industry has grown slowly.

2. Status quo of competition pattern: Meituan is in the lead, and Ali is catching up

3. Hungry, development status quo: brand influence has been formed

Data show that hungry exclusive users account for nearly 95%, with high brand loyalty.

4. Hungry development status: facing the challenge of users' innovation and keeping users active

5. Blessing for Ali's life service users: expanding people under the age of 24 with medium online consumption level

Hungry and word-of-mouth users complement each other, further expanding Ali's coverage in young people, people in third-and fourth-tier cities and below, and people with medium online consumption capacity.

6. Blessing Ali's local life service market if you are hungry: bringing incremental users

According to the data, the overlap of users of Word-of-mouth APP and Hungry APP, Word-of-mouth APP and Baidu Takeaway APP does not exceed 3%. It can be seen that most users who are hungry are incremental users, which brings value to Ali's traffic growth after the acquisition.

Word-of-mouth APP users have a strong "consumption upgrade" attribute, and relatively prefer fresh e-commerce, financial management and other applications;

Are you hungry? APP users have a strong "entertainment" attribute, and relatively prefer humorous jokes, live entertainment and other applications.

7. The value of being hungry to other life service apps in Ali: improving the recall efficiency of lost users

The data shows that the retention rate of word-of-mouth apps is lower than the industry average, and the unloading rate is higher than the industry average. Hungry has a certain coverage for the lost users of word of mouth, which will help to improve the efficiency of user circulation of word of mouth and help to improve user recall.

8. Post-acquisition business model development trend: integration and promotion of word-of-mouth 2B service and Hungry 2C service (+instant logistics).