Just after the Double Eleven, major Internet companies were immersed in the joy of breaking records, but Meituan was not so lucky.
On October 11 and 11, 2121, Meituan's share price plummeted continuously, while Pinduoduo released a financial report on February 2, and its share price soared by 21.4%, surpassing JD.COM and Meituan.
As we all know, the boss behind Pinduoduo, JD.COM and the US Mission is Ma Huateng, who has his investment behind him.
The competition between big bosses is essentially the competition between users and traffic. In the mobile treasure land, WeChat has occupied half of the country. In the face of fierce market competition, Ma Huateng can only smile at the struggle of his younger brothers.
1. Double-sided attack
Speaking of the US delegation, another takeaway giant may come to your mind, which is hungry.
Compared with being hungry, Meituan doesn't have much advantage in this traffic war. There is a core reason: Ali is the boss behind being hungry.
In October this year, active users who were hungry overtook Meituan's take-out. As early as August this year, when they were hungry, they launched a subsidy of 11 billion yuan, and various offers continued, attracting many users.
In order to seize users, the usual method of big bosses is to spill money. In other words, the competition between big bosses is also the competition of capital in essence.
The reason why Pinduoduo can rise in such a short period of time is also inseparable from the strategy of throwing money. Huang Zheng is definitely an expert in controlling human nature.
Back to making money, if you want to make money, you should learn to spend money first. People who really make money are also people who can spend money in essence.
On the other hand, poverty is actually caused by not knowing how to spend money. You just need to observe where the money in the hands of the poor mainly flows.
Ali's users and traffic have always been evenly matched with Tencent's, but the integration between Hungry and Ali is getting higher and higher, not only in terms of users and traffic, but also in terms of product technology.
if meituan loses to Hungry in terms of users, traffic and technology, what are its advantages? Therefore, in the face of the rival of Hungry, it must be false to say that Wang Xing, the boss of Meituan, is not anxious at all.
That's not all. Another rival of Meituan is not far away, and it is Pinduoduo. Some fields that seem to have no intersection actually have fierce competition behind them.
Pinduoduo and Meituan, one of which is mainly involved in the field of e-commerce and the other is mainly involved in the field of take-away, seem to have nothing in common. How can they become competitors? Another word has to be raised here, and that is "cross-border".
In recent two years, after the social e-commerce became more and more popular, some sub-tracks have been bred on this track, and community group buying is one of them.
In July this year, Meituan announced to enter the community group purchase, and its boss Wang Xing poured a lot of money and resources into it. In August, Pinduoduo's grocery shopping products went online, and Huang Zheng, who had retired from the background, went out personally.
As of mid-October this year, Pinduoduo's grocery shopping business has opened in nearly 111 cities, almost double that of Meituan. Can Wang Xing, the boss of Meituan, not worry?
in the face of the double attack of being hungry and Pinduoduo, can the US group take-out break through?
However, this is not our most concerned issue. What we are most concerned about is whether we can retrieve something helpful for us to make money through the competition among Pinduoduo, Meituan and Hungry.
second, commercial projection
as long as there is a big phenomenon, this phenomenon itself will be accompanied by some projections. For example, the progress of society reflects the improvement of people's living standards, and the competition between companies also reflects the competition between employees.
Whether in the field of e-commerce or take-away, users and traffic are the foundation for sustainable survival and development. Losing users and traffic is tantamount to going to the country. Our business and projects are no exception. As long as we can't solve the traffic problem, other actions are basically redundant.
Pinduoduo, Meituan, Hungry, including giant companies such as Ali and Tencent, have actually been successful enough, which is supposed to be safe, but the crisis behind them is everywhere.
This is especially true for us ordinary people. As long as we stop making progress, we are going backwards. Therefore, if you want to make money and double your income, you'd better go to a competitive environment, stay in a comfortable circle and live a life of boiling frogs in warm water, which is equivalent to chronic suicide.
Another problem is the boundary. Only by constantly breaking the boundary can you slowly build your own moat, bury your head in the sand and pretend that you can't see the changes in the outside world, and you don't even know how it was eliminated by people in other fields.
Just like before, you may know that Hungry is one of the biggest competitors of Meituan's take-out, but what you probably didn't expect is that Pinduoduo is also a competitor of Meituan.
In the shopping mall, whether it's a business tycoon or a person who does small business or small projects like us, the competitors we can see now are not necessarily real competitors, and there are some invisible competitors behind them that are hard to find.
In the workplace: Some jobs seem comfortable, but they are actually a vortex of self-elimination. The longer you stay in this vortex, the more dangerous it will be. Doing a job without any growth, you may get temporary comfort, and you will lose more behind it, but it just doesn't show up for the time being.
For example, you are a mobile payment provider. You think that your competitors are only other mobile payment providers, but the invisible competitors behind you may be people who manipulate the payment market or some related policies.
many years ago, most people who opened clothing stores thought that their competitors were only other clothing stores, but unexpectedly, they killed a competitor that had nothing to do with clothing stores: e-commerce.
Take the initiative to choose a road that is difficult for the time being, and the later it will be easier. Choose a road that is easy for the time being, and the later it will be harder. There are also two curves, one is a steady downward line, and the other is a zigzag upward line. I don't know which one you choose.
if you carefully search this business case and what it projects, maybe you can harvest something for your own use and make a big breakthrough in your income in the next three to five years.