If you are hungry, you respond that the news of layoffs is untrue
If you are hungry, you respond that the news of layoffs is untrue. On the first working day of the new year, the interface news released an exclusive news: If you are hungry, word of mouth will start a large number of layoffs. In less than 1 hours, the official responded when he was hungry. When he was hungry, he responded that the news of layoffs was false. Hungry? Responded that the news of layoffs was untrue. 1
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. It is a boxing competition with long-term points, so the basic ability is construction. In the next three years, Ali Local Life will adhere to the strategic direction of "four horizontals and four verticals".
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 that the news of layoffs is untrue. 2
At the end of each year, employees of large 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 opinion: 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 for 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 (pseudonym), an investment bank analyst, believes that the competition between Ali and Meituan in traditional take-out and store-to-store business has basically settled, and fighting in a site where others have formed a trend advantage is not worth it in terms of short-term costs and benefits. "But it is definitely wrong to say that Ali lost in the field of local life. The business involved in local life is too extensive. For example, everything is home now, the service field is still in the exploratory stage, and there are more things that we have not seen yet. We must develop with the development of society. "
"Takeaway is only 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. " Yang Jian concluded.
Yu Yongfu's plan
Ali officials have given a clear response: "The news is not true. We have neither a so-called layoff plan nor a clear plan for the next development." Therefore, instead of focusing on layoffs, it is better to think about what plans Yu Yongfu has made for local life.
first of all, it is clear that Ali has definitely not given up his local life business. In the internal letter, Yu Yongfu clearly put forward the strategic direction of local life in the next three years, that is, focusing on "four horizontals and four verticals", precipitating "business assets" and building "operational ability". Among them, "Four Horizons" are all closely related to scientific and technological research and development. Combined with the "21 years of digitalization of the world" and "basic capacity building is the core" mentioned in the letter, should Ali's local life business be more developed into infrastructure, that is, to B business?
Secondly, it can be clearly seen that the organizational structure adjustment of local life business will come soon. Combined with rumors, Ali's local life will gradually give up to the store business, and it is also possible to reduce the investment in the takeaway business and invest human and financial resources in other businesses with more room for development.
You Weiya (pseudonym), a private equity analyst who has long been concerned about the local life track, said: "Local life should be everything in daily life, and everything you don't want to do or won't do should be included. Nowadays, you will find a trend that skills are becoming more and more specific or single. Forty or fifty years ago, the father at home was synonymous with omnipotence. Building houses, playing furniture and repairing various daily appliances were commonplace. Now, you see, many of them are done by someone. This trend will become more and more obvious, and opportunities for local life should be aimed at this direction.
"Under the strategic retreat of the inferior vertical field, it is also possible to identify other local life points and then make efforts. The key is to look at whether the business point is accurate or not, and whether it can be done well if it is accurate. The most important thing is to pay attention to both technology and service. In Yu Yongfu's internal letter,' service' is still rare. If you still want to do C-side business, you must evolve from' able service' to' good service', respond at any time according to consumption level and social changes, and provide special services and in-depth services. "