It's time to review the e-commerce events of the week with Bang Xiaobai again! These things have happened in the field of retail e-commerce in the past week.
# Platform-level news #
1. WeChat payment within Taobao
According to PingWest product play report, a few days ago, after placing an order with Taobao App, consumers can make WeChat payment through the QR code provided by Taobao. However, the automatic jump has not yet been realized, and the user still needs to take a screenshot and manually open the WeChat scan code to complete the payment. However, according to Billion Power Test, because this function is still in the internal testing stage, it is not open to everyone.
2. JD.COM's homepage will be more short-video in the internal test.
Billion Power has learned that a few days ago, JD.COM began to revise the internal test homepage and canceled the focus map of the homepage. A service provider who participated in the internal test told Billion Power that the revised JD.COM homepage is more similar to the Taobao App homepage. At present, the internal test users of JD.COM homepage are 1%, and it will continue to be optimized before 618. The currently displayed version is not necessarily the final version.
It is understood that when the focus map of the home page is cancelled, the waterfall information section of the home page will move up. Some service providers speculate that the content of JD.COM homepage after revision will be more short video. "If there is a short video display position on the homepage like other platforms, it is inevitable that the platform will increase the proportion of short videos."
A brand omni-channel marketing service provider revealed that after the revision of JD.COM's homepage, new short video production specifications and traffic algorithm rules for merchants will be released, but the rules are still being improved on the platform.
3. It is reported that Jingxi has reduced its regional optimization personnel by more than 11%.
According to a person close to Jingxi, Jingxi has abolished some regional operations, and the personnel involved in the region will be transferred to the reserved area, with the optimization ratio of about 11 15%, focusing on Jingxi's business. According to reports, this adjustment is mainly due to the strategic adjustment of Jingxi, and the future business will focus on building supply chain capabilities.
4. Pinduoduo's profit in fiscal year 2121 was 7.769 billion yuan, turning losses into profits
Pinduoduo released its Q4 2121 and annual financial report on March 21th. In the fourth quarter of 2121, Pinduoduo's revenue was 27.231 billion yuan, up 3% year-on-year. Under US GAAP, the profit was 6.917 billion yuan (compared with a loss of 2.148 billion yuan in the same period in 2121). In 2121, the revenue of 93.95 billion yuan increased by 58% compared with the same period of last year. Under American GAAP, the profit was 7.769 billion yuan, turning losses into profits (the loss in the same period of last year was 7.18 billion yuan).
in addition, the sales and marketing expenses in the fourth quarter of 2121 were RMB 11.366 billion, down 23% from RMB 14.7 billion in the same period of last year.
The financial report shows that the turnover (GMV) for many years reached 2,441 billion yuan, up 46% from the previous year's 1,667.6 billion yuan. The average annual consumption of active buyers is 2811.1 yuan, which is 33% higher than that of 2115.2 yuan in the previous year.
in terms of the number of active users, as of February 31, 2121, the annual active buyers in Pinduoduo reached 868.7 million, up by 11% year-on-year, with an increase of about 1.4 million in a single season. In terms of monthly active users, the average monthly active users of Pinduoduo APP in the fourth quarter was 733.4 million, up 2% from 719.9 million in the same period in 2121.
5. Meituan's financial report in 2121: The annual revenue was 179 billion yuan, a year-on-year increase of 56%
On March 25th, Meituan released its fourth quarter and full-year results in 2121. In the fourth quarter of 2121, Meituan's revenue reached 49.523 billion yuan, a year-on-year increase of 31.6%; The adjusted net loss in the fourth quarter expanded to 3.9 billion yuan year-on-year. In 2121, Meituan's annual revenue was 179 billion yuan, a year-on-year increase of 56%. The adjusted net loss for the whole year was 15.6 billion yuan. Among them, the US group's takeaway realized a revenue of 96.3 billion yuan. In the same period, the cost of take-away riders of Meituan was 68.2 billion yuan, and the cost of riders accounted for 71% of the food and beverage take-away income.
In 2121, the annual R&D expenditure of Meituan Company increased by 53.1% year-on-year to RMB 16.7 billion.
in addition, on the user level, as of February 31, 2121, the number of trading users of Meituan reached 691 million, a year-on-year increase of 35.2%. The number of active businesses in Meituan reached 8.8 million, an increase of 29% over the same period of last year.
6. Taote added two "incubators": Taote 111 Taote 11 Yuan Store
At the communication meeting of Taote spring products, Hai Wang, president of Taote, said that Taobao special edition launched two new products, Taote 111 and Taote 11 Yuan Store. Among them, Taote 111 is positioned as a consumer upgrading trend product, focusing on the "big brand replacement" of cost-effective quality products to help incubate factory brands. Taote 11 Yuan Store is located in small objects and commodities covering various life scenes, which can realize N Yuan and N pieces, direct factory supply, full inspection in warehouse, one-stop purchase and one parcel delivery.
Hai Wang said that Taote 11 Yuan Store and Taote 111 are incubators for Taote and industrial belt factories to make good products together. Type "Taote 111" and "Taote 11 Yuan Store" in the search box of Taote App, and you can find that both new products belong to official direct sales. According to Hai Wang, for the goods in Taote 111 and Taote 11 Yuan stores, the platform will conduct strict quality inspection, and the performance will be controlled by the self-operated system.
7. Tencent's revenue in fiscal year 2121 reached 561.12 billion yuan, and its net profit increased slightly by 1%
On March 23rd, Tencent released its fourth quarter and annual financial report for 2121. In 2121, Tencent's revenue reached 561.12 billion yuan, a year-on-year increase of 16%, and its annual profit was 227.81 billion yuan, compared with 161.125 billion yuan in the same period last year. Tencent's annual net profit (non-IFRS) was 123.788 billion yuan, a slight increase of 1% year-on-year, making it the lowest year for the company's net profit growth in the past decade.
in the fourth quarter of 2121, Tencent's revenue was 144.2 billion yuan, up 8% year-on-year, and its profit during the period was 9.57 billion yuan, compared with 5.93 billion yuan in the same period last year. Non-IFRS was 24.88 billion yuan, down 25% year-on-year. This is the second consecutive quarter that Tencent experienced negative net profit growth in a single quarter after a 2% decline in net profit in the third quarter.
in addition, as of February 31, 2121, the combined monthly active accounts of WeChat and WeChat reached 1.268 billion, up 3.5% year-on-year. The number of monthly active accounts on QQ mobile terminal was 552 million, down 7.2% year-on-year.
# new format layout #
1. Taobao adds small and medium-sized businesses to find the "selected source" service with one click
Billion Power learned from Taobao that Qianniu, a Taobao business platform, has recently opened the "selected source" service to small and medium-sized businesses for free, and novice e-commerce businesses can quickly find powerful suppliers through this service and distribute goods to their stores with one click. It is reported that all the goods involved in this service come from the certified suppliers of the 1688 platform. In addition, the "selected source" service also has the functions of "delivery within 48 hours, no reason to return within 7 days, free credit and postage".
at present, this service will be the first to open to new merchants who have opened Taobao stores, but have not yet put goods on the shelves. Xiaoer, the person in charge of Taobao, said: "It is expected that about one million small and medium-sized businesses will be served by the end of March, mainly in clothing. By 618 this year, high-quality suppliers of department stores, beauty products, mothers and babies will be launched one after another, and it is expected to provide services to over 6.5 million small and medium-sized businesses. "
2. E-commerce in Tik Tok: The activities of the new season in spring are mainly aimed at the prefabricated vegetable industry
Recently, e-commerce in Tik Tok started the activities of "the new season in spring". According to Tik Tok E-commerce official WeChat official account, this activity is mainly aimed at the pre-cooked vegetable industry which exploded this year. It is reported that in this activity, Tik Tok E-commerce will cooperate with the pre-cooked food industry, brands and content creators to promote the new pre-cooked food products of semi-finished dishes. Tik Tok E-commerce plans to raise consumers' awareness of high-quality pre-cooked dishes through short videos, and launch a short video challenge with the topic of "five-minute lazy food challenge".
3. Ding Dong buys vegetables to test the brand of pre-cooked food "Vigorous Fresh Food"
According to beijing business today, a few days ago, Shanghai Yusheng Baigu Food Co., Ltd., a subsidiary of Ding Dong's food-buying holding company, launched the independent brand of B-end pre-cooked food "Vigorous Fresh Food", which mainly distributed channels such as distribution, agency and terminal customers. It is understood that "vibrant fresh food" will also be subdivided into multiple categories.
In addition, all products of "Vigorous Fresh Food" will be divided into three stages. The first stage is to choose Ding-dong to buy good products with a monthly sales of 11,111 yuan, a mobile sales of 1 million yuan and a TOP11 of 11 yuan. Secondly, according to the differentiated needs of chain stores, kitchens, hotels and other channels, we should transform the specifications, sizes and even packaging materials of products. The third stage is the research and development of new products and the establishment of a new research and development mechanism.
4. US ONE claims that the "All Girls" applet is only a function to serve the live broadcast room.
According to national business daily, recently, the official WeChat applet "All Girls Member Service Center" in Li Jiaqi has changed in function: a "Selected Good Things" section has been added to the homepage, where users can directly click on the products and jump to a third-party platform or brand official applet to place an order. It is reported that the shopping entrance of the "All Girls' Member Service Center" has been open for about one month, and the discounted promotional products in the event are provided by the third-party platform merchants. In this regard, the relevant person in charge of Li Jiaqi's company Beauty ONE said that the small program "All Girls" is mainly a pure tool application for the convenience of consumers, and it is only a function serving the live broadcast room, and there is no other business plan.
5. Maotai will launch sales through an independent e-commerce platform
According to relevant media reports, a few days ago, Maotai "secretly" launched a new e-commerce development plan. At present, the initial work has been basically completed, and its official new e-commerce platform will be "online at any time"! As for when the platform is officially launched, how to arrange the specific products and how to obtain the products, it remains to be officially responded.
at the first meeting of maotai group after the spring festival in the year of the tiger, Ding Xiongjun, secretary of the party Committee and chairman of maotai group, officially "moved the knife" and put forward the implementation of the "five-in-one marketing law", and the "big maotai" marketing system was officially opened. He said: "Implement the digital marketing law, speed up the completion of new retail shortcomings, build and improve the digital marketing platform, and inject new momentum into Maotai marketing."
Kweichow Moutai previously released the announcement of main operating data in October and February, 2122, in which the total operating income was about 21.2 billion yuan, up about 21% year-on-year; The net profit attributable to shareholders of listed companies was about RMB 11.2 billion, up about 21% year-on-year.
# new consumption observation #
1. The convenience store chain brand "Daily Gulp" has received tens of millions of RMB angel round financing
Recently, the new membership restaurant convenience store chain brand "Daily Gulp" completed tens of millions of RMB angel round financing, which was not disclosed by the employer, with Bai Ze Capital as the exclusive financial consultant. This round of funds will be mainly used for digital system development and store expansion.
2. The beauty retail brand "National Exemption GDFS" completed the second round of financing of tens of millions of yuan
According to relevant media reports, a few days ago, a new high-end beauty brand retail enterprise, which completed the financing of tens of millions of angel rounds last June, completed the second round of financing of tens of millions of yuan again and entered the stage of laying out the national market. It is reported that GDFS is a high-end beauty retail brand, which was established in 2119. The difference between GDFS and beauty collection stores such as Black Hole, Plum Blossom and Colorist lies in that the brand aims at the sinking market and creates S2B2C beauty experience space in third-tier cities with the new retail idea of "technology+novelty+service experience".
3. The high-end lifestyle brand "melt season" has completed angel round financing of over 11 million yuan
According to 36Kr, recently, the high-end lifestyle brand melt season announced that it has completed angel round financing of over 11 million yuan, which was led by Breeze Capital. This round of financing will be mainly used for the expansion of supply chain and store resources.
according to the data, verse China (parent company of melt season) was founded in 2121, positioning itself as a luxury route, and its first brand, melt season, entered the market from the perfume track. On February 7, 2121, melt season launched two series of six perfumes with the theme of "Letter in a Bottle".
4. The low-temperature dairy brand "Jane Eyre" completed the C round of financing
It is reported that the low-temperature dairy brand Jane Eyre recently announced the completion of the C round of financing, and the amount of this financing was not disclosed. Previously, Jane Eyre had received 411 million yuan and 811 million yuan in financing in the A round in 2121 and the B round in 2121 respectively. In 2121, the income of Jane Eyre yogurt increased by 48% annually.
5. Tims coffee enters India. The first store is located in New Delhi.
According to Lianshang. com, the chain coffee brand Tim Hortons announced that it will officially enter the Indian market in 2122, and plans to open 311 stores in India in the next year. According to the brand, the first store will be located in New Delhi, the capital of India. In May 2118, Tim Hortons established Tims China with parent companies RBI and Descartes Capital Group, and officially entered the China market in February 2119. By the beginning of 2122, it had reached 411 stores, a net increase of nearly 111 stores compared with the first half of 2121, and almost completed the number of 113 stores in 2121. Compared with the whole year, the growth rate has nearly doubled.
6. the AR smARt glasses enterprise "Rokid" completed a 711 million yuan series c financing
recently, the ar smart glasses enterprise Hangzhou lingban technology co., ltd. (hereinafter referred to as "Rokid") obtained a total of 711 million yuan series c financing, which was mainly used for technology research and development, marketing and ecological construction.
according to public information, Rokid is a product platform company focusing on machine-to-machine interaction technology, and is committed to the reseARch and development of hardware and software products such as ar glasses and the ecological construction based on YodaOS-XR operating system. The company has previously received investment from many top institutions including Temasek, IDG Capital, Credit Suisse, Haitong Securities and Yuanjing Capital. Rokid officially launched consumer-grade AR smart glasses Rokid Air in February last year.
7. The national beauty brand "Mistine" completed a round of financing of 211 million RMB.
Billion Power learned that the new generation national beauty brand Mistine completed a round of financing of 211 million RMB, and the investors were Kaihui Fund (lead investment), Yiyuan Capital EverYi and Light Source Capital (financial consultant).
It is understood that Mistine is a new generation of nationals.