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Why are you hungry? It's still hard to beat the US group take-out.
Hungry with Alibaba background, why did you lose to Meituan?

In fact, as early as 20 16 years, if you are hungry, you will completely crush the US Mission. Why is it being surpassed now? Let's analyze the beep ~ ~

0 1. Brief Introduction

At present, Hungry and Meituan account for more than 90% of the take-away market in China.

The data shows that in the second quarter of 2020, the market share of food and beverage takeout: Meituan accounted for 70%, Hungry accounted for 25%, and other platforms accounted for 5%.

Hungry market shares are being nibbled away by the US Mission. You know, if you are hungry, you have to start the takeaway industry first. Why does the first come last?

02. Analysis

The first point is the flow advantage. The major shareholder of Meituan is Tencent, and its user base is very large. Later, the Meituan merged with the public comment. In this case, it basically has a place in the catering market. Hungry, backed by Alibaba, Alibaba only has word of mouth, Taobao, Tmall, these e-commerce platforms. E-commerce and eating are completely two scenes, so the US Mission basically wins in terms of traffic.

Second, capital investment. Alibaba doesn't attach importance to local life as Tencent does. The take-away platform needs constant investment to make concessions. Because people who order food and restaurants have little loyalty and viscosity to the platform, I will use whichever platform offers more discounts. Without continuous investment, it is difficult to maintain market share.

The third point is corporate culture. Alibaba's company is famous for its Ali Tiejun. When it buys any enterprise, it first parachutes into the management. After parachuting into the management, the original founding teams are dissolved one after another. Meituan is different. The management of Meituan has grown up through the Thousand Regiments War, and its execution is very strong.

Fourth, the market strategy. The market strategy of Meituan is forward-looking. In the early days, if you were hungry, you planned to start with 12 first-tier cities. However, Meituan is different. It directly concentrates on training 1000 people and sends them to develop the take-away industry in 200+ cities in China. When you are hungry and react, the US Mission has already occupied half of the country.

03. Summary

The war between the two just confirmed the old saying.

The back wave of the Yangtze River pushes the front wave, and the front wave dies on the beach

The market is changeable and unpredictable.

This also gives some enlightenment to domestic enterprises, and they should be able to correctly analyze the market state and make reasonable market strategies.

And we ordinary users only need to enjoy convenience and preferential treatment, and just eat melons ~ ~ ~