Ding-dong buys food and retreats, and every day is on the verge of delisting.

After experiencing the baptism of the "Tianbao List" brought by the epidemic, fresh e-commerce finally revealed its original shape.

Recently, some media reported that Ding Dong bought vegetables and even withdrew from three cities. In this regard, Ding Dong said: At present, the suspension of service at individual sites is the routine optimization and adjustment of some regions and sites by the company.

However, if we synthesize the information of various media, we will find that the specific number of evacuated cities is not uniform, and the real data is far more than three cities.

After inquiring about Ding Dong Shopping APP, I found that if eight cities, such as Zhuhai, Qingyuan, Zhongshan, Jiangmen, Tangshan, Langfang, Chuzhou and Xuancheng, are selected as receiving places, a reminder of "service stop announcement" will appear on the homepage of the app. After clicking to view the details, the page prompts that "this site will stop delivering services at 3/0/day/0/8: 00 on May 2022.

Originally, unconsciously, Ding Dong will withdraw from eight cities to buy food.

Geographically, they are located in the peripheral areas of Pearl River Delta, Yangtze River Delta and Beijing-Tianjin-Hebei, and are not traditional first-tier core cities. It is not uncommon for fresh e-commerce to retreat from non-core areas in recent years. For example, the US Mission preferred to withdraw from the market in the four northwestern provinces and Beijing; At the beginning of April this year, Boxma Neighborhood also chose to withdraw from Beijing, Xi, Chengdu and Wuhan.

Even though evacuation has become the norm in the industry, it is definitely not trivial for Dante Dong to withdraw from eight cities at a time, because there are only 36 cities in the list of opened cities in Ding Dong Shopping APP.

A quarter of the cities retreated, which made people gasp. Coincidentally, another fresh giant, Youxian Daily, also experienced a business crisis.

According to Tianyancha, recently, Beijing Daily Youxian E-Commerce Co., Ltd. added the information of the executed person, and the execution target was 5,329,450 yuan. Excluding the information of the executed person, as of May 29th, the daily share price of Youxian closed at $ 0. 16, which was nearly 99% lower than the issue price of $ 13, and its market value shrank to $37.97 million.

As the "first stock of fresh e-commerce", Tiantian Youxian has not been able to turn over since its share price fell below 1 USD on April 20th this year. According to Nasdaq regulations, listed companies will receive delisting warning if their share price falls below 1 USD for 30 consecutive trading days.

Sure enough, just recently, Daily Youxian announced that it received a warning letter from the Nasdaq Listing Qualification Department on May 19, 2022, indicating that the company did not meet the Nasdaq Listing Rules, because the company had not submitted its annual report for the fiscal year 20-F as of May 5438+0, 2026 and February 3/Kloc-0, 2026.

As a fresh e-commerce Gemini, Ding Dong chose the front and back feet of shopping and daily fresh food. They also chose the "front warehouse mode", and the same problem also appeared.

This can't help but make us spectators question, is the fresh electricity chamber of commerce good?

6 18 this year, fresh e-commerce was quiet.

I still remember the last time I saw Ding Dong buy vegetables on a hot search, because the stock price soared!

At the beginning of April this year, all Shanghai residents trapped at home due to epidemic prevention and control joined the ranks of "grabbing food". Under the tide of grabbing vegetables, the share price of the fresh e-commerce sector rose sharply. Since April, the share prices of Ding Dong and Daily Youxian have continued to rise, with the former increasing by 9 1% and the latter by 74.7%.

Along with the stock price, there are also "happiness troubles", which are exploding!

Affected by the blockade and the surge in demand, almost all fresh e-commerce platforms, led by Ding Dong Shopping, have insufficient production capacity. It is realistic to grab food regularly every day and deliver it within a few hours of placing an order. To this end, Ding Dong shopping CEO Liang Changlin had to stand up and share the food grabbing strategy to appease users.

In addition to the core epidemic areas, there have also been small-scale hoarding tides in other parts of the country. Under this circumstance, fresh e-commerce, especially the pre-warehouse e-commerce with strong timeliness, is naturally sought after.

The market generally believes that the soaring demand and the rising stock price have brought the hope of "reversal" and rebirth to fresh e-commerce.

It seems that Ding Dong grocery buyers can seize this "opportunity" to achieve user retention, market expansion and improvement of profit model.

However, it turns out that the traffic paralysis caused by the epidemic may be just a virtual fire. In addition to the evacuation incident mentioned above, the arrival of 6 18 directly punctured the window paper.

There is a simple reason. When Taobao, JD.COM, Pinduoduo and other e-commerce platforms gathered in 6 18, the fresh e-commerce side seemed a little quiet.