The United States Regiment 54% of the share of the leading hegemony, can be successful landing difficult to say

The domestic group buying war seems to have come to an end, the United States and the network to 54% of the share leading hegemony, according to Wang interviewed, the United States Regiment plans to develop an independent impact on the IPO. Everything looks so good, but the truth may not be as rosy as it seems, and it's not easy to say whether the American team can land successfully.

4.75% gross margin or hard to climb revenue potential shortfall

According to Wang's external stance, the United States group net turnover will reach 40 billion yuan this year, the revenue will reach 1.9 billion yuan.

In this calculation, the U.S. network this year's gross margin is about 4.75%. 1.9 billion of the year's revenue is basically enough to maintain break-even, the real data does not brush, and even a little meager profit. However, to know, for the group buying market, the United States Group has a 4.75% of the overall gross margin is already very high, group purchase is to promote sales discount, high margin is not possible, how low margin in the case of improving revenue capacity is the key.

The direct way to raise revenue is two, one is to raise the point of business deduction, and the other is to promote the price of group buying.

Increase the point of business is not possible, the United States is the group's buckle point in the industry has been very high, and then increase the deduction point will certainly cause the fierce rebound of businessmen, the business system is based on mutual benefit and win, squeeze business and profit is not a long-term. Therefore, the way to lift the deduction point is not workable.

On the other hand, in theory, the United States can appropriately reduce the group buy discount, promote the purchase price, such as the 30 percent of the price to 35 percent, 40 percent can be, for most consumers are not very different, completely in the psychological range. Reduce the strength of the words, the United States in the buckle point unchanged in the case of natural revenue promotion, while the business revenue also increased, for businesses and the United States are happy to see things. However, although the U.S. market share more, but the public comments and Baidu glutinous rice is still tight chase, group purchase site quietly before the price war continues, once the United States Regiment full price will lead to the loss of some users.

In addition, group purchase service ability is superb, can form strong user stickiness, this is especially important in the era of the Thousand Regiment war, most of the three strong group can stand out, a large part of the reason is the service to do well, consumer experience more pleasant, in group buying service is often criticized period, Most consumers are unwilling to risk trying other group buys, so the final consumer concentrated in the United States, the public comments and three glutinous rice. Good service to do is to improve the price, to take the electricity market, Jingdong rely on the advantages of logistics, many times the price than other electric operators to be higher but still will be favored by consumers, this is the same as group buying service is the same truth. However, at present, the United States, reviews, glutinous rice quality of service difference, the United States and the group does not have the advantage of service to enhance the price of room.

In addition to the main business can be profitable, financial leverage is also a good way of revenue, the U.S. group's capital settlement cycle is generally two weeks, to this year's revenue of 40 billion, one year 26 settlement cycle calculation, The United States Group stable precipitation funds in about 1.54 billion, deposited in the bank, 1-year interest rate calculation can change more than 50 million, how much to the revenue a little contribution, but hope that through the bottom of the money to bring profits, the company also has no hope.

Group purchase is advertising the United States lack of advertising revenue space

Main business revenue capacity is not strong, the United States Regiment's advertising revenue potential is almost lost. For businesses, buy is advertising, the general business on the purpose of group buying is to promote, the United States to push will also play the banner of propaganda value to attract investment, the value of the purchase itself is to play the value of advertising, now the main business has blocked the advertising revenue potential, which is tantamount to breaking the American group profit of the posterior.

Business cooperation unstable platform use fee no talk

In addition, the business and the United States Group cooperation is only a piece of paper agreement is not too strong binding, business can be terminated at any time with the United States Group to transfer to other group purchase site. Settled on the site generally require a certain deposit, platform fees, etc., but the United States do not have to collect the cost of these standards, because the current offline businesses do not accept these costs, and group buying industry are not so charged form, the United States Regiment did not have the opportunity to about on this.

Groupon bogged down in a swamp-buying concept

Groupon is mired in losses, market capitalisation has shrunk, this is a bad signal to the United States, the capital market has not trusted the concept of group buying, the industry for Groupon's voice more and more, the same, in the country, the United States Group also faces a lot of criticism of the voice, group buying mode can not get through, the value is not What the value of Groupon and the American regiment is worth having to reconsider.

There is an essential difference between the American regiment and the only product

One might say that the only product will be more and more hot in the capital market, the Flash purchase and group buying business model is very similar, the United States can play the service industry only concept listing. However, the United States and the only product will have the essence of the difference, although the sale is to promote sales, but "service is not in stock", which doomed the United States will not have only the goods will be so considerable profitability.

Group buying is not O2O future American regiment to transform glutinous rice do not agree

The United States may have already realized that group buying is not the future of O2O, Groupon's defeat is to buy a layer of shadow, the United States to go public needs a more robust O2O concept. So we see that the American Regiment is gradually moving the film, hotels and other business separate development, if the use of an American regiment app is difficult to give full play to product advantages, according to the specific needs of users to develop products can improve product stickiness, in addition, the United States Regiment is still in the market to enter, the United States Regiment's transformation has begun to start the pace of

The United States to change the group, the public comments may be more support, because the comment itself is not a group, it does not want to be group buying hat buckle death, restricting their future development. Whether it is the United States or the public comments, want to gradually take off the hat of group buying, affixed to the label of O2O platform, but the transformation is dangerous, it is likely that glutinous rice will go on.

Group buying market competition has not yet ended, the pattern is still not absolute stability, just into the Baidu glutinous rice only just exerting force, the United States Regiment now transformation too fast is to give glutinous rice opportunity. At present, the public comment on the first listing, glutinous rice to launch a new round of market competition, is the largest group purchase market two variables, the United States Regiment's leading edge is not unbreakable.

O2O market is just beginning and the future is full of variables

If the rise to O2O large range, the United States can not become a O2O platform is not easy to say, after all, it is not yet possible to predict the final shape of the O2O platform will be what kind of, bat is also in the O2O market to do exploration, up to the level of the O2O, the United States is not Once dragged into the endless war of attrition between the Giants, it is fatal to the United States Regiment, the United States Regiment is far less than bat thick, even if can be barely listed to obtain financing, but in the giants of the big battle of attrition is not enough.

Just experienced thousand Regiment war, did not wait for a few days, but also plunged into the maelstrom of giant battles, the United States Regiment growth road rugged twists and turns. Stick to buy "die", do not stick to group buying "find death", the United States is difficult to optimistic about the future, but it all depends on the United States will not be able to complete the 100 billion transaction size, if can, the United States will be successful ashore, if not, the decline should be revealed.

At present, the American regiment looks prosperous, but it is internal and internal. , a variety of electric dealers commonly used revenue means all ineffective, the transition is not in sight; Business support There are hidden dangers, net profit problems, models do not, stamina, competitors fierce, the United States Regiment is now a high share, but the outlook is not so optimistic.