The U.S. Regiment predicament: to buy, reduce costs, alongside the Giants

Have to say, Wang's commercial sense of smell is extremely sensitive, this year the United States Regiment a series of actions: a large number of ads, the main takeaway business, the completion of a new round of financing, the introduction of the former Baidu lbs responsible Shen, are in order to change the strategic play and prepare. It was speculated that the United States had done so in order to go public, electric Shang think this topic is meaningless, for the United States, is to eventually "make things", listing will not be Wang and his friends of the end of the venture, if the United States group choose to go public, it is hoped to obtain greater capital support.

This year's O2O market has become a big change, Baidu, Tencent and other internet big guy not only earlier won the glutinous rice and public comments such as the main competitors, this year also in the localization of life services in the field of a series of acquisitions and shares of behavior, and Baidu today launched the "direct number" will also be in the Life service O2O field set off a new round of upgrade war, formerly rely on "millet" play Gan do dirty live dirty expansion "base" of the United States, now must advance to "Northeast Battlefield", go all out with "aircraft Cannon" bat Group A competition for male and female.

In fact, today's American Regiment, in the electric Shang seems to have been not group buying company, but a deep China 123 line of the city's offline market, through Gan to do a local business docking with the "dirty Live dirty", the establishment of a certain advantage of the localization of life services vertical O2O enterprises. In the field of film, the United States Group's cat's Eye movie online selection of ticket theater coverage of the same type of vertical application first; In the hotel area, the group hotel relies on group buying advantage to occupy 75% of the market share, in the industry leading position. And the United States and the network's own catering turnover accounted for 53% of the total turnover of restaurant Group, at the beginning of this year, the United States and the group from the purchase of food and beverage business derived from selling preferential services, to create an independent "American group Takeaway" brand, and selling business in the second half of this year has become a big company in the local Life service O2O field of contention.

"Touted" the U.S. regiment so long, the electric Shang is not to give the United States to write a piece of the soft wen, but to point out that the United States to face the huge business model challenges. When IT systems, customer groups, merchants have been solid, when the major cities under the line of the team have been completed, when the United States Regiment in the vertical O2O major areas have basically established a certain degree of competition, electricity Shang that the United States Regiment has everything, only the platform, that is, the unified localization of life services O2O platform.

Why is it that the United States group only lacks a unified O2O platform for the whole society? Because the United States is facing three major challenges:

The first challenge is whether the United States can successfully do to buy, in the local life service O2O important vertical areas to do the leader, especially in the mainstream consumer entertainment areas, such as film, catering, takeout, KTV, fitness and so on. Moreover, the United States to achieve the lead is not enough, in the past, the establishment of mobile devices on the vertical application of the model will no longer be the mainstream, enabling consumers to switch consumer content at any time and quickly find the right business and service of the unified platform will likely become the next round of local life services O2O Market New

The second challenge is that the United States is currently at a high cost of the online business docking mode, it used to work in a handful of vertical areas, and if the future requires docking more businesses and services to expand more regional cities, such a model would probably "drag the dead" to the United States, Therefore, the United States need to find a more cost-effective way to docking with businesses, the establishment of national chain businesses can directly connect to provide services to the unified O2O platform, perhaps the United States to get rid of the "cost Magic curse" a way.

The third challenge is that the United States has now opted for autonomous development, did not join any camp, which is also the United States Mission CEO Wang is now one of the reasons, but the electricity Shang to say, the local life service O2O is the integration of mobile Internet, mobile hardware technology and offline real economy of the difficult emerging markets, Although we can still call it electronic commerce, but Wang want to learn the Liu model through capital power transfusion and rely on dirty live dirty The primitive accumulation of the United States to hit the industry first, electric Shang feel unlikely, the United States regiment need to give up the idea of independent development, find the right partner or behind the backer, Can win the whole local life O2O "Liaohsi".