Whether O2O can become the next station of electricity merchant gold mine

Recently, there is a new word into the public view, that is O2O, then, what exactly is called "O2O." "O2O" is a new-born e-business model, which is a shorthand for "online2offline", that is, "Offline to Offline". The interpretation of the original text is as follows:

"The core of the O2O model is simply to bring online consumers to the real store-to pay for the goods and services under the purchase line, and to go down and enjoy the service."

The difference between O2O and Consumer-to-consumer: The consumer, Consumer-to-consumer is paid online, the purchase of goods will be stuffed into the box through the logistics company to your hands

O2O is paid online, purchase offline goods, services, and then go to the line to enjoy the service.

O2O and buy the difference: O2O is online mall, group buying is a low discount temporary promotions. ”

1, O2O is a bigger market in the future, beyond the current b2c/c2c, the author of "Four Discoveries" elaborated this conclusion:

"There is no denying that the market is ripe for the goods to be stuffed into boxes and sent to consumers." 2010 Online shopping sales reached 500 billion RMB, net purchase per capita annual investment of 2400 yuan RMB. The market also has a lot of potential, but the threshold is already high, from entrepreneurs to capital markets are looking for the next mode of E-commerce.

We found that bars, KTV, restaurants, gas stations, barber shops, gyms, dry cleaners and so on, can not put its services into the box to send to us, but we must go to the offline to enjoy the service.

We found that an annual income of 30,000 of consumers, only 2400RMB into the online shopping, the remaining 27,000 yuan most of the consumption is spent in the bar, KTV, restaurants, gas stations, barber shops, gyms, dry cleaners, please nanny and so on;

We find that the share of GDP in the service industry is higher than that of manufacturing (which produces goods that can be stuffed into boxes), in the next 5 years, the country will further enhance the share of the GDP of the service industry, if the goods into the box to send to consumers in front of the online sales of 500 billion, then the Life Service category of online sales will reach trillions.

We also found that life service products in group buying more easily accepted by consumers, the fact that this online payment purchase line of goods and services, and then to the line down to enjoy the service mode is quickly accepted. And our group buying platform from one day to one day variety, from one to sell a day to sell a day, from the regiment of Goods to the regiment services, from a city radiation to the whole country. Group buying as a very state of e-commerce form, will tend to the diversification of goods, and finally embarked on the Life Service category Discount mall form. ”

2, O2O and group buying is a difference, group buying is only the tip of the iceberg O2O.

By the above description, we probably know what the so-called O2O is, and what the author's opinion is. Now let's analyze, O2O, is it really the next gold mine in E-commerce?

The traditional mode of electronic commerce, such as Consumer-to-consumer, has changed the way of consumption and even the way of life greatly since 1999. In fact, it is not so much that the e-business model of Consumer-to-consumer has changed the way of consumption of the public, it is better to say that the public accepted and accepted the mode of e-business and Consumer-to-consumer.

Why does the public recognize the Consumer-to-consumer? It's simple, they're valuable--

1, the Business-to-consumer, Consumer-to-consumer for us to save time and physical cost of shopping.

We can buy things to stay at home, do not spend a lot of time in the crowded bus subway shopping malls, not at the cashier queue long queues waiting for the checkout. We are willing to spend the least amount of time and energy to buy the things we want most, instead of wasting our energy on the road, queuing up the cashier and other links that traditional consumption cannot avoid, thanks to the Consumer-to-consumer.

2, the Consumer-to-consumer for the supplier to save the channel costs for the seller to save the cost of opening the shop.

The rents of shops are more and more expensive, and the cost of labor is getting higher. More and more suppliers to Alibaba, Hui Cong, Le Department store, a large number of traditional sellers are also stationed in Taobao, small and medium-sized sellers will find some sourcing agent to do their own web site to make a start, do not have to pay for the freight, visible cost savings is how important.

3, the consumers, Consumer-to-consumer improve the shopping experience

We can lie comfortably on the couch, "sing a song with a hot pot" and drink beer and tweet. Can play self-portrait, and customer service mm chat, we can also around without the eyes of the store, you can not worry about money and counterfeit money, must quarrel to return goods ...

What is the value of O2O?

"The core of the O2O model is simply to bring online consumers to the real store-to pay for the goods and services that are under the line and to enjoy the service on the line"-the original interpretation of O2O. Let's analyze This carefully:

1, pure online payment, offline consumption-value of 0.

The consumer, Consumer-to-consumer is to bring offline consumers to the line, the occurrence of online consumer behavior line, why the success, why is the public acceptance, the above has made it clear: because it brings value to the public. All consumers are born offline consumers, how can there be online consumers to the line next to say it? And then the skinny otaku went out to the restaurant. What can O2O bring to the public? must have to be online to enjoy services, not to blunt the payment link move to the line, and the time is still before the experience of service, this is directly to the offline experience service, and then pay the cost of this traditional way of consumption compared, it is really worthless, or even meaningless.

2, the current success in China is a fascinating limited-time low-cost opportunity to stimulate the cheap psychology of the masses of consumers, thus forming a swarm of impulsive consumption.

China's group buying, at the current stage, is a kind of stimulating consumption, impulse consumption, is a figure cheap psychological leading behavior.

Is that O2O worthless? The answer is no, the original author did not do in-depth analysis, only to put the online service payment online, this is not the value of. Value in the following 3 points:

1, O2O the line of information online, information is a value

The value of the business is advertised, for consumers, do not have to go around the city to see the menu of all restaurants.

This aspect of the value of doing the earliest is the public comment, Word-of-mouth Network, to help users choose the offline service provider.

2, O2O to provide a predetermined value

To travel sites, such as Where to go, Ctrip, such as representatives of a number of websites, to provide air tickets, hotels, tickets and other scheduled services. For users, air tickets, hotel reservations, is absolutely hundred percent value.

3, O2O cheaper than offline consumption

Group purchase of the site is a good interpretation of this, businesses do advertising, small profits but quick turnover, consumers have benefits-this is the value.

Future O2O Development

The original said, "finally embarked on the Life Service category Discount mall form." I basically agree with this view.

1, the Life service class information itself has the value

To the merchant is the advertisement value, to the consumer is convenient obtains the peripheral service information the value

2, online payment booking value

For businesses can be income, and through the appointment to reasonable arrangement of manpower, save operating costs, for consumers to avoid queuing, waiting, not business and access to services.

3. The value of discount promotions

For businesses, discount promotions can be known to more people, and for consumers, it's easy to get discounted information and not miss the benefits.

"Group buying sites put a lot of money in the ads, Baidu after the fall to" find the life needed "positioning transformation life platform, Taobao added channel" Eat and Drink "link to its Word-of-mouth network, Word-of-mouth network in the community on the road after the bumps quickly launched the takeaway business; fair, 58, People and other life information platform to start a C round of financing, plans in the entire life service market was activated before the IPO; Ctrip 30 million acquisition of a meal site 51% shares, layout life one-stop booking; Public comments 100 million U.S. knives to develop two or three-line city life services; Baidu November 17, 2010 launched Baidu side, Launch a localized life information platform; Tencent launches a food channel to launch a localized life information platform. ”

All the Giants have been eyeing this market, who grabbed down to sit steady, who can be like the traditional service industry merchants to collect money, this circle than the Consumer-to-consumer, and winner we wait and see.