Analysis of three vertical electric business models and the resources behind

"Editor's note" When the integrated platform is on the right track, many vertical electric operators are deteriorating. As the only product will buy the Le Bee, gathers the United States to submit the IPO application; Yintai focus on O2O, China's vertical electric business field pattern has been very clear, beauty makeup, footwear, food as the only remaining three vertical areas. Recently, the billion power network invited senior electric business people to these three areas of vertical business model and the resources behind the analysis.

Beauty makeup relies on the traditional model of wind investment, poly-US growth rate of 200%

And the footwear, food field, the United States is almost vertical electric operators rely on the traditional model of wind investment development. Poly-Mei Excellent products as the representative of the United States vertical electric companies also in various queries to kill to the IPO. Poly-US rapid development depends on the model: large-scale advertising and speculation, attract a large number of users, and then get a new round of sharing investment, and then advertising and topic hype to attract new users.

With the traditional development model of wind investment, poly-US products in the short term to increase sales to 817 million U.S. dollars, and maintain more than 200% annual growth. Poly-United States to increase the growth of the second number of times, in the beauty of vertical areas to establish an absolute "boss" status. Because the beauty makeup is a big enough market, at the same time the line under the price difference is very large, so the online beauty makeup market still has a lot of room for growth, the oligarch effect also makes Poly-Mei excellent products later have a greater imagination.

In addition, to put aside the questionable profit figures, Poly-Mei is also a very small number of domestic companies to achieve profitability. This is also the important core advantage that can realize the operation. From the outside, the cat and the Beijing-east and other large electric business platform in the beauty of the beginning of the field is lagging behind poly beauty. Although the integrated platform is trying to catch up, but the polymerization of the United States has been formed, the short-term market pattern should not change, the broad beauty market or for the United States to provide enough space for development.

Excellent purchase of the network rely on the support of Belle Group to have the goods advantage

Anti-view footwear and food field, Jingdong and the cat's business scale has been very large, the market start is not later than the vertical electric business.

At present, shoes and clothing category of vertical electric operators are basically left the best purchase, good music to buy, hundred Li International spent 200 million of dollars to build this shoe-like electric business platform. It is reported that the hundred Li Group occupies 1/3 of domestic women's market, men's shoes also have a share of 1/5, in the field of sports hundred Li is Nike, Adidas and other domestic largest distributors, but also has a large number of Chinese shoe clothing of the total generation of resources. These resources are imported into the optimal purchase, can support its foothold.

Shengbai, the chief executive, made a clear statement at the recent earnings meeting about the impact of the rise of the electricity business on offline sales. "The slowdown in overall sales growth is not a cyclical problem but a structural problem, and the biggest test is how to adapt and develop new channels." Therefore, the future company will focus on building their own online platform to buy fashion mall. ”

The comments clearly show that the company will continue to provide financial support for the online business. Not only is the fund, the Hundred Li Group provides more is the goods as well as with other brand business relations support, this makes the excellent purchase net to have the confidence. For footwear sites, the choice of goods is particularly important. Excellent purchase network has a large number of hundred-Li international traditional footwear buyers, these buyers for the futures system of clothing and footwear procurement is essential, the selection of errors will result in backlogs or out of stock.

Now the main integrated consumer has mostly launched the market of self-produced shoes, to its third party platform, through the way of investment in this category of business. and excellent purchase network also settled in the domestic several major integrated electric platform, and these integrated platform is the largest shoe clothing business. So you can buy the goods in a number of channels in circulation, which also apportioned its inventory pressure.

At the same time, the network relies on its own funds for cash to buy goods, can be in the market to get a lot of large brands of low discount products, but also for its wealth of goods laid a foundation, this and the vast majority of relying on the distribution and need to account for the period of the electricity quotient formed contrast

I buy nets, shun Fung optimization of the parent company has strategic significance

I bought the net and Cofco group's relationship is similar to the excellent purchase net and hundred Li. Only hundred Li Online has its own channels, COFCO is a complete brand. I bought the net also inherit the Cofco group's online layout, and through my buying network can get more intuitive user feedback. Last year 020 of the bulk of the grain layout was also being tried through my network.

As a listed company, Cofco has a lot of known retail brands, as well as a lot of unrelated businesses that you don't know about. Cofco industry chain of many food brands, in a sense to buy me a network to provide the support of goods, this part of the commodity in synergy and price will have advantages. With the help of the parent company's resources, I can also get a lot of international food Company's cooperation rights, in the accounting period, supply and logistics companies will be more assured, which is crucial to food retail channels.

And as a large group, its internal large purchase orders can also buy me a net to provide objective liquidity. When Ping an group owned a store, the bulk purchases of its parent company were considerable.

Also as another food site, Shun Fung optimization can not only rely on the parent company's distribution advantages, while Shun Fung Group entrainment of direct investment resources and the procurement of large customer resources, has been in order to optimize the continuous flow of blood transfusion.