Brandished from the palace after the beautiful products are facing greater challenges

Absrtact: Brandished from the palace after the beautiful products are facing greater challenges. Because no longer through the third party line of business expansion after the category, Poly-Mei excellent products will be in the proprietary business and the only product will compete. As a female vertical field of two channels of electricity, poly-Mei excellent products and the only products will be near

Brandished from the palace after the United States excellent products face greater challenges. Because no longer through the third party line of business expansion after the category, Poly-Mei excellent products will be in the proprietary business and the only product will compete.

As a female vertical field of two channels of electricity, poly-Mei excellent products and the only product will have a new action recently. Almost on the same day, Chen Au published "You never know, what Chen Au this six months in doing" announced the transformation of the United States excellent products, and the only product will be united economist think tank released the first Asian Women online shopping Report "Rising Asian women online purchasing power."

Asian women love online Shopping

It is reported that the report by the Economist think-tank EIU was commissioned by the Commission independent research completed. According to EIU, the Asian retail market expected an average growth of 4.6% per cent in 2015, to $7.6 trillion trillion, far exceeding Europe (0.8%) and North America (2.5%) markets and stabilizing the world's largest consumer market. With the popularization of E-commerce and the development of mobile end, Asia will be expected to replace North America as the world's largest electricity market this year. It is noteworthy that women occupy a pivotal position in the entire Asian consumer market, and online shopping has become a new way of promoting female consumption in Asia.

It is said that in the only 90 million members of the product, female members accounted for more than 80%, contributed nearly 90% of sales.

In the conference site, only vice President Feng Jialu said: "Only the goods will be considered, ' electric quotient women have the world ', so the first in the electric business force ' her economy '. As the survey reveals, the trend of mobile electricity merchants, the power of online shopping for women will be further released. This report is not only for the products, but also for the wider female consumer industry, has practical application value. ”

Research shows that women are not only responsible for clothing (88%), cosmetics (88%), Home (85%), Daily necessities (85%), Maternal and Infant (69%) and other budget decisions, but also home (85%), Travel (84%), electronic products (81%) and other categories have a strong influence, female-led consumption trend gradually formed.

It's worth noting that nearly half (49%) of women prefer online shopping (69% in China) compared to offline purchases, and 63% of women surf the Internet at least once a day, and nearly 30% per day visits two or more. And women are more willing to shop for themselves, and more than 62% of women surveyed spend most of their time shopping for themselves (China is 74%). In addition, 41% of women, feeling guilty for buying too much for themselves, will be compensated for by buying something for their husbands, children and parents (up to 67% in China).

Only products focus on women's buying needs

Such a report, no doubt, proclaims that the only thing that has ever been focused on women's shopping needs is right.

This can also be seen in the Q3 earnings reports released recently. The report showed that the total net revenue in the third quarter was $882.6 million, up 130% from 383.7 million trillion in the same period last year, with a net profit of $27.7 million for the sole shareholder, and 12 million per cent for the same period last year.

But the four-quarter outlook is less attractive than history. Only the four quarterly net revenue was expected to grow only 84% to 87% year-on-year. From the IPO to the current 8-quarter, the quarterly revenue outlook for the goods will be more than 100%.

In addition, the only product will Q3 active users total of 9.5 million people, although the same period in 2013 of 136% growth, but the chain 9.3 million almost no growth. In the evening conference call, the analyst comes up with the first problem is the growth of Q3 's new customers, only product will CEO Shenya also gave an interpretation: because the company cut off the new customers advertising, because this part of the user to create low value, retention rate is not high, the company hopes to introduce more users of Flash, rather than buy. And, in the end, Shenya stressed: "There is no need to worry about the four-quarter user growth." ”

The outlook for the four quarter, though not sexy enough, is still a trend upward. Another electric trader in the vertical women's field has had a lot of ups and downs lately.

Poly Beauty Excellent product twists and turns heavy

Only from the Q3 report, Poly-Mei excellent products are significantly inferior to the only product will. In the third quarter, the net revenue of 157.7 million U.S. dollars, rose 28% from the same period last year. The net revenue of 157.7 million dollars has not yet reached the average expectations of Wall Street analysts. 28% year-on-year growth rate, in the entire electric business industry growth of about 30% per cent of the background, also seems to be justified. Total active users in the third quarter were 5.2 million, up only 23.8% per cent year-on-year.

This may boil down to the difference of two main products. Although both are flash-buy mode, but poly-beauty products by cosmetics cut, and the only product will be from clothing started.

Online sales of cosmetics are an irreversible trend, but at the moment it is not a good business to sell cosmetics online. From the number can be seen some clues: only products will Q3 cosmetics GMV for 190 million U.S. dollars, but the gross profit margin of only 20%, and the only product will be able to achieve 25% or even higher clothing.

But in addition to this main category of reasons, has been the right and wrong is to hit the United States and the obvious reasons.

Chen Au himself also said in the microblog, the previous period of time, the third party platform for the sale of watches sales of fake events, countless electric dealers involved. Poly-Mei Excellent products are the core business of proprietary cosmetics, Third-party watches are entirely marginal business, in this incident, but the deepest injury.

Chen Au Introspection said: "I must admit that we have a loophole in management, early poly-Mei products as a non-cosmetics platform business, as long as the business to provide authorization, plus its operating on other large platforms as a credential, we will allow businesses to enter our platform." ”

The transformation of Poly-Mei excellent product arm

Aware of the destructive effects of third party luxury goods, poly-mei-brandished from the palace, cut off the entire third party luxury line of business, and this directly led to the performance of the United States excellent products seriously damaged.

Recently, Poly-Mei excellent products have been listed the largest prosecution and investigation. The United States law firm's case is that there are multiple false disclosures, misleading statements, and undisclosed information. Among them, Poly-Mei excellent products did not accurately disclose its business model changes, that is, from the original model of commodity sales to the network store mode, and the change of the business model, will be the United States excellent products of the financial performance constitutes a huge risk, in addition to the United States excellent products are not in accordance with the disclosure of information expansion of the network store business.

In fact, the source of the lawsuit was that the third-quarter earnings of the United States were below market expectations. Poly-Mei Excellent products in 2014 Q3 's performance growth rate has been the least in the past few quarters, poly-US excellent products executives in the interpretation of earnings, said the results show its growth has not reached market expectations, which is the implementation of the United States and the strategic adjustment, business transformation is not unrelated.

Female Vertical fields Converge

Brandished from the palace after the United States excellent products face greater challenges. Because no longer through the third party line of business expansion after the category, Poly-Mei excellent products will be in the proprietary business and the only product will compete.

Although the two families started in different categories, but in the future will be the same. Poly-Mei excellent products by cosmetics into, now gradually extended to clothing, shoe bags, mother and child; only the goods will be cut into the clothing, has now developed into a clothing-oriented, mother and child, home, home textiles, beauty makeup for the four characteristics of the comprehensive flash purchase platform. The user base is predominantly female.

The difference is that, compared with cosmetics, clothing belongs to non-standard products. Non-standard product emphasizes individuation, operation difficulty is also bigger. From clothing to cosmetics relatively easy, from cosmetics to clothing relatively difficult.

In any case, the Economist's research report is directed at a point where women's purchasing power is getting stronger. In the field of female vertical electrical business who knows the woman heart, who has the woman heart, who is the world.