Electricity quotient bubble sounded alarm: layoffs + Close Group buying crisis

Layoffs + Close Group buying crisis

Hot for nearly two years of group buying site, recently for some time but perilous. A few days ago, domestic group buy high peer redundancy incident uproar, before, happy group purchase, handle nets, litters regiment, etc. have been spread "thin body" action. Industry insiders believe that this is before the blind expansion began to squeeze bubbles, and industry integration also announced the prologue. And on the other side of the ocean, group buying industry is also a gloom. Foreign media reports say Groupon, which is preparing for the IPO, has fallen by nearly 50% in the US market in August, when it monitored its peak flow. Meanwhile, Facebook has announced that it will close the group buying business daily Deals in a few weeks.

Not only is the group buying site, the current job cuts are affected by the client website, where the customer prudential products recently also made a decision to lay off 5%. Moreover, in the past August mid-June, Shenzhen Huaqiang North, a mobile phone-oriented medium-sized E-commerce website quietly closed. Before the booming domestic e-commerce, the bubble alarm has sounded.

Facebook closes group buying business

According to foreign media reports, Facebook announced it will close the group buying business daily Deals in a few weeks. As for the closure of the group buying business, Facebook explained that "there is a bright way to socialize with users in the local business", for example, by offering sponsorship and check-in deals through online advertising, newspapers and other media, and helping localize businesses connect with users. Market analysts say the measures are too arbitrary and "violent" to stifle the potential killer of Groupon in the future.

In fact, it's not comfortable to be the originator of a public offering and plan to raise 750 million of billions of dollars in Groupon. According to the latest statistics, Groupon's U.S. traffic in the August-week period fell by nearly 50% in the peak period. While this data only counts network traffic, excluding traffic from mobile phones or applications, it is not good news for upcoming Groupon.

At the same time, the total flow of U.S. group purchase websites and group buying aggregation site fell by 25%. But Groupon's main competitor, LivingSocial, has risen 27% in the same week.

Domestic group buying busy "slimming"

At about the same time, domestic group buying sites are busy "slimming." A few days ago, Groupon's investment in China's Groupon site high friends involved in the job losses, August 21, some of the workers were the deputy lawyer Zhao occupation in micro-blog revealed that "the current number of people have been cut to exceed 400." "In this respect, Gao Peng did not make the relevant response."

In fact, not only high friends, previously reported that happy group purchase, handle nets, litters regiment and so have a corresponding "thin body" action. Some industry insiders believe that the group purchase site has been the news of layoffs, is the group buying industry experienced blind expansion began to squeeze bubbles. Some time in the future, or will enter the peak of layoffs, the range is likely to reach 10%~50%, some even more than this ratio.

According to a recent survey data show that the top ten of the current group buying site covers about 60% of group buying users. Analysts predict that at the end of this year, the number of national group buying sites will be maintained at the 3~5, most of the small and medium-sized group buying sites will be washed away during the winter period.

Innovation Factory Chairman and CEO of Kai-Fu Lee has said that the large-scale operation or become a real outlet for domestic group buying site, he believes that more than 5,000 local group buying sites in the future may be 99% will die, only four or five have reached the operating scale of the purchase site will eventually become the dominant market.

Will the electricity quotient bubble break?

In fact, the problem is not only the group purchase site, even the previous booming of the company's website is also facing a large-scale layoffs crisis. A few days ago, there are reports that the customer prudential products have also made a decision to lay off 5%, although for the layoffs, the guests did not give any explanation. It is understood that the current major e-commerce in China is difficult to achieve profitability. Jingdong Mall first to achieve profitability also need to wait until 2012. Already listed Dangdang, the second quarter of this year net loss of 4.4 million U.S. dollars, the year-on-year increase of 60%.

From the current point of view, most of the large and medium-sized E-commerce Web site still has "burning money" capital, but there are also electricity business site due to the broken capital flow forced to close. Middle of last month, Shenzhen Huaqiang North, a mobile phone-oriented medium-sized E-commerce website closed quietly. According to the Shenzhen E-commerce Industry Association data show that the registered operation of 3,700 E-commerce companies, last year, nearly 500 closed, accounting for 13.5% of the registered.

Some insiders pointed out that, from the beginning of last year, E-commerce has become the focus of the entire investment hot, there will inevitably be bubbles. However, the early bursting of the bubble will allow a group of potential competitors to be eliminated as soon as possible. For the strength of the electric business site, as well as the whole market is good.