Group buying chaos under all sentient beings: into the capital game to O2O and mobile end of the breakthrough

This is a market abandoned by capital and a potential market in a crisis. Group buying site mass extinction or transformation, the group buy industry watershed has entered the middle, from multifaceted to only two or three of the transition, everything seems to be a replay of the video industry. At present, whether it is the United States, the public comments group buy, litters Group, glutinous rice Mesh, handle or group F after the merger of High friends have consolidated group buying industry first camp status, is to become the final king of fierce competition.

Compared to last year, the first Camp group buy site gross profit margin significantly rebounded, in the margins will be profitable. However, the family still cannot and dare not change the status of burning money. Like martial arts masters, into the internal strength stalemate stage, wins the site to win the market, and eventually to the IPO, the enterprise of the failure of the transformation or was acquired, heavy because the merchant run and disappeared.

"I still stick to the idea that group 99% will perish." "Innovation Factory Chairman Kai-Fu Lee on Tencent technology." He thinks, now these 5 to 6 home purchase site All the possibility of success is not big, although we lose money has not paid much, but also not less, just because of these group purchase site before the financing of a lot of time will be longer than imagined.

In fact, still stay in the first camp group buying site behind have flashed the figure of capital. One investor pointed out that the Chinese market is very big, forcing the group buying website must raise the very big team, this makes the group purchase website must unceasingly Xianchan, buys the industry to become the big fund can play the game.

Tencent technology in the visit to each group of the process found in the site, is now in the eve of group buying change. The owner of the group purchase site to change the past high-profile, all bowed their heads, optimize the internal management process. The family became very cautious and did not expose their strategy lightly, but they all stared at each other. Group buying site is also changing its original form, quietly in the layout.

The O2O and the mobile end become the common choice for each other breakout. Wang Huiwen, vice president of the United States Group Network, said that the future group purchase to the United States Regiment value like Ali's business-to-business for Ali's value. Group purchase will become the U.S. Regiment cash flow pillar business, the expansion of the business as a basis. However, as Alibaba chairman Jack Ma said, today is very dark, tomorrow is very dark, the day after is light, most people died in the night before the dawn, the survival of the brave.

Buy "remaining fighters": Big money can play the game

From the beginning of the treasure net encounter survival dilemma, to handle the net outgoing founder Wu was elevated, and then to 24 of the founder and investment in the world broke out conflict, group buying industry's big defeat is accelerated staged. "Now there are not a few valuable group purchase sites, there are 35 of the remaining group purchase site can exist, the rest will surely die." "One of the handle investors, Milestone capital partner Chiliping, said in an interview with Tencent Technology.

Chiliping said, everyone vicious competition, should have lost profits are sold, resulting in the group buying market competition bloody. On the other hand, the group purchase site must have a large team, and long-term layout. But in the end, 99% group buying sites died, only 1% had a chance. Therefore, it is very important to live. And once through this stage, the market raises, the opponent pursues is not easy, because the entire brand, the market position, the team is difficult to be shaken. There must be one or two great companies in the future.

800 published September sales data (Tencent Science and Technology map)

According to the group buying navigation website Group 800 published statistical reports show that September domestic group purchase turnover of 1.86 billion yuan, of which, the United States, glutinous rice, the public comments on group buying, litters nets, handle, high-monthly sales of more than 200 million yuan, not only 6 together occupy about 80% of the share (not accounted for in Taobao gather cost-effective), More than the other family opened more than 100 million Yuan gap.

Industry shuffle will inevitably revolve around these several launches. Looking from the background, the United States behind the group of Alibaba, glutinous Rice stood behind everyone net, high friends behind is Groupon and Tencent, the public comment on the business to do support, behind the handle is a large number of investors.

Relatively weak is the litters regiment, but its CEO Xu Maodong not only tough, but also a strong investor.

Group buying industry reshuffle battle is imminent, privately under the sharpening. While busy layout, while cutting income and expenditure, although the loss margin are significantly reduced, are not easy to profit. American Group Network Vice President Wang Huiwen said, the United States Regiment on the one hand, business management and management skills; On the one hand, the technical team to do well, the United States Regiment as early as last year began to prepare for the winter.

It is noteworthy that in recent months, Wang Huiwen has been running various universities to recruit talent, to train product managers from college graduates. Wang Huiwen stressed that the U.S. Regiment is a technology company, to follow the Amazon. The United States to recruit talent of the move also sparked the attention of Kai-Fu Lee. Kai-Fu Lee said, the United States team constantly in and innovation factory Rob talent.

And the United States is not the same, high peer nets want to achieve the curve overtaking. High-Peer from the original high-peer network, F Group, QQ Group purchase business Three pieces of business merged into. According to Gao Peng, CEO Rynning revealed that the company recently received from Groupon and Tencent nearly 40 million U.S. dollars in financing, in the appropriate time to buy some of the appropriate size of the group purchase site. High-Net also set up a PM (partner Management) team, its main responsibility is to first go to the offline inspection business qualification, followed by the church business how to serve the online users.

Handle nets in the experience of the IPO sprint failure, the CFO left, the vitality of the big injury, now is a deep healing. Company COO Zhou Feng led the company low-key work, "and so we work well enough, I will say something, now the most important thing is to do a good job of internal management and work." "He said to Tencent Technology.

The lack of capital to support the litters Regiment. Recently, someone to the Tencent technology, litters Group has faced the capital pressure earlier this year, Litters Group CEO Xu Maodong once sought and handle and other group purchase site merger, due to handle changes, failed. Xu Maodong holds a litters group of up to 60% to 70% of the stake, its investors do not want to save.

However, litters Deputy president Wekingham publicly retorted: "I have never heard this argument, there is absolutely no such thing, how to integrate, who integrated?" "Wekingham to Tencent Technology said:" You know Xu is not the same as others, he himself is angel investors, there are so many enterprises, themselves are very rich, money is not a problem, and litters close to profitability. It's not a bad thing to have a lot of founders ' stakes. ”

How to buy a website is always a mystery. However, in the case of glutinous rice net, the loss is still obvious. Renren's second-quarter earnings showed a single quarterly revenue of 3.6 million U.S. dollars, with operating costs of $500,000 trillion, but spending as much as $10.4 million trillion, which means a single quarterly net loss of $7.3 million trillion for the sticky rice net, exceeding revenue of twice times. According to the United States group insiders said that although the monthly loss is lower than the same period last year 12 million, but the loss is still millions of.

One investor said, the biggest problem is that group buying sites need time, to have enough food, now many group buying sites have died, basically the 35, and then look back to see group buying, in fact, is a door easy to run difficult industry.