Year 16 billion sales, hotel group 70% share, three or four line city monopoly, the halo enveloped the United States in 2013 rushed to the peak of the group buying market. 2014, spirited the United States to start again, in the three or four-line city and comment on glutinous rice to fight the city, in the hotel industry and where to play Zujizhan, outside the selling industry and Amoy Point Hungry Mody, War is a battle.
Group Purchase, siege
Baidu mergers and acquisitions of glutinous rice, Tencent Investment reviews, group buying industry's second old have found a pro dad and godfather, immediately began to attack the United States Regiment. The market share of the US regiment rose from 33% to 53% in 2013, and as of September 2014, the market share of the United States is still hovering in 50% (to know the full, tick, handle, litters is basically hanging off the rhythm), in turn, Baidu glutinous rice from 7% up to 11%, reviews from 19% to 23%. Why is the market share of the US team slipping?
Before the United States Group is most proud of the three or four-line city, everyone's glutinous rice lack of traffic, short-sighted comments abandoned the three or four-line city, which also let the United States Regiment rapid "rural Siege City", in the three or four-line city to achieve the penetration rate, sales double first. Some cities have even achieved market coverage of 99.8%, sales accounted for more than 98%! Can be this year, glutinous rice to obtain the flow of Baidu, comments began to march into the three or four-line city, the United States Regiment's Shou-City war is very difficult to hit: After all, nearly 100% of the coverage is always to divert, the opponent's speed, once the pace of the United States Regiment's market share will
Why is it that the three or four-line city will be eaten away? Three or four-line city in the United States, the status of the group is extremely important, North Canton Group in the use of subsidies + underwriting + "0 gross margin" to resist glutinous rice reviews, while the three or four-line city of high gross margin is the United States Regiment of blood transfusion, Xi ' an and many other cities of the Maori even In the three or four-line city of the United States Regiment to the merchant high margin of cooperation, so that glutinous rice and comment on the opportunity, at the same time, because the United States Regiment "exclusive" mode of cooperation, so that opponents have the basis of the opposition--the United States you in the first-tier cities with subsidies and underwriting large customers, but in small cities to earn enough business profits, but also do not allow them to cooperate with others. The public relations war is protracted, unconsciously in the three or four-line city merchants also gradually fell to their opponents.
In fact, the United States Regiment can and Alibaba cooperation (one of the investors of the United States Group), but the United States Regiment wanted to do platform so did not and Ali deep cooperation. This choice is worthy of respect, but also let both sides farther and farther, the current life of the interface with Taobao are still handle and litters group, and no American regiment figure.
The total number of group buying market is rising rapidly, but the north is still being glutinous rice, comments occupy the initiative, the United States regiment several attacks have not worked; At the same time, the three or four-line city faced with the risk of encroachment, the United States Regiment seems to have no response; In the increase can not break, the stock is eaten, the United States Regiment's market share there is the possibility of a breakthrough? According to this trend, it is not impossible to fall below 50% at the end of 2014.
Hotel, deserted
70% Hotel Group Purchase market share + room distribution more than where to go--in the Economic hotel group buys, the United States Group A world famous. Where to go on the Nasdaq has never been so embarrassed, the office posted are "joint anti-American" poster, listed companies to fight the start-up companies? is also a great spectacle of the Internet.
The success of the group in the hotel category has two factors, the elite team, and standardized sales strategy. Canga Wei to the United States to create a dangerous division, the Grand Commissar Strategy has also created a strong cohesion, hotel BU's backbone of the Work day and night (the United States group in Shenzhen Hotel Department has 3 consecutive months to talk about the customer to the evening 11 o'clock, and then continue to go back to the office of the discussion tactics), it is the United States Regiment of people desperately let the
However, where to play is very simple and rough, two words-dig people! From Beijing, extended to south east China, where to the American regiment turned upside down, direct 3 times times monthly salary + high stakes + promise, a time of "Loyang", the United States headquarters of the Café is where the HR occupation, South China's cities and even the regional managers have run away, East China's Commissar are to go where direct high salary pry away, Even comments and glutinous Rice's hr are sigh "Where to go to do too TM fierce!" ”
and 7 days, such as the exclusive cooperation of the standardized hotel sales strategy, so that the United States regiment tasted sweetness, but also touched the ceiling. Last year Liang Jianzhang back to restructure Ctrip's wireless strategy, the traditional OTA giant began to extend its tentacles to travel agencies, holding the cattle began to dabble in the surrounding tour, the Priceline holding began to exert a foreign tour, unlimited divergence of the imagination of online tourism space. At this time the United States is still satisfied with the group of economic hotels to buy, other reservations, peripheral products such as no action, but the U.S. capital market is more in love with the Priceline model, the United States Group Hotel strategy ceiling increasingly prominent.
The opportunity for startups is to coherent the industry, not to fight the Giants. American Regiment a fight to wake up to where, Ctrip also glow youth, at the same time face two listed companies, deep mire of the United States can break?
Takeout, the smoke is everywhere
Last year, the annual meeting of the United States, the internal announced the highest priority of 2014 years-takeaway. By Wang Huiwen, Peng and other people led the United States to sell, the whole country up and down together, hoping to create a new American-style myth.
Unexpectedly, has been burning money O2O industry in 2014 suffered a capital fever, Amoy Point, Baidu takeout two giants simultaneously exerting force, home food exchange financing 50 million dollars, hungry mody this cock silk company not only financing 80 million U.S. dollars, but also from 15 cities to expand to 200 cities! The United States regiment would like to suddenly force out to sell, hit the opponent a surprise, who know several opponents at the same time, let the take-away industry reproduced a taxi O2O after the second subsidy Chaos War.
The results of multiple melee warfare have led to a sharp rise in the complexity of the business. Line hit the incident frequency, first the United States Regiment in east China Hungry, and then hungry to Chongqing and American regiment fight, both sides online under the continuous launch of PR war. At the same time, each other to unload the system and other events so that businesses at a loss, crazy rise in the subsidy behavior has greatly increased the operating costs, many consumers even joke "must balance the United States and hungry for the use of the frequency, to ensure that both sides will not die, so that there would always be subsidized
The result of the firefight? Hungry? Daily orders of more than 1 million, and the U.S. regiment is in the daily average of 100,000 single struggling, then hungry and successful financing of 300 million U.S. dollars (Hermitage Group financing Amount this year), it seems that the United States Regiment not only lost the first battle, but also to help the opponent speed up the market speed.
In fact, hungry for many years, the United States regiment short time to win very normal, long time can be dragged to death hungry mody. But the United States to change the past low-key to do products, deep operation, the characteristics of the outbreak of fast (cat's eye film is like this to kill the Geva Net Ticket network), but aloft high dozen, played a Baidu takeout, played a point of the national strategy, played a good food exchange of the D round of financing, and even played a hungry mody of the listing dream. Quietly into the village, shooting the Don't, this should be the rhythm of the start-up company, or, billions of U.S. dollars valuation of the United States no longer want to keep the pace of start-up companies?
Commercial WiFi, struggling
The United States regiment has been adhering to the "use of technology to enhance efficiency" concept, which is the core factor in group buying Deus, in the handle litters burning money offensive, the United States to pay attention to the background, focus on CRM, focus on products, finally smiled to the last. That is why I was extremely optimistic when the US group launched the "Business WiFi" program. With the United States to the business of the CRM system, the user's mobile phone app, marketing solutions, the U.S. mission of commercial WiFi from the data analysis, precision marketing, real-time transactions play a huge role, its role may not be more than Alipay to the role of Ali.
But still, the United States held high fighting strategy once again failed. Since last year began to publicize this concept, the United States Group of WiFi products Enge, team building a drag and drop, cooperation model hesitates, the overall plan to now heard. Where did the American regiment go?
However, "still familiar taste", the US group's move to commercial WiFi has also benefited rivals, with the country's largest commercial WiFi provider, "Wiwide", speeding up the nationwide layout, from the original coverage of national airports, railway stations, to later cafes, restaurants, and large commercial squares and stores, With all the fire, Michael has covered all corners of the country. Since its inception in 07, Andy's CEO has been known to be cautious, facing the threat of the United States, first smoothly close the B-round millet, said recently also in the active operation of billion-dollar C-round financing. Once the capital has no worries, the advantages of Andy's market share and products will make the US group's WiFi program more difficult.
For the He Mei group will be four embattled?
First, the U.S. regiment's advantage is not capital or flow, but the pursuit of products, as well as the fast and accurate pragmatic style, this is the trump card invincible. Last year's victory may come too fast too violent, let the United States Regiment no longer plowing, but high fight, leading to the United States regiment in various fronts frequently shot, but repeatedly frustrated.
Second, the winter of the group to survive the American regiment, should be a high morale army. However, the turbulence of management, the internal promotion mechanism and the imperfect welfare system lead to the gradual loss of team cohesion. Executives airborne, the middle of the exodus, the elite's loss to the opponents benefit, let the United States Group.
Third, the lack of an open mind, the desire to do platform. Wang is the internet industry's wonderful Montana, the United States Regiment is to let him stand on the top of the Huashan mountain. However, the heart has always been the platform dream, so that the United States regiment a lot of action is no longer the most preferred, such as Ctrip, where to go, the relationship between Ali to deal with defects. Inner pride is a double-edged sword, which may lead to the side of conceit.
Four, not to the start-up company to leave behind, the entrepreneur revolt. Of course, the United States to do business do not have to consider the feelings of start-up companies, but aggressive speech and play, but will be hungry, home food will, Michael Andy such a start-up company dozen chicken blood, send opponents financing or even listed, and this is not the original intention of the United States Regiment.
2013 is the United States regiment to the peak of the year, 2014 is the United States Regiment all-out War of a year, 2015 of the United States can continue the legend of the group? Multi-line War of the United States, may need more is open strategy, pragmatic tactics, otherwise overlord myth behind, hidden is embattled.