It's time to reassess the market value of the rebate net.

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In recent days, in the electricity business, in addition to Ali listing news, the most high-profile is Japan's largest internet retailer Lotte 1 billion U.S. dollars to buy the largest rebate website Ebates news, this is enough to let the domestic market began to re-examine the market value of the rebate site.

Rakuten 1 billion dollar buys US biggest rebate website ebates industry releases good signal

Rebate website is very popular in the world, the business model is also very mature, Lotte 1 billion dollar acquisition Ebates is only the epitome of the market go hot. In China, the development of the rebate of the electric business site has been a controversy, some impostors fraud gangs playing the banner of rebate website illegal fund-raising users, rebate site is often hit. In addition, the rebate Web site, some small, limited revenue capacity of the site to set up a lot of return to the rules also frequent friction with consumers, many problems occur frequently, so that the industry began to return to the site of the query sound.

In fact, in the domestic rebate site, although encountered some setbacks, but still continue to develop, return to the net, return network, meter folding network has risen, become a popular electric dealer rebate website.

In the near future, almost the same time, rebate network and meter folding network has completed the B-round financing, respectively, financing 20 million U.S. dollars and 30 million U.S. dollars, which shows that the capital market for domestic rebate site is still confident of the development, now by Lotte 1 billion U.S. dollar acquisition ebates signal impact, Rebate Website Market will be the darling of capital market again.

The market value of domestic rebate net needs to be revalued

After a number of questioning after the sound, the domestic rebate market ushered in the United States to buy the largest return of the U.S. rebate Ebates news, this is also timely let us to understand the value of the rebate site in the market.

In fact, with the rapid development of the electricity market, the market scale of the rebate network is also getting bigger and larger, according to the domestic biggest rebate website to disclose the data, its turnover can be more than 20 billion yuan this year, commission income will be more than 1.2 billion yuan, than last year doubled 3 times times. Considerable revenue capacity is to do a good job of customer service base, with the larger scale, more and more users, rebate network in the 2B end of the bargaining power to improve, means that the rebate network has enough space to the 2C side to provide better service, such as rebate net rebate extraction without restrictions, small to 1 cents, on the ceiling, can be extracted at any time, This has undoubtedly provided the most convenience to consumers.

In short, in an environment where the size of the electricity market is growing, rebate network market size also increased, and in the scale of the upgrade to obtain a stable viability, which allows the rebate network to provide users with a better user experience, a better user experience behind is to attract more new users. After a long period of repression, rebate website is quietly out of the predicament.

In addition, with the online consumer gradually mature, electricity market norms increasingly perfect, some outlaws drilling market opportunities for loopholes are increasingly small, playing a return to the banner of fraud company's living space will be limited, this is a regular rebate site is also good news.

Alexa ranking rebate net than when, Shop No. 1th, only goods will

From the data point of view, rebate website is also thriving development, to return to the net as an example, compared to the past six months Alexa rankings, the return of the overall trend of the network, currently hovering around 500, while the industry is well known Dangdang, 1th stores, only products such as the Alexa rankings of the famous electric business enterprises appear downward trend, Dangdang from more than 1300 down to 2500 status, and recently rebounded to more than 1700 position, 1th stores, only the situation is similar, also hovering in the 1700 places up and down.

From the flow point of view, the return of the flow of the net value can still not be ignored, Dangdang, 1th stores, the only product will be more or less well-known electrical business enterprises will need to import a part of the rebate flow.

Sitting on the "Electricity quotient rebate" concept, in favor of the rebate network to attract more consumers, according to the publicity of the rebate network, the site has been established 8 years, currently has more than 50 million users, the daily independent visitors more than 3 million. Rebate Network return partners include the day Cat, Taobao, Beijing-east, Suning easy to buy, Ctrip, a shop, Amazon, the public comments on group buy, Poly-Mei excellent products, such as more than 400 e-commerce sites, as well as more than 4,000 well-known brand shops, this year only 8 months, the number of members from 20 million to 50 million, This is consistent with Alexa's ranking performance.

After a chaotic competition in the industry, rebate market also entered the oligopoly era, the flow of value, no matter where, at any time can not be ignored.

O2O Market has more opportunities than fashion guide

In the O2O market, the rebate network to the development of the line is a trend, after the completion of the B round of 20 million U.S. dollars financing, rebate network has O2O business as a period of time for the development of the center of gravity.

In the O2O market, compared to fashion shopping guide, rebate Shopping guide has a greater imagination space, beautiful said, Mushroom Street to fashion-oriented keynote, not very suitable to cut into the O2O field.

A fashion shopping business to traffic as the core, more is the catenary shop, relying on the flow advantage for the shop to bring sales, although some of the shop owner also has physical stores, but its net is for the broader domestic market, the geographical market of the limited number of consumers, it is difficult to really inspire the actual needs of O2O;

Secondly, the beautiful said that has supported the opening of the shop function, but beautiful said to do is platform, in the supply chain and after-sales service and other issues and offline, it is difficult to cut into the o2o of the actual problem, Ali before O2O strategy also encountered these problems, but Ali Rich, can invest in many offline retail shopping malls and their cooperation to explore O2O mode, At the same time, Ali's Alipay is also O2O into one of the ways, in addition, Ali also has the strength to push Amoy point, money acquisition of gold, these are beautiful said not to have, so said, beautiful said fashion guide website from O2O still very far.

Rebate NET to "rebate" of the keynote into the O2O market is relatively easy to many, whether online or offline, "rebate" has always attracted attention, every holiday, offline shopping malls "full x back X" Billboards often appear in the eyes of consumers, line under the "consistent" rebate activities, It provides the basic conditions for the development of O2O fusion between the two sides.

Previously, offline shopping malls within the full return of activities, more is returned to this mall vouchers, and finally hope that the coupons to drive the mall in other consumption. This self-sufficient rebate model, in the Internet age I am afraid will have to be rewritten, offline rebate than online user experience worse, under the market under the weak environment, offline shopping malls are also looking for net possible. Including Wanda, many of the offline large-scale shopping malls have sought net approach, but many small, medium and low-end shopping malls themselves have no net strength, so, if the Internet companies are willing to provide appropriate help, presumably will not refuse.

Recently, Wanda United Baidu, Tencent investment 5 billion of the joint venture O2O mode is the core of the integration system, and the integration is a form of rebate, have Wanda do market guidance, rebate site and other net strength of the offline shopping malls to cooperate more smoothly.

Imagine, consumers online can get the rebate directly to the offline mall consumption, and online access to the rebate can also be online consumption, which for the rebate site is truly promising. Of course, now is just a good idea, what the future will be the form, but also have to take a step to see a step, but the O2O market outbreak is a rebate site to obtain a higher market size of a rare opportunity.

Whether from market maturity, flow value, or O2O market opportunities, the market value of rebate net should be re-examined.

Wen/Wang Liyang

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