Mass Comment vs American Regiment: The battle between pattern and momentum

Pugo in the past some time to reduce the concern for life services, began to study more retail O2O; recently went to Shanghai to participate in http://www.aliyun.com/zixun/aggregation/7660.html "> Tencent's activities, By the way to the public to comment on the headquarters visit, get the excuse to write a few words on the life service O2O views. This simple comparison of the general public comments and the United States Regiment, counted as two of the scramble for entertainment.

Before Pugo separately wrote "10 years old public comments, 10 unresolved issues" and "group buy" The remaining "American network of the five embarrassed" two articles, to two companies have been criticized, but from the bottom of my heart, Pugo very appreciate two companies, in the media interviews are also most of the two companies hold positive voice. Public comments deep local life service field, for the overall development of the industry has made great contributions; from the mode, the public comment also obviously can more impress the capital market. And the young American network, with rapid development, began to be more powerful in the momentum. Interestingly, there are a lot of people within the two companies looking forward to the merger, but even if the fate of both parties is likely to have no share in this life.

Contributions of the public comments

Public comment The one thing that is proud of is that it was founded earlier than the US counterpart Yelp, which is particularly valuable in the context of the Internet Consumer-to-consumer. Before the public reviews, the information about life services on the Internet is very scarce, and the information quality is poor. Public comments after the establishment of a long period of time and did not find a suitable commercial road, but the emergence of the public comments, one is to make life services, especially food and beverage information is effectively accumulated, the second is to the offline merchants did the foundation of the Internet Enlightenment, for the subsequent development of the industry laid a foundation

Group buying in China, the group purchase site in the search for cooperative merchants are directly to the public comment on the screening, the reputation of the merchant also mostly cite the rating and evaluation of the public comments. Mobile internet After the rise of a group of food search applications such as God Shake is also used by the public comments on the original data, la carte applications such as tomatoes quickly also mostly use the basic data of the public reviews. It can be said, "more than 28 million reviews, the number of merchants included more than 6 million, covering more than 2,300 cities nationwide" (2013q3 data) has become a decade of Chinese life Service industry common wealth.

Mode on the public comment on the advantage

In contrast to the public comments and the United States, although the two have a common business (such as the current group purchase, future bookings and take-away), but from the model is still relatively large differences. The public comments on the basis of information, after a decade of development has gradually become the decision-making entrance of life consumption; The United States Group from the beginning is a transaction, can be understood as the life of the service industry. From the perspective of the upstream and downstream, the public reviews are upriver, the U.S. regiment is downstream. At present, the public comments with the upstream advantage, and strive to use group buying, booking intercept traffic, and the United States Group is also speeding up the accumulation of business and comment information, and strive to become the upstream decision-making entrance.

Group buying, booking, takeout and other products, the public comments and the United States will have the group; but even so, when it comes to looking at two of companies in the capital market, it's easy to compare them to Yelp, and the US group is definitely Groupon. From now on, Yelp's comment model has gained more recognition from the capital markets, and Groupon is still wandering in the mire. Public comments, Yelp's comments on the model occupies a certain advantage; the difference is that the public comments on the transformation of business transactions are more self-made, the determination of the platform is not big enough.

The US regiment is more prosperous

The development of ten years let it establish the status and the threshold in the Life service field, but the American regiment net this rising star has gradually occupied the initiative in the momentum. Since the establishment of the United States network in the volume of transactions to maintain the growth rate of 300%, through public publicity to the outside world to produce an overwhelming impression. Comparatively speaking, the general public reviews the original coupon business shrinking, while the group buying business is fast growing, but the pace of urban expansion has been slow to lose the two or three-line city market opportunities; When the United States to implement the "rural siege City" strategy when the public comments on the response appears to be a bit powerless.

Pugo and the public comments and the United States a lot of staff contact, the public comments on the staff of literary and artistic petty bourgeoisie, the United States Regiment staff more vigorous. Two enterprises of different cultures, the public comments belong to harmony, lack of passion to fight chicken blood, the United States Regiment is more energetic, to success or failure of the hero. The public reviews headquarters in Shanghai, the struggle atmosphere is weaker, heard that the public reviews the high-level has begun to publicize the wolf sex culture, tries to arouse the staff's entrepreneurial enthusiasm; the headquarters of the United States, Beijing, more sense of crisis, has been in sight of the two buildings, quickly to the direction of large companies.

Merger or not destined to be

Public comments and the United States Group of the conflict has gradually become public, including the front of the mass reviews to enter the two or three-line city to the United States to set off the public relations station, the United States network in order to seize market share in the first market to start the price war. Although the competition of two companies is in full swing, many employees of the two sides have expected to end the competition by merging. "Business value" in the author's reference, July 2013 public comments CEO Zhang and the United States Mission Network CEO Wang had a long time of conspiracy, and pointed out that the public comments, the advantages of the United States Group is no longer in group buying this is already very "hard" field for the market to kill the marching, and the combination will be a 1 1 >2 's choice is likely to become another pole of China's Internet bat trio. Mergers are not impossible, and the key question is who will dominate the merger.

To the public comments ten years of work, it is impossible to commit the United States Regiment network, to the United States network of the arrogant, also can not be subject to the public comments. Insist on independent listing, is the first choice of two enterprises. The culture of two enterprises is very different, although the business has a certain complementarity, but really want to integrate, the effect must be 1 1<2; and, two companies behind the investors too complex, the United States Regiment has more than 10% of the shares belong to Ali's strategic investment, Ali may not want to see the United States and the general public comment on the merger, In the field of life service O2O the challenge to Ali. For the public comments behind the investors, even if the shot, the public comments sold to the Giants (such as Baidu) than and the United States to ensure that the merger more guaranteed return. <>

Of course, even if the public comments and the United States do not merge, two companies are fully capable of independence, self-reliance. In fact, two companies are in the preparation of independent listing, from the current situation in the capital market, even 58 with the city can be on (well, Pugo to 58 is not optimistic), the public comments and the United States Group has no reason not to be recognized by the capital market.

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