Absrtact: Now do O2O martial arts. Were you hungry a while ago? will hit the incident po on his own public number, the United States and the group of foreign sales and they rob the market armed conflict is not the first time. Martial Arts in the field of taxi is also useful, today in Shanghai in the name of the car arrested 8 car drivers
Now do O2O martial arts.
Were you hungry a while ago? will hit the incident po on his own public number, the United States and the group of foreign sales and they rob the market armed conflict is not the first time. Martial Arts in the field of taxi is also useful, today in Shanghai, "black Car" in the name of the arrested 8 car drivers, during which police intervened. There are OTA, especially cruise products, frantically Rob single, brush single, from the violence is not far from the incident.
Words under rewarded must have Yong Fu, push personnel use rope to seize market share is also money piled up. In order to rob the market, blockbuster subsidies appear frequently. The day before yesterday, taxi driver jealousy said, fast to the driver a single 120 Yuan peak guarantee subsidy, there is a double subsidy, 50 yuan within the user dozen how much to fill, 6 more than 100 yuan subsidy. At this peak period, drivers will have a 120+50+15=185 income of $50 a single. Recently also appeared super cheap luxury cruise, 5, 6 days South Korea travel more than 1000 yuan, on average down two hundred or three hundred yuan a day, than living like home also cheaper, but this is not the tail, to sell the single quantity is very large. In order to rob the high-end restaurant resources in the first tier city, according to rumors of a high underwriting, such as small FAI hot pot 60 million, 14 million signed very happy to meet you, in Beijing 15 million signed South Beauty, a tens of millions of dozen money (the above figures are not verified), but the sales order and other similar, Hundreds of single thousands of single more common, even if by a single 500 yuan calculation, which is millions of. If the data is true, the American regiment will have to pay its own big head. Takeout is also the same, a meal 15, subsidies 7, 8 yuan, users can spend some money to eat.
2014 Q4, merchants and users are the happiest, a group of people stupid money O2O just so fell from the sky. Of course, the user is the benefits, Christmas, my 1th car has been 25 yuan subsidy, heard that others are 30, 40, and a small partner got 100. Merchants got millions underwriting money, only to provide 10% of the service, white money, very good.
But the question is, why did the Q4 burn money in 2014 and why was it so fierce?
1, of course, they still want market share. O2O industry scale effect is the most important, so it is the most common strategy to take money out of market share.
2. Capital is also encouraging them. The money of course distressed, but do not hit the money finally hair is not.
3, the particularity of the 2014 Q4 is that the O2O industry has always been in high fever, but we all foresee that the capital will soon enter the winter period. Before winter comes, eat a fat man, and when you starve, you can live two days more than your opponent. Lucky to become the last "left", no one to rob with me.
4, the winter will come, only the eldest brother can get the best treatment, take super high financing, second treatment is very general, old more no one to see. So if you want to raise money, you have to pay for it.
5, O2O has been hot for some time, a lot of high financing has been taken, there must be a lot of gambling agreement. By the end of the year, the results were paid. When the market is flourishing, the capital will be tolerant, the performance almost don't care, give you some time to practice the internal strength; In this situation, the capital will be more stringent, can not reach the requirements, the company's control is gone.
Look, these reasons are related to market share, performance, capital of these keywords. With the user experience, the content of these words are also separated by a small layer, so the radish quickly do not wash mud, in addition to money, the user's real needs are sometimes ignored. Of course, we still attach great importance to the user experience, such as the fast subsidy, that is, in the rush hour is particularly much, with real money to stimulate the driver out of the car, so that users can hit the vehicle. The question is whether the market share that has been smashed will continue when subsidies stop.
If the money is broken out of the market can not be retained, thirst things are very dangerous. According to the measurement of the staff, the United States regiment nearly million employees monthly salary is close to 400 million, I also heard that many of the three or four-line city to push people to fight a month, 1, 20,000 is very common, to know where 3000 to 4000 can live well, so in order to rob a single fight too normal. The rest of the subsidy, operating costs can not be accurately estimated, but should also be in billion. The cash pressure should be very large, so a few days ago, the United States to obtain 700 million U.S. dollars financing, after the matter was denied. And I reckon they are really financing and should be able to make it soon. 700 million dollars is at least the amount of money the United States wants, and the final result is how we wait.
Also, the use of sky-high subsidies should be careful to hurt the kidneys. O2O and merchants are generally the month knot, there is more time, but the user group buy, taxi money, buy tourism products are immediately paid. The platform is big, the account period of course can be used to burn money, but burn too many capital chain break Cuikulaxiu pour. A few days ago in Shanghai, there had been a car driver's salary incident, the vehicle pulling the banner to the Shanghai office. The driver complained that, at first, it was promised to settle on time, and gradually the settlement cycle grew longer, and now he hasn't got the money for months. After the Ministry of Transport has been more tolerant of taxi, the Shanghai government has shot, there may be some causal relationship between the two events.
Finally, let me say something about my recent thinking. Everyone wants to do the pig in the Tuyere, now obviously the wind is not far back. Can anyone ever jump into the air before the wind stops and make a great company? It seems that this is still a path that has not been proved, if it is good, the practice is worth learning. I really want you to tell me.