Only product: Women's tradition 10 billion

Overnight, the only product will become China's sixth-largest internet company.

In front of it is "TABLE", respectively, representing Tencent, Ali, Baidu, Millet and 360. Their market capitalisation or valuations are above 10 billion dollars. Now, only goods will briefly enter the 10 billion club, beyond Sina, NetEase, Ctrip, Youku and other traditional giants for many years of accumulation, as well as the upcoming listing of Beijing East. Only the founder of Shenya holding 23.6% shares, a net worth more than 2 billion U.S. dollars. If the Forbes rich List 1 days late, Shenya will jump a lot of rankings.

Only goods will be so affected by the capital market, the direct impact is Q4 earnings. Only the goods will Q4 net revenue of USD 651 million, up 117.3% from a year earlier, and a net profit of $25.4 million, up 300% from a year earlier.

These icy figures have failed to dispel the doubts.

Some people think that Ali and Jingdong the two electric merchants are on the way to the market, the capital market for the power of the business of the desire to release, only the goods will become the best choice for the release of the electricity business investment desire. has been depressed when in recent days also even Rose 4th, the rise of more than 50%, because it "again" profit. There are also some plots of the argument that the performance of the only product will be linked to the investor Sequoia Capital, the latter is the capital of the Bureau master.

I am quite optimistic about the only product. It's not because it's known as a flash-buy model, but because it's a traditional business in the female consumer market.

The only product will have 5.7 million quarters of active users, and is a female user, the number is still growing. It's important that women have the biggest consumer decision-making power in China where "men are going to be tough on themselves" to resonate. A survey shows that a Chinese family of 80% of consumption items by the wife decision-making. The essence of the Flash-purchase model is to stimulate the user's impulse buying desire through a limited discount. This pattern is grafted onto a woman who will have a chemical reaction, and only the product will prove it.

Take a look at Fab, an American flash-shop that has transformed from a gay community, selling independent designer creative products that last year valued at $1 billion trillion, making 10 billion dollar companies the long-term goal of its CEO, Borg. The ancestor of the flash-purchase model, only the original imitators, the French vente vente positioning in luxury flash purchase, sales, profitability and market capitalisation will be surpassed.

According to people close to the only goods meeting, only after the establishment of the Investment and Acquisition Department, the completion of the first beautiful battle is the holding Le Peak. Only products will be with the Lok Bee Network will serve more women more consumer demand. Le Bee network is not a flash mode, it is located in the cosmetics network purchase and buy. The only product will not have their own mode of the purchase of the model grafted to the Lok Bee network.

Now, however, the investment and acquisition direction of the products will even include smart hardware such as wearable devices.

According to reports, about 80% of the demand for online shopping comes from women, and 50% of the purchase demand for smart devices comes directly or indirectly from women. It will naturally hunt for more products that will serve its growing number of women, while at the same time consolidating the expansion of its own female consumer empire.

At this point, the only product will not be different from the Millet fan economy: a close contact with a user base, and then to this group loaded with increasingly rich business, more forms, more products. And only the fans of the product will be women, imagine the space is not less than millet enthusiasts.

This is one of the core competencies that I am optimistic about.

The story of the Flash shopping is not perfect. From the business model point of view, Flash purchase is a special group purchase, no Life service group so bulky, go more brisk, profitability is stronger. But flash-shopping is now facing the same fierce competition as the Hundred-Group war, it is likely to become tragic.

Beijing East has "Flash Regiment", the Cat has "brand special sale", when there is "tail goods sinks", China has a lot of vertical flash shopping sites. The category of the family is increasingly homogeneous, playing very tragic. Especially for the brand of competition, serious and then lead to lower commission ratio, bargaining power, driving the end of the flash purchase will be a misnomer.

The final result of the Flash-purchase battle will be the end of the group buying site.

Only goods will be more a traditional retailer. It has a completely different nature from Jingdong and Ali, and its management exclusively from consumer electronics or traditional retailing and logistics, and does not see jobs like CTO. The Electronic business site will be a natural extension of cloud computing and other services from it is very remote. Its essence is to the Austrian discount mall moved to the line, and the building, the passenger has, it can sell a variety of goods, in a variety of promotional forms, flash purchase is only one of them.

The traditional market is very dependent on brand manufacturer resources. At this point, the only product will have its geographical advantages: Guangzhou, China's largest clothing distribution center. However, look at another one is also located in Guangzhou, the service of female users of the electric business website, Dream Bazaar. Its core product is its own brand of women's underwear, the pattern and a bit like the van. Three years ago, like other vertical electric Network website, in the promotion of a lot of money, Guangzhou everywhere its outdoor advertising.

In the only product will grow at the same time, Dream Bazaar is dwarfed.

Because the essence of the only product will be, the electrical business "shell" packaging the traditional retail "nuclear". It does not need to open up new models to other electric-business sites. For example, the commercial advertising costs, Beijing and east continue to extend business account period, where customers packaging new brand money hit fame. The electric business model is now about equal to the mode of burning money. Cool customers, bitter business, big sellers laugh, small sellers cry, the user accounted for the cheap, investors money was put into a bottomless pit.

The model of the only product will have the beauty of traditional business, 10 billion, value.