The American group is all beer and skittles, independent app fruition

Absrtact: 8,000 employees, 300 open station cities, 500,000 cooperative merchants, 4 billion month turnover, around the United States and the network of data every day in the refresh, CEO Wang every day in the face of these huge data troubles. In the near future, Wang with the challenges behind this series of figures,

"8,000 employees, 300 open station cities, 500,000 cooperative merchants, 4 billion months turnover", around the United States and the network of data every day in the refresh, CEO Wang every day in the face of these huge data problems.

Recently, Wang with this series of figures behind the challenge, to Shanghai to visit the Chairman Huangminggao end. During the dinner, Huangminggao evaluation of the United States Regiment, "relatively large run hair, your company is small, the number of too few, the problem is not significant."

This evaluation of Wang caused a strong impact, he realized, "all the problems are from different angles of view, whether it is thousands of people compared to dozens of people, or thousands of people with big run hair of a hundred thousand of people?" "For the United States," indulge forward "far from the end of the country-600 million smartphone users nationwide, the United States Regiment covers only one-sixth; the rare" remnant "of the group buying industry is trying to expand its services to people's lives.

In January this year, Wang, in an interview with the 21st century Economic report, hinted that the pure sense of the group buying business has become the United States group "behind the base", the Han group buy is intended to move the trend of the internet gradually evolved, the United States Regiment of the real jungle is connected with the individual merchants and individuals, to provide users with "eating and drinking electricity business services." Undoubtedly, this means managing a larger team depth into more service areas and gaining sufficient capital support.

Beer and Skittles, independent app fruition

"The overall strategy of the U.S. regiment is to do a large platform for beer and skittles, in an app to achieve complete demand." If the user has more depth in the area of the demand, we again in the account through the foundation, to do the independent app "," "after group buying" stage, Wang for the United States to find another accurate positioning of the footnote: "Connecting people and merchants to form a closed loop can be traced, the former placed under the line of the trading link gradually transferred to the line; online payment, Offline Consumer Experience O2O trading is the core of our entire industry. ”

What industry is the most suitable landing point for O2O? "Generally speaking, the higher the degree of it, the easier it is to do it, or the more complete the O2O, Wang points out, the film industry happens to be a model in line with O2O standards: regulatory requirements to promote the hospital line constantly improve the ticketing system, so that the film industry in advance to achieve it.

If only to do group buying business, the United States do not need to fully access the system of the cinema, but the follow-up problem is usually, hand-buy ticket consumers in the hot play a difficult to find. And "Cat's Eye movie" To solve the video consumption pain point. Through the full embedding of the ticketing system, users can learn about the real-time scheduling and seating of the movie in the "Cat's Eye movie" Independent mobile application, the online ticketing, the choice of seats to pay one-stop completion.

"This is our first" cat's eye movie "Important reason, in the final analysis is not the film industry's largest, but because it is the fastest it. As of August 2014, the U.S. group film sales occupy the national film total box-office nearly 20%, has become the largest online ticketing platform. In the "Transformers 4", "after the term" and other movies sales, the proportion of more than 30%.

Relative to the cat's eye movie, The rise of the hotel business is like an accident. According to the "China Life Service O2O Market Special Report 2014" Statistics, the first half of this year, group purchase Market hotel room turnover of 3 billion, an increase of 142%, the United States Regiment to 75% occupy an absolute advantage over the Baidu glutinous rice 13% and the public comment on 9%.

In another monitoring from the team consulting, the United States Group in July, the total number of hotel deals more than where the net, ranked first. Over the same period, there are OTA veteran art Dragon-—— the second quarter of this year, the United States to become the second most of the next Ctrip hotel booking platform. Art Dragon CEO Cui in an interview confessed to face the pressure of the United States Regiment.

Unlike the traditional OTA to pay mode, the United States to follow the group purchase prepaid mode, so that all the account first through the platform. But the core of the hotel business growth is still supply and flow. "In the final analysis is the simplest and most basic thing, B-side has the most hotels, the best price, C-end there is no more active users," Wang said, the user is the United States group to enlarge the root of the hotel, and the United States Regiment for the consumption of fresh forces to provide more than 100,000

However, the momentum of the United States Group Hotel has a broader space. Wang bluntly, the United States Group Hotel Reservations Limited to the economic level, in Ctrip is good at the Advanced hotel areas have not yet involved. "There is a lot of room for improvement in the hotel market." The hotel is a very large market, three hundred thousand or four hundred thousand hotels nationwide, there are many not with the Internet. The Internet's competition is never to grab the things that are already in the hands of opponents, but to occupy the most important incremental market. "Wang said.

If the volume of incremental market, catering has a size of 3 trillion, occupy a large proportion of the tertiary industry, more than half of the United States Group share, so the real big cake from catering. But Wang's pace here is quite cautious, the reason is that the rate of online food is far less than the film industry and the hotel industry. In the form of group buying into the catering three years later, the United States to launch an independent takeaway business. Together with the Wang 10 years of Wang Huiwen, determined to eat out of the most hard bones.

"Different industries, different regions, the process of O2O, closed-loop complete degree is not the same." But in general they are quick. Businesses will pay more attention to the Internet, more and more attention to the United States group. Wang with confidence.

Financing March: Going public for a rainy day

"American Regiment once, the United States once", this May, the U.S. Regiment local service slogan from all kinds of offline advertising channels, swept the eyes of consumers. The establishment of the first large-scale online promotion in four years behind, is since the media spread of the 300 million U.S. dollar financing news.

In fact, looking at the hot money surging of the Internet industry, the United States Group financing is far from the frequent. As early as the United States Regiment officially online "First year of group purchase" 2010, the competitor handles the net to obtain three times a total of 166 million dollars of financing, and the United States Regiment only hold the Sequoia capital of 10 million dollars of a round of funds, into the thousands of battle.

July 2011, the United States to complete the second round of financing, Alibaba and Sequoia Capital, such as the injection of 50 million of billions of dollars. That year's financing scene, Wang a 61,922,122 dollar balance of the bill, in the industry before the onset of winter, bright out of the healthy cash flow.

Next, the U.S. regiment in the capital level quiet for nearly three years. It was not until May this year that financing news came out. So far, the United States has not confirmed in public the exact amount of this round of financing. Wang's response to the 21st century Economic report was "up to 20%". Although the account balance has not been publicly displayed, Wang told reporters in a similar tone: "The money lying on the account is not moving." ”

According to reports, the second half of 2013, the United States Regiment opened the door of the C round financing, formal contact with PE institutions. The final definitive ga,general is the Pan-Atlantic Capital Group (Atlantic), the original shareholder of Sequoia Capital and Alibaba.

According to the 2014 rankings of the London PE International Journal (pei,private Equity Analysys), the Pan-Atlantic Capital Group ranks seventh in the world's more than 300 PE institutions, managing about 17 billion dollars of funds, but rarely in the media.

1980, GA by the mysterious billionaire Charles F. F. Fini (Charles F.) Feeny) established. Wang is more willing to share the story of "investor Chuck" than the fundraising experience. Mr Fini has founded the global duty-free shop DFS, and the bigger achievement is the creation of a 8 billion-dollar "Atlantic Charitable Foundation". "Chuck may be one of the most donated people in the United States, but a hermit philanthropist who is deliberately anonymous. He does not want to make the name easy to identify. "Wang so described.

In most years, GA's investment case was controlled in single-digit digits. In 10 years, the listed Chinese enterprises have Alibaba, search room, thousand oak interaction, Lenovo, digital China, sip and so on, as well as the beginning of this article, the big run hair. 2014, GA bets two Chinese internet companies, one is the United States, the other is the United States and excellent products.

Wang this round of financing as a "rainy day", the subjective factor is the company's endogenous demand for expansion, the objective environment is the Life service O2O field to win the Battle of the Thousand regiments of the "burning money competition." "Like drops and fast, as never before," Wang said, "We also need to be prepared, and the best way to raise money is when you don't need it urgently."

In addition to the offline promotion and the expansion of the push, this money will be the United States to go to where the group? Mergers and acquisitions are an easy way to think, but Wang seem cautious. So far, he has only two small mergers and acquisitions, mainly for the integrated team. By contrast, his opponents are more active: After the Tencent injection, the public comments from the point of view of the integration of the industrial chain, with other investors to spend 80 million of dollars of shares in the foreign sales site "Hungry", and to 50 million yuan to invest in the application of "Big Mouth".

For the public to comment on the listing process that has been launched and the integration of Yelp, Groupon, Opentable, Tripadvisor, GrubHub, the story of the script, Wang evaluation is, "the story is not to talk about the better, everyone on the market also talked about a facebook+ The story of LinkedIn. But reviews are the opponents we respect, they have a good accumulation before.

And Wang's plan is like, "The US group wants to go on the market separately, but there is no definite timetable." We do not consider the acquisition, which has not changed since the founding of the United States. "he said.