However, throughout 2014 of the catering O2O market, although the big moves, but overall it seems to be the cultivation of internal strength, the layout of the market one year. In the 2014 sharpening preparation, 2015 will Be Blood spatter.
2014 Dining O2O presents what characteristics, 2015 will be how to develop, let us make a general analysis and prospects.
A big shot?
Although BAT is always at the center of Media and public attention, its performance in the field of catering O2O is not "giant", which makes people feel that offline market is really not the strength of integrated platform Internet companies. Baidu to buy glutinous Rice Regiment, and in April to test the water take-away market, to map for the bearer of the occupation of the entrance. However, the use of maps as the center of the scene and the payment experience and other issues, have hindered the diversion of the attempt. In fact, in addition to Beijing, Baidu in other cities outside the amount of sales. and carrying the O2O of Alibaba, the important task of Amoy point, although the volume of outside sales occupy the first three seats, but its basic abandon to the shop ordering function, can be regarded as Amoy point in the catering O2O this market walk is not smooth symbol, also shows that its grasp at the merchant side is not strong. But the backdrop of its giants remains to be reckoned with. It is often said that Ali does not understand the offline business, in fact, not necessarily. It seems to me that this is a matter of concentration or not, just as Ali Business-to-business is a comprehensive platform that is more or less at the expense of vertical professional degrees.
And Tencent seems to have a clearer understanding of their own, products and technology has always been its strength, through and the public comment on the cooperation to achieve its "link to people and services" purposes, and finally online under the market to occupy a place, but not enough in 2014 to show it.
Of course, BAT has plenty of money, and it is entirely possible to get the market in the form of capital. Ali can take a stake in the United States, Tencent can and comment on cooperation, who is catering O2O field of giants, or who will become the fourth largest Internet company after bat, only to see the end we can know, and 2015 is the key year.
Second, the take-away crazy
2014, the food and beverage o2o field to hear the most is probably the financing message of the takeaway platform.
• May, the public comments 80 million investment takeaway website hungry?
• The same month, the United States to complete the group of 300 million U.S. dollars in the C round financing;
• September, easy to Amoy food B round financing 20 million dollars;
* The same month, home food will be completed D round 50 million U.S. dollars financing;
• November, rumors of hunger or 300 million of dollars
* Same month, hungry? Order volume exceeded 1 million in takeout day, becoming the first place in takeout
* Just in the month of 27th, the United States to sell the announcement of the day orders broken 1.2 million, ranked first
• Recent rumours that the US group is expected to finance 700 million of dollars. Not true or false first, but at least it shows the heat of the take-away market.
From the Amoy point focus on the take-away market, to the United States, Baidu Test water takeaway, as well as the public comment on the strategy of investment hungry, on the one hand, we all saw the foreign sales as an increase in the market's strong potential, the estimated takeaway in 2015 will break 100 billion, to 2017 will have 1.7 trillion of the market capacity. In the 2014, the battlefield, all the heroes of the Rapid Horse Rodeo, followed by a number of negative effects, such as the sale of black-hearted workshops, unlicensed operation and so on. But this is the pain of the process, so 2014 is the need to practice the strength of the year. And 2015, with Hungry founder Zhang Xuhao said will be the decision to sell the pattern of the year.
On the other hand, the food industry O2O Road difficult: We have chosen to sell this "relatively easy" to walk the road of food O2O, the model is still in the follow Taobao commodity market model. And those who do not sell the main Orthodox catering industry, their information is still struggling.
Third, from light to heavy
Pure platform type of light mode, has been increasingly unable to meet the needs of industry development. O2O is not only the reverse, but also pay attention to the offline market service capabilities, so as to better grasp the merchants and consumers. 2014, including hungry, point me, home food, Baidu, such as outside the sale of O2O, are beginning to build a logistics distribution team. Even if not self-built logistics, like the United States and the sale of the group, will also be with the local delivery team to establish a deep relationship of cooperation.
The phenomenon of the black workshop in the takeout industry also urges the service providers to have better audit management to the catering services quality, and also exposes the deficiency of the light mode of the pure platform.
With the catering O2O mode of more and more mature, homogenization more and more serious, from light to heavy development path just can let more capable catering O2O service providers to establish technical barriers. In addition to logistics, catering businesses themselves and information technology has become the next major development direction. When hungry, Amoy Point, the public comments, the United States and other groups divided their own sphere of influence, service plowing will be more and more important.
Iv. Back-end management highlights
Catering O2O service Providers, are aware that the management of the merchant side is very important, such as the restaurant cashier management, write-off and other issues. But these problems have been "kept secret", exposing the current service providers in this area of the short board. This is the most technical content, the model is very heavy, representing the catering industry information level of an important link, in 2014 several events were pushed to the front desk.
2014, the public comment on the Shanglong, Ishikawa and Dark Horse Three do the restaurant ERP software and hardware company. At the same time, Alibaba acquired the same cash register management of the Stone software. It is a sign that the big crocodiles are starting to use a more forceful hand to lay out the catering merchant side. In contrast, the bustling competition in the take-away market instead appears a little "superficial": when the United States Group is still in the layout of the consumer market, Ali and reviews and other giants have been in the layout of the merchant market. Takeout is buzzing in the consumer market, but the traditional catering industry seems indifferent. The management of catering terminals touches the hearts of these traditional catering practitioners.
September Hangzhou Youth Times, an article called "Hangzhou appearance o2o restaurant, ordering meal without waiter," caused the food industry and the media concern. A few days later, China News Network and other media rushed to report the matter, "good" reporter to extend this to an industry problem, similar to the "Smart restaurant with mobile phone order, how many people will be unemployed?" articles. But catering operators seem to see the dawn, because it touches on a big problem in the catering industry: under the situation of the slow growth of the catering business, how to save the cost of operating the problem. The technology provider for the Smart restaurant, the two-dimensional fire cashier, has also been pushed from behind the scenes to the front desk. And days Shanglong, Ishikawa and other enterprises, it is similar to solve the problem of restaurant management service providers. Shortly thereafter, Shanglong also introduced the concept of cloud restaurant in recent days.
Food and beverage O2O process, in fact, catering industry is a process of informatization. The front stage of O2O only solves the problem of moving some basic information about the restaurant into the Internet, such as menu, evaluation, etc., which is far from enough. And 2014 years after the restaurant's entire business management, will be through the terminal intelligent hardware and software equipment began to realize information. such as restaurant ordering data, member management, invoicing and so on. A simple example is one day you go to the restaurant with a cell phone to order food, you can see a dish was ordered how many back and so interesting applications, behind it is more and more information more and more thorough reasons.
The battle for the back-end management of catering businesses will be highlighted in 2015, bringing dining O2O into the next era: the Big Data age.
Five, small and beautiful
In terms of the overall Internet environment, lines and lines are slowly blurring and merging. Nowadays, it is very popular to buy movie tickets from the internet, even when we watch TV, we are getting used to getting content through the Internet. Micro-BO Micro-letter allows people to master the basic online marketing skills, know how to use the Internet to launch the marketing of catering workers are more and more. Many restaurant entrepreneurs themselves come from the internet industry, or not the Internet has no matter, because these are all in the Internet environment grew up. At least from the marketing point of view, what is online what is the offline has been silly to know. Call a duck, call a chicken, Master XI, Fu New Dong, Huang Taigi, etc. all use the Internet's thinking or some advantage to run their own.
These small and beautiful catering enterprises, young and energetic, know how to attract eyeballs through the Internet, but also to let their products or enterprises into the Internet model, such as the use of the way to save store costs, with micro-signal to order, with Alipay payment and so on. Category of vertical, brand personalization, coupled with the Internet era line under the online marketing model, so that small and beautiful food and beverage enterprises quickly developed.
Small and beautiful does not mean small size, but refers to the category more professional, or target user groups more focused precision, more brand positioning. Even more entrepreneurial personality characteristics. Compared with Japan, Taiwan's catering industry, the domestic restaurant is obviously lack of personalized small and beautiful characteristics. These are the factors that have grown up in the free and open environment of the Internet.
2015 will be more like a duck like the birth of a personalized takeaway, there will be more like the people of Hunan, such as the birth of Internet restaurants. And those old catering big enterprises, they have to "small and beautiful" to the fine farming brand. For example, the grandmother's family continued to launch the "Do It" "perch" and so on new brand theme restaurant, to adapt to the needs of young people, at the same time into the micro-letter payment, using the comments network analysis of user needs and promotion and so on the characteristics of the internet age.
2014 Catering O2O of these five phenomena or characteristics, let us believe that the 2015 will be more brutal competition will be more exciting. With the public comment Network CEO Zhang said: "O2o very much like 4 years ago, the electric dealer, scramble for horse Rodeo, grab new users." 2015 will be an important node, how the market cake really divides, is likely to be determined in this year. ”
Pay treasure "Flower Bai" Pk Jing Dong "white": A Chop Hand party's War of Liberation
Source: Tiger Smelling net Author: Tiger Sniff 2014-12-29 17:38:44 industry: Electronic Payment
Guide: The same is the consumption of credit, why pay treasure "Flower Bai" than Jingdong "white" "white" late out of nearly 10 months? Both PK behind the user's contention, "Chop hand Party" really will buy?
Chop hands party. jpg
December 29 News, Ant Micro-loan in the payment treasure quietly online a credit consumption service-"Flower Bai", the service support users in Taobao, cat consumption, confirmed receipt of the month before 10th before the repayment of the amount of consumption according to the user network to buy a comprehensive decision, ranging from thousands of to 30,000 yuan.
At present, the function is in the grayscale testing phase, that is, some active users can apply for trial. The amount of the release in the trial run period is generally not more than 5000 yuan.
According to the introduction, "Flower Bai" to provide the credit limit to support Taobao, cat consumption, when the user confirmed receipt of the next month 10th before the repayment can be. The consumption quota is based on the user's online purchasing synthesis, which is determined by the Ant micro-loan and given the corresponding amount. "Flower Bai" can be associated with account balances, debit cards, balance treasure automatic repayment, if overdue will be charged five out of 10,000 per day overdue fees.
Also is the credit consumption, why pay treasure "Flower Bai" than Jingdong "white" "white" late out of nearly 10 months?
February 15, "Beijing-East White Stripes," the official external test, mainly for some of the Beijing-East qualification of the member, support 3-24 installments, providing a maximum of 30 days of interest-free period. By October, Jing-dong also launched the "Campus White Stripes", in the domestic key universities to do the pilot, to provide students with the first payment after the credit service, students with student ID card, identity cards and debit cards, in the Jingdong financial app can be online application open. Near the end of the year, the Beijing-east again for the online tourism industry to develop a "travel white stripes", consumers in line travel to choose travel products.
Jingdong introduced White Stripes This period of time, Alipay is doing?
It is understood that as early as this March, Ali ant Golden Service Innovation Financial Group President Hu Xiaoming has publicly said that Alipay first product "credit payment" will be available in April, but follow-up heard. Until August, there is news, the user use Alipay payment without bundling credit card or card, can directly overdraft consumption, the maximum amount of 5000 yuan, the loan funds are all provided by the Cooperative Bank. But the news was not officially confirmed.
Previously, Alipay credit products, wool, on the one hand, may be subject to external regulatory policy concerns. The central bank issued an emergency document in March, "The People's Bank of China to pay the settlement division on the suspension of payment Bao company line bar code (two-dimensional code) payment and other business views of the letter, to stop Alipay, Tencent's virtual credit card products, but also to stop the bar code (two-dimensional code) payment and other Alipay's volume and influence, is certainly the focus of policy supervision, the period when the necessary conservative.
However, with the continuous development of the Beijing-East white line business, has not touched the regulatory policy of the minefield, on the other hand, in the electrical business credit system, the campus staged products such as springing up, the development momentum of the interesting stage of the strong clamor to "cool to no friends"? External conditions of maturity, internal factors, Ali small micro-finance also by renaming "Ant Finance" in the internal integration, business comb clear, the introduction of "Flower Bai" also calculate.
A power trader's campaign to "buy on credit" has begun
Credit consumption is the essence of consumption on account. In fact, in the introduction of "flower chant" between, Alipay has been involved in credit consumption, mainly through the rapid payment technology to support the bank credit card line on the stage of consumption, the relevant requirements is a single transaction amount of more than 600 yuan, can use the amortization of credit consumption. In addition, Alipay also supports bank credit card repayment business, it is worth mentioning is Alipay from February 8, 2012 onwards, closed the credit card recharge business, retained the credit card payment business.
This time, Alipay launched "Flower Bai", with "balance treasure" set off the financial business as a milestone mission. Because, based on the current credit consumption "credit", "phased" only monotonous form, the future Alipay must make innovation, otherwise it is "short-lived."
The campaign of electricity dealers ' consumption on credit has quietly begun. In addition to paying treasure "Flower Bai", Beijing East "White" will set off Ali, Jingdong two big electric business camp "credit" consumption, according to the Tiger Sniff understand, phased category products will be involved in the war. Taking the interest stage as an example, after laying the status of the campus stage shopping, the interest stage is introduced "to stage", and its users mainly face the Internet white-collar. Similar to the staging of music, everyone, and so on, these phased products in addition to the crowd, the scope of business, the basic and Jingdong "white", Pay treasure "Flower Bai" similar.
Interest in the stage, has been to the Tiger Sniff revealed that the future or by lowering the rate of the way to set off a phased category of products "price war." And once the "credit consumption" full-scale outbreak, the need to rely on Alipay, fast payment, micro-credit payments, such as grass-roots facilities, such as the stage of the survival of the most pressure.
Jing Dong "white" PK pay treasure "Flower Bai"
Based on available official information:
Jing Dong "White" installment fee is 0.5% per period, using "Jingdong White Stripes" in the Beijing-east consumption can enjoy the promotion of a single period of 60 percent or 0.3% discount. If more than the final repayment date, Jingdong charges a daily penalty of three out of 10,000. In addition, Jing-dong adopts China Merchants Bank credit card for online payment installment, the handling fee is 3 period 3%, 6 period 4.2%, 12 period 6%.
Compared to the beginning of this article about Alipay "flower chant" related to the introduction, we can see that the Beijing-east White and promotional concessions combined, three out of 10,000 of the expected fee is slightly lower than Alipay, but Alipay has 200 million users, so its "credit consumption" business penetration rate is higher than Jingdong, "associated account balance, debit card, balance treasure automatic repayment "A variety of product forms, the difficulty of collection is lower than jingdong, bad debt rate will be lower than."
Both PK behind the user's contention, "Chop hand Party" really will buy? Still unknown.
Already know before the Beijing-East White Stripes, Municipal Commerce Commission has taken the lead, Suning, Gome and other enterprises have cooperated with financial institutions, launched the "30 mode (0 first, 0 interest rate, 0 handling fee)", is also seen as the embryonic form of personal credit consumer products, but ultimately in name only.