What is more valuable than 360 of carp jumping?

Author: Lao Hu (Public account: old nonsense technology or laohushuokeji)

Yesterday, the female vertical electric trader stock market once broke the 200 dollar mark, closed 199.34 U.S. dollars, or 4.18%, its value reached 11.26 billion U.S. dollars, more than the domestic internet company Qihoo 360 dollar 11.11 billion. Today, both share prices fell slightly, but only the market value of the goods will still cover 360.

This means that only goods will be on the internet in China, the status of the next level, its market value after Tencent, Ali, Baidu, Beijing-east, successfully landed on the Chinese internet fifth.

In the past three months, only the goods will be the overall price of the rally, while 360 of the share price is showing a certain degree of decline. It is worth mentioning that only in the past year, the stock price soared, the lowest bottom 37 U.S. dollars, according to today's closing price of 199 U.S. dollars, a year, its shares rose 437%.

Prop up the only thing that would have been so high growth in recent years has seen a surge in revenues and profits. And in the day before yesterday 3721.html "Fortune" China's top 500 rankings, the only product will be selected for the first time, ranked 421 >2014.

Compared with 360, 360 has been relatively lackluster in the main business this year, and 360 has been quiet in core security, search and so on, compared with the frequent high-profile attack of the past few years. Said 360 lagged behind on the mobile internet, because 360 did not enter O2O as big as bat, into internet finance, and did not like them extravagantly large-scale acquisitions.

This may be the main reason for the shrinkage of the 360 market capitalisation. At present, however, the market value and share price of the commodities fair has reached a high point, with a P/e ratio of up to 159 (30 at a reasonable level), perhaps at the top of the parabola.

Only the goods will be listed in March 2012, on the day the market value of the lowest up to 260 million U.S. dollars, compared with the current 11.26 billion U.S. dollars, the success of the increase of tens of billions of dollars in the value of more than 2 years.

Why is it that a network of discount brands that rely on online flash purchases can prop up the market value of nearly tens of billions of dollars? What is more than 360? His success was even harder for him to replicate, and the secret was to earn money for women in the 234-line city. Why people do not understand only the magic of goods, because you do not understand the Chinese woman's online shopping feelings of madness.

First, the User:

Only products will be the user group chasing fashion and price-sensitive, the goods need to constantly change to meet its taste. It is understood that only products will be users mainly from the south of the 234-line city, repeat the purchase rate of more than 80%. According to Baidu index data show, only products will be users concentrated in Guangdong, Jiangsu, Sichuan, Zhejiang, Fujian area, the user age of 20-40-year-old high-income women, and is now in Beijing, Shanghai, Shenzhen and other front-line cities spread.

In the county seat, consumer psychology or the pursuit of brand-name, stores feel is a big brand. Only goods will be cheap and affordable impression quickly satisfied consumers heart pain point. Whether it is the end of the season, whether it represents the latest trend of consumers do not care. "As long as you like, in the surrounding crowd dressed in fashion enough to wear". Consumers pay attention to whether the goods are needed, whether the price is acceptable, fixed-time quantitative simple and sufficient goods to buy, pay, receive goods, directly open their hearts.

Second, from the electric business practice point of concentration, the only product will be the development of the secret:

1, relying on the Chinese apparel market mass inventory. Aiming at high-end fashion, the product will be introduced on the one hand less international brands, to attract consumers with low discounts, this part does not make money, but can win the trust of users, form Word-of-mouth transmission, gather popularity; On the other hand, to attract users to sell a lot of low-cost domestic brands to profit.

These many low-cost domestic brands, although the grade is not high, but are not defective, especially after the only product will be hundreds of fashion buyers carefully selected, and after the exquisite packaging, a limited limit of the price of the brand snapped, attracted a large number of consumers attention.

2, to handle upstream suppliers. Only products will discuss cooperation, throw three reasons, let people can not be tempted. First, the cargo throughput capacity is strong, rapid bulk processing of tail goods and over season goods; second, limited time limit special sale, will not impact the original brand of the price system, the third, the short period, only the goods will be 1 months, the average 3 months of other electric dealers.

3, in the warehousing level, only the goods will be fast forward, turnover speed more than when the Jing Dong. Brand supplier of the product into which warehouse, the only product will be in which region and the city on-line this product, the rest of the city consumers do not see. This is to ensure the speed of delivery, and secondly to avoid consumers rob the arrival of suppliers will not be willing to ship.

4. Logistics. The only product will be the flash-buy mode, short cycle, high demand for logistics. If the consumer in the next buy, has not received the last time to grab the merchandise, nature greatly impact the purchase enthusiasm. For logistics, the only product will take the "trunk transport Landing" mode: from the warehouse to the city trunk transport, only the goods will be built from outsourcing. Inter-city transport, only goods will be invested in a strong local strength company, to achieve urban villages without blind spots quickly covered.

5, only the product will model the threshold, their own and opponents are difficult to copy.

Only the founder of Shenya, more pragmatic and low-key, in the field of traditional apparel trade immersion more than 10 years, on the selection and fashion grasp very place, the entire apparel supply chain capacity accumulation and control has a deep understanding.

Only products will be the user group chasing fashion and price-sensitive, the goods need to constantly change to meet their taste, when a brand introduction, to think clearly where the brand sold. This needs to be in the purchase of the eye bead, from the tens of thousands of styles found in the consumer most popular and when the season can be sold, and in the purchase time, purchase volume and inventory Control to achieve a very high level.

In addition, the only product will be 800 of people's fashion buying team rigorous training to ensure that the cheapest price to buy the upcoming best-selling products, it will take time to accumulate, but also make it difficult to catch up with opponents for a short time.

And with the only product will be in control of the exclusive cooperation brand (more than 1300) and increase the number of users, its right to the source of the right to control the stronger, the Matthew effect highlighted, accounting period, supply, buy hands, logistics, marketing, Operation Management, the whole chain along with it into a virtuous circle,

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The author of this article is Lao Hu, reproduced please be sure to indicate the author and from the Media (public number: old nonsense technology or laohushuokeji). Can scan the following two dimensional code attention, your attention good sharing is my biggest motivation.