Wang Yulei: The Competition Of The Future Garment Industry Is Not The Internet, But The Competition Of Consumers.

From 10 to 11 May 2011, the third China clothing business summit hosted by Zheng Wang was held in Hangzhou. Wang Yulei, senior director of Taobao mall, delivered the following speech:

Hello, everyone! I just came back from Hongkong the day before yesterday.

Everyone here, I read the list, most of whom I have seen, of course, there are many old friends here, for example.

At the back of the time, the first to do self introduction, Joe peak everyone knows, I also like it, but what does Qiao Feng do in Taobao? With Mr. Lu's request, many people say

The front desk of Taobao mall is a garment industry. The front desk is divided into two industries, which are related to you.

The rest is called backstage, from customer service, business investment, merchandise management, Amoy brand and all products of Taobao mall.

So after hearing this, if you can't find any problems with Taobao mall, you can find me and find me. I can help them find the friends or colleagues they want.

But there is a condition, please ask me to look for me in public affairs, so in order to develop well in the future, we hope that we will focus on work communication.

When you come to Hangzhou, I would like to ask you to make a round trip to West Lake in my own name.

So this is the first thing I do. I wonder if you can solve everyone's problem in Taobao mall.

Qiao Feng entered the Taobao mall in 08 years, and changed almost every year.

Maybe a lot of friends were in the 08 year investment promotion conference, I was standing on the invitation to enter Taobao mall, today I am doing shopping malls with you.

I share some feelings in Hongkong, because my work experience may be different from yours.

With this experience, I would like to share with you the development of electronic commerce in the future. From my point of view, it is not just started. It is still a baby class. In the future, we believe that e-commerce will be faster than China or faster than China in the field of traditional electronic industry, including the United States. I think the growth of e-commerce is a big trend. Just like ten years ago, everyone who went shopping would go shopping in the supermarket, but now ask everyone who buys things, they will go shopping in the small commodity market, and also buy in the small commodity market, but this comparison is changing.

But for our retail and sales way, the development of e-commerce is irresistible, not because Taobao is there, not because I see Tencent today, or because there are customers everywhere today, but because this trend is irresistible.

It is only because of this trend that you would like to enter earlier.

Ma Yun said five years ago that it is either e-commerce or marketing.

Five years later, I dare not say dawn or GXG. It's nice to hear Ma Yun to do e-commerce. But in the five years' time, if you don't do e-commerce, you can see a lot of Amoy brands. For example, it is an Internet brand. It didn't have this brand five years ago, but now the brand's impact on the apparel industry is too great to be ignored.

But in fact, it has just started. In the next five years, if everyone here is still considering whether to do this, I urge you to do it as soon as possible. You don't do it. Maybe five years later, a new brand will be in the Internet. We do not hope that the new brand after the next five years will not be the brand that has already been more influential in traditional channels.

Because if you are defeated, it is not because who beat you, but that you beat yourself.

This challenge for you is far greater than our challenge.

Why? Today I just came to tell you the trend. You can make the best of it. You don't do a lot of people doing it.

Taobao mall owners account for 10% to 15% of the total Taobao network owners, but this proportion will grow, and where does the growth come from? Or from all of you, or from businessmen who have already made big business in C, they will definitely come to this industry. If they come to this industry, you will not be able to take advantage of the trend. The big brands sitting next may not be you.

Now I want to share with you what direction Taobao mall will take next. This is what many brands are interested in, because today's meeting time is better, so we can tell you what we will do next month.

When we are in 6 months, the entire Taobao mall will be led by the current head of the mall in Beijing, Shanghai, Guangzhou and three places to do face-to-face exchanges with the businessmen, and tell you what we are going to develop next, because many people do not know what the rules of Taobao are, what Taobao wants to do, and follow Taobao to take risks.

I am the first to tell you something that is public. What Taobao mall wants is very simple. First, Taobao mall is called quality year this year. What is quality year? That is, your product and your service can meet the requirements of consumers. Last year, we saw a lot of figures that shocked us very much. One day, nine hundred billion, Hongkong has 6 billions of pactions a day. That is to say, the volume of pactions in Taobao mall is more than that of the whole day in Hongkong. I never imagined that all our employees could not imagine that, but it happened.

During the process, we used to bet on what we could do during the day, up to one hundred million or 3.8 billion, because the guessing man finally invited everyone to dinner.

In the last four hours, we said that the number we said didn't work. In the end, we could not do it, nor could our brands do it. But we couldn't support the Internet. That means all Internet banking would not pay for Alipay. You want to buy things. All the Construction Bank and ICBC online banking tell you that you can't pay.

Second listening is the collection, that is, from the beginning of the double eleven, until the end of the year, my customer service is handled in a large number of 10 or 10, that is, all things can not be shipped out, all of which we did not think, I believe you did not think of this, many people said to their boss to look at the figures only look at the sales volume, in fact, the final sales of quality and service guarantees, no such thing for the first time double eleven, second times double Taobao eleven will not do it, because in addition to branding the brand to inspire, no consumer advantage, consumers bought something online two months did not receive, asked the brand said that it has been sent out.

So we have provided a brand for all brands to sell, and finally to say that this is your Taobao mall. I can not say that.

Today, I am a partner with you. The better you do, the better the consumer experience. The bigger the Taobao mall, the higher the quality this year. Besides the sale of things, we have to ensure the consumer experience.

So at 3rd anniversary this year, we made a very bold decision before. This decision has been put in for a long time. When your disputes are high enough, you are not allowed to take part in our 3rd anniversary activities. We have a very big loss, because there are many big brands because of its large sales volume, the dispute is very high, more than a dozen days.

In other words, there are dozens of disputes between one hundred people on a single day. Does it make any difference? So, 3rd anniversary this year, we discovered the surprise situation, that is, the sales volume of front-end sales increased, but the number of complaints was greatly reduced compared with that of double eleven. This shows that we can solve the problem, but we can not afford to look at it again.

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This shows that e-commerce is now entering the era of intensive farming. Some of the original traditional ways are good. Everyone says that the cost of Taobao mall is getting higher and higher. I am sorry to tell you that the resources are so many, so the price is getting higher and higher.

But what I want to tell you is that if these resources can not be done, they will be able to do it. Every brand has accumulated so much time on the Internet. I don't believe all of them are hit by advertisements.

That is to say, the core, your quality and service should be moved to the Internet.

The competition of the future Internet is not the competition of the Internet, but the competition of the consumers. When consumers look at a product, no matter where they buy it, they can see whether they can get the same service and quality. On this basis, we can see whether we can find a cost-effective product.

So for 2011, quality is our main concern.

At the same time, I would like to tell you that people who are preparing to do e-commerce or people who are already doing e-commerce and clothing enterprises must pay attention to this, because our future activities will attach importance to this. We will tell you this principle by June, and tell you which direction you are going to be successful. We have no big brands or small brands in Taobao mall.

Your past brand was accumulated by your hard work in traditional industries, but in a new market, whether your brand can be recognized is a matter.

Second, our Taobao mall is an open brand. It has no relationship with the upstream and downstream businesses. As I mentioned just now, Mr. Lu just laughed. Our Taobao mall is a partnership with manufacturers. We welcome manufacturers to do business in Taobao mall. We will not be competitors. I will not do what brand people do. That is their strong point. I will do my best so that cooperation between both sides will enable China's e-commerce to develop faster.

Why do I say so? Because just now, Mr. Lu's data have seen that the most valuable market in China's electronic commerce has not yet been expanded. It is a city below three lines. Let's see how many stores are opening up in cities below three lines. Some people say that because of the high cost and low consumption, I tell you not that the consumption is low, but that the market is not expanding, and the Internet can help them develop these things, and this market can not be expanded to these places, so that they can buy the same things.

Is it possible for us to go to the three or four tier cities? Because you are not competing with e-commerce companies. You are the first to enter the market in this industry.

Let me give you an example of a shopping mall, which is called a (Cole) homonym, which is a brand of underwear in the mall. Can you go to a big shopping mall and have other brands besides twenty or thirty underwear brands? No, I often go to see such brands. I mean why there are only twenty or thirty brands in the mall because only twenty or thirty brands can afford the rent here. This underwear brand is doing very well in Taobao mall. Such a brand has great influence in Taobao Mall for two years. It has gained a large number of consumers. For many brands under the Internet, if you don't do it, (GE Wei Er homophonic) is more and more threatening to you.

They are essentially different from all of you. If we do not seize this opportunity, the losses that we may bring to you are beyond estimation.

So this year, the third opening of Taobao mall quality is speed. For Taobao mall, we feel a lot of pressure. We have so many partners that we can do better and make our team grow faster.

But also, all of you here feel the pressure of the original brand on the Internet. These pressures exist for you. Last year, double eleven data can see that one day's sales volume is hard to achieve in traditional industries.

But I can say that ten million and twenty million are just beginning today. Maybe two years later, what you see is one hundred million or two hundred million of miss PPT. Do you have such a mind to think about problems? If you dare not think, you can never do one or two billion.

So do not see today some enterprises have done ten million, twenty million, one hundred million and two hundred million in the future may be you, the key is whether you are ready to do this thing well.

So finally return to Alibaba group Ma total of this sentence: either e-commerce, or no sales road.