BELLE Crazy Hit 2 Billion "Can Not Afford To Hurt" Shoes B2C Faces Shuffle

B2C

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Li Shubin has told a joke that if a company does not merge 10 million dollars, it is embarrassing to say that you are financing. BELLE and Baidu show us that tens of millions of financing may be just floating clouds.

Because the news has not been confirmed, in June 18th, B2C market analyst Michael Michael contacted the shoemaking net to get the latest news: BELLE has set up a new Agel Ecommerce Ltd BELLE Electronic Commerce (Shanghai) Limited in Shanghai. The existing distributor business of more than 200 distributors in the hundred port footwear industry (Shenzhen) limited company has been pferred to the newly established company. Now all distributors have received the notification of business pfer issued by the 100 port company.

According to Michael analysis, the new company is likely to be co founded by BELLE and Baidu, or it may be the main body of the new B2C platform.

The "Three Kingdoms" romance will be finished.

The earliest announcement was that in June 5th, Gong Wenxiang, who claimed to be the "deep throat" of the electric business community, revealed in his micro-blog that BELLE brought 2 billion yuan into the electronic commerce platform for shoes and clothing, and would block other footwear B2C from the source of shoes.

He further emphasized that the effect of this blockade is inevitable, because BELLE is also a national agent for many brands such as Adidas and Nike, which will directly lead to other big footwear B2C without BELLE, Nike, ADI and other brands can be sold.

This news is out, the shoe B2C line is an uproar, it can be described as two days, especially in the first group camp of the industry, such as "Le Le", "Le Tao" and "shoot shoe net", because in the existing footwear B2C field, the proportion of international market share is very high. If the total channel of BELLE is blocked, the impact and impact of these businesses may be great.

Shoe net: there is no conflict in positioning.

The BELLE incident responded: BELLE's strong march has boosted the overall market of footwear B2C as a whole, attracting more organizations and industries to pay attention to the footwear market B2C, which can promote the prosperity of the whole market. Secondly, shoes B2C has more than 100 billion market share, and the market share is ranked at the top of 35, but the share is only a small part. The share of the shoe market is only a small part, and the room for existence is still huge. The most important point is that the shoe net is positioned as the largest comprehensive footwear integrated platform in China, and the commodity structure is mainly based on the domestic first-line brand, with the emphasis on the two or three line brand. This is the first time for the shoe net.

Michael analysis: avoiding the impact does not mean that there is no pressure, because the market has competed more than one competitor! In addition, as we all know, the success of the shoe net has a deep relationship with its successful SEO optimization system. Its more than 150 brands have long occupied the first page of Baidu Google, and how much SEO has contributed to it. Through the flow analysis tool, we can find more than eighty thousand IP/ per day.

After BELLE and Baidu hand in hand, Baidu is bound to provide traffic support for the new platform, at the same time will not be a traffic blockade of competitors, it is really hard to say.

Le Tao net: brand focus or shift

In June 14th, Le Tao also responded to the matter: BELLE's strong force will have a strong impact on the existing B2C structure such as Yue Tao net, and even more worried that the brand supply channel will be run.

According to the author's rough statistics from Le Tao official website sales data: the brand of Le Tao official line is mainly located in the mainstream brand. The brand recommended from its official website should be able to see the proportion of brand sales. The sales of all brands of Yue Tao line brand should be large. If BELLE really goes into footwear B2C, then the priority will be lost in the brand supply channel. We should know that most of the well-known brands in China, such as Nike, Adidas, Reebok, Puma, Mizuno, Kappa and Converse, are in the hands of BELLE.

Michael analysis: imagine how dangerous it would be if a platform's source of goods was in the hands of a terrible competitor! Although Le Tao Chen Hu revealed to the outside world, Le Tao has already obtained the authorization of many famous shoe manufacturers such as ADI and many other domestic and foreign brands, and is not worried about BELLE's blockade on supply sources.

However, Le Tao's domestic brand is also increasing rapidly, but Michael has to remind us that besides having the Chinese regional proxy for sports brands at home and abroad, BELLE is still a leading player in the mainstream brand of women's shoes in China. There are as many as more than 3000 outlets in physical outlets. When these high-quality resources are integrated into BELLE by BELLE, its promotion and warehousing and logistics will be heavy chips.

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Holle:

On the same day, this year's target sales rating of 1 billion of the good buy, its CEO Li Shubin also responded to the matter, said: "footwear B2C market is not yet fully open, e-commerce accounts for a very small share of the overall footwear market, for BELLE self built B2C platform this behavior welcomed, not worried about the existing position of the market impact, and for the future" competition "is mainly reflected in user experience and services.

Michael analysis: actually, don't worry, it doesn't mean no, the impact must exist, but it's just a euphemism.

BELLE's 2 billion entry into the footwear B2C, good Lok three rounds of financing and add up to 6 hundred million, which for the footwear business to win the capital, the single capital from the base, good Le buy is obviously in the wind, it is impossible not to worry about BELLE's capital impact this piece.

Michael concluded

There are many different kinds of electricity suppliers.

BELLE's 2 billion frenzy throwing shoes and clothing e-commerce, the existing pattern of footwear B2C business people, the influence is no less than the "Hiroshima atomic bomb", the alarm has been heard, the footwear B2C sentient beings, widely repair supply channels, accelerate the pformation of warehousing and logistics, need to accelerate the development of step cutting, seize the market opportunities, have more terminal discourse power, firmly control the fate of their own hands, it is possible to occupy a place in the future footwear B2C field.