Electricity Supplier Winter: What Is "Hold On" For All Customers?
about
vancl
For CEO, this is "winter of eventful events".
The 5% wave of layoffs has just passed. At the end of November, Wu Wu, former vice president of all customers, left.
Another wave of spearhead is pointing at everyone. An anonymous online blogger published a series of blogs called "how long can customers stay". "It is estimated that (customers) have not been able to sustain much of their internal and external troubles and crises."
Bowen means that customers can't make ends meet and burn money.
From the very beginning of its birth, van guest was quickly run by capital and considered to be China.
B2C
Symbol.
The fund has been followed up for a round of rounds. Since October 2007, venture capital has been "ferocious", raising a total of six rounds, about 420 million US dollars.
Investors include Lei Jun, IDG, LIAN CE source, Qiming venture capital, Sai Fu partners, tiger capital and Temasek.
In 2010, Han Han and Wang Luodan
Endorsement
The "object" has also spread throughout the river.
In December 6th, Chen told reporters that "(above Bo Wen) is not true.
Internet
It's free and open. Anyone can write blogs.
But Chen did not deny that "as a new model of experimenters, it will be normal to grow up in four years."
Even if everyone is still losing money, the old age is used to compare, "excellence has spent six years in excess of billions of dollars, and customers have only spent a year."
More than just customers, most of the electricity providers are feeling the chill.
"The current situation is that before the business overheating, burning too much money, the result is now almost burned money, there is no other way out, we can only wait for freezing.
He who really has firewood wants to save. "
Wing business network CEO min Jie said.
"Hold on, it means everything."
Chen said.
A secret that can not be said
As for the layoffs and executives' resignation, in recent years, "staff turnover is still normal. Not explaining is a kind of protection."
The president office has more than 30 members, each of whom has done what they should do at every stage.
Some colleagues have other choices for personal reasons. What else is wrong with them?
But for the old age, IPO is a secret that can not be said, even if this rumor has spread all over the sky.
"First of all, no confirmation has been made on this information until today, and it will be irresponsible to explain the problem."
Chen said.
Two months ago, there were four rumors about van ciclor's IPO in the United States. Even the five investment banks in IPO trading were CICC, Citigroup, Credit Suisse, Goldman Sachs and Morgan Stanley, which raised up to $1 billion.
Then, in November 10th, Liao Bin, CEO of Yintai network, broke the news that everyone had submitted the listing application in November 5th.
However, no public information was found on the SFC website.
However, the parties do not mention IPO.
Wu, who has already resigned, has conceal the reasons for postponing the IPO or because the environment is not very optimistic.
In fact, Chen said in early 2011 that IPO would not be considered in two years.
In less than a year, however, the rumor went to the United States for four times, and it was advanced from the beginning of 2013 to the end of 2012.
IPO rumors spread widely, with speculation that investors have put pressure on customers.
For this speculation, Chen argued that "at present, customers have gone through 6 rounds of financing, and we can see that investors have confidence in all customers, and I have not felt any pressure."
On the grounds of "not a listed company", Chen refused to disclose problems such as cost and inventory.
In the view of a senior electricity supplier, this is a harbinger of IPO.
"This may be a period of silence, before we went public," he said.
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Hard to cut costs
Van before the high profile declared that in 2011 will reach 10 billion sales target.
In 2010, the sales performance of van customer was 2 billion yuan.
It increased to 30 billion yuan by 2012.
The 5 year development plan formulated for all customers was sold to 150 billion yuan.
However, the above electricity providers said that the current listing is not a good time.
"China's stock market is not optimistic now, Mcglaughlin also shares fell sharply, the handshake has withdrawn IPO.
Listing at this time can only account for lack of money.
Whether the guest is short of money?
But a series of moves this year shows that the cost is decreasing step by step.
In July, the number of commissions to reduce cooperation with the network alliance was reduced to 10% from 16%, which could at least save 20 million yuan for all customers.
In addition to saving money, the previous layoffs have been seen as reducing costs for listing.
Manpower cost is also one of the criticize points in the above blog post.
It did not disclose its cost and inventory.
But in the eyes of all the above customers, the customer inventory is not low.
"SKU (single product) category over 10000, only a small number of shoes and clothing sales are booming.
Today's online shoppers do not buy cheap but cheap.
You have hung the cheapest in front, who will look for cheaper inside? "
If SKU is too much, the old age will respond simply. "If it was four years ago, I would have been entangled with too many categories."
Fan is a brand created by shopping experience. We only look at whether users accept customers.
We have tried out the 2 SKU from the beginning.
What we should sell and what we should not sell now is not entangled. We only provide consumers with more products they can accept.
However, the cost pressure is indeed the big business of the electricity supplier.
In 2010, Han Han and Wang Luodan endorsed "all objects", and the advertising expenses in 2010 also paid a high price.
Chen once said that in 2009, the total amount of advertising was 200 million yuan, while in 2011, it would invest 1 billion yuan in advertising expenses.
Another electricity supplier said that after the rush from the group buying site, the cost of Web site navigation, keyword search and portals display doubled, or even doubled to 5 times.
"All customers are selling online, which is actually a lot higher."
Chen once said, 1 billion advertising costs, it is expected to sell 100 million clothing.
Electricity business insiders analysis, which means that a piece of clothing apportion 10 yuan advertising fees, plus logistics costs, a piece of 29 yuan to get a guest T-shirt almost no profit.
The $230 million of the sixth round of fundraising is mainly for 28 local warehousing and advertising costs.
Jingdong mall announced that it charged 5 yuan freight for orders less than 39 yuan; Dangdang apportioned "promotion fees" to merchants, and Yue Tao cut 80% of its marketing expenses.
Previously, the CEO of Bi Tao was pleased to be in the wrong line.
Mcglaughlin, who is responsible for this reporter, said, "the sale of burning money is definitely not done". The losses in the third quarter of this year are partly due to the unsatisfactory growth of the Internet, which will temporarily reduce investment in Internet business.
Its CEO Gu Bei Chun is now taking charge of the Internet business personally, which means that it attaches importance to the electricity supplier.
"If winter comes, for every electricity supplier, it's winter every day."
Chen said, "no matter Taobao, everyone, or Jingdong, it has created value for Internet users. In the process, we are all trying, everyone is making their own adjustment, no matter how it is done, it is normal behavior of the enterprise."
As for the recent revelations, "I only care about the two customers' growth and two purchases."
This is the biggest support for me, supporting the growth of enterprises is their own growth and good products, rather than others.
Chen said, "hold on, it means everything.
This is very effective when confusing or even being harassed four times.
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