Say Goodbye To Ali And Hug Tencent To Start 020

Beautiful saying goodbye to Ali to enter O2O or intolerable capital consumption war

Under the enormous energy of electronic commerce, every brand has accumulated enough strength to prepare for a big business and occupy a leading position in the new round of business shuffling.

Recently, beauty said that after being entangled with ALI for some time, he was prepared to choose to break up and bid farewell to Tencent and start a new round of electricity supplier's station.

Go all out.

I believe that with its abundant traffic and massive users, if we set foot in the US industry O2O, we will accelerate the industry's big reshuffle.

Say goodbye to Ali, embrace Tencent, become an electronic business platform after the beautiful said, this year can be described as a full-scale outbreak.

First, it officially entered WeChat's entrance in February 16th, and then won the title of the third season of the popular variety show "running the brothers" with 338 million yuan. Then it launched a joint venture with Baidu map to launch App, the US industry, to march into O2O.

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In fact, O2O has attracted a lot of attention from entrepreneurs and Internet giants. The dazzling manicure, hairdressing and hairdressing App are flooded with the mobile phone software market; 58 home, the US group, the public comment, jumei.com and so on are pouring in.

But now that all kinds of forces are grabbing the O2O market, it is not easy to say that they want a slice of the cake.

58 of the first to enter the market, the beaver, the United States and so on rely on strong marketing means, has occupied a lot of market share.

And the amount of users accumulated by 58 cities as classified information websites for many years should not be underestimated.

From sharing comments to electricity providers, and then to O2O, has been through many large-scale financing beauty, can we stand firm in the fierce capital consumption war of O2O?

Capital traction US industry O2O

By comparing several American industry O2O software, the reporter found that the contents of nail Mead, makeup, modeling, skin care and other contents of memeg have a high degree of business overlap with other software "beauty" plates.

Compared with other competitors, although the service provided by the personal customization section of meow has shown some differences, such as escort shopping, physical education and private education, there still exists a lot of homogenization.

In the face of such homogeneous service coverage, Wang Chunlong, director of public relations at Memee, told the times weekly reporter that the uniqueness of meow is that it is not just a pure paction or service platform.

"We hope that the" daring "on the platform will not only provide personnel for the US industry service, the platform will provide them with the opportunity to build personal brands and build their own fans, and integrate the high-quality resources on the line.

Wang Chunlong explained.

Zhang Yi, an AI media consultant, told reporters that beauty is the inevitable choice for O2O to take part in the online brand accumulation.

"The market potential of O2O is still great, but beauty should be more about competition.

What the US meow does is that many opponents are doing it, and more are fighting capital.

Reporters learned that before the beautiful said that has completed the five round of financing, investors include Tencent, Ji Yuan capital, Sequoia Capital, blue Chi venture, Qing Ke venture capital and other industry leading figures.

In addition, it is reported that beauty said or will be ready to open the stock market in the United States next year.

In this regard, Wang Chunlong said it was not easy to disclose the relevant information, but beauty said that in the next three years, the scale of the market will reach 100 billion yuan.

In fact, beauty is just a microcosm of the crazy capital market.

In February of this year, beaver announced that it had invested $50 million in C investment in CBC broadband capital and IDG capital. At the end of May, vip.com announced that it had won the Pre-A round of $5 million in horse racing capital after angel investment.

Numerous capital inflows highlight the great potential of O2O in the US industry.

In addition, in addition to the beautiful saying, 58 city and other related services, another beauty makeup giant jumei.com has also covetous.

Jumei.com insiders have told the media that the draught of O2O hasn't really arrived yet, and jumei.com has been watching it for a long time.

"At present, we will consider opening up App interface to some mature and high quality O2O enterprises to accumulate market experience.

After the maturity of the whole US market and the standardization of services, the United States will actively follow up or open cooperation.

In addition, jumei.com also believes that with its abundant traffic and massive users, if it goes into the US industry O2O, it will accelerate.

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According to the statistics of the 2014 Q4 China US industry O2O development report, the current China's US industry market has a scale of 100 billion yuan.

There are 23 million professional stores under the US industry, and the whole line is highly dispersed. None of the unified brand chain stores and flagship stores can occupy 5% of the market share. The scale of the US industry market will double in the next few years.

According to Zhang Yi, the competition of O2O will probably create a user base at low prices, as well as the integration of large amounts of capital.

O2O intolerable capital consumption?

In fact, after saying goodbye to Ali and Taobao, beauty came into being.

In the early days, beauty said that the vertical e-commerce shopping platform was formed by providing a purchase link for Taobao.

This platform mainly provides a community for people with the same shopping needs, so that users can recommend, share and comment on goods, and then divide them into profits by displaying advertisements and clicking on purchases.

And the beauty of the operation mode advantage lies in the selectivity of content - to help users find the right products in the mass of goods.

This is why it has attracted many women's attention.

Although this mode of operation provides Taobao with a large number of user flows, it also keeps users at a certain level.

Users need to complete the paction on Taobao only, which greatly reduces the importance of Taobao. It also makes Ali worry about the development of beauty as an independent paction closed loop to divert users.

Therefore, since the end of 2012, Ali has introduced several management policies for external shopping websites, and the link between Taobao and the Internet has begun to fail frequently.

Since then, beauty has said that cooperation with Tencent has been frequent.

Tencent first launched the D round of financing in 2012.

At the end of last year, beauty became a company that acquired the interface of WeChat wallet after Jingdong, taxi and public comment.

Tencent opened the two ports of WeChat wallet and mobile QQ Mall for beauty.

And the marketing of beauty is enough.

In April last year, the beautiful people invited the popular idol Lu Han to endorse, and invested 1 billion yuan in cash coupons, 500 million yuan in market fees and other resources. At the end of June, they bought and sold the heavenly goods net and the God of food. In July, they spent 1 billion yuan to set up a special commercial support fund to support 100 female fashion sellers with a daily sales volume of over one million yuan.

However, for large business platform, how to improve the ecosystem and rely on a large number of users to generate profits is the ultimate problem of beauty.

Zhang Yi believes that cut into the O2O, the introduction of meow application can be seen as an extension of its electronic business platform, and is consistent with the main business of beauty, but now everyone is burning the money stage, O2O door-to-door service for many times the financing of the beautiful saying, may accelerate the speed of its capital consumption, this is a huge challenge.