The House Is Leaking For The Night Rain, The Only Product Is The United States Superior Product " Black Five "

In the Internet circle, companies that burn large amounts of money usually have no worries in the short term. If they suddenly turn into burning money without burning, they will be more or less in trouble. Far from it, there will be vip.com.

In fact, cross-border electricity supplier is not a new thing, just "Hai Tao" advanced, in the final analysis is the electricity supplier.

Whether vip.com, jumei.com have listed companies, or foreign terminals, honey buds, honey Tao, Beibei network, Xiaohong book and many other new vertical electricity providers, in fact, like all guests, red children and other "martyrs", are facing Tmall and Jingdong.

For now, it is hard to see that in the field of cross-border electricity supplier segmentation, the electricity giant will give vertical electric business growth gap.

In addition to the founder, a large number of vertical business investors may have long played the abacus of "selling goods to the imperial family".

After the "double 11" led by Tmall, a newly rising cross-border electricity supplier "ocean wharf" became the banner of "black Friday".

In accordance with previous rules, in addition to Tmall's "double 11" and Jingdong "618", other "artificial Festivals", it should turn to vip.com, jumei.com and other second tier e-commerce providers to play the leading role.

However, we are competing with each other. "

Against the backdrop of this year's "black Friday", vip.com and jumei.com's voice in the market is not as good as a latecomer. They have to raise doubts. What's wrong with vip.com and jumei.com?

Perhaps data can reveal some of the answers.

In November 13th, vip.com released its performance warning.

In November 18th, vip.com officially released the three quarter report, the three quarter revenue of $1 billion 363 million, an increase of 54% over the same period, a decrease of 6%.

It is worth noting that this is the first time that vip.com has seen a decline in its revenue distribution, breaking the record of 14 consecutive quarters of revenue growth.

And investors seem to be very hard to accept this reality. From the early warning to the official announcement of the earnings report, vip.com's stock price has fallen 35% in the 5 days, and the market value has evaporated to 2 billion 500 million US dollars.

Vip.com is also known as the "jumei.com". In November 20th, jumei.com released the three quarterly report.

Data show that the net loss in the three quarter was US $12 million 200 thousand, up from profit to loss.

In this situation, there is news that Tencent intends to buy shares in vip.com.

Of course, vip.com has denied the news just like the merger and acquisition event in the Internet circle.

However, in many industry circles, for the time being, whether vip.com or jumei.com is still attractive to Tencent, especially Jingdong.

At present, Jingdong is making great efforts to "fashion category".

"Business", which is exactly the base of vip.com.

In other words, put in

There are only three days before us, either broken or guarded, and one is selling.

As for past cases, the first two choices are either vip.com investors unwilling to see them or Jingdong investors unwilling to see them.

As a result, the last option is "selling oneself", which is acceptable to both investors, and is often tested.

Of course, jumei.com, which is almost homogeneous with vip.com, is facing the same choice as vip.com.

From the business model, in the cross-border electricity business, compared to the Yu Yang terminal C2C mode, vip.com and jumei.com's B2C mode is also more easily accepted by Jingdong.

But the existence of vip.com and jumei.com at the same time is not good for each other. If they sell themselves in the future, they will give Jingdong a chance to lower the price of "two elections".