Liu Nan Talks About The End Of Maternal And Child E-Commerce: Continuously Optimizing The Global Supply Chain
It is understood that honey bud was formally launched in March 2014, and it was exactly 2nd anniversary by March 2016.
"In the past two years, the whole industry has gone through a lot of things: the value of vertical electricity providers encountered in the outlet of cross-border electricity providers has been reassessed, and the two child policy has been fully liberalized."
Liu Nan used the "lucky" two words to emotion the running course of honey buds in the two years.
She pointed out that over the past two years, all maternal and child retail industry companies can be divided into three categories: one is based on traffic genes, one is based on supply chain genes, the other is based on community genes.
These three kinds of companies are working together to do user value chain.
"Last year, some people said that in December 2015, the mother and baby business will be terminated, and some people will rule the whole world.
But my personal view is: first, there are too many things that have not yet been done well. What is the end? The world should be win-win, symbiotic, absolutely not life and death, especially in the mother infant industry.
Second, honey buds do not believe in the advantages of big platforms.
Liu Nan said that he was not worried about the pressure from Jingdong and Tmall giants, because too many user needs were not taken care of by large platforms.
For the opportunities faced by the mother and baby business in 2016, Liu Nan said to the billion power network that the first is the consumption bonus brought about by the opening of the second child policy.
The growth of the second child policy is about 25%, but this growth will not be completed in one year, but will be completed in 3-5 years.
Second, online and offline from the opposite to the convergence, the line began to actively embrace the line, and the original mentality of the line is very open, which has become a kind of cooperation.
win-win
Situation.
"Maternal and child electricity providers should be the most fundamental user value, rather than do traffic distribution, market weight."
In Liu Nan's view, the direction of efforts should be the continuous upgrading of the global supply chain and the whole supply chain.
Retail ecology
Layout.
And that's what honey wants to do.
In addition, she also said that milk powder and diapers are the advantages of honey buds, because in the cross border supply chain, these two categories are very easy to make highlights and characteristics.
But the proportion of milk powder and diapers is also the proportion of mother and child retailers, and honey buds are the lowest in the whole industry.
"You know, the profit of the label is very low. If a retailer can only sell the label, it will not do.
Therefore, the label is a battleground for the mother and baby industry, but it depends on who does well, and doing well is not just selling volume, but also selling characteristics. We need to sit with the brand side.
It is understood that at this news conference, honey also announced the strategic injection of children's indoor amusement brand leisure hall and the United States and China Medical Group to reach cooperation.
In this regard,
Liu Nan
It explains that mother and baby are an interface industry, linking up the medical treatment upward, connecting education downward, this is the extension of the time axis, connecting the experiential retail to the left side, and connecting services to the right, this is the extension of the retail space.
"Every extended market is a scale of ten billion scale, so it is necessary to have an open structure to do this business well."
As for the honey bud from the line to the line, Liu Nan pointed out that he defined the online as "air force". When online retailing is to a certain degree, it must be radiated to other formats, but honey buds will not extend to women's clothing, 3C and other categories.
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