Hungry, put on a takeaway version &; Quot Speed and Passion &; Quot, growth has overwhelmed meituan.

It is reported that the growth rate of active users in 20 19 exceeded 50%. The financial report of Meituan Review shows that the growth rate of trading users for several years is 18.4%, and if they are hungry, it is only 1/3. Why can't the US Mission be hungry?

Meituan conducted five large-scale financing before the merger of public comments on 20 15, and after successfully defeating 99% of the competitors in the industry, it raised four more rounds, and then the IPO raised another $4.2 billion and continued to burn money.

After listing, Meituan's share price was once very depressed, with a loss of1154 million yuan in 20 18 years, and finally a net profit of 780 million in the first three quarters of 20 19 years. Capital is like a stimulant, shouting that the harvest season of the US Mission has arrived.

The scale of the US Mission has grown by burning money and expanding the border. It is a single-handed person who grew up under the traditional path. The track and profit model are single and almost fixed.

Meituan has done a lot of things and has been working hard around the transportation between offline and online. From group buying to food and beverage take-out business, supplemented by wine travel business, and even the acquisition of mobike, it is difficult to define where the boundary of Meituan is, or where its moat is.

As can be seen from the column of Meituan APP, its things are very messy. At the most conspicuous entrances, there are food, film performances, hotel accommodation, leisure and take-away, followed by hierarchical columns, including taxi, hairdressing, travel, borrowing money, tickets, wedding photography, homestay apartments and so on. ...

Hungry? Founded in 2008. It started with online takeout. Later, he sought partners in the takeaway war, hit it off with Alibaba and integrated into the Ali economic system. In August, 20 17, Baidu take-out was acquired until April, 20 18, when it was completely incorporated by Ali for 9.5 billion dollars.

After that, if you were hungry, you quickly began to integrate with Ali Ecology, and merged with Word of Mouth on 20 18 and 10 to establish a local life service company. In 20 19 years, there are frequent actions, such as interacting with youku, boarding Juhua, participating in Shuang 1 1, Shuang 12 ... Up to now, digital communication with Gao De, Youku, Boxma Xiansheng, Taobao, Tmall and Alipay has been completed, and it has been integrated into Ali Business. The "new service" strategy was launched on 20 19 1 1, which will comprehensively promote the local life service industry through digitalization.

Hungry? Word of mouth has become a part of the Ali system, and more resources can be obtained. It is a sharp knife for Ali Group's external operation, and its mode can be varied, without making long-term irreversible sacrifices for short-term profits.

Hungry? After word-of-mouth was merged into Ali Local Life Service Company from 20 18, nearly 6,543.8 billion users were added within one year, and the number of digital word-of-mouth services for small and medium-sized businesses in third-and fourth-tier cities doubled. In addition, the number of online convenience quality merchants and fresh take-away quality merchants has also maintained a year-on-year growth rate of more than 130%.

20 19 the internet industry has entered a cold winter. In the past, many models were very smooth, but suddenly they fell into a bottleneck, which means that 2020 will be a turning point for many sub-industries.

20 19 the internet industry has entered a cold winter. In the past, many models were very smooth, but suddenly they fell into a bottleneck, which means that 2020 will be a turning point for many sub-industries.

At this point, in fact, it can be seen from the financial report released by Meituan that in the third quarter of 20 19, the number of active businesses has reached 5.9 million, with almost no growth. Wang Leyan, President of Ali Local Life Service, was even more outspoken in October 20110, saying that "the growth rate of take-away food in the first half of last year was 90%, but it slowed down this year, only over 30%. The whole industry has encountered problems. "

The local life platform urgently needs to change the existing gameplay and achieve new growth.

In this regard, both Meituan and Hungry are exploring new models, but Hungry has more word-of-mouth choices. For example, during the period of 20 19 pairs 1 double 12, the launch of new gameplay such as craftsman live broadcast, meal ticket and Jianghu god list is actually seeking new breakthroughs in the industry through innovation.

Nowadays, if you are hungry, Word of Mouth cooperates with Ali to throw out the "king bombing" in the new battlefields of third-and fourth-tier cities and merchants, and set up the battle flag. Their competition with the US Mission in the second half has just begun. Just as the tipping point said, "Find that point, touch it gently, and the world will tilt for it", and a sudden emergence will emerge.