Salted Fish’s Self-help Strategy

Chapter 1007: 3 resources

The reason why Chu Yuanxi could say such a thing in his mouth was because he always felt that Xu Xin was a less open person.

Chu Yuanxi is very proficient in thinking, patterns, frameworks, etc., proficient in business, relatively unrestrained in management, and quick in thinking and quick response. But openness, the willingness to cooperate with others is much worse. It is obvious that he is inclined to do things on his own but to achieve the target person through a lot of business through cooperation with others.

Simply put, it is overconfidence and lack of trust in cooperating with others. This is an obvious shortcoming.

For businessmen, this feature is not necessarily bad, especially in certain scenarios, people who are accustomed to relying on cooperation are very easy to suffer. But in the current stage of well-off, taking into account the domestic market's convenience store business and the upstream and downstream supply chain environment, this highly wary feature is not so pleasing.

Therefore, at that investor conference, the opener and the life-soon released a signal of cooperation. Chu Yuanxi refused without even thinking about it, and without doing any investigation, concluded that the other party planned to integrate him as a downstream. This happened under Xu Xin's nose. It is not enough to say that he has any ideas. But when you open a door to a big store, and a well-to-do small store, the capital, supply chain and technology are all ready, and the road roller is pushed out. Pretty beautiful posture.

Of course, the aptitude of the door opener is indeed a bit short, and it is normal for Chu Yuanxi to look down on it, and Xu Xin himself does not like it.

However, Mido’s aptitude is much stronger than the opener. At most, the opener is a small lotus with a pointed corner. Mido is already a toad with a deep-fried nest. It has a loud thief. It is the difference between an adult and a baby. Is Yuan Xi willing to let go of his prejudices?

So Xu Xin was of course moved. Her gaze quickly turned to Zhang Wu, and she found Lao Ning who was sitting opposite her also. Lao Ning does not have as many associations as her, but from the perspective of Xiaokang and Miduo, this is indeed a good time to "sneak attack"!

And he is a pure spectator, thinking more and clearer.

In his opinion, Xu Xin's description just now is very good. It is very appropriate to use the analogy of the attack on Pearl Harbor, mainly the attack on Jack. What is most lacking in the convenience store market now? It is the moat. Because no one has a moat, anyone can do it. Among them, the brand effect of the top three island countries has a little moat, but it is not obvious.

It can only be said that the scale of the national business market is too large, and it is impossible to build a moat simply by spending money on expansion. If it could, Shuangma would have bought a lot of money.

But it's different for Xiaokang and Mido to join forces. Xiaokang and Mido are the only ones on the market that have their own apps and membership systems and are well-functioning convenience store companies.

In addition, Dagudong’s convenience stores are countless bad things, a little bit stronger than a mess, and can be ignored for the time being; Sinopec’s easy access is overwhelming, but the location reasons and any friends do not constitute direct competition; only Suning is completely head-to-head with Mido. The size of the target store is staggered, and the speed of store opening was once crazy.

It’s just that Suning’s store is a major home appliance. Although it’s also called shopping, it doesn’t match with a small store, and it’s impossible to build a distribution team for a small store. The price/performance ratio is too low. 1+1 is less than 2. While Mido focuses on new retail, this is not a problem.

Therefore, although Suning is a bit larger, it is not favored by people. The key is that the small store does not show any strong competitive attributes, otherwise it will not show a trend of lingering on the edge of "breaking clean" in the A-share market. The price-earnings ratio is less than 6 times.

However, it is well known that relying on the membership system and scale is a way to build a moat, and compared to other methods such as building a brand, in model innovation, it is obvious that the moat established by the former is more difficult to destroy.

This is also the reason why Pinduoduo was able to break through. When Ali carefully reviewed its flaws and pushed Juhuasuan from the middle stage to the front desk again, I'm sorry, the membership system and scale of Pinduoduo have already erected the walls, and Juhuasuan can't move it no matter how you follow up. Advertising is even more meaningless, because sinking users do not watch your Internet advertising.

When it comes to the membership system and scale, at is obviously at the Patriarch level, so why didn’t at land on the convenience store track? Is Shuangma not paying enough attention to this national economy and people's livelihood track? It may be too late to pay attention to, but the money has not been invested less, and it is by no means not paying attention to it. Not paying attention to it is just like pony's negative short video. I will not pay attention to it for a long time. I will stop all the products in my hand. It will not wake up until the trend of Douyin Kuaishou is complete. Youtu did the same thing.

It's just that even if you pay attention, there is no shortcut to this track. Unlike a pure Internet project that can be directly crushed by its own huge volume, stores must be opened one by one.

Therefore, Lao Ning asked himself, if he was in the position of two horses, he would definitely not want to see someone set up the moat first, and there is indeed no sign of this in the observation market.

Because of the nature of the company, Pony must lag behind Jack in the competition on the convenience store track, and because the product of Huazhi is held by Jack, the gap continues to widen. Therefore, Lao Ning brought himself into the position of Jack. As far as the convenience store circuit is concerned, the two must be staring at the three of Penguin, Huang Tuan and Pinduoduo to see if they will work together to create something. Just relying on the energy of one of them, even with the power of a penguin, you can't overcome any unimaginable waves.

However, these three are all asset-light, or typical mobile Internet companies with asset-light, so they must work together. Someone contributes money, someone provides data, someone provides logistics, and someone provides supply chain to quickly build one. Super chain convenience stores, but Huang Tuan and Pinduoduo are definitely not in this mood. That's why Jack can sit firmly on the Diaoyutai.

But Xiaokang and Mido are not asset-light mobile Internet companies! Both of these are the existence that is thinking about eating in the ground...

Originally, Mido was the leader within the framework of "convenience store with membership system", but it was still far away from the moat. The emergence of Xiaokang has led to the question of "who are the more potential players?" Because Xiaokang focuses on small stores, the user system is more targeted, and it has developed rapidly, with advantages that Mido can't match.

At least Lao Ning knows that as long as the next step of financing is in place for Xiaokang, Eastern Guangdong Province alone will definitely be able to open at least 600 new stores before the end of this year, that is, the scale will reach more than 1,000. Moreover, the Imperial Capital is not no longer opening stores, no one can. Underestimate. The key is that Xiaokang has not joined all of them directly. This is relatively tough. Meiyijia’s 20,000 stores seem to be impressive, but more is not necessarily strong. Winning with less does not mean winning with weak.

The combination of large and small stores in Mido is an advantage, but it also brings problems because small stores are dependent on large stores. Directly opening small stores where there are no large stores will cause ecological problems such as logistics supply chain and distribution.

In this context, if Mido and the Xiaokang Lightning Alliance, the key is to integrate the membership system, add the size of the two sides, and then start to attack back to back, then you can quickly dig through the moat. This is a sneak attack on Jack!

This alliance is wonderful. After the two of them formed an alliance, Shuangma eagerly couldn't find the third convenient store that also had a good user system and was running smoothly to place bets! I really want to find Sinopec, go!

Maybe this is the meaning and value of Chu Yuanxi's willingness to form an alliance?

Chu Yuanxi, at this time last year, was still regarded as a self-media expert and successful game company boss. It was fairly reliable to get involved in the media brokerage business, and he could also engage in investment and incubation. But for him to cross-border to build a convenience store, almost all investment circles are at a loss, because this cross-border is so big that it can pull the hips, and a bad pants can only fly naked.

Unexpectedly, although Xiaokang was silent this year, it was a bit too silent compared to the Pakistani group that also belonged to Chu Yuanxi, which made people almost doubt whether it was the enterprise of the self-media expert Chu Yuanxi. Do not even do the location drainage of Douyin. But an inattentive dog who has turned into a barking bite, and repeatedly provoked 724 face to face. This effect is still very eye-catching in the eyes of a caring person.

Lao Ning is a caring person, because his main business is not investment, but business services and business transactions. He is a high-end master in the capital market, so he pays attention to all kinds of strange and strange phenomena. Strange phenomena often breed low purchases. Opportunity to sell high.

At this time, he didn’t have as high a vital interest as Xu Xin, but he felt that it would be worth it, because once Xiaokang and Mido join forces to play the Tornado, they will collect all the user accounts that can be collected, and they will double horses in a short time. No matter how much money there is, there is no way. In the end, the high probability is to invest the money in Mido and Xiaokang as a financial investment rather than a corporate venture capital and share their success.

Various public and non-public data came and went one after another in Lao Ning's mind. This period of immature mental activity had changed and there must be many imperfections, but he believed that the general direction must be right. Chu Yuanxi's idea of ​​cooperation is not new, but as soon as he opened his mouth, he formed a strategic alliance. It still surprised him a little bit, but he didn't know that Zhang Wu was unexpected.

However, even he can instantly understand the benefits of the alliance. Of course a powerful CEO like Zhang Wu is also fine?

But he saw that Zhang Wu did not show any unexpected expressions, and since he finished speaking, he lowered his head again. At this moment, he only raised his eyelids without raising his head, and looked directly at Chu Yuanxi from an oblique angle: "Why choose What about us?"

"Because..." Chu Yuanxi said that the benefits have gone, so I have to ask? It’s also good for me to release the good will to confuse you, and it’s best not to make a second appearance.

Of course, the Tianxian match was not uncomfortable. The main reason was that Mido paid more money. Originally, Chu Yuanxi felt that 1 billion would not be enough. However, in retrospect, Duan Luting is not easy, and Timiduo with himself, and the well-off life with Medoti, played very easy on both sides, which is not what a young man should behave. Fortunately, I did not put on the set, but gave an endorsement price.

Of course, the scene must not be said so. It can be humble or arrogant, but not too honest.

Therefore, Chu Yuanxi said, "I think we can complement each other a lot. And the resources I can provide are very precious."

"Then you talk about it?" Zhang Wu said that he was talking about it, but what he actually thought was that our big store should be your central warehouse. This resource is not precious but priceless, okay? Of course, it doesn't hurt to listen.

Chu Yuanxi broke his fingers and counted him: "First of all, you don't have the riding data."

This data is actually more valuable for large stores, and it is very suitable for numerical mining and user portraits. Otherwise, why should openers who also engage in large stores use shared bicycles? Cheng Huilin herself is engaged in shared travel in Southeast Asia, and she will certainly not copy it for the sake of copying it.

"Then Xiaokang has some non-data about a large number of community residents. The same type of data is currently more extensive in Huang Tuan and Ele.me than Xiaokang, but most of them are meals. Do you understand the difference?"

Xu Xinxin said that he couldn't get the data of Huang Tuan and Ele....Of course, it was useless, because for Mido, the people and goods were wrong. Xiaokang’s data is shopping data, which is strongly related to Mido’s overall strategy.

Of course, Mido also does home delivery services and has similar data, but the frequency is much lower than that of Xiaokang. If Chu Yuanxi is not welcome, it can be said that the data you have accumulated for so many years of o2o has not been accumulated by me in a year. It's so good.

This is the most indisputable talk about data.

"In addition, Mido lacks business, do you feel it? Compare Hippo you should be very clear." Chu Yuanxi has already extended a third finger, "Hippo has community operations but Mido does not, and Mido also lacks the public. The influence of accounts and personal accounts can’t build a traffic pool, so there are no small programs, but it’s inconvenient to connect to private domain traffic. The effect...even if it’s normal. To put it dirty, you have a bad opinion of self-media and social tools The use of it is nothing short of stubborn, still staying at the level of 2016.

You must know me a little bit. This kind of community operation is a breeze for my other company, the Pakistani Group. Even before the establishment of the Pakistani people, when I was working in Sankei, I was the leading player in community operations. This is my craft for eating. "

In fact, as soon as he mentioned the hippopotamus, Zhang Wu immediately knew what Chu Yuanxi was going to say. What makes Hippo very awesome is that through WeChat private domain traffic docking, Hippo’s own app has a group chat function directly to connect with social e-commerce groups and send coupons. I have to say that WeChat is very polite and did not block the massive Hippo WeChat community. In fact, wanting to block is a matter of code.

Therefore, Mido can only use its own coupon system, but it is far less efficient than Hippo’s community operation, and the gap is at least three generations compared to Xiaokang. Now o2o pays attention to full compliance, that is, shopping in the store, picking up the goods in the store, and delivery to the home. Mido does not have community operations and group purchases. All of the above three are short of an important buff, which directly affects gmv.

Seeing Chu Yuanxi no longer stretched out his fourth finger, Zhang Wu couldn't help but breathe a sigh of relief, and then had to raise his Jingui's forehead. The above three deficiencies are of course the old and difficult problems that the CEO knows very well. They are not easy to understand at all, and they are not things that can be done simply by investing money.

In fact, Mido is accustomed to making money, because it is indeed a rich, mature and large enterprise, which is located on the national track and has a lot of cash flow. Therefore, just like Shuangma, the things that can be solved with money have already been solved.

In other words, any person who can effectively solve one of these points, with this ability, can directly serve as the vice president of Mido, pulling a line, and the three points can be solved is the president coo. But for Chu Yuanxi, these were nothing but explorations. It's a pity that this person can't dig. If Xiaokang could go bankrupt with the Pakistani people, it would be great!

But Zhang Wu is strange: "You have done very thorough research on us, but as far as I know, Xiaokang has not conducted any community operations or group purchases. Why is this? You will never tell me because you did it. It’s a small shop, so don’t you need it?”

"Of course it's not for this reason." Chu Yuanxi smiled and said, "This thing, I will definitely do it, but not now."

It is said that the latent version of community social has only functions but not social. This "social" standard is very high, and it requires users to really "socialize". Therefore, Chu Yuanxi believes that social group buying is a function, not a social one.

With this function, almost all community group purchases on the market are under the responsibility of the leader, including the e-commerce mini-programs developed by Mido, although the leader of Mido exists in name only.

However, the well-off community group buying is a feature in Milestone 6, and there is no rush to meet people, because Chu Yuanxi is preparing the AI ​​leader, who is particularly talkative and smart.

Xue Ming started this task across the company in September last year, and then simply sent two boys from the Pakistani ai group to conduct independent research and development, and the commissioning was completed before the end of the year. Compared with other kinds of ai, the development difficulty of ai, the leader of Xiaokang, is ridiculously low, but it is definitely better than the real person~www.wuxiaspot.com~ because it can directly determine which coupon is needed for which group user based on the data of Xiaokang Make a guess and send it directly.

This routine has long been played by Kuaishou and Toutiao as recommended by information cocoon rooms. It is called intelligent recommendation by machine algorithm, and the effect has always been particularly good. Therefore, Chu Yuanxi is not afraid of revealing his true social intentions in the latent version of social networking. Penguin will only marvel at how well-off and beautiful she is!

"Yes, yes, right, Chu Yuanxi has an alternative plan." Xu Xin also reacted at this time, she was a person qualified to socialize with Wen Xiaokang.

Zhang Wu frowned, feeling that things were not simple. This time it was his turn to speak on the scene: "Listening to you is better than studying for ten years, but this matter is too big, not my little ceo can decide."

After speaking, he signaled to Xu Xin that he should go. This so-called chat didn't last long, but the amount of information was huge, so he had to go back to deal with it.

Of course Xu Xin wants to send it, but it feels a bit strange. She knows Zhang Wu. She gives people the feeling that the aura is full and extremely calm, but there is no aura in his hurrying figure, and he doesn't even look at the road when he walks. Son, it seems that there is a contradiction in the heart.

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