The first batch of when box horse announces whole data of 7 inn, mean box horse to begin to walk into dimensions to change the business autumn of gain.
Civil | 10 thousand De Qian
Core introduction: 1, box horse publishs management data, what follow-up effect to mean? 2, does box horse CEO have to retail end what kind of think? 3, exploration is new retail box horse, what can border still have to extend?On September 17 morning, congress of investor of the group in A is held in headquarters of Hangzhou Xi Xi. Box horse serves as A in one of units of numerous BU business, in CEO Hou Yi (beautiful name old course) guide next first time that made BU unit to investor to share.
Of Hou Yi share brought a likelihood to arrive greatly cause entire industry to be weighed to the confidence of new retail pattern brace up, small arrive to also can think back to afresh the mode fixed position of business giving birth to delicacy and moat are built.
The management data that industry pays close attention to very and gain ability also are announced first degrees. End in July 2018, the box horse delicacy of 1.5 years of above gives birth to 7 operation mature door inn, only store day all sale exceeds 800 thousand yuan, effect of only store level ground (do business on average area 4000 smooth rice) more than 50 thousand yuan (management efficiency is the same as a type to sell a 2-3 greatly more than times) , the sale on the line is occupied than exceeding 60% (entire industry get a good lead) .
The graph is in what person congress invests to go up in A today to share for Hou Yi
Actually, in July 2017, box horse announces to realize dimensions gain. Visible, box horse already began to enter dimensions to change gain period.
Above the box horse delicacy of 1.5 years of above gives birth to 7 operation mature door inn, basic was 2016 first door inn of practice, roughly the growth that data index has stable maturity. Order and guest (pen) unit price rises continuously, below line of prep above of the order on the line, and on line of prep above of unit price of string put pen to paper. Member monthly expenditure grows continuously, expenditure of the member on pure line, pure line of summary prep above leaves a member, the line on the line falls to consume the member that pass, lunar expenditure achieved 575 yuan. This number, since Ma Yun after visitting box horse in July 2017, still grow in what last.
In addition, up to on July 31, 2018, box horse delicacy is born in the whole nation 14 cities leave gave 64 doors store, service consumer amount is achieved 10 million. The scale that devises according to box horse turns data model, when inn of box horse door arrives at 1000, box horse can enter another business to develop cycle. When thousands of inn when, box horse will serve 3.6 customer of Chinese, the half amount that washs treasure member at present more than (predict to also have member of many coincide overlay) .
The result of 7 inn data is reached, had been in an equestrian head inn (inn of Shanghai gold bridge) there is proper time after taking the lead in announcing profit. But the commercial phenomenon of this kind of time-interval, it is the necessary process of overall health instead. Its reason, also be the common sense with retail established industry:
The poineering enterprise of retail trade, developing the index with the mainest initial stage is profit margin, gain is secondary goal instead.
Good profit margin, mean this kind of business from at the beginning, every order is in reasonable inside gross profit limits. If initial stage has loss in the report on money newspaper, it is normal to also be belonged to strategical the loss that investment brings.
Once finish early days to weigh asset to invest (goods and materials of mode test and verify, property, manpower, equipment) , later period set up shop is average cost drops, order profit margin changes dilate as dimensions, gain is sooner or later thing. Box horse left in January 2016 in its give a store up to now, the time of 2 years of edition of experience, just announce 7 inn profit, its reason and process still are not had outside on its, especially the industry state fixed position of box horse and standard of early days mode, view a whole world even top class retail trade.
However, first 7 inn whole manages box horse the industry of data is banner meaning, also be the milepost incident on box horse phylogeny. This means box horse already investment of overfulfil early days and mode exploration phase, begin to enter comprehensive scale to change gain period. Couple opened the store of 10 much doors that give 2017, and this year " risk one's life runs quickly madly " inn of 30 much doors, still have end the plan that the end of the year completes 100 doors inn.
Box horse will enter even henceforth very benign and endless " announce good news " periodic -- every other half an year can announce profit of inn of one batch door.
The batch of door inn announces profit, this also is one of hypostatic and retail substaintial characteristics, also be one of bases that box horse compose builds integral trade pattern. The business of box horse, on high line the circumstance that an organic whole cooperates with below the line falls, still be with the door inn runs an unit as independence, with door inn 3 kilometers radius serves as scope of operations, go becoming the member of each door inn, go doing the course design that serves catenary and resource configuration, make the management index business accounting of outstanding achievement unit with door inn.
But on this, the business whole system that compose of the region market that inn of box horse face each other makes, region market builds is made, the globalization that business whole asks supplies catenary to make, also be arrive from the dot face, arrive from the face the from beginning to end of body is perforative.
Theoretic for, all in-house business units of box horse, nonexistent have between each other complete " do not build " the area is lain between. Level of the division of labor of each unit, business and executive target, cooperate in coordination in each other in, the final point that points to pattern of box horse trade -- of retail trade culminating think, which one situation does box horse probe?
The first, on the line (electric business) , below the line (new retail) , business exceeds (traditional and retail) , wholesale (cent is sold) capacity of 4 retail channel, before box horse is had 3. The way that gets flow to original cable business especially (discharge is more and more expensive) ,
The 2nd, involve those who supply the goods such as catenary, central kitchen, machining center to supply with current efficiency respect, box horse has built a technology and efficiency to precede substantially the whole nation the 2nd (the likelihood on dimensions is insufficient still always brightness) , and the system that to global retail trade top level dresses. The commodity force that this system brings -- box horse feels retail trade essence, box horse is inspected " box horse often is in " the first basis.
The 3rd, the commodity price that commodity operation ability involves counterpoises (PB collects kind of goods continuously) , and the bargain of commodity counterpoises -- need is more large-scale brought energy. Box horse is in at the beginning of August " new 0 for " on congress, gave out to the outside detailed answer and implementation method (the detail refers to: " staring at only " do not collect fee entering the arena " these 5 words, box horse should resemble doing IPhone mobile phone euqally retail " ) .
Above 3 main point, it is box horse the station is in China the retail trade of new retail and overall definition is culminating think, also be box horse can borrow this make evergreen base the permanent competition ability of course of study. To Chinese retail trade, who can master this to cover culminating mode, also can laugh like be proud new retail all corners of the country.
The batch of door inn turns profit, it is this culminating mode be able to test and verify, this mode infrastructure is built end, this mode begins to change dilate in dimensions in, bring the milepost node of redound continuously.
Accordingly, of box horse 2018, why to want " does risk one's life run quickly madly " ? Why does box horse want those who exceed rate to opened a 500 doors store 2019? The answer is clear about already extremely.
Box horse can begin originally " lying " earned money, but box horse seems to continue even " running " earn money.
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Of box horse retail and culminating think
Box horse can make new retail and culminating think, enter two years partly reap period, this new to still be in species (kind box horse) frequent transition exploration, struggle hard for the other operation business with more than deficit, even if be to throw goods,the gender cooperates with below the line on force and line otherwise, but the problem that solves cost and efficiency, with respect to enough entire industry reference was drawn lessons from.
The strategy of box horse, have position of a few major bases spread out ahead of schedule, and as the department in A main component, natural the resource in had A is propped up.
By 2015, box horse delicacy gives birth to door inn to give heat urgently. From give priority to on fixed position line at the beginning, the experience below the line is a line to go up agglutinant do guide, an organic whole cooperates with below the line on the line. The issue with break through the retail trade below original line to be not solved completely good with respect to need -- from door inn the identity changes the membership to APP.
Box horse is in test and verify below the line that pays treasure many setting uses permeability (profit from paid treasure to walk out of 2013 is in A, the product gene that takes a line to fall) , box horse is based on those who pay treasure to be in the society is main the permeability of the crowd, begin to grab bind consumption of the inn that decide the door to shop uniform with box horse APP. Later period is taking care of special group (the old person) open cash, brush card to pay, also did not change the fixed position that box horse APP gives priority to.
Had APP to be in hand, between box horse and consumer, had 4 conduit of a complete unobstructed: Unobstructed, sale shops to arrive at unobstructed, data precipitation unobstructed, business to extend unobstructed on the line.
Not be everybody can resemble a Ma Neng " bind by force calm " APP downloads. To consumer, need finds the store that compare the door in APP more services -- 30 minutes of excellent convenience sexes. To box horse, APP is compose those who build a member to have firm shopping habit is exclusive trade carrier.
So Hou Yi invests the data that publishs on person congress in A this morning, guest of APP of prep above of unit price of guest of inn of meeting occurrence door is monovalent (next consumer is online having temporarily actuation sex is bought) , but APP buys frequency the circumstance of guest of inn of door of second Yuan Chao.
This is based on APP the statistic of this data grasper, nonexistent any data errors. And unit price of this kind of guest and guest frequency second " the difference that turn over bud " , the person of know the business knows business base has how healthy firm.
The graph is Alibaba group vice president, hou Yi of box horse CEO
This is box horse APP only the idea that tall download leads, thorough essence just can discover, box horse " what is delicious have " , just be to make consumer weekly have continuously so the exclusive and long motive force that leaves sheet 3 times two. Cleaning out treasure is all-purpose, the thing with the most delicious whole world is in box horse.
This kind of assemble the supply with most and delicious whole world catenary and commodity force strategy, it is a Ma Ling carry out is final the 2nd place that think. Hou Yi is more than citing lets this Shanghai China most " carry the mouth " guest group, also can surprised original mango can pare eating case.
Paring actually those who eat " cruel bright " experience backside, it is to take the mango that goes up in one's hand, waving to be different from before inviting fragrance. Famous compere Dou Wentao ever said, he is experienced in what Heibei lives in one's childhood, before bringing about him to work till Guangdong, think all the time of banana cortical be black.
This kind of extreme customer that involves unripe little current efficiency to bring is cognitive, although nonexistent all Chinese is correct to groovy fruity today impression. But the detail experience that involves global high-quality goods to give birth to delicacy, even if be the internationalization city citizen of Shanghai, also have not small information asymmetry.
The global acme of box horse supplies chain more than still these. The powdery lotus root of pasture of Hubei Wuhan Cai, it is the whole nation's particular lotus root kind unripe delicacy. The lotus root of original Hubei kind unripe delicacy is already special and famous, the area of Hubei lotus root that this year in advance resolves summertime season supplies box horse. The sort of particular Hubei bites the powdery lotus root that plays silk readily, box horse centers the means of supply with base through local government, declare box horse in Hubei the characteristic commodity of this place is supplied, had entered innermost to permeate.
This kind of case can be mixed in the whole nation the whole world finds similar version on unripe delicacy of a lot of characteristic. The Bai Qin of this world of Jiangsu Changzhou Li, the fruit of water of 5 king card of Thailand is planted, box horse can be bought.
Consumer by what everyday 3 anteprandial should open box horse APP? By is exclamation immediately in the box from time to time: "I had not seen so good thing! This thing home cannot be bought at all, how can box horse have " .
Domestic local government and foreign government, to box horse this kind " sweep blow " the commercial demand that local characteristic lays little good money, simply most welcome. Come this meeting brings a place population of the greatest work -- of the farmer add close; The 2 promotion that will pass local characteristic produce box horse to do the whole nation to change; 3 will let new economy of Chinese agriculture economy and city (include new retail) do before not quite successful true confluence. The city drives big city of a development, the eastpart part of rural to drive ministry of Chinese and Western development, take the lead big company drives a society to develop together. No matter such box horse wanting, but it is doing so namely.
Also because such, box horse sees the unripe delicacy that is like disadvantageous appropriate, no matter be in consumer group, still go up in businessman collaboration, box horse won't suffer those who strand petty gain not to sell bid fund, sell immobile tradition expensively retail fetters and handcuffs. Because the unripe delicacy of box horse is to do the cheap still sex in good thing,valence is compared, those who do is " buy a hand to make " the supply below catenary efficiency (buy a hand to make detailed see box horse " new 0 for " congress reports) .
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The prospective possibility of box horse
The people raises now box horse, character says hall of box horse seafood eats surely very absorbing. Actually, self-supporting meal part is in the dish of door inn outstanding achievement of box horse, occupy only 7% . This kind of basic service at " consumer intelligence grasper " business, once brought the case of team of platoon leader of inn of box horse door for a time.
The early days of grasper of basic nonexistent intelligence is short of box horse now break, according to actual condition, box horse makes " box area house " concept, had waited one case with the subway, school, the floor a sector of an area that becomes estate business to sell a building sells the sale of the dot basic material. Box horse continues to retain meal share, still be in Shanghai even fine Ding Naxiang was done cover an area of those who sell a general business area " robot dining-room " .
Box horse is on the new meal congress first half of the year, even open the central kitchen that supplies discharge of catenary, APP and meal archives mouth is changed, for brand of modernization of brand of more old meal, new meal dimensions is changed do platform to endow with can.
Original self-supporting is the position in box horse in kind of meal where?
The part of big meal, include to want mount a horse immediately even actually " astral kitchen " project -- the box is a star in Ma Men inn Baketong is too hungry, setting coffee sells made business outside doing. This meeting brings box horse the more consumption setting of similar afternoon tea, also be a Ma Yue will be mixed more unit of numerous BU brother is strengthened in A in coordination force, erupt in discharge of life of consumptive endmost this locality jointly early days, make the one part of join forces layout.
Return meal. Meal still is box horse compose the condition that build line of business serves force, a reduction of the biggest competition ability is proposed in compose of many fractionize domain. Box horse does everything today, want to make ability of the biggest competition inside circuit, ability points to box horse all behavioral position and investment, it is for box horse culminating and retail mode (also become retail end) and compose builds.
Take outstanding achievement of the horse that compare a case 7 become unripe delicacy, the SKU giving birth to delicacy of box horse abounds degree of Yuan Chao to sell greatly now, the price is absolutely comparative sell greatly have an advantage, business of real cable giving birth to delicacy is not had more can compare a gender, and 30 minutes of box horse deserve to send service efficiency to sell greatly not.
"Our meal somebody comes have a meal in inn, meal business is very good. This trade pattern, can be door inn done? Can have we sold unripe delicacy supermarket, big sell? Can you sell so that cross market even? It is box horse wants to consider to be able to do the first in the first day and of the design " .
This bit, hou Yi is elaborating box horse culminating and retail think at 3 o'clock -- authority of commodity negotiate a price should lean when outspread box horse dimensions, had had special super- does industry thinking decide the tentative idea of situation -- can you accomplish China the portion of 30% ?
"Actual and retail end, be can reach the largest sale capacity around who, who built the biggest supply the efficiency of catenary, who takes best commodity. Just be today retail end, around wear this to make this whole system. We have this capacity, still do in what try hard all the time, this also is we invested what doing gigantic " .
This Hou Yi definition to retail end, frequent meeting with the whole world such as the United States, Belgian, Germany top class and retail business is exemple: "They can accomplish single 30% markets to occupy than, box horse also should be accomplished " .
Once exceed certain dimensions, include door inn to spend thousand amount, when the member spends hundred million amount, box horse may be no longer new retail shopkeeper. One with digitlizing drive new retail one-stop integrated service business, can be the prospective about of box horse.
In the A after a few days 2018 cloud dwell congress, the horse meets the box to roll out equipment of an intelligence hardware formally external, and the output of retail system program of soft hardware an organic whole. Box horse has established a new science and technology kind company, want the retail business of the whole world, the whole that outputs box horse is retail and integrated solution.
The consideration of box horse depends on, two this years big company of a lot of whole worlds sees box horse to China, appeal to to what box horse puts forward to buy systematic solution beg. The soft hardware system that box him horse makes, not only the whole world is banner, cost still wants than congener standard low. The profit space that can get among them, box horse does not have reason to be not done.
Right, this resembles can selling the current whole world of the car red company of another retail network -- American Costco is same. Ending infrastructure is built on retail and culminating mode when box horse when, not only the dimensions of consumer and market have frank meeting to reach a breathtaking level. Because be used to in the high frequency consumption of box horse,a lot of consumer are met, extend the meaning is daily " basic necessities of life " respect more habits, hit with box horse bind calm relation by force.
Resemble Costco same, a lot of consumer need to change ability to buy cheaper goods in Costco batch, bring about go to what Costco shops driving scale almost hundred. Because of this, costco is flat will drive demand service is changed, commercial. Exit retail trade of your whole world to look not to understand at the beginning, the car with disastrous now envy serves integratedly, from cheer sell a car.
Box horse has served this in community, intervene community " senile service, wash clothes, wash a shoe to mend shoes " wait for a service. This just begins, heavy pound comes out slowly.
Come out slowly, also be a person that the outside does not see so that know box horse knows watershed. A lot of people can feel box horse very bully gas, have wallop very much, not be this year " risk one's life runs quickly madly " , from be in at the beginning " abandon run quickly " in. Actually, familiar box horse is in the business of layout, hou Yi is paying close attention to the business that think, box horse is returned all the time actually " close " move an interest.
The Shanghai Jia Dingna that above paragraphs mentions circle in the air robot dining-room, the meeting before October has the 2nd acting version to come out, of the facility cost that solves automaton person mainly, slideway sending eat move a line to optimize etc. Shanghai, Beijing is doing box Ma Yunchao normally now, do not be eager to dilate. Although also want to receive profit next month, break the supermarket on Chinese line cannot the odd group of gain. The F2 of the end of the year is convenience 2017 inn, box horse is not anxious also now, be in slowly adjust a much better version.
"It is to do not have border on the line, there is border below the line. Can the box do bit of business beyond equestrian border? We also are studying, going looking. Premise is box horse itself formed brand of a strong spending, formed a very large flow (axes) , can use various methods, around move this core ability goes doing external outspread. We had established several innovation group, experimenting in research " . Hou Yi explains.
Of China new retail with global retail trade, walked along two at present contrary the way of coincide. 20 years ago with selling a China that is delegate industry condition retail trade greatly, it is Chinese last time the last pace that to the whole world study of whole of retail person of the same trade draws lessons from. After this, chinese retail trade is in little scope, specific company optimize innovation, upgrade without what get whole constitutionally.
Similar Costco is in this kind in the past 10 erupt for years " look at magical, say the move is easy, it is very difficult to be being done " new sample book, infrastructure of Chinese whole commerce, the supply that covers the whole world especially the inadequacy that fluid of catenary, content fastens, cause Chinese retail trade not synchronous whole world is retail in the past this 10 old way. Without the concussion of Internet, chinese traditional retail trade also faces the problem that with whole society consumption upgrades to open degree not to match with Chinese society. Otherwise, cross condition sea to clean out what also won't erupt so fast.
The concussion of Internet and digitlization, it is China's powerful Internet industry and head firm effect on one hand, had experienced one round in each industries annulus upgrade transform, retail trade walks along new retail the first year of an era or the reign of an emperor to 2017, appear instead time does not calculate early. On the other hand, the digitlization degree of Chinese whole society (the height of APP gains ground related the smartphone) , decide Internet and retail trade take the result that be together, can be to be in only inevitable in those who discover distinct possibility is accidental.
The retail trade of digitlization upgrades transform a process, besides cooperate with below the line on the energy accurate sale that is based on data, line besides, how having solvinging efficiency of traditional and retail whole to go up at present, producing apparent effect. From the 0 box horses that begin compose to establish retail pattern, had crossed this level, the hand is bought to make in what be based on the whole world to purchase, the digitlization that builds retail trade of the whole world that compare a shoulder supplies catenary and commodity power.
The technique gets involved link of retail trade Wu, reframe even retail business system, in box horse and A new retail, it is namely all the time on this orbit, with digitlizing the name that upgrade, driving all the time.
Accordingly, between box horse and A Lizhi concern in coordination, it is to understand a Ma Jin nature why gain, future wants the last solution that where goes to:
"The district of new retail sound that box horse is Alibaba person " . This word is Hou Yi the box horse business that for Aliji the group reports always locates.
"Old course (Hou Yi spends a name) not be to buy food, it is to buy life style " . This word also is the word that equestrian cloud personally speaks him to be worth to total prices of box horse business to Hou Yi.
