The courier giant is sniping with a group meal. Does SF want to take out catfish?
Recently, the launch of the “Feng Shi” takeaway platform in the same city of SF Express has attracted the attention of manufacturers.The market is curious about new players, but for SF Express, the small program for trial operation was pushed to the stage before it was fully prepared to roll out.The SF City said that “Feng Shi” was generally launched shortly afterwards. The original intention was to solve the problem of replacing employees within their own companies during the epidemic. Currently, it is only advancing within SF Express.But in fact, ordinary users can also place orders without encountering BUG.Although the product is not yet mature, the house surface of the “Feng Shi” small program can still trim the future “Feng Shi” may be the main group meal. In the face of the “red eye” takeaway giant Meituan and the hungry, SF’s “group meal”The strategy looks more like a side attack.To proceed, Internet analysts said that SF Express’s inherent advantages and foundation are much stronger than other companies. If the group meal market can be successful, SF Express may also cut into personal meal distribution.The response said that internal advancement, the reporter measured that ordinary users can order saunas, and Yewang searched the “Feng Shi” WeChat applet to find that at present, the “Feng Shi” takeaway order service has been opened, and the dine-in order service has not been launched.The main page of the program also displays the promotional copy of the corporate group meal and the entrance to the corporate ordering meal.This means that SF Express is trying to cut into the takeaway market and is focusing on group meals.However, in previous interviews, SF Express City responded to the sauna. Yewang said that “Feng Shi” is now close to the line. The original intention was to solve the problems of its own employees during the epidemic. Currently, it is only carried out within SF Express.However, the sauna and nightnet tests found that at present, ordinary users can also place orders at “Fengshi”.Relative to the launch of the WeChat applet, SF Express said that it is based on the fact that many sibling companies in the SF system are independently managed and do not share internal systems, so it is more convenient to use the public tool WeChat applet.At present, SF insiders revealed that “Feng Shi” is a small group of ten people belonging to SF Express. The main business of SF Express is still SF Express, and the other business is to provide merchants with a SaaS “SF Express One Stop”In the same city of SF Express, “Feng Shi” was hatched at one station, which was not promoted in the near future.However, SF’s entry into takeaways is not “nowhere to be found”. SF Express’s city company started independent operations on March 1, 2019, and officially released the “SF Express City Express” brand on October 24, 2019, striving for instant logistics.In fact, SF Express has been in the same city for a long time.In the end, the SF Express City Express brand was released. The SF Express City business has more than 1 million orders and more than 300,000 knights. It has also deployed in more than 200 cities such as Shanghai, Guangzhou and Shenzhen.According to official information, SF Express delivers food and beverages, supermarket convenience, medical supplies, clothing and auto parts, etc., providing commercial distribution, daily pickup and delivery, and a full range of local life services.But at the same time as it carried out daily delivery, it also won (part of) the takeaway orders from merchants such as McDonald’s, Pizza Hut, Ruixing Coffee, and Xicha.Sun Haijin, CEO of SF Express City, said in an interview with Sauna and Yeewang that the (life services) platform now mainly sells standardized products. For example, when ordering takeout, users want to order a takeout and add another (another brand) Milk tea, fruit, etc., this requires multiple downstairs, but the SF Express City Express service can overlap multiple brands and reverse extension.Listed out delivery platforms such as Meituan or flash delivery, Dada and other errand services. The official launch of SF Express City Express did not have “first chance”. Sun Haijin also bluntly stated that the differentiated play of SF Express City is that “other platforms doIt is a simple and standardized connection, and we can do N kinds of connections offline. This is the difference between us and platforms such as takeout. “The rapid growth of business in the same city, traditional courier ready to eat cake?From 2014 to 2015, multiple instant delivery (same city) platforms emerged, cutting into the real-time logistics market not fully covered by traditional express delivery companies such as three links and one express, in the form of crowdsourcing.After experiencing the reshuffling of the World War II market, some real-time logistics companies that survived that year, such as Dada and Dianda, were collected by JD.com and Alibaba to undertake business flows from the “big brother”; the other part, such as flash delivery, UU runnersWait to focus on making a small platform vertically.In the past, instant logistics was regarded as a market segment where the courier giants actively intervened. Sauna and Yewang learned from the insiders of the three links and one of the insiders that traditional courier companies generally believe that compared with the small cake of instant logistics, Gu HaoHaving business is more important.But shortening the US regiment in recent years, being hungry, and so on, the “Dajia” campaign started, and SF’s own business in the same city continued to grow. As a traditional express company, SF also tried to end and fire the “Dajia” shot.SF City announced its independent operation for the first time last year. Sun Haijin once said that independence means that the first is to have legally independent legal persons, the second is that the brand is established, and the third is that the entire team is ready.The SF Financial Report shows that in the past three years, the SF Express City’s annual express delivery compounded more than 100%. In 2019, the SF Express City Express business revenue reached 19.5.2 billion, an annual increase of 96.12%.Except for SF Express, other traditional express delivery companies have not yet made major moves.In 2017, Yuantong launched the “Timekeeping”; in March 2018, Yunda also launched the instant delivery platform “Cloud Delivery”, but it did not arouse too many waves. Industry insiders weighed, wasted, and filled the tradition.The express delivery company itself has a profitable long-tail market; reorganization, in the face of multiple stable real-time logistics patterns, is difficult to break through.Although, as SF Express said, the original intention of creating “Feng Shi” was to solve the problem of substitution of employees within their own enterprises during the epidemic, but it is undeniable that in the long run, traditional express has cut into the instant logistics market, evenThe upstream life service market.The world of takeout is “two points”. SF Express has to consider changing the popularity of the Internet. Takeaway services have entered the daily life of ordinary people.On April 28, the China Internet Network Information Center (CNNIC) released the 45th “Statistical Report on the Development of China’s Internet”, showing that in March 2020, the number of Internet takeaway users in China reached 3.9.8 billion, accounting for 44% of netizens.0%; the scale of mobile online takeaway users reached 3.9.7 billion, accounting for 44 of mobile Internet users.2%.Nowadays, it is so serious that when the shops received orders from Meituan, Hungry and other take-out platforms, and then arrived at Da and other instant logistics platforms to place orders.Each life service platform has already built its own logistics to consolidate its own moat.In April 2015, Hungry officially launched the Hummingbird system and opened its logistics platform in August of the same year; Meituan takeaways also launched a self-operated Meituan delivery in the country in 2015, and Meituan crowdsourcing was launched in the same year.In the instant logistics industry, the super-flow entrance is still the king of solving problems.Meituan distribution, hummingbirds are ready for delivery, Dada, etc. all undertake super traffic from Meituan, Ali and JD.com.On the other hand, Meituan, Ali, JD.com and other regions continue to create their own new retail layout, continue to launch errands business, etc., continue to grab the logistics cake.According to data from AiMedia Consulting, the competition between Meituan and Hungry in the first- and second-tier cities in 2018 will become more intense, with Meituan’s takeaway share reaching 51.8%, 47 is hungry.4%, the gap between the two has further narrowed.As a giant in the food delivery industry, Meituan’s comments were still excluded before going public, until 2019 began to turn losses into profit.Meituan commented on the release of its 2019 financial report, showing a total revenue of 97.5 billion US dollars, an annual increase of 49.5%; gross profit totaled 32.3 billion US dollars, an increase of 114 per year.0%; adjusted EBITDA and adjusted net profit were 7.3 billion yuan and 4.7 billion yuan respectively, with a conversion rate of 85 in the same period in 2018.1.7 billion.As an old player still has a difficult time climbing, it is difficult for new players to break through.At the end of 2017, Didi Chuxing was exposed to the test water delivery business. In March 2018, Didi announced that it would enter the nine major cities in the country and began a takeaway business war with Meituan in the Yangtze River Delta to reproduce the subsidies for burning money.After about a year of development and exploration, Didi’s food delivery is facing “shutdown and turn around.”In February 2019, Didi Travel’s CEO Cheng Wei announced that Didi 2019 will focus on the latest and most important travel main business, continue to increase security and compliance development, and improve efficiency, so it will “non-main business”Stop and go “.In fact, as a non-primary business of water testing, there is no scale advantage and channel advantage, and it is inevitable that it will be difficult to gain a foothold in the highly competitive domestic take-out market.Regarding SF’s entry into the take-out field, senior Internet analyst Ding Dao believes that SF has accumulated some experience in catering and distribution, including manpower to distribute Ruixing coffee.It is an extension of the primary business, SF’s inherent advantages and foundation is much stronger than other companies.Even so, in the food delivery industry, Meituan and Hungry have burned tens of billions of dollars, and it took many years to achieve today ‘s scale and market. SF Express also needs to bear a considerable cost to enter the market.Business.At present, it is a smarter way for SF Express to take group meals as its entrance.Choose a merchant with a certain brand awareness, the unit price of delivery is higher than that of other small restaurants, the quality is better, and the profit that may be obtained is guaranteed.If the group meal market can be successful, SF may also cut into personal meal delivery.Express expert Zhao Xiaomin analyzed that in 2020, it is expected that there will be 1-2 approved IPO companies in the ready-to-serve field. It is also possible that this field will start a price war, which will be more intense than in the past.Zhao Xiaomin also pointed out that even with more allocations, it is necessary to continue to consolidate the C-end, and at the same time upgrade the system solutions upwards and allocate accurately.Sauna, Ye Wang Cheng Zijiao Chen Weicheng Editor Sun Yong proofreading Wei Zhuo