On July 20, there was market news that Daily Youxian was considering selling Number List the equity of its subsidiary for financing. Before that, Daily Youxian had already exposed the news of closing the city and defaulting on payment for goods. It can be seen that Daily Youxian, as the "first fresh food e-commerce company", is in a state of urgent shortage of money again.
The experience of fresh food e-commerce in recent years is like riding a roller coaster, with the spread of the epidemic going up and down.
At the beginning of the epidemic in 2020, and even in the first half of this year, fresh food e-commerce platforms played the role of ensuring supply during the epidemic to "deliver living materials to home". When traditional long-term e-commerce and offline entities were shut down, fresh food e-commerce was in this The process occupied the highlights.
But the good times don’t last long. Consumers’ extreme reliance on fresh food e-commerce often exists in high-risk situations where communities are banned and stay at home. Once the epidemic improves, offline shopping is the common choice for users.
In the second half of last year, the community group buying of the next-day self-pickup model was completely extinguished; by 2022, the pre-positioning model that pursued more efficient and high-quality was also caught in the storm of withdrawal and delisting warnings.
Regardless of the mode, the ultimate trouble for fresh food e-commerce players is the "loss problem to be solved".
1. Bankruptcy, withdrawal and delisting warning
The development process of fresh food e-commerce is comparable to that of traditional comprehensive e-commerce, and it has gone through more than ten years, but its profit model has never worked out.
Especially since the epidemic, the successive joining of giants has made this track unprecedentedly hot. However, hot money comes and goes quickly, and coupled with policy constraints, the short-lived community group buying has subsided.
Now that the shuffling of the community group buying track is over, only the players with the backing of giants such as Meituan Select, Duoduo Caicai and Taocaicai are left; in addition, Xingsheng Select is the only survivor of the "Old Three Groups" of community group buying. Active in some cities. Today, Meituan and Duoduomaicai occupy major market shares.
Community group buying startups such as Orange Heart Preferred by Didi, Jingxi Pinpin of JD.com, Shihui Tuan, Tongcheng Life, and Shixianghui have all gone bankrupt, shut down and contracted.
One of the reasons why community group buying has become so popular and competing is that the model of community group buying was initially regarded by many people as a solution to the high-cost problem of fresh food e-commerce. Its "pre-sale + self-pickup" method can minimize store warehousing costs and distribution and delivery costs, and the cost is the most essential problem plaguing the fresh food e-commerce industry.