Daily Youxian did not wait for the White Knight.

Picture source: Oriental IC

In just one day, the daily freshness of the "White Knight" has not been waiting for the daily freshness of the "White Knight". On the occasion of the listing anniversary, it has experienced the journey from broken arm to the face of life and death.

After it was just announced on the morning of July 28, it was announced that after the adjustment of the front position business was closed, the fast -moving business was closed. The problem of retreating employees, and its arrears of salary and supplier payment, will soon declare bankruptcy.

Subsequently, the Blue Whale Finance reporter found that the daily Youxian APP can no longer place an order to complete the purchase in many cities, and the online customer service page shows "No customer service online".

In this regard, the reporter asked about the daily prefabricated persons, and the other party denied the rumors of dissolution and bankruptcy, but the issues such as returning employees, arrears of employees, slow payment of social security, and the unable to place orders were not placed online. Make specific statements.

After giving up the fast -speed business, the APP is suspected to be stopped

On the morning of July 28, the reporter found that the Daily Youxian APP issued a "service change notice" on the homepage. The notice shows that the delivery time is adjusted from the previous "fastest 30 points" to "fastest delivery", and the distribution scope is "national distribution".

The reporter replaced the positioning and found that whether it is Beijing, Shanghai and other first -tier cities, or Hangzhou, Nanchang, Dingyuan City and other places, the above -mentioned changes notice is displayed. However, on the daily fresh startup page, the "fastest 30 minutes" is still displayed. As of press time, the prompt on the launch page has not been adjusted.

For the contents shown in the above -mentioned service change notification and notification, the daily excellent aspects stated that under the goal of achieving profitability, the company adjusted the front position business, and the next day and other businesses were not affected.

Since the beginning of this year, there have been news that the daily Fixian Speed ​​Days has gone through multiple rounds of shrinkage. There are opinions in the industry that the stations with a lot of shutdown losses are not bad for daily freshness. This kind of broken arm seeking life can concentrate its resources in the core market and improve anti -risk and profitability.

Bao Yuezhong analyzed Bao Yuezhong, a special researcher at the Internet Electronic Commerce Research Center and the chairman of Bum Enterprise Management Consulting Co., Ltd., pointed out that the daily market decline in the market market is very serious. The first is no business, and the second is to control the cost.

On the evening of the same day, when the reporter opened the daily excellent fresh app again and tried to place an order on the platform, he found that although there were still products on the platform, when the order was paid, the page popped up. There is no goods under the current address, and it is suspected to be stopped.

The reporter tried to replace multiple addresses such as Beijing, Shanghai, Guangzhou, Hangzhou and other places, and then conducted an order operation. The same prompts were seen. The reporter then asked about the daily prefabricated persons, but as of press time, it has not received a valid response.

Doubt in "bankruptcy"

In addition to the adjustment of the business and operation level, the daily freshness is in the doubt of "bankruptcy".

Also on the evening of the 28th, a recording suspected of holding a full -scale meeting on the Internet daily flowing out of the Internet. According to the recording, the company's executives said that due to the company's latest investment (that is, the 200 million yuan equity investment of Shanxi Donghui Group) is still negotiating and the investment funds have not yet arrived, the salary of employees will be suspended. The recording also shows that the last working day of Youxian employees is on July 28, and social security is paid until July. The employees will be responsible for social security payment from August.

However, a daily employee told reporters that he did not participate in the so -called all -staff online meeting, nor did he receive information from the company's dissolution.

However, according to interface news reports, a number of daily fresh employees feedback said that the number of people on a single online meeting was about 300, and the number of remaining people in the company was about 800, so the notice was performed in batches. After the meeting, the Feishu group has all disbanded.

This coincides with the statement of another daily prefabricated employee. The employee revealed through the circle of friends that the company was dissolved in place, and the internal communication software flying books and VPNs have been discontinued. Please contact Xu Zheng, Zeng Bin and others.

In addition, netizens who certified the daily fresh employees said through the pulse platform that the daily premium of the eunuchs was not paid, and the salary of the employees in June and July was gone. Flying books and VPNs are banned. The office area is prohibited from entering on the grounds that air purification is prohibited.

In response to the rumors of bankruptcy, the reporter asked the relevant persons of the daily prefabricated aspects to verify, and he responded to the Blue Whale Finance reporter that "under the goal of achieving profitability, the company adjusted its business and organization. The business is not affected. Due to business adjustments, some employees leave, the company is currently actively seeking all possible solutions to ensure employee rights to the greatest extent. "

However, the person did not answer the issues such as clearing up employees, arrears of salary of employees, and slow payment of employees, but just emphasized that it did not receive news from the company's dissolution and bankruptcy.

Affected by this series of messages, on July 28th Eastern Time, daily diving after opening the market daily, the decline in the market once exceeded 47%; the final closed at 0.1353 US dollars/share, 42.46%, the latest market value was only 31.856 million US dollars Essence

Cheng also settled in front of the position, and the defeat also settled in front of the position

The daily freshness of the current dilemma is also extremely beautiful.

Established in 2014 every day, in December of the same year, it received 5 million US dollars of angel round financing from Yuanzhang Capital, Guangxin Capital and other institutions. The following year, its first fresh e -commerce company's front position model was once led the industry, and therefore frequently won the favor of capital. Before listing, a total of 10 rounds of financing has been obtained every day. Tencent has favored it. It participated in five rounds of financing from 2015 to 2020. On June 25, 2021, the aura of Daily Youxian's "Fresh E -commerce First Stock" was officially launched in Mansadak, ushered in a high time. At that time, its issuance price was $ 13/ADS. Based on this issue price, the daily fresh IPO fundraising was about $ 300 million and a market value of 3.2 billion US dollars.

So far, the company has been listed for more than a year, and it has been caught in storms such as withdrawal of shrinkage, arrears of payment, annual reports of difficulty in paying, endangered, off -market, retreating employees, and bankruptcy. These signs all indicate that the company is facing a life and death examination. The daily presence of daily excellent freshness is undoubtedly pointing to the pre -warehouse model that has been highly respected.

The so -called front warehouse model refers to the model that distinguishes from the traditional warehouse away from the final consumer group and establish a warehouse near the community. The front warehouse is generally a dealer or small warehouse (200-500 square meters) for leased communities. It is built densely in the community (generally within 3 kilometers). It is distributed to consumers' homes, which mainly meets the needs of consumers in mid -to -high -level cities for fresh and healthy foods for convenience (fast) and healthy (good).

Due to the ability to solve the "last mile" of fresh freshness, it brought a better user experience to consumers. The front position model was respected and attracted many followers. However, the problem of profit and difficulty brought about by this model of assets and heavy operations cannot be ignored. As the Tianfeng Securities said in the research report, the front position model has led to high performance costs, and the advertising marketing and preferential subsidies invested by customers have also caused higher sales and marketing expenses. Therefore, the gross profit margin of the front warehouse model is low, the cost is high, the profitability is weak, and the acquisition and transformation of customer flow is difficult.

According to the daily prospectus, from 2018 to 2020, its performance costs were 1.239 billion yuan, 1.833 billion yuan, and 1.577 billion yuan, respectively, accounting for 34.9%, 30.55%, and 25.73 of the total revenue. During the same period, the company's net revenue was 3.55 billion yuan, 6 billion yuan, and 6.13 billion yuan, respectively. Such a high performance cost brings to the daily losses for the daily freshness. From 2018 to 2020, the daily losses were 2.232 billion yuan, 2.91 billion yuan, and 1.65 billion yuan, respectively, and a cumulative loss of nearly 6.8 billion yuan in three years.

After entering 2021, the daily fresh losses have not reversed. In the third quarter of 2021, its net loss was 974 million yuan, a year -on -year expansion. Daily freshness is expected that the net loss in 2021 is 3.737 billion-3767 billion yuan. Based on this, the company's cumulative loss in the past four years has at least 10.5 billion yuan.

According to the announcement issued by the Daily Outstanding Fresh, due to the "suspicious transactions" conducted by the company's business department and third -party suppliers and customers the next day, some financial report records during the 2021 reporting period were inaccurate, so so far The company has not yet announced the 2021 financial report, and it has received a warning letter from the Nasdaq's listing qualification department.

Mo Yanqing, director of the Internet Retail Department and senior analyst of the Internet Electronic Commerce Research Center of the Internet Scriptures, pointed out that the competition of fresh e -commerce tracks is becoming increasingly fierce. In addition to the daily competition in Ding Dong, Ding Ding and Daily Orchards, but also In the face of e -commerce giants Ali, JD.com, Pinduoduo, Meituan, etc., the pressure is really not small. It is difficult to break through every day.

Zhuang Shuai, the founder of Bailian Consulting, also believes that the daily development opportunities are already very small, and in the future, they may face the risk of delisting, mergers and acquisitions, and even closure.

The dilemma daily is finally waiting for the White Knight. On July 14, the Daily Owish announcement announced a strategic cooperation agreement with Shanxi Donghui Group, and the latter plans to invest 200 million yuan in equity investment in Youxian.

However, it is not difficult to see from the above recording that the white knight has not been reached out in time, and the daily freshness is now standing on the edge of life and death. We can wait and see if it can usher in a turnaround and go through the difficulties again.

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