Daily Youxian lied to everyone

@新 新 新

Author 丨 Bai Yueyue See

Edit 丨 Monthly

To this day, Daily Youxian may lie to everyone.

At 2 pm on July 29, in the hall of the labor and personnel dispute arbitration of Chaoyang District, the daily fresh employees who came to defend their rights were crowded. Due to the large number of people, the on -site salary had opened special fresh employees who had salary. Rights protection channels. "New entropy" saw at the scene that the staff shouted to the team while maintaining order: "We have been handling from the morning in the morning, and those who can't finish it today should not complain."

(Chaoyang District Labor and Personnel Dispute Arbitration Hall, new entropy shooting)

At the same time, the People's Government of Chaoyang District, ten kilometers away, gathered dozens of suppliers from all over the country. Because the debt is not available, they will discuss on behalf of the national suppliers to discuss the daily freshness. According to incomplete statistics of "new entropy", as of 14:39 pm, the total amount of suppliers who have disclosed data have reached 98 million yuan.

(Some suppliers arrears list Source: Supplier group chat)

Employees are also confused. A daily fresh employee feedback to "new entropy". Daily excellent freshness on the grounds of removing formaldehyde for three days, but these three days have transferred the company's computers. The cancellation IP could not be boarded. After a 20 -minute telephone meeting held on July 28, it was announced that it was dissolved in place. At the same time, employees did not receive compensation and salary.

External, Daily Youxian announced to the media that it has not been "dissolved", and only closed its business for 30 minutes. However, as of press time, all businesses of the Daily Youxian APP have been suspended. Daily Youxian Headquarters has gone to the building, and office supplies such as computers have been moved away from the office. The original account of the background has not been logged in.

If it is only some business adjustments, is it necessary to be so good every day?

01 376 The mountains on the head

376 people, the number of "daily fresh debt collection groups".

Jiang Yue is an authentic Fujian native. His rural cooperatives have given grapefruit for 3 years for 3 years. Until September last year, there was a problem with the platform repayment. The payment of the payment of the Sun Youxian Headquarters has not been recovered so far.

The WeChat group of "Daily Fresh Debt Collection" was the contact group established when Jiang Yue went to the debt together in March of this year. I did not expect that after July 28, it became the rights protection group of all suppliers. Vivian is a daily food supplier for many years. She said that the daily delay of payment has occurred from the end of 2021. Because there are not many debt, I have been trying to solve it through communication. Procurement exchange.

Vivian said that the abnormality was in December last year, and the platform suddenly did not pay, so he requested the payment on the grounds that the stock was broken.

"Each time a lunches, the platform will return to us 20,000 and 30,000 to coax us to continue to supply, so our goods have been supplied until July this year." Vivian said.

The platform purchase connected to Vivian has also guaranteed to her again that the next round of financing has been confirmed that funds are not a problem. But when she communicated with the purchasing yesterday, she suddenly cried, and was suddenly informed by the company. The entire staff was dissolved. There was no explanation. The employee knew that the news time was the same as the supplier. After the meeting, all the members were dissolved.

"I can find people before, and we can't find anyone now. We are growers. More than 1 million is very stressful for me. My own factory building is mortgaged in the bank." Jiang Yue said that he was about to collapse, and the plant processing was facing Discontinued, on Monday, he would rush from Fujian to Beijing to protect his rights.

On the morning of the 29th, suppliers from all over the country gathered in the daily Outstanding Fresh Headquarters for arrears. Liu Qi took her two children to the scene. As a daily fresh employee boxer supplier, she was owed to 300,000 yuan of payment by the platform, and there were patients in the family who were anxious to use money.

Seeing the "new entropy" at the scene, due to the ban on entering the park, the site suppliers chose to call the police. Faced with the daily fresh employees who came forward, some suppliers collapsed: "I can't afford to eat now."

The third quarterly report in 2021 shows that the net ownership of the daily unpaid suppliers of the freshness was 1.652 billion, a 34%increase of 1.088 billion yuan from the end of the third quarter of 2020. These account payables include three categories of suppliers: outsourcing delivery companies' freight and marketing service providers.

The disclosure document of Daily Fresh Fresh is showing a disclosure document handed over to Nasdaq that Xu Zheng had already planned ahead and became a Hong Kong citizen. Xu Zheng's shares are all placed in offshore trusts overseas. As of the first quarter of 2022, the founder Xu Zheng held a daily offshore trust holding 86.38 million Putong shares through overseas offshore trusts, holding the shareholding ratio. 12.2%; Among them, Xu Zheng's co -founder Zeng Bin held 17.49 million ordinary shares, Tiger Fund holding 77.99 million Putong shares, Tencent holding 55.88 million Putong shares, holding 9%of the shareholding ratio.

However, the most popular daily closure impact is the state -owned assets of various places that had invested before the listing before listing. $ 306 million) The daily value of the daily freshness is about $ 3 billion.

02 Xu Zhengzhen ran away?

Many people suspect that this is a premeditated retreat.

"First of all, Tianjin closed the warehouse to stop bleeding. Donghui was released on July 14th.

Food supplier Xu Chun is only willing to believe that all this is planned.

From March of this year, Daily Fresh began to delay Xu Chun's payment, with a cumulative arrears of more than 2 million yuan. At the end of May, Xu Chun and dozens of suppliers reached a settlement with daily freshness through the court. The two parties agreed to pay the first payment daily on July 28, and pay another sum in September.

"The platform means that we have eased the goods temporarily, returned the funds, and gradually paid it later." Xu Chun said. But it was on the day of July 28 that the platform announced the closure of the platform every day, which made Xu Chun believe that the platform intends to do it: "How can the payment date and the closure rush on the same day?"

The platform once gave the hopes of suppliers. On July 14, the Daily Outstanding Fresh announced that it reached an equity strategic investment cooperation agreement with Shanxi Donghui Group. Donghui Group plans to conduct an equity investment worth 200 million yuan worth of RMB 200 million daily. This money is almost equivalent to "life -saving money" for daily freshness, but because Daily Youxian is a listed company in the United States, this investment is an overseas investment (ODI: Oversea Direct Investment). An investor said that under normal circumstances, it takes 3 to 6 months to get the account.

On July 18, the information of the industrial and commercial registration showed that many fresh executives such as Xu Zheng, Zeng Bin, Li Yang, and Sun Yuan have successively withdrawn every day, and the legal representative has changed from Zeng Bin to Sun Yuying. A new supervisor is Song Wenjing. According to the law, legal representatives should be responsible for the company's bankruptcy.

Some people have smelled the wind. On June 1st, a daily fresh shareholder of the freshly fresh market price sold 14.73 million Putong stocks at a discount at a market price of 10 % at a time, and the meat was cut off.

In 2014, Xu Zheng, who had just passed the year, officially started his business with his old subordinates. CEO Xu Zheng is the Lenovo veteran who has worked for more than ten years. He was once known as the "youngest general manager of Lenovo's youngest business department". He also worked as a senior management of Lenovo Jiawo Group for two years. Fresh business foundation; the person in charge of the Lenovo Asia -Pacific region was the person in charge of the Asia -Pacific region. The online operation is the COO of a well -known startup company.

Such a first -class team gene has naturally gained a lot of capital. It is said that Xu Zheng has not even thought about the company's name and LOGO, so he has successfully received an angel investment of 5 million US dollars in Guangxin Capital. Since its establishment to December 2020, 11 rounds of financing has been completed in 6 years, and the cumulative financing amount has exceeded 11 billion yuan. In June 2021, Daily Out Fresh was listed on Nasdaq at US $ 13/share, becoming the "first share of fresh e -commerce". Unexpectedly, it was the peak of listing. Since then, the stock price has fallen all the way, from April 20 this year to below $ 1, until there is still no signs of improvement.

On the afternoon of the 29th, Chinese Entrepreneur Magazine reported that Xu Zheng did not run abroad, and the company's executives were in Beijing, and the senior management was still in contact with investors and buyers.

But many suppliers do not recognize this statement. Xu Chun said to "new entropy": "Our goods are now in the daily fresh warehouse. Why not take it out for us?" Some suppliers said, saying that Xu Zheng should publicly show up and come up with a reasonable solution in order to be convincing.

03 Daily fresh, it's not fresh

A number of people close to daily freshness told "new entropy" that this tragedy is rooted in the business model of pre -warehouse e -commerce malformations.

"We are different from Yonghui's low gross profit with high gross profit." Daily Youxian employee Li Min told "new entropy" that the daily sales of fresh products with high loss rate and low gross profit margin are mainly sold. Coupled with the high labor cost, the platform slides step by step towards today.

"In the final analysis, it is still not sold." Another daily fresh employee Zhang Hua told the "new entropy" that the daily gross profit margin of excellent freshness has never been corrected, and the sales have been unobstructed.

Zhang Hua revealed that during the Shanghai epidemic, due to the blocking of offline consumer channels, the market's demand for fresh products increased. As a fresh fresh supplier, daily fresh freshness has soared from thousands of orders to more than 50,000 orders. However, these users have not become the "iron powder" of daily freshness. Once the epidemic is over, the daily number of monthly orders in the Guti Fresh Shanghai quickly shrinks to the level before the epidemic, that is, about 5,000 orders.

Since its establishment, Daily Fresh has been carrying heavy traffic anxiety. The natural characteristics of the front warehouse fresh mode are lacking natural traffic. According to LatePost reports late, in the first half of this year, Xu Zheng arrested anti -corruption and cost reduction work inside, and some non -necessary functional personnel were abolished.

For a long time, the daily push through the ground push to obtain offline users, but in the reform of Xu Zheng's cost reduction and efficiency, the ground push team has become the key target of daily fresh reforms.

"The marketing cost of the ground push is very high. You do n’t send a basket of eggs. Why do people find you? And the uncle and aunt who accepted the ground, but he left after you finished it." Zhang Hua said that Zhang Hua said. In this reform, the company's local push personnel were cut from more than 1,300 people to dozens of people. The daily pushing personnel in the past is generous, with an average monthly salary of 15,000 yuan. This means that the monthly expenditure of 10 million is reduced to nearly one million levels. The "Little B strategy" replaced by the ground is the "Little B Strategy". Daily freshness no longer pursues C -end growth, but transitions to the supplier role. Zhang Hua told the "New Entropy" that Daily Youxian tried to supply enterprises such as Longhu Real Estate and cooperated with Jingdong Supermarket.

Taking Jingdong Supermarket channels as an example, the sales of products will no longer have "daily fresh" logo, which means that the brand further reduces marketing investment in the C -end market. Zhang Hua commented: "In fact, JD.com has a strong ability to sell goods, we are too weak."

Although the volume of orders at the B -end strategy cannot be compared with the era push, this is at least a daily freshness from the endless losses of endlessness.

The problem is that there is not much time left for this front of the front warehouse. As of July 29, the daily quotation of U.S. stock markets of Youxian has been lower than 1 USBIC. If you cannot find the new gold master as soon as possible, in accordance with the rules of the US stock market, Daily Fresh will lose the status of listed companies.

However, in the context of current instant e -commerce ebb, Xu Zheng can only ask for more blessings. According to the supplier, except for the brand name, the daily unique assets have no valuable assets, and their office computers are rented. For other e -commerce giants, it may not be difficult to save a collapsed fresh platform, but it is the key to how to reorganize in the sluggish market.

(The interviewees in the text are all pseudonyms)

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