How long can I go to buy vegetables in the front of the warehouse?

The last hope of the front warehouse model Ding Dong bought vegetables, and recently released the second quarter of the 2022 financial report as of June 30.

From the financial report, the data is pretty. According to the financial report, Ding Dong's total revenue in this quarter was 6.634 billion yuan, an increase of 42.8%year -on -year; GMV was 7.115 billion yuan, a year -on -year increase of 32.3%; net loss was 34.5 million yuan, and the net loss was 1.937 billion yuan in the same period last year. The net profit of the United States GM Accounting Standard was 20.6 million yuan, and the net loss in the same period in 2021 was 1.728.5 billion yuan, which achieved a phased profit for the first time. It is worth mentioning that at the telephone meeting on the evening of the 11th, Ding Dong bought CSO Yu Le said: "At present, there will be a significant optimization of the losses and cash flow in the same period last year. As of Q2, the cash balance is the balance of cash. At 6.06 billion yuan, the bank's short -term borrowing increased to 890 million yuan. It also emphasized that we need to spend not much.

As a giant of fresh e -commerce, the speed of money to buy food in Ding Dong is almost paid to the daily freshness. Compared with the huge losses in the previous one hundreds of millions of units, the large losses finally changed the crazy burning appearance. This is undoubted The capital market injected a dose of strong needle. Ding Dong's disclosure of the company's cash balance also temporarily allows everyone who pays attention to the financial situation of Ding Dong to buy vegetables. Judging from the current situation, Ding Dong's buying food seems to be much stronger than daily.

But this does not mean that Ding Dong has no problem when buying vegetables. The daily freshness and Dingdong buying vegetables are used in the front warehouse mode. The huge losses and burning problems brought by the front warehouse model have been questioned by the market. In the second quarter of this year, Ding Dong's buying vegetables has been closed in Tianjin. Store services in 10 cities including Tangshan, Langfang, Xuancheng, Luzhou, Zhongshan, and Zhuhai have been exposed to layoffs. Up to now, Ding Dong has only retained two northern cities in Beijing and Langfang, and only 27 cities showing normal operations on the platform.

To a certain extent, in addition to income growth, Ding Dong ’s buying vegetables in the second quarter actively“ reducing costs ”, which has a very obvious role in the narrowing of losses. Another key factor is the dividend of the epidemic. In the second quarter of this year, Ding Dong buying vegetables was one of the important supplies of enterprises during the Shanghai epidemic, which also had a great impact on performance.

However, in terms of burning money, all front warehouse players are exactly the same. It is difficult to make money by making money independently by this model. The outside world has questions about the business model that Ding Dong has always insisted on buying vegetables. It seems that there is no way to improve an accidental factors.

However, it seems that Ding Dong's idea of ​​buying vegetables has not yet changed the development method. As the founder Liang Changlin emphasized at the conference call: "Some people have compared Ding Dong to buy vegetables and our friends in the past few years. I have worked many formats, and Ding Dong bought vegetables for five years, and the business model of dying before storage. "The relationship between Daily Fresh and Ding Dong buying vegetables is more similar to the cold lips and teeth. The player has fallen. If you continue to persist, how long can the remaining 1%die?

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