Takeaway as a courier?Why is the takeaway market more popular now than express e -commerce?

In China's consumer market, e -commerce express and takeaway are undoubtedly the two most familiar consumption methods for everyone. Most of the daily necessities of ordinary families in the past rely on e -commerce courier to supply. Food, flowers and other instant consumption products, but the phenomenon of recent takeaway as express delivery has begun to become increasingly significant. Many people are asking why the current takeaway market courier e -commerce is still popular?

1. Takeaway as a courier?

According to the interface news report, "I found that the soy sauce was used up when I was ready to cook. I ordered a bottle on the takeaway platform. "I didn't know there was a grocery store there before."

During many citizens, during the period of demand for epidemic prevention, the purchase of daily necessities from nearby commercial superpower stores through takeaway became their new life consumption method, and it has also become a source of stable orders for physical department store retail stores.

What is instant retail? In its research report, China Merchants Securities pointed out that instant retail is an O2O retail model that is quickly delivered to the nearby delivery of offline. It mainly provides users with "fast" and convenient value. In other words, instant retail is mainly connected to local residents and physical merchant stores to serve local supply. Local merchants and local residents benefit.

According to the Meituan platform data, the online order volume of Meituan's supermarket convenience stores increased by nearly 45%year -on -year in the first half of 2022. From January to May 2022, the order amount on the supermarket convenience store on the platform also continuously maintained a growth rate of about 70%.

"In the past, I just saw the takeaway buddies gathered at the door of the restaurant at the meal. Now, I can see the takeaway buddies shuttle in various supermarket department stores at any time," said a community convenience store owner in Tongzhou, Beijing.

According to Xinhuanet, Meituan data shows that from January to May, the online order amount of various physical retail stores such as Commercial Supermarket Stores increased by 70%, and the community department stores increased by about 45%year-on-year in the first half of June. It is entering the stage of steady growth.

The report of "Focusing on the 95th Consumption Group in China" released by Essezhe shows that young generations of consumers pay more attention to "speed", and more than 50%of post -95 consumers hope to receive goods on the day of shopping. cancel order.

In the first quarter of this year's financial report, each of them highlighted real -time retail -related business results. 2022Q1's financial report shows that JD.com ’s newly added active buyers about 10 million, of which 5.6 million came from JD.com, becoming the main driving force. According to Dada Group's data, JD.com's home business achieved revenue of 1.4 billion yuan in the first quarter of this year, an increase of 80%year -on -year. At the same time, JD.com and JD.com had been online. In the first quarter, Meituan Shipping's "new business and other" revenue of Meituan was 14.5 billion yuan, an increase of 47%year -on -year, and at the same time, it accounted for 31.3%of the total revenue. Among them, the order volume of Meituan Flash purchase and GTV (total platform transaction) increased by nearly 70%and 80%year -on -year, and the number of orders for the purchase of food in Meituan increased by 120%year -on -year.

2. Why is the takeaway market more popular than express e -commerce?

In fact, during the period of the epidemic sealing, we wrote about Shanghai at that time, and the takeaway platform represented by Meituan and Hungry has assumed the role of daily consumption needs. Normalization, these demands have not declined significantly, but have shown a rare toughness. We might as well analyze today, why is the current takeaway market more popular than express e -commerce?

First of all, the importance of takeaway is still existed without fully recovering. From the perspective of the short -term development of the market, although many cities have gradually returned to normal, in fact, the express delivery in many places has not returned to a completely normal level. In terms of the author's personal experience in recent days, I bought a product on the online e -commerce platform. Originally, JD.com could achieve the next day. It can be delivered in the sky, but the general delivery time of Jingdong you buy now takes 3-4 days, and the delivery time of the three-way and one-way one is often more than a week or even more.

Under such circumstances, the advantages of the takeaway platform will undoubtedly attract users. Take the author's recent encounter as an example. Originally, I needed to buy a kettle and a thermos bottle. Basically, it is shown that it takes 3-4 days to get it. Even some e-commerce platforms give an exaggerated data for 10 days. Because it is an urgent need for the family, the author decisively chose to place an order on the takeaway platform and find the product after finding the product. The goods that need to be used in less than 2 hours have already been delivered, and the delivery costs are basically the courier fee for non -self -operated merchants on the e -commerce platform. Therefore, the effect of the takeaway platform has become a very attractive experience in recent times.

In a short period of time, it may take some time for the express industry to fully return to the previous delivery efficiency. Under such circumstances, the replacement effect of the takeaway industry is very obvious.

Secondly, the rise of the instant retail is behind the use of takeaway as a courier. With the continuous red fire in the delivery market in the same city in recent years, instant retail has gradually begun to emerge in the market. For most consumers, although e -commerce can meet the long -tail needs of many people, in fact, most people's daily life can be. Life needs are still a standardized product. In this regard, instant retail sales can undoubtedly meet the needs of the market. According to the research report data from Zhejiang Business Securities, the low -penetration and high growth of instant retail sales can penetrate about 4 trillion. Zhejiang Business Securities further stated that the epidemic has increased people's demand for instantaneous certainty and increased retail customers. The formation of this demand has an irreversible consumption habits, developing more viscosity customers. Nowadays, the reason why instant retail has begun to be popular is the following aspects:

First, the fresh consumer market has laid a solid foundation for instant retail. In the rapid development of fresh e -commerce companies in these years, everyone has been very familiar with fresh e -commerce companies such as Meituan, Hema, Ding Dong, Daily Fresh, Duoduo Cai, etc., and in recent periods of time The market re -education has become a habit for how to use fresh e -commerce e -commerce, thereby laid a solid user foundation for the real -time retail market.

The second is that the supply chain network of instant retail is increasing. When we said that when the e -commerce market, we all said that from logistics to warehousing is the key to the development of the e -commerce market, and in recent years, the instant retail companies represented by Meituan and Hungry have actually gained their own advantages. It has formed its own integrated supply chain system with its own self -operated front warehouse with a large number of offline merchants, convenience stores, and fresh stores. Among this integrated supply chain system, traditional offline merchants have gradually become a superiority. The integration of the node of the supply chain can effectively play the role of instant retail indirect front positions, thereby ensuring the development of the instant retail market.

Third, the price advantage of real -time retail is increasingly formed. With the development of the e -commerce market in recent years, the larger price difference between the original e -commerce and offline merchants is gradually being smoothed by the market. In this case, the cost of shopping in real -time retail platforms such as Meituan will not be higher than online, and the time -effectiveness is undoubtedly stronger. Under such circumstances, instant retail advantages are undoubtedly more significant.

Therefore, instant retail is currently in a high -speed state, and the market space is undoubtedly very broad.

Third, how long will the red fire in the takeaway market last? From the current trend of market development, the integration of online and offline integration is becoming the focus of everyone's attention. In this regard, Meituan and JD.com are undoubtedly the two fastest -developed companies in the market. Whether it is Meituan retail consumption or JD.com The home business can bring enough high -quality experience to the market. In fact, with the rise of the distribution market in the same city, in fact, the network of real -time retail has become increasingly perfect. In terms of distribution capabilities, Meituan covers over 2800+ counties and cities, with an average daily active rider over one million; In the upper and lower counties, the size of the rider is not large. It can be said that for the current real -time retail market, everything is owed only to Dongfeng. As long as the consumer's willingness to consume is effectively satisfied, the development space of the market will undoubtedly be wider.

Today, the market competition has gradually transformed from the homogeneous competition of e -commerce to diversified cross -dimensional competition. The integration and development of takeaway and express delivery is the focus of the market's most attention.

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