"Burning money" cannot save fresh e -commerce | Xiaobai business concept

When Chen Bai/Wen falls down every day, it is a huge accident for most people. Overnight, this once -shining unicorn company fell into a crisis, leaving only unconnected and arrears, as well as the upstream and downstream suppliers in it.

This is a typical track on the air, and daily freshness is one of the most popular leaders: the listing of US stocks and single stores is profitable. The dawn of dawn seems to be not far away. No one would expect how fast when the Domino card collapsed.

Over the years, we have become accustomed to the speed and passion brought by the money burning model. With the amount of days of days, we have occupied a whole track in a short time. These business stories have almost been not news in the past few years. But whether it is "index -level growth" or the "flow pool mode", the so -called play that summarized through some specific companies 'cases was later ruptured by these companies' bubbles.

"There is no shortcut in the world" is originally common sense, but the Internet seems to bring new possibilities: the business model and profit model of almost all Internet companies that we can see are actually separated. In other words, the profit model of traditional enterprises is to earn users' money while finding users, while the Internet's business model is to complete the aggregation of users and traffic through low prices and even free of charge, and then realize the realization of traffic.

If it is observed according to this logic, fresh e -commerce companies with popularity, low thresholds and high consumption frequency are naturally a suitable track. The investment in the field of fresh e -commerce in recent years has almost never stopped like Sisyphus, but in the end, it also shows what "capital is not universal."

This market has been rated as a scale with a scale of 5 trillion. Since 2010, a large wave of entrepreneurs have invested in it. Among them, many giants such as Ali, Tencent, Meituan, etc. have ended. Dental layout. However, in these ten years, after a few rounds of closure, each family has also begun to have tens of billions of dollars, but no one has always run the track.

Professor Chen Weiru, a well -known scholar, said that in the era of industrial Internet, all industries are worthy of re -doing. There is nothing wrong with the professor's words, but most people only remember the second half of the sentence, and the industrial Internet that ignores the front conditions is a long process of building a long and concentrated accumulation. It can never be achieved overnight by burning money.

The industrialization of agriculture, especially the scale of smart agriculture, is a huge social project that needs to be invested for a long time. Not to mention that we are still far from agricultural industrialization. Even those countries that are highly developed in agricultural industrialization to realize Toyota (Just in Time) instantaneous supply chain response is difficult to imagine. Besides, are the Chinese local markets that are mainly small agricultural operations, extremely decentralized production, rich categories, and almost no standardized Chinese market?

It seems that the reason for the collapse of the daily freshness is "no money", but the reality may be that the end point of this long night road, even a few rounds of financing every day, is difficult to reach. The outside world seems to have a billions of investment, which is just the beginning of the development of the industrial Internet transformation of agriculture. And this transformation is not easy to complete by a company, nor can it be the business model and profit source of a company.

On this year's Fortune World Fortune 500 rankings, Wal -Mart continued to top the list to achieve nine consecutive championships. This undoubtedly proves that as the cornerstone of people, retail, retail is still full of commercial opportunities and room for expansion. From this point of view, the development of the e -commerce industry as part of the retail part is far from the ceiling or the final moment.

But taking a step back, we may still need to re -understand how Wal -Mart has maintained success for nearly 60 years. For decades, from the management academic community to the consulting community, there have been various ways to success in Wal -Mart. There are many keywords, such as scientific management, such as a strong supply chain system, such as the concept of customer first, etc., but there is no any. Keywords are related to traffic and burning money.

On a variety of new tracks about retail and consumption, it may be time to return to the definition of the retail model itself.

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