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Village live Fun & entertainment
Aug 01, 2022
In SMART HOMES
Among the few hotspots in the venture capital circle in 2019, the matter of "food shopping" has attracted a lot of attention, whether it is the last chance for a $100 billion dollar company represented by "fresh food", or the use of grocery shopping itself as the The home consumption scene at the entrance makes capital have to pay attention. recently interviewed Zheng Chaoyu, a partner of ZhenFund, who has long been concerned about the sharing economy, consumption upgrades, B2B trading platforms and other fields. In the field of fresh food e-commerce, as the earliest institutional investor, he has invested in projects including fresh food B2B trading platform Meicai and community fresh food e-commerce Tongcheng Life. Zheng Chaoyu and shared his views on the fresh food market and the underlying logic of community group buying. Main points of the article: The high-frequency emand for fresh food has always existed, and the order density is a watershed "Fresh", more specifically goods and services with geotag dimensions, is the last stop for e-commerce Community e-commerce winners and losers: density product structure 1. Fresh food: The last opportunity for a billion-dollar company b2b data in the e-commerce field, the core lies in order density Fresh food e-commerce has a history of decades in China, and "performance cost" is a problem that practitioners continue to solve The fresh food track is the last opportunity for a $100 billion company. When the battle of the standard product is over, everyone is paying attention to the track of the non-standard product. Fresh food must be the last high ground, and everyone is thinking about how to cut in. In fact, fresh food e-commerce has a history of decades in China, such as Original Life and Yihaodian, but everyone can't solve the same problem: once the density of orders is dispersed, the proportion of fulfillment costs very high. The result is that everyone can only sell products with high customer orders such as imported fruit, because only by selling more than one hundred and close to two hundred per customer price can the performance cost be controlled within a reasonable range. However, high customer orders mean that the higher-frequency and large-scale markets have not been fully covered. To B's fresh food e-commerce business conditions are one step ahead of To C's In the high-frequency fresh food consumption market, pork alone has 2 trillion, so the fresh direction of To C will definitely lead to the birth of super-large companies. But in 2014, in terms of order density, To C is still not mature enough. Under this premise, B2B became the best solution at the time, and I invested in Meicai at that time.
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