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it seems that Meituan and JD do the same thing is the real -time delivery of local merchants. "Sheng Yu, an analyst who has long been paying attention to the logistics industry, explained (pseudonym). Does JD have a chance of winning by entering the hinterland of Meituan? From the perspective of production capacity, JD’s pressure is higher than that of Meituan.
Sheng Yu believes that there is a fundamental difference in the Venezuela Email List business logic of real-time retail between the two. Meituan shifted from catering takeout to retail. "When there are no catering orders, distribution resources are idle, so Meituan's logic is to allocate redundant production capacity for real-time retail." "JD, on the contrary, is not strong enough in e-commerce logistics to replicate it in local distribution. Therefore, JD must continue to increase its control over Dada. "JD is increasing production capacity to do this." From the perspective of merchant resource allocation Meituan is dominated by small B merchants, while JD is dominated by large B merchants such as Yonghui, Sam's, and Walmart. The bias in merchant resources also brings potential points of competition. Hu Jun, an e-commerce industry analyst (pseudonym), analyzed that JD’s biggest difficulty is whether it can capture the big players while expanding into more small players. What kind of product manager is needed on the B-side? B-side product managers are all aiming to improve the work efficiency of the supply side, so B-side needs are mainly oriented to business issues. This is a more important point of B-end products.
B-end products serve one entity. View details > " Merchants like Wal-Mart and Sam's who have connections with JD are fine, but other large supermarkets such as Yonghui will still tilt their resources to Service providers other than JD. Besides, small B merchants do not get much traffic from JD’s instant retail, which is also a difficulty.” He said. From a distribution perspective, Shengyu believes that Dada’s advantage is that the JD Daojia platform’s order operations tend to be highly standardized for orders in the supermarket category. "But the density and frequency are lower than that of catering takeout orders, and the difficulty of operating links is also relatively weak." 2.
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发表于 2024-2-17 14:38:54
