Hungry, "run away", the US delegation or "change coaches": how to play in the second half of the takeaway?

In terms of age, hungry is not younger than Meituan, but talent is not as deep as Meituan.

It turns out that the article "takeaway riders, trapped in the system" refers to the US Mission, but the US Mission just pretends not to see it. If it is hungry, it can't help sending messages in the middle of the night, and "stealing chickens" is not anti-corrosion.

Recently, People magazine's special article "Takeaway Rider, Trapped in the System" exploded on the Internet, and public opinion pointed its finger at Meituan, but Meituan just pretended not to see it.

As a strong competitor of Meituan Takeaway, I was going to be nice to the outside world if I was hungry. In the morning 1 (admire the spirit of working overtime), the message "Would you like to give me five more minutes" was sent out, saying that "the system is dead, people are alive", new functions that are willing to wait longer will be released as soon as possible, and the performance mechanism of the delivery staff will be readjusted.

I didn't expect the article to stir up a thousand waves. Although many people answered "yes", more people questioned whether they were hungry and left the pot to consumers, pointing out that such a plan could not solve the substantive problem.

I meant well, but I didn't expect to get burned. The wind of public opinion quickly turned, from systematic criticism of the US Mission to condemnation of being hungry.

After 48 hours of silence, the US delegation finally voiced. The US Mission responded through the official WeChat that if it is not done well, it is not done well, and there is no excuse. After all, the problems of the system need to be solved by the people behind the system, and we are duty-bound.

The US delegation specifically pointed out that the dispatching system will be optimized to give riders 8 minutes of flexible time, which is 3 minutes more than the hungry 5 minutes.

I have to say that the emotional intelligence of Meituan is higher than that of Hungry, and the technical problems are still solved by technology. We really can't throw the pot at the consumer.

Hungry? There is no technical reply, which may be related to the recent departure of its CTO.

According to many media reports, CTO Zhang Xuefeng, who was hungry, left Ali in early September.

As the CTO of the takeaway platform, he mainly focuses on technology. Like Mu Rongjun, CTO of the US Mission, Zhang Xuefeng keeps a low profile to everyone, but a low profile can't hide the fact that he is a hungry veteran.

In 20 15, on the eve of the merger of meituan and Dianping, I felt the aggressive momentum of meituan, and Zhang Xuefeng was appointed as CTO of Hungry.

Zhang Xuefeng is not only skilled, but also experienced, especially in Ctrip, serving as CTO of Ctrip's international business department.

With this background, if you are hungry, you will be more emboldened to expand your local life service. In this way, if you are hungry, you will fight with the United States, all the way to 20 18.

This year, Ali Hao threw a $9.5 billion wholly-owned acquisition. Are you hungry? The enterprises acquired by Ali either integrate or leave, and Zhang Xuefeng chose to integrate.

Later, Ali got through the word-of-mouth network and was hungry, and set up a local life service company. Hungry? The battle with Meituan has expanded from the field of take-out to global war.

To this end, Zhang Xuefeng's position is constantly being adjusted. June 5438+this year 10, served as the head of the local life science and technology innovation center, and became the assistant to the local life CEO in August.

I don't know why he left his job. According to Reddy, Zhang Xuefeng quit his job because he needed more time to spend with his family and do something he liked but didn't have time to do in the past.

Some people say that it is no wonder that in this game, the US Mission won, but the CTO left. That's what it is. Ali is full of talents and fills in the blanks in minutes.

In fact, there are also big people in the US Mission who are about to "retire", and the reason for retirement is exactly the same as that of CTO who is hungry.

If nothing else happens, Wang Huiwen, the former main takeaway general of the US Mission, will retire in less than three months.

At the beginning of this year, Wang Xingfa emailed about Wang Huiwen's "retirement" plan.

In view of this matter, Wang Huiwen said that he has been unable to handle the relationship between work and family, health, business operation and personal interests, and he is also worried that life will miss out on different wonderful things.

Coincidentally, the company's strength, senior management positions and reasons for wording are strikingly similar. I have to say that the real competition is that you have me and I have you.

In fact, in June this year, some media revealed that Wang Huiwen was suspected of retiring. However, according to Wang Xing's previous statement, Wang Huiwen should retire at the end of the year.

If the number of elders decreases and the game is hungry, the US Mission may draw.

However, it remains to be seen who can be better in the replacement of talents in the later period. Ali's talents are a dime a dozen, and there is no shortage of relaxation.

Wang Huiwen is a veteran of the opening ceremony of Meituan Takeaway, and not many people can take his place. However, Wang Xing had previously reused Li Shubin, the founder of Haolebu, in the field of vertical clothing.

Wang Xing's hand has always been known as "ruthless, accurate and steady". At this time, Wang Shubin was activated. Outside speculation is to directly enter the rear of Ali and contain hunger, which is a bit like "encircling Wei to save Zhao".

In fact, many people have used this trick, and the effect is good. For example, when Meituan launched the taxi business, Didi did not directly subsidize it, but went online.

This move really played a big role, and later forced the US delegation to take a taxi and give up the established route.

In the future, after Wang Huiwen leaves office, how will Meituan and Hungry fight?

The competition among enterprises includes not only the competition of talents, but also the competition of modes and strategies.

How to play the takeaway platform now? If you are hungry, follow Pinduoduo's example and come up with a rough and simple way-tens of billions of subsidies.

At the beginning of September, if you were hungry, you directly offered a subsidy of 100 billion yuan, which was extended to more than 100 cities at once, and it was normalized, giving people a posture of "taking a salary at the bottom of the pot".

Since Pinduoduo initiated the10 billion subsidy, the brand has gone up. Since then, Ali and JD.COM had to follow passively, which triggered a "billion-dollar war" in the field of e-commerce.

However, the effect in the field of take-away remains to be seen. It is estimated that Wang Xing's play will not follow up rashly. Just hungry, you have to tear a hole with tens of billions of subsidies, and it is difficult to avoid the outflow of the US delegation.

Hungry? The struggle with Meituan, from the initial dispute of subsidizing merchants to the later talent PK, is in the context of incremental market. Although everyone is fighting, everyone's share is rising.

Now the competition in the stock market is a changing process, and the war of take-away platforms has entered the second half.

Only in the second half of the year, with Ali's participation, there were more variables. Hungry, I dare to normalize subsidies because I am backed by Ali.

For Ali, only by sparing no effort to seize the take-away market share can we curb the rapid expansion of the local life service of the US Mission, because Ali must not lose the battle of local life service.

For the US delegation, it may also adopt a diversion method, because the market share of take-away food is too large to grow. In order to check and balance the hunger, the best way for the US Mission is to enter the physical e-commerce to shock Ali.

In fact, Meituan has taken the lead, canceled the Alipay payment channel, launched "group good goods" and entered the physical e-commerce.

From this perspective, the second half of the takeaway platform is not a takeaway battle, but a platform battle.

However, having an opponent is better than having no opponent. If an enterprise can't find an opponent with a telescope, it has entered a recession, so as long as the US delegation and the hungry keep fighting, it can keep going.

Author: Feng Qing