Fresh e-commerce that turns red under the epidemic! The rise of trillion market?

As we mentioned above (click to look back), there is a word called "turn around" in this world, because at the beginning of the year, the "dead" industry of black swan was revived.

You know, until the end of last year, the whole fresh e-commerce industry was still in the dilemma of echo each other.

After all, in the five-year history of burning money in the fresh track, countless small and medium-sized players have been attracted, and many star companies have indeed appeared. However, the enthusiasm of capital is only temporary. Most of the players who entered the game underestimated the speed of burning money in the fresh e-commerce industry, and it was easy to pull the egg because the steps were too big. In the end, most of them ended up with a broken capital chain and closed down. Fresh e-commerce has also been summarized as a "dead" industry by many insiders.

Unexpectedly, the epidemic in 2020 dragged down countless small and medium-sized enterprises, but unexpectedly saved the dying industry of fresh e-commerce.

Forced to "practice in seclusion" and adhering to the principle of not going out, people suddenly think of such things as fresh e-commerce. The surge in customers, the surge in traffic, and the rapid increase in customer orders have become the key words of fresh e-commerce under the epidemic.

Relevant data show that from New Year's Eve to New Year's Eve, the daily paid transaction volume of Youxian increased by 350% compared with the same period of last year. During the Spring Festival epidemic, more than 40,000 customers bought vegetables every day, the overall order volume increased by about 80%, and the customer unit price increased by about 70%. By the first quarter of 2020, the revenue of Dada (JD.COM Home) will be $654.38+55 billion, up by 654.38+009% year-on-year.

According to the data of Trustdata, in the first quarter of this year, the number of online fresh supermarket users in China increased rapidly. In February, the year-on-year growth rate of MAU reached the highest level in two years 13 1%. Although the data decreased slightly in March, the user scale is still at a high level.

The sudden outbreak made fresh e-commerce companies such as Youxian suddenly see hope, and they were able to return blood quickly. It also allows capital to once again see the potential of the fresh e-commerce industry. This dying industry was unexpectedly given a chance to be reborn.

Fresh e-commerce 20 12 started, 20 17 ushered in a blowout, and 20 19 suffered another blow. In 2020, because the epidemic has once again attracted attention ... but all the excitement comes from the blessing of the epidemic and cannot change the main theme of the loss of fresh e-commerce. The road to "fresh landing every day" is long and difficult.

According to Dada's 2020 Q 1 financial report, the company's revenue reached 1 1 billion yuan, up 109% year-on-year, with a loss of 280 million yuan, narrowing 17% year-on-year. However, the gross sales margin is still difficult to climb, only 12. 18%.

Low gross profit margin is a cruel reality that the whole local life field has to face.

As Hou Yi, founder and CEO of Box Horse Fresh Life, said: "After the crisis, several core indicators of fresh e-commerce, such as customer unit price, gross profit structure and loss rate, will fall back to normal levels. And the distribution cost, the trend will even fall instead of rising. "

As for how to change the status quo of losses, Wang Jun, partner and CFO of Daily Youxian, also told us the answer: "Daily Youxian must achieve sustained and healthy growth in the next five years, rather than relying on burning money to support it. We also suggest that the whole industry develop in this way. Because the essence of retail is long-term, the summer of the industry can be supported by hot money, but once the winter of the industry comes, it depends on the strength of the enterprise itself. "

At present, the epidemic has brought huge traffic to fresh e-commerce, but after the epidemic, if the core issues such as gross profit margin and supply chain are not solved, the high-rise fresh e-commerce platform will collapse overnight.