It is expected to disrupt the current threelegged market structure

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During the same period, Taobao Buying Food served as the fulcrum of Taobao's local retail strategy in , and its entrance was launched on the homepage of Taobao App. In September last year, Taobao Maicai continued its strategy of deeply cultivating in East China and established a local promotion team in Shanghai to promote the business market to the advantageous areas of Meituan Selection and Duoduo Maicai. At present, Taobao's grocery shopping has been widely deployed in provinces across the country and continues to expand. In addition, a year later, Jingxi Pinpin, which had gone through two major retreats, changed its name to JD Pinpin and made a comeback.


At the end of June this year, JD Group established a new innovative retail department, integrating Pinpin, Qixian and other businesses into independent business units. This brand upgrade is an important measure for JD to further enrich its lowprice supply and regain its lowprice Australia WhatsApp Number mentality.  of community group buying. It can be seen that Meituan Youxuan, which has capital and traffic support, has completed the year development process of Xingsheng Youxuan in just one year. Correspondingly, with the resumption of war in the community group buying track and the emergence of giants The offensive and defensive battles between the two players are escalating day by day, and the pressure of losses hanging over players has once again appeared. Take Meituan as an example.





According to last year’s Q financial report, Meituan’s new business revenue in the quarter was billion yuan, but its operating losses were as high as billion yuan. Meituan Select did not announce specific losses, but as an important new business The components must have contributed a lot to the loss. There are changes, but not much As far as business models are concerned, as the platform supply chain and service model gradually become similar, the gap between the quality of goods on the platform and the service experience that can be provided online will only become smaller and smaller. In many cases, it may be the result of horizontal comparison by users. , choose whose product is cheaper, and the decision to place an order is extremely sensitive to price.