In the O2O market, which is known for its "burning money" subsidies, the thickness of each company's money bag has been chosen for the founder in this capital "cold winter".
Meituan and Dianping, which have been accustomed to-for-tat for many years, finally stepped on the tail of the "Eleventh Golden Week" and came out of the merger.
The news obtained from Meituan and Dianping is that the merger negotiations between Meituan and Dianping have indeed happened and have been basically settled.
It is worth mentioning that even with a strong CEO like Wang Xing, at the moment when the latest round of financing news has not been implemented, the news that Meituan wants to join hands with Dianping is not difficult for the industry to accept.
When both the market boss and the second child find it unsustainable to burn money, mergers have become a habitual choice. What's more, in the months before that, similar marriages between Didi Kuai and 58 have been staged one after another.
Zhang Tao, founder and CEO of Dianping, has previously publicly denied the conjecture of the merger of Dianping and Meituan.
However, the variable of the overall market is that the news of Meituan's Series E financing, which has been rumored since July this year, has not yet landed, and the O2O winter theory has made the investment environment less optimistic.
It is worth noting that it is not as easy as imagined to exhaust a company through a large-scale capital subsidy war, and then the market has a natural monopoly, especially when Meituan and Dianping are not listed, and today's financing environment is not very wonderful, the pressure brought by continuous large-scale burning of money should not be underestimated.
Judging from the ranking of group buying websites, the order of the top three Meituan, Dianping, and Nuomi.com has not changed for a long time.
Whether it is Meituan, Dianping and Nuomi.com, or Wowo, which has been listed overseas independently, these group buying websites of that year are now more accustomed to using "O2O" instead of "group buying".
In April this year, Meituan added a "door-to-door" first-level channel entrance on the mobile app, providing door-to-door services such as manicure, massage, and beauty, and connected to door-to-door service providers in categories such as housekeeping, beauty industry, and car washing and care on its door-to-door service open platform.
A month later, the corps that served at home added a new member: Dianping. Similar to Meituan, the new version of Dianping also adds "home service" to the first-level entrance, and the first batch of categories include housekeeping, nail art, eyelash beauty, massage and laundry.
In early July this year, it was announced that it would receive a three-year investment injection of 20 billion yuan from Baidu, and the glutinous rice to do was also O2O. Robin Li's explanation for Baidu's rare large-scale investment is because Baidu glutinous rice carries Baidu's transformation hope in the mobile Internet era.
According to the general view of the industry, among Meituan, Dianping and Nuomi, Meituan is currently under the greatest financial pressure under the existing conditions. Meituan, which generally casts a net in the high-frequency fields of hotels, movies, and takeaways, has to face listed companies such as Ctrip and Qunar, as well as startups with strong financial capabilities such as Ele.me.
After Dianping was rumored to have a listing plan, Wang Xing and his team still seemed to be calm about the listing.
"Listing is something that will definitely happen in the future, but listing is not something to pay attention to in the past year or two." According to Wang Xing's statement, Meituan will still remain on hold in 2015, "building a solid team, doing a good job in business, and serving merchants well." ”
But in addition to actively seeking listing, Dianping's ally Tencent has also invested in companies such as JD.com and Ele.me in this field.
In contrast, Meituan.com, which has accepted Alibaba's investment but is still relatively independent, not only has to deal with challenges from Nuomi.com and Dianping, but also faces competition from Alibaba. After all, before that, the word-of-mouth network that claimed to have taken a "four-year long vacation" had been announced by Alibaba and Ant Financial that it would invest 6 billion yuan to "resurrect" it.
"The entire O2O ecosystem (depends) on the pattern of the cooperation alliance, I think whoever has more alliance power will win, and there is no doubt that he will lose alone." Zhang Tao explained.
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Posted on 10/8/2015 3:29:05 AM
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Posted on 10/8/2015 11:31:52 PM
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Posted on 10/10/2015 11:09:19 AM
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It's been a long time since I've been here, and I'm bubbling out
Suddenly found that these are quite good-looking