Core Viewpoint - The company has officially launched its "4G" strategy, focusing on "good users, good products, good services, and good mindset" as the core of its development [1][2]. Group 1: Strategic Decisions - The CEO stated that the company will not pursue a low-price strategy or compete for the largest user base, but instead focus on providing high-quality products for a select group of users [2][5]. - The internal implementation of the "4G" strategy began earlier this year, emphasizing the development of high-quality and differentiated products [4][5]. - The company aims to replace mainstream traffic and platform thinking with product and ecological thinking, concentrating on the fresh food and supply chain [5][11]. Group 2: Organizational Changes - The company has restructured its product development center into 10 independent business units, each led by a core executive, to enhance product development, operations, and quality control [7]. - The app has been updated to include a "Quality Love" section and new features like "AI Diet Manager" and AI model search [7]. Group 3: Product Development and Market Position - Over the past six months, the company has eliminated over 4,000 mediocre products, with high-quality products now accounting for 40% of its SKU [9]. - The company is planning to develop a full range of low-GI products to meet increasing consumer demands for health and safety in food [9][10]. Group 4: Financial Performance - In the first quarter, the company achieved a GMV of 5.96 billion yuan, a year-on-year increase of 7.9%, and revenue of 5.48 billion yuan, up 9.1%, marking five consecutive quarters of positive growth [10]. - The company has maintained profitability under both Non-GAAP and GAAP standards for ten consecutive quarters [10]. Group 5: Global Expansion - The company is pursuing global development, establishing a presence in Southeast Asia, the Middle East, and Central Asia, and has partnered with local retail and food companies [13]. - The company has sold supply chain products to over 30 countries and regions through partnerships with companies like Lee Kum Kee and Hong Kong DFI [13].
“不做所有人的75分,只做少数人的120分” 梁昌霖不想“卷”了,叮咚买菜能破局“小而美”吗?