Group 1 - Douyin is adjusting its instant retail business by merging Douyin Supermarket with Douyin Xiaoshida, which were previously parallel operations [2] - The merger is seen as a normal management restructuring, with no significant changes in specific business policies [2] - Douyin Xiaoshida was launched in 2022 and has been promoted to the homepage of Douyin Mall in the second half of 2023, relying on merchant self-delivery and third-party delivery teams [2] Group 2 - Douyin Supermarket, launched in early 2023, operates similarly to Tmall Supermarket, including both self-operated and consignment models [3] - The presence of Douyin's instant retail and delivery services is relatively weak due to low delivery timeliness and user unfamiliarity with the services [3] - Douyin is making significant investments in its takeaway business, which is part of its local life team, and has been adjusting its business model across different regions [3]
抖音调整即时零售业务，但还未进入外卖战场
Sou Hu Cai Jing·2025-07-30 09:39