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打了2009天的社区团购,还是拼多多笑到了最后
3 6 Ke· 2026-01-05 00:49
拉扯长达五年的社区团购拉锯战,随着美团优选的彻底关停推出后,画上了句号。 对很多人来说,这完全就是现实版的欧亨利式结尾。 情理之中是因为今年 6 月份,除浙江、广州之外的美团优选站点就已经关停了。 而意料之外则是,很多人都以为剩下两个核心城市,起码能苟过 2025 年。 赢了,又是拼多多赢了。 现在,拼多多麾下的多多买菜成了目前全国性社区团购的第一、唯一赢家。 一位已经干了快 4 年的美团团长 ruby 和差评君说,他们完全没有想到。 因为美团一退,意味着之前砸掉的那几百亿,打下的江山、搭建的数万个仓储节点、培养的用户心智、一个个村子跑出来的团长,全部拱手送给拼多多。 多多买菜这边自然也没辜负美团的" 好意 ",连夜进场捡漏。 先是捡了用户。ruby 和我说,美团没了之后,她本来已经不打算干了。 但架不住小区居民都不同意,大家已经习惯了便宜菜送到家门口的感觉。最后没办法,在大家的要求下她开了多多买菜站点。 更夸张的是,很多地方的多多买菜直接爆仓了。。。逼得人家连夜发通告,把截单时间提前了整整 1 个小时。 有用户反映说,第二天的提货时间也从早上的十点,延后到了十一点左右。 甚至有网友说,都给多多买菜整涨价了。 ...
快团团,黄峥留给微信生态的“灰度试验”
Sou Hu Cai Jing· 2025-11-24 07:14
Core Viewpoint - Pinduoduo's subsidiary, Kuaituantuan, is facing significant challenges regarding fund withdrawal, raising concerns among group leaders about the platform's reliability and potential financial misconduct [2][4][10] Group 1: Kuaituantuan's Background and Growth - Kuaituantuan was launched during the pandemic to assist merchants in collecting community demand for essential goods, positioning itself as a private domain trading platform [2][12] - The platform initially gained popularity for its ease of fund withdrawal, but has since implemented stricter risk control measures due to incidents of group leaders absconding with funds [9][12] - Kuaituantuan has expanded its business scope to cover over 90 industries, including fresh produce and electronics, leveraging the surge in community retail demand during the pandemic [12][14] Group 2: Withdrawal Issues and Group Leaders' Concerns - Many group leaders have reported restrictions on fund withdrawals, often without clear explanations, leading to frustrations and legal considerations among affected individuals [4][5][10] - The platform's customer service has provided vague responses, citing "account risk" without specifying the underlying issues, which has exacerbated the situation for group leaders [5][10] - Group leaders have formed a support group to seek legal recourse, with some already initiating lawsuits against the platform [5][10] Group 3: Platform's Operational Challenges - Kuaituantuan's lack of an automatic order confirmation mechanism has contributed to confusion regarding performance ratings, further complicating the withdrawal process for group leaders [5][9] - The platform's risk control measures, initially intended to protect consumers, have inadvertently restricted honest operators, leading to a perception of unfair treatment [9][10] - The platform's operational model, which relies on group leaders to manage transactions, has created a complex web of accountability that can hinder consumer rights in cases of misconduct [18] Group 4: Strategic Importance to Pinduoduo - Kuaituantuan serves as a critical channel for Pinduoduo to penetrate first-tier markets and leverage WeChat traffic, especially as growth on the main platform shows signs of stagnation [14][15] - The platform's low commission structure (approximately 0.6%) attracts merchants while allowing Pinduoduo to explore new business directions without heavily taxing its main resources [18] - However, the platform's self-identification as a "tool" raises questions about its accountability in terms of product quality and customer service, potentially undermining its innovative claims in private domain e-commerce [17][18]
新消费周报 | 宗馥莉辞去娃哈哈董事长等职务;电商平台相继公布双十一活动节奏;泡泡玛特玩具收入跃居全球第二
Sou Hu Cai Jing· 2025-10-11 12:18
泡泡玛特玩具收入 超越迪士尼与万代南梦宫,仅次于乐高 TOP TOY向港交所交表 近日,TOP TOY已向港交所主板递交上市申请,摩根大通、瑞银、中信证券为其联席保荐人。2024年,TOP TOY于中国内地实现GMV(商品交易总额) 24亿元,其中自研产品收入占比接近50%。2022年至2024年,公司的GMV复合年增长率超过50%。若此次港股上市成功,募资可助其进行IP矩阵扩容与全 球化布局。 来源:新浪财经 来源:新浪财经 测试"餐饮订餐外带"服务 据悉,拼多多旗下的快团团正在测试一项针对餐厅、酒店、酒楼等行业的"订餐/摆摊"服务。今年7月,该服务已在江苏、湖南等地率先招募商家进行测 试。用户可以在快团团上预订餐厅的熟食商品,到店核销后外带回家,商家也可以选择自行配送。商家开展"线上预售线下订餐/摆摊"的流程包括选品、 开团、推广和摆摊交付。目前,多家知名餐饮店已参与测试。 京东物流拟从京东集团收购全资子公司 近日,京东物流发布公告称,将以2.7亿美元从京东集团收购从事本地即时配送业务的全资子公司,此次收购将有助于京东物流加强"最后一公里"配送能 力,拓展一体化供应链解决方案及服务组合,补充现有产品矩阵及 ...
如何判断一个项目还能否入局?
3 6 Ke· 2025-08-16 10:17
各位村民好,我是村长 经常有人问我,某个项目还能不能做,现在入局还晚不晚。 还有的人看文章、问朋友,得到的答案,往往都是不能做。 反正你问他淘宝、抖音、公众号、社群、私域、知识付费、淘客、外卖、实体店等,他都会告诉你太晚 了,来不及了。 那么一个老项目到底有没有过时,到底是否值得入局? 今天村长将从以下六点和大家来分享,告诉你如何评估一个老项目能不能做。 01 行业是否有很多巨头 不论是一个行业还是一个平台,先看有没有巨头。 比如大家都在造汽车,这是个百年产业,巨头林立,宝马奔驰奥迪丰田本田现代等,所以才有蔚小理米 的入局。 再如电商行业,除了我们熟知的淘宝、天猫、京东,依然还有拼多多强势崛起,以及抖音、小红书、视 频号、快手新玩家。 还有像群接龙、快团团、有赞、微店、微商相册等小众的平台。 那抖音值不值得做? 你就去看看抖音里面的巨头有多少,比如东方甄选、三只羊、交个朋友等等。 03 行业中是不是有新玩家 淘宝成立超过20多年了,10多年前就有人告诉我太晚了,不能做了。 但是你看看,直到现在还有那么多的玩家入局。 一个行业有巨头,说明行业足够大,也说明行业还有钱。 02 行业是不是有大哥在赚钱 行业仅有大哥 ...