Core Viewpoint - Douyin Supermarket is being merged into Douyin Xiaoshida to enhance the efficiency of instant retail business, reflecting a strategic shift in Douyin's approach to e-commerce and instant delivery services [4][9]. Summary by Sections Douyin Supermarket Launch and Initial Strategy - Douyin Supermarket was launched in the first week after the 2023 Spring Festival, aiming to provide a self-operated online grocery service similar to JD Supermarket [4]. - The initiative was intended to meet user demands for e-commerce purchasing experiences, particularly in service and logistics efficiency [4]. - The supermarket underwent a year of preparation, with pilot programs in cities like Guangzhou, Shenzhen, and Hangzhou, aligning with Douyin's strategic goal of enhancing shelf-based e-commerce [4]. Operational Model and Challenges - Unlike JD Supermarket's fully self-operated model, Douyin Supermarket adopted a mixed operation model combining consignment and self-operated sales, similar to Tmall Supermarket [4][5]. - The fulfillment capability of Douyin Supermarket has been criticized for being slower than competitors, with many products taking several days for delivery, while only a few can achieve next-day delivery [5]. Instant Retail Competition - Instant retail has become a competitive focus among major players, with Douyin Xiaoshida's prominence increasing as it is featured alongside Douyin Supermarket [6]. - Instant delivery services, such as Xiaoshida, promise delivery within one hour, covering a range of products including fresh food and daily necessities [7]. Strategic Shift Towards Instant Retail - Douyin has shifted its focus back to instant retail, especially as Douyin Supermarket's operational challenges became apparent [8][9]. - The integration of Douyin Supermarket and Xiaoshida is seen as a logical step, as both services aim to fulfill similar consumer needs, but with Xiaoshida positioned to better meet the demand for immediate delivery [9]. Market Context and Consumer Expectations - The competitive landscape has evolved, with consumers now accustomed to instant retail services from platforms like Meituan and Taobao, which can deliver within 30 minutes [9]. - Douyin's decision to prioritize instant retail aligns with market trends and consumer expectations, suggesting a strategic pivot to enhance user engagement and revenue generation [9].

Core Viewpoint - Douyin Supermarket is being merged into Douyin Xiaoshida to enhance the efficiency of instant retail business [3][10]. Summary by Sections Douyin Supermarket Launch and Initial Strategy - Douyin Supermarket was launched in the first week after the 2023 Spring Festival, aiming to provide an online self-operated business similar to JD Supermarket [4]. - The initiative was intended to meet user demands for e-commerce purchasing experiences, particularly in service and logistics efficiency [4]. - The supermarket underwent a year of preparation and piloting in cities like Guangzhou, Shenzhen, and Hangzhou before its official launch [4]. Operational Model and Challenges - Douyin Supermarket adopted a mixed operational model combining consignment and self-operated sales, unlike JD Supermarket's fully self-operated approach [4]. - The fulfillment capability of Douyin Supermarket has been criticized, with many products taking several days for delivery, while only a few can achieve next-day delivery [4]. Instant Retail Competition - Instant retail has become a competitive focus among major companies, with Douyin Xiaoshida gaining prominence alongside Douyin Supermarket [6]. - Xiaoshida offers a one-hour delivery service for various products, including fresh produce and daily necessities, and has been integrated into the Douyin Supermarket interface [5][7]. Market Positioning and Future Directions - The integration of Douyin Supermarket and Xiaoshida reflects a strategic shift towards prioritizing instant retail, as the advantages of online supermarkets diminish [10]. - The industry has seen a growing acceptance of instant retail services, making it a more favorable option for Douyin at this time [10]. - Douyin's previous attempts in the food delivery sector faced challenges, leading to a renewed focus on Xiaoshida as the primary instant retail service [8][9].

Group 1: Financing Activities - Guangdong Orange Emperor Health Management Co., Ltd. completed a 10 million yuan angel round financing to enhance its internet hospital platform, expand health product supply chain, and promote brand chain store development [1] - Corn Technology Co., Ltd. announced the completion of Series A financing to drive technological innovation and market expansion for its fresh corn juice products [2] - Chengdu Fenglan Times Catering Management Co., Ltd. secured 50 million yuan in Series A financing to deepen supply chain construction, accelerate store expansion, and invest in product development [3] - Lingjing AI completed several million yuan in angel round financing to accelerate the development of multi-modal generation architecture in the AI animation field [4] - Yingmu Technology completed over 150 million yuan in B+ round financing to focus on next-generation product development, AI core capability construction, and offline scene expansion [5] Group 2: Company Developments - The acquisition of 85% equity of Dayao Soda by KKR has progressed, with the transaction expected to start this year, potentially leading to national and international expansion [6][7] - Dayao Soda's operational team remains stable, and its nationalization and youth-oriented strategies will continue unchanged post-acquisition [7] - Dayao Soda has established over a thousand national distributors and a million retail terminals across 31 provinces, indicating a strong market presence [8] Group 3: Market Trends - Douyin has denied plans to enter the takeaway market, focusing instead on in-store services, as its takeaway business has faced challenges compared to established competitors [9] - ByteDance refuted claims regarding the sale of TikTok's U.S. operations to Oracle-led consortium, with ongoing negotiations requiring government approval [10] - Xiaohongshu has rebranded its slogan to emphasize community and interests, aiming to enhance user engagement and growth [11] - Xiaohongshu announced the creation of "RED LAND," an open-world adventure event targeting gaming and anime enthusiasts, reflecting its commitment to the two-dimensional market [13] - Sweet Lala launched a new fruit and vegetable tea series in collaboration with Giant Network's game IP, focusing on health and affordability [14] Group 4: Industry Insights - The "2025 China Online Retail Top 100" report indicates that 25 consumer goods companies achieved double-digit growth, with total online sales reaching 2.17 trillion yuan, a 13.6% increase [15] - The summer box office has reached 3.5 billion yuan, showing a lukewarm performance compared to other entertainment sectors [16] - In June, 33 Chinese game companies collectively earned 1.76 billion USD, with Diandian Interactive maintaining a strong position in global mobile game revenue rankings [17] - The takeaway battle has driven significant sales growth for both restaurant and instant retail brands on platforms like Taobao, with many brands reaching historical sales peaks [18]

Core Insights - The perception of online shopping speed has changed, with consumers feeling that delivery times have slowed despite actual improvements in logistics efficiency [1][2] - Major platforms are heavily investing in instant retail, with significant subsidies and promotional activities aimed at enhancing consumer experience and stimulating demand [2][3] Industry Trends - Instant retail is rapidly becoming a central battleground for major e-commerce players, with platforms like Meituan and JD.com reporting substantial growth in their instant retail segments [3][5] - The daily order volume in China's instant retail market has surged from approximately 100 million to 160 million in just three months [4] Consumer Behavior - Consumers are increasingly favoring instant retail options over traditional e-commerce, leading to a decline in the appeal of major shopping festivals like Double Eleven and 618 [11][18] - The 2024 618 sales event saw a 7% decline in total sales compared to the previous year, indicating a shift in consumer purchasing habits towards immediate gratification rather than bulk buying [13][18] Competitive Landscape - Major platforms are adopting aggressive strategies to capture market share in instant retail, with significant subsidies and promotional offers to attract consumers [2][10] - The competition is intensifying, with platforms like Taobao, JD.com, and Meituan expanding their instant retail offerings and enhancing delivery capabilities [20][21] Future Outlook - The instant retail sector is projected to continue growing, with estimates suggesting it could exceed 2 trillion yuan by 2030, driven by a growing user base and evolving consumer preferences [10][18] - Traditional e-commerce events may transform into instant retail showcases, reflecting the changing dynamics of consumer shopping behavior [18][19]

作者：长桥社区@ 戴某DEMO 海豚君经授权发布。 继上篇《 十问十答：刘强东送外卖！京东葫芦里到底卖的什么药？ 》之后，本篇重点通过外卖市场的乱斗复盘、美团和京东的优劣势来深入分析京东这场迟到 的外卖大战。 先上核心判断： 在一个已经发展了 10 多年，增速即将进入个位数区间的存量业务中， 想要占住足够业务盈亏平衡的市场份额「30%的饿了么并未实现盈利」，需要具备许多必 要条件： 1. 数倍于展业红利期的投入； 2. 精准锐利的通过资源投入和得当的运营协作占据业务链条上的「关键竞争资源」； 3. 维持交付链、履约条上各个角色的稳态，将这种局部的竞争优势维持一段时间； 最终才有可能形成差异化的心智和供给，并建立同业效率差； 第一点，在投入这个数字我没具体核算，但饿了么当年在用户心智还未完全确立行业还能相对高速增长的竞争窗口期，真金白银投入了 30 亿补贴，并未对份额 有太大影响。 第二点，是需要创始人级别的一号位owner，对业务十分理解，并能找到差异化竞争的路径，长时间持续的投入； 因为在战略、路径、方法、节奏上都没有什么犯错的空间，空降的职业经理人很难胜任这个角色， 且可能出于 向上 管理的需要，还会增加 ...

以下文章来源于36氪未来消费 ，作者任彩茹 36氪未来消费 . 在这里看到消费的未来。36氪旗下官方账号。 文 ｜ 任彩茹 编辑 ｜ 乔芊 杨轩 来源｜ 36氪未来消费（ID： lslb168 ） 封面来源 ｜ 视觉中国 野心勃勃要做本地生活业务的互联网公司，方黎已经接待了三家。 第一家是抖音。2021年，方黎加入一家千店规模的快餐品牌，负责对接美团为主的线上业务。就在那一年，抖音杀入本地生活战局，他很快就接到白名单 邀请。抖音流量大，决心也不小，方黎团队跟着抖音测试了三轮。 第二家是小红书。2024年上半年，小红书内测团购业务，但决心和基础能力都令方黎疑虑。这次他拒绝了。 这一次是京东。它想啃下本地生活里最难做的业务——外卖。 更重要的是，单送商品是不够的，只有送外卖这项"高频、刚需"的服务，才能真正让这张网物尽其用，实现规模化盈利。 看懂京东的意图之后，方黎决定"试一试"。他把北京地区的门店作为样本，初期上线门店的单店日均单量在十几单左右，但由于整体流量不稳定，一度有 门店日单量跌至0。 直到2月11日，一则《京东外卖！0佣金！》的通知横空出世，京东外卖从"默声"状态猛然转向高调，方黎也看到"订单一下子涌 ...

Core Viewpoint - JD.com has entered the food delivery market with a focus on providing social security benefits to delivery riders, sparking competition among major players like Meituan and Ele.me regarding rider welfare [2][5][6]. Group 1: JD.com's Actions and Market Position - JD.com officially launched its food delivery service on February 11, 2023, with two main initiatives: providing social security for full-time riders and offering zero commission for new merchants in Beijing [2][3]. - The company plans to gradually cover social security costs for full-time riders starting March 1, 2025, and will also provide accident and health insurance for part-time riders [4]. - Within a week of its launch, JD.com expanded its delivery service to 39 cities, with some cities experiencing over 100 times growth in order volume [14]. Group 2: Competitive Landscape - The announcement of social security for riders has prompted Meituan and Ele.me to respond quickly, with Meituan stating it has been working on social security for its riders since July 2022, and Ele.me claiming to have started providing social security for its "Blue Riders" in early 2023 [2][4][16]. - The food delivery market has seen a shift where riders are increasingly viewed as permanent gig workers, making welfare benefits a critical topic for major companies [6][8]. Group 3: Challenges and Strategic Decisions - JD.com faces challenges in attracting small and medium-sized merchants to its platform, as the Chinese food service market is highly fragmented [35][36]. - The company is also contending with the siphoning effect of larger platforms, as seen with Ele.me's struggles after being acquired by Alibaba [36]. - JD.com’s strategy appears to be more defensive, focusing on maintaining its market position rather than aggressive expansion, especially given the low-profit margins of its core business [41][42]. Group 4: Broader Implications and Future Directions - The entry into food delivery is seen as a way for JD.com to leverage high-frequency demand to enhance its logistics capabilities, which are crucial for its broader e-commerce operations [50][53]. - The competition in the food delivery sector is not just about food but also about logistics efficiency and the ability to meet consumer demands for rapid delivery [55][56]. - JD.com’s long-term strategy may involve integrating its food delivery service with its existing logistics network to create a more comprehensive service offering [52][54].