At the other end, the Shanghai stock market.
The high-level meeting of are you hungry was also held almost at the same time as Mei Tuan.
Than the specifications of the participants in the meeting, are you hungry? The specifications of this meeting are only high and not low.
Is it Hungry? CEO Wang Sanshi who organized and presided over this meeting.
And this is just a small identity for him.
Wang Sanshi is not only the ceo who is hungry, but also the president of Ari local life service company, and also the vice president of Ari Group.
Adding these identities, Wang Sanshi can be said to be a big-time figure in the high-powered Internet circle. His influence is not just because he is hungry. In the entire Ari group, he has the right to speak. I'm here.
In fact, from this point, we can see the characteristics of Ari Investment, that is, a wholly-owned acquisition, and then dispatch senior executives from the group headquarters to the acquired company for complete control.
Among those who participated in the meeting, there were another vice president of Ari and as many as five executives.
With Wang Sanshi, two Vice Presidents of Ari were involved in this incident!
Obviously, not only are you hungry, you are paying attention to this matter, but it has also attracted the attention of the parent company Ari behind it!
It can also be seen from this that the Xie Group’s cards are still very strong, and the group with hundreds of billions of assets dare not despise it.
At this time, Jin Xin, the vice president who was in charge of following up on the establishment of the Real King Group, has already reported to the people present, and there are counts on the ins and outs of the matter.
"Let’s talk about each other's thoughts." Wang Sanshi knocked on the table. There was no expression on his face, giving people an incomprehensible feeling. He didn't know what he thought.
"Mr. Wang, I think we have to stop the momentum of the Real King Group." Jin Xin, who has been dealing with this matter, took the lead and said: "I have the most contact with this group, and I feel that the momentum of this company is real. It's too fierce."
"Not to mention that we have directly entered the food delivery field in such a short time, and even so understatement, we have seized a market from under the noses of us and Mei Tuan, and according to this trend, the market in Beicheng District has completely fallen into the hands of the other party. , It will only be a matter of time."
"More importantly, there is a figure of the Xie Group behind it. This matter is even more extraordinary. The other party is likely to have made various preparations a long time ago."
"I agree with what Mr. Jin said." Another vice president said: "This time the Xie Group is clearly prepared, and its expansion speed is beyond imagination."
"This is the first time I have met a chain brand that can expand more than 300 stores in such a short period of time! What's more amazing is that these are not small stores like takeaways. Almost half of them are medium-sized stores and many large-scale stores. Shop!"
"What's more exaggerated is that it has also operated an app simultaneously and stepped into the food delivery field."
"All of this indicates that the other party's preparations are quite adequate."
"Their goal should be to enter our food delivery field, and use a novel combination of online and offline methods to quickly open a way."
"If we let them develop, there will be endless troubles."
"Yeah, this can be said to be thunderous." Seeing someone echoed his words, Jin Xin immediately added: "From the market data I have obtained, today in the Beicheng District of Sansha City, our orders have been greatly reduced. , One or two thousand less than in the past!"
"One area suddenly dropped so many orders in one day, which is very rare in the history of Are we hungry!"
"Even if it is a confrontation with Mei Tuan, there has never been such a single-day cliff-like reduction in orders!"
"In my opinion, these orders are most likely to go to the real king brand and their app."
"From this point of view, preventing them from developing has become our top priority!"
After saying this, the other people next to him suddenly agreed.
"Yes, it must be stopped."
"We can't let them develop like this anymore."
"Let it go, it is very likely that another terrible competitor will emerge!"
"..."
Wang Sanshi listened to everyone's remarks, silently, as if thinking about something.
In addition to him, there is another person in the conference room who has not spoken, that is, Zhong Zhixiang, another vice president of Ari.
"Mr. Zhong, what do you think?" Wang Sanshi turned his head and asked.
"Fighting will hurt both sides, and cooperation will benefit both." Zhong Zhixiang pursed his mouth and said solemnly.
"Oh?" Wang Sanshi raised his eyebrows, seemingly surprised, and asked, "What do you say?"
"The other party is backed by the Xie Group. Everyone knows their strengths. In addition, they have developed so fast this time and can create several miraculous moves in a short period of time. Obviously, the other party is very prepared in all aspects. Full." Zhong Zhixiang smiled and said:
"Based on this, it is foreseeable that the other party will definitely have a lot of back-ups. For our countermeasures, it is very likely that they are all within their expectations."
"If we target them, we will probably fall into their calculations."
"In this case, we are unlikely to get anything good, and the two sides are likely to enter a stage of tug-of-war, throwing money and resources at each other."
"In the end, it is very likely that money was spent, but nothing was gained!"
"Well, from this perspective, it will indeed hurt both sides." Wang Sanshi nodded.
"Furthermore, based on my understanding of Mei Tuan, we don't really need us to take action. They will naturally suppress each other." Zhong Zhixiang smiled meaningfully: "In my opinion, we might as well sit on the mountain and watch the tiger fight. Mei Tuan will try the water first and let them compete first."
"Are you hungry now? It's hard to enter a profitable period. We don't need to break this situation and add extra trouble to the group."
The group mentioned by Zhong Zhixiang naturally refers to the Ari group.
Standing in the position of his vice president, Ari, naturally thinking about the problem will not just stand from the perspective of whether you are hungry.
"Yeah." Wang Sanshi nodded again.
Compared to their Ari, the takeaway field is only a small business in the final analysis, and it is naturally different from the e-commerce business of Rijin Doujin.
Ari’s core is also in e-commerce.
But for Mei Tuan, the takeaway field is their core and an indispensable part.
This is also the biggest difference between the two companies.
So Wang Sanshi naturally understood what Zhong Zhixiang said was very reasonable.
"Then the combination you just mentioned will benefit both?" After a pause, Wang Sanshi asked in another word.
In fact, he thought of a possibility in his mind, but he still wanted to ask to confirm and see if the other party had thought of it with him.
"Their platform does not seem to have an online payment function yet!" Zhong Zhixiang said word by word.
"Hehe, Mr. Zhong, you thought of going together with me." Upon hearing this, Wang Sanshi understood and said lightly.
Cooperate in online payment!
is to let the other party access Alipay and support Alipay online payment function!
This is the first thought that came to Wang Sanshi's mind.
If you want to pay online, there is a threshold, and the relevant department needs to issue a license.
In the early years, it was quite easy to apply for payment licenses. The first batch and the second batch were issued more than ten or twenty.
However, with the tightening of supervision, the issuance of online payment licenses became more and more strict.
In recent years, they have not even distributed one.
Many Internet giants that only set foot in the field of online payment, such as Mei Tuan, Qiandu, etc., originally wanted to launch their own payment functions or financial apps, they had to acquire the corresponding licensed companies, and then indirectly hold them. Have an online payment license.
is a price of tens of millions at every turn, and its high purchase price shows the world that the threshold in the payment field has become higher and higher.
And it uses one less than one, because after getting the payment license, unless it is unable to continue to operate, otherwise it will generally not be sold.
Based on this, Wang Sanshi was not surprised that the Real King brand did not launch payment.
There are not even some large Internet companies. It is not surprising that the Xie Group, which has been deeply involved in the physical industry, does not have this.
"I also think that we will cooperate with them in the payment field." After a pause, Wang Sanshi talked about his thoughts:
"Yi Mei Tuan's style of work, they will definitely not think of this step, they will only consider how to suppress the other party and prevent them from developing, so as to ensure their market position."
"However, the Xie Group came so aggressively this time, it seemed to have come prepared."
"We have no need to participate in this struggle."
"Let the two of them play a good fight in Sansha City, but whoever wins or loses will definitely have to pay a lot of money in the end."
"And we, definitely can't do nothing. We can throw an olive branch and express our goodwill, cooperate with the Xie Group, help them develop online payment functions, and connect our Alipay."
"The right is a small investment. If the Xie Group wins, then our market share in the payment field will definitely increase. Judging from their current situation, the user stickiness is very high, and the frequency of payment should not be low."
"If the Xie Group loses afterwards, then we can go and grab the market in Sansha City with Mei Tuan again."
"At that time, they had already invested in a wave, and they probably wouldn't dare to fight us too hard. In the end, there is a high probability that they will return to the previous situation."
"Looking at it this way, we don't lose any money."
"And this is also in line with the overall strategy of our group."
The group strategy mentioned by Wang Sanshi is a strategic thinking with Ali as the core and Alipay as the pillar.
This aspect can actually be seen from Ari's style of acquiring companies.
Different from Penguin Investment, Penguin is an investment company, occupying the position of a major shareholder, and then injects a large amount of traffic into the invested company, and does not interfere with the other party's management, allowing them to develop on their own.
, like Mei Tuan, Jingdong, Pin Xixi, etc., are typical representatives.
In the end, each of these companies developed quite well. Not only did they go public, but their market value was not low, with a market value of tens of billions of dollars.
It can be seen that the two sides are complementary and mutually beneficial.
But Ari prefers a wholly-owned acquisition, and then airborne senior executives to take over.
After , the scene that everyone knows happened. The company acquired by Ari is declining day by day. Let alone going public, it’s pretty good to survive.
Are you hungry is a typical example.
originally occupies more than 60% of the takeaway market, and half of the country’s existence, and subsequently acquired Qiandu Waimai. At that time, Qiandu had a 20% market share.
According to reason, after this acquisition, Are you hungry should be the absolute overlord in the food delivery field.
But with Ari’s wholly-owned acquisition, the founder team of Are You Hungry was kicked out. After Ari’s direct control, it plummeted in an instant, and its market share dropped again and again, dropping to around 30%.
The up-and-coming Xiu Mei Tuan has instead come to a market share of more than 60%.
Acquisition cases like this are not a single case in Ari’s investment, but almost all of them are like this. Ari acquired a number of companies that were originally in the leading position, and eventually became the second and third.
In this case, would Ari not know?
of course knows, but they still do it.
In the final analysis, it is because of Ahri's strategy.
Ari’s original intention of acquiring the company is actually for the ‘flow’ and the ‘payment scenario’.
Introduce ‘traffic’ to the e-commerce sector to strengthen its core business.
To put it simply, Ahri’s acquisition is more like directly spending money to buy ‘traffic’. This is their true purpose.
As for the later development of the acquired company, the core is still to stabilize the existing situation and make the best profit. If it fails to make a profit, it will be self-sufficient.
The overall development route is conservative.
This is one of the main reasons why I was hungry?
Because of everything, UU reading www. uukanshu.com is all about strengthening the core e-commerce business.
After all, compared to the amazing profits that e-commerce can create, the profits that other businesses can create are simply insignificant.
So in the eyes of Ari, in front of the e-commerce business, other businesses are green leaves.
This kind of thinking is deeply ingrained from top to bottom inside Ari.
Therefore, Wang Sanshi has this kind of thought now, and it is not surprising to say this kind of remarks.
"Yeah." Zhong Zhixiang on the side nodded in agreement: "I think it's okay."
Obviously, Zhong Zhixiang, who is also the vice president of Ari, is highly compatible with Wang Sanshi's concept.
Is it hungry? The other vice presidents who have been promoted internally have more different ideas.
It's just that they know that it's useless to say more, and they have gradually got used to the style of leadership.
This is also the characteristic of Ari's acquisition of the company, and it has basically become a speech by the airborne leadership.
"Okay, then do it!" Wang Sanshi said: "Mr. Zhong, you should coordinate with Ant Financial on this matter. Let Ant Financial on this matter directly come forward."
"Good." Zhong Zhixiang smiled and nodded.
His other identity is the vice president of Ant Financial.
He suddenly appeared at this meeting of executives of Are You Hungry, with some meaning in itself.