Ding Dong's grocery shopping has been withdrawn from many cities one after another, and the official said it was routine optimization and adjustment.

Ding Dong's grocery shopping has been withdrawn from many cities this time, and Ding Dong's grocery shopping responded that the suspension of service at some sites at present is the routine optimization and adjustment of some regional sites by the company. Ding-dong bought vegetables and withdrew from many cities one after another. The official said that it was routine optimization and adjustment. Ding Dong's grocery shopping has been withdrawn from many cities one after another, and the official said that it was routine optimization and adjustment. 1

The person in charge of Ding Dong's grocery shopping told Modern Express Finance Cheetah that the suspension of service at some sites is the routine optimization and adjustment of some areas and sites by the company.

On the fresh e-commerce track, Ding Dong bought vegetables and Daily Fresh were listed in June 221, but the two fresh e-commerce companies have not yet achieved profits, and Ding Dong has accumulated losses of more than 11 billion yuan in the past three years. According to institutional analysis, the capital is constantly increasing the pre-warehouse mode of fresh e-commerce, but the fresh e-commerce industry is still in the stage of losing money and burning money because of its high cost, and it needs to find new profit breakthrough points.

"Ding Dong Shopping" closes some city sites

Recently, some citizens have noticed that Ding Dong Shopping App can no longer be used in some cities. After clicking it, it shows that there are no goods for sale.

On May 3th, "Ding Dong will quit the Anhui market to buy vegetables" was posted on the hot search. According to the news, Ding Dong's food-buying business will be abolished in many places, including Xuancheng and Chuzhou in Anhui, Zhongshan and Zhuhai in Guangdong. At present, the products in the Ding-Dong grocery shopping platform in some cities are sold out, users have been unable to place orders, and some offline stores have begun to clean and carry items.

On the same day, the reporter of Modern Express located the App in the above cities, and you can see the "Stop Service Announcement" at the top of the homepage. The announcement pointed out: "This site will stop delivery service at 18: on May 31, 222, and the community of your site will also be dissolved." "From now on, if the recharge balance of your account has not been consumed, please use it as soon as possible; If the account still has a balance or the green card member has not expired, you can contact customer service to assist in refunding and returning the card. "

under the hot search, many netizens started discussions. Some netizens said: "Unfortunately, all kinds of fruits and vegetables on the platform are very fresh, and I don't understand why they should be turned off." Some netizens also said: "I have never used this. There are too many softwares for buying food."

In this regard, the person in charge of Ding Dong's grocery shopping told Modern Express Finance Cheetah that the company has not withdrawn from the Anhui market, and the sites in other cities in Anhui are still operating normally. The suspension of services at sites including Xuancheng, Chuzhou, Zhongshan, Zhuhai and other cities in Anhui Province is a routine optimization and adjustment of some regions and sites by the company, and this business adjustment does not involve Jiangsu, Zhejiang and Shanghai.

behind the closure of some city sites, the company has been at a loss. In June 221, Ding Dong bought vegetables and landed in the US stock market, and entered the capital market. Not long ago, the company released its 221 financial report, showing that during the reporting period, the company achieved revenue of 2.121 billion yuan and a net loss of 6.429 billion yuan. From 219 to 221, the company accumulated losses of 11.479 billion yuan.

On May 11th, the Securities and Exchange Commission of the United States listed Ding Dong's grocery shopping and other enterprises as "pre-delisted". In this regard, the company said that it has been actively exploring possible solutions to protect the interests of shareholders, and the company will continue to abide by relevant applicable laws and regulations and strive to maintain its listing status on the NYSE.

How can the fresh e-commerce platform play well

Since the outbreak, online shopping has become a part of everyone's life. Mob Research Institute's Insight Report on Fresh E-commerce Industry in 222 (hereinafter referred to as "Report") pointed out that the total transaction volume of fresh e-commerce industry exceeded 4 billion yuan. At present, the fresh food market is dominated by traditional food markets, and the penetration rate of fresh e-commerce platform has increased to about 1% year by year.

the market demand also gave birth to the rapid development of related platforms. during the epidemic period, fresh e-commerce platforms, including Ding Dong Shopping, Daily Fresh Food, Meituan, Boxma Fresh Life, etc., played an important role in safeguarding people's livelihood, greatly increasing inventory and deploying riders across regions.

In June, 221, the daily fresh food was listed together with Ding Dong's grocery shopping. In terms of performance, Youxian also faces the same loss every day. From 218 to 22, the company lost 2.298 billion yuan, 3.96 billion yuan and 1.656 billion yuan respectively. The report pointed out that the capital is constantly increasing the pre-warehouse mode of fresh e-commerce, but the whole industry of fresh e-commerce needs to find new profit breakthrough points because of its high cost and still in the stage of losing money.

In the fresh e-commerce track, some platforms also choose to leave regretfully due to business problems. In March of this year, all the businesses of the fresh e-commerce platform, the 1th Hui Group, in the whole country have been shut down. Previously, the fresh e-commerce platforms including Tongcheng Life, Ji Ji Xian and Dai Radish were suspended from business, went bankrupt and reorganized.

Dai Wanwen, an associate professor in the Department of Marketing and E-commerce of Nanjing University Business School, believes that in order to achieve long-term and stable development, fresh e-commerce should first gain the recognition of consumers, and then deal with the relationship with other competitors, improve product quality and supply chain, and improve the core competitiveness of enterprises.

"Fresh goods are the daily necessities of people's daily consumption, and also belong to high-frequency consumer products." Yang Jie, secretary-general of Nanjing Electronic Commerce Association, said that during the epidemic, citizens gradually got used to purchasing fresh food online. For the fresh e-commerce platform, the logistics cost of fresh transportation is high and the shelf life is short, which determines that it is different from other commodities and needs to pay more attention to refined operation.

what is the future trend of fresh e-commerce platform? The "Report" pointed out that under the premise of "compliance management", the state has successively issued a number of policies to encourage the development and innovation of the fresh e-commerce industry, especially to fill the shortcomings of "the first and last mile cold chain logistics" and benefit the pre-warehouse model; Fresh e-commerce is difficult to form a scale because of the lack of standardization of products at present. In addition, the cold chain transportation efficiency is low, the transportation and storage losses are large, the supply cost is high, and the profit is difficult. In the future, we will seek new growth points through the supply of prefabricated vegetables. Ding Dong's grocery shopping has been withdrawn from many cities one after another, and the official said that the routine optimization and adjustment are 2

According to Anhui Net, the service of Xuancheng and Chuzhou sites for Ding Dong's grocery shopping will be stopped. The mobile phone logs in to the "Ding Dong Shopping" APP, and the "Stop Service Announcement" at the top of the homepage is very conspicuous. At the bottom, it says "This site will stop service at 18: on May 31, 222".

The announcement shows: "The site will stop the delivery service and the site community will be dissolved. From now on, if the recharge balance of your account has not been spent, please use it as soon as possible. If the account still has a balance or the green card member has not expired, you can contact customer service to assist in refunding and returning the card. "

In this regard, the customer service staff of Dingdong Shopping said that due to operational adjustment, both Xuancheng and Chuzhou in Anhui will stop serving.

In addition, on May 27th, Ding Dong bought vegetables and announced that the stations in Tangshan, Hebei Province and Zhuhai, Guangdong Province would also stop service at 18: on May 31st.

This time, it was blasted out of several cities, and Ding Dong responded by buying vegetables, saying that at present, the suspension of service at individual sites is the routine optimization and adjustment of some regional sites by the company.

after meituan preferred to withdraw from four northwestern provinces and shut down its business in Beijing, Dingdong became the second player to withdraw from the fresh retail track.

Dingdong grocery was founded in May 217, and it is located in deus ex, a fresh retail track, with the service mode of direct production, pre-warehouse distribution and the fastest delivery to home in 29 minutes. Ding Dong has always been favored by capital to buy food. According to the enterprise investigation information, since its establishment, it has been financed by Angel Round and since it went public in the United States in June last year, Ding Dong has carried out 11 rounds of financing for food purchase. Among them, the amount of financing disclosed last year alone reached 1.44 billion US dollars (about 9.2 billion RMB), and there are many well-known institutions such as Softbank Group, Today Capital and Sequoia Fund behind it.

In June, 221, Ding Dong bought vegetables and listed them on the New York Stock Exchange. Affected by the daily fresh break, Ding Dong bought vegetables and reduced the amount of IPO financing by about 7%. Behind the loneliness of buying food IPO, the secondary market is unwilling to pay for fresh e-commerce.

it rains all night. Ding-dong, who burns money and relies heavily on capital, has recently faced the risk of delisting.

according to the seventh batch of "pre-delisting of China Stock Exchange" published by the US Securities and Exchange Commission (SEC), Ding Dong needs to submit the required necessary documents and materials to the SEC before May 31 to prove that he does not need to be delisted, otherwise he will face delisting from 223 to early 224.

According to the latest financial report, Ding Dong's grocery revenue in 221 was 2.12 billion yuan, up 77.5% year-on-year. The net loss was 6.43 billion yuan. According to public information, in 219 and 22, the annual revenue of buying vegetables was 3.88 billion yuan and 11.336 billion yuan respectively; The annual losses were 1.87 billion yuan and 3.18 billion yuan respectively. At present, Ding Dong has accumulated losses of over 11.4 billion yuan since he bought vegetables for three years. Judging from the financial report, Ding-dong's buying vegetables is deeply mired in the quagmire of "increasing income without increasing profits".

Ding Dong's dilemma of buying vegetables is not a case in the industry. In recent years, some fresh e-commerce platforms have been reported to be shut down. With the continuous expansion of losses, the input is not directly proportional to the income, and its own development ability is limited. Once capital transfusion fails to keep up, it will eventually face closure.

Can Ding Dong, who has returned to Ding Dong to buy food, find a way out because of his insufficient hematopoietic capacity and long-term inability to make a profit, and has been burdened with the huge sunk cost of capital? Perhaps this withdrawal from many cities is on the way to find a positive solution to the profit of fresh e-commerce. Ding Dong's grocery shopping has been withdrawn from many cities one after another, and the official said that it was routinely optimized and adjusted. 3

Recently, it was reported that Ding Dong's grocery shopping had been withdrawn from the city in a large area and the outlets were closed.

It is reported that Dingdong's shopping stations in Xuancheng and Chuzhou, Anhui Province will stop serving. Some local consumers in Xuancheng have received the service adjustment announcement of Ding Dong's grocery shopping, saying that the site will stop the delivery service at 18: on May 31, 222, and the site community will also be dissolved. You can contact customer service to refund or return the card.

according to the announcement information, from now on, if the top-up balance of the user's account has not been consumed, it needs to be used as soon as possible. If the account still has a balance or the green card member has not expired, you can contact customer service to assist in refunding and returning the card.

It is worth noting that before the service was stopped, the products on the Ding-Dong shopping platform in some cities were sold out, and users could not place orders. In addition, some offline stores have begun to clean up and carry items. Ding Dong's customer service said that the goods sold out are related to the specific situation of each store. At present, some stores have terminated the supply of goods, and some stores have cleared their inventory.

In response to the large-scale evacuation of the city, Ding Dong responded that the suspension of service at individual sites at present is the routine optimization and adjustment of some regional sites by the company. For example, Xuancheng and Chuzhou in Anhui, Zhongshan and Zhuhai in Guangdong. Jiangsu, Zhejiang and Shanghai are still delivering normally.

according to the information of official website, Ding Dong posted the position of sales manager on May 29th, and his work places are in Shanghai, Jiangsu and Zhejiang.

The financial reports released by Ding Dong for 221 and the fourth quarter show that the revenue in 221 was 2.12 billion yuan, up 77.5% year-on-year, but the net loss reached 6.43 billion yuan. In the fourth quarter, the revenue was 5.48 billion yuan, up 72.% year-on-year, and the net loss was 1.96 billion yuan, compared with 1.246 billion yuan in the same period in 22. The gross profit margin was 27.7%, up 9.5 percentage points from the previous quarter.

In addition, Ding Dong announced that Shanghai achieved overall profit in December 221, and the entire Yangtze River Delta region achieved UE correction in this quarter, and the overall loss rate was greatly optimized, with remarkable efficiency improvement results. In this regard, Liang Changlin, founder and CEO of Ding Dong Shopping, once said that "the performance in the fourth quarter of last year exceeded the best performance since the establishment of the company, which indicates that the company's efficiency has been optimized".

But overall, Ding Dong is still burning money to buy food. It is understood that from 219 to 22, the net loss of Ding Dong's grocery shopping was 1.873 billion yuan and 3.177 billion yuan respectively. The net losses in the four quarters of 221 were 1.385 billion yuan, 1.937 billion yuan, 2.11 billion yuan and 1.96 billion yuan respectively. Although the loss in a single season has narrowed, from 219 to now, the cumulative loss of buying food has exceeded 11 billion yuan.

in March this year, Liang Changlin, CEO of Dingdong Shopping, responded to Hou Yi, the former president of Box Horse Business Group, when he participated in a public event. Liang Changlin said that Ding Dong didn't take the competition seriously, but felt that the market should be harmonious and different, and the biggest competition was whether it really met the needs of users and served consumers.

In response, Hou Yi responded from a distance in the circle of friends: "Lao Liang was really anxious when he read it, and his investors were also anxious. It is estimated that he will explode his position soon ... Lao Liang said that he is the boss of fresh e-commerce, and no boss is worried about the monopoly of the second child."

Hou Yi questioned: "Winter is coming, who is swimming naked?" . In his view, it is not long to win the market by the disorderly expansion of price subsidies by investors' capital.

It is reported that on January 26th, Hou Yi fired at Ding Dong in a circle of friends to buy food, claiming that Ding Dong had tens of billions of money trapped in it and almost no leeks. Like a Titanic that hit an iceberg, the ship is sinking, and the era of winning competition by price subsidies is coming to an end.

At that time, Liang Changlin also replied from a distance: "Commercial competition is normal, and the second child's greatest dream is to fight with the boss to the death." He also posted a screenshot of the data that Ding Dong has become the first fresh e-commerce, and smoke filled the air for a time.

before Liang Changlin answered from a distance, Ding Dong's shopping was also exposed to the news of layoffs. In mid-January, a user who was certified as a Ding-Dong food-buying employee revealed on social platforms that the proportion of layoffs in core departments such as Ding-Dong food-buying procurement, algorithm and technology ranged from 2% to 5%, and employees in the front warehouse service station were forced to take unpaid leave, and some performance sites even had a one-month compulsory leave for half a month.

In response to the above news, Ding Dong bought vegetables, saying that the related rumors were untrue and malicious speculation without factual basis and strict data sources. The company reserves the right to investigate all false rumors.

from the perspective of the development mode of fresh e-commerce, there are three types of total * * *: self-collection at the store (warehouse), pre-warehouse arrival at home, and integration of store and warehouse. When you arrive at the store (warehouse), you pick up the radish as the representative; Daily fresh, ding-dong shopping is the pre-warehouse home mode; Box horse, 7Fresh, etc. adopt the integrated mode of store and warehouse.

among them, the profitability of the pre-warehouse model has been controversial. Hou Yi once analyzed the pre-warehouse model and thought that the pre-warehouse had no future. In his view, the loss of the pre-warehouse mode can't be controlled, the rent is high, and the traffic can't be aggregated. If you rely on the ground and buy other platform traffic, it is no different from traditional e-commerce. The online and offline integrated store and warehouse integration model is the future.

Regarding the issue of profit, Liang Changlin believes that the overall growth of Ding Dong's grocery shopping should start from "