To tell the truth, the food here is so boring that even two cold dishes are served. It's really unreasonable for me to rush out to buy food without wearing an apron, but I really can't put this pot of soup down in my heart.
Just when I was in a dilemma about "I can't figure out the apron, but I can't make soup", the mobile phone popped up the push message of the US group takeaway for evaluation, and I couldn't care less-running errands to buy it!
Open the software, enter the store, select materials and place an order in one go. In less than 20 minutes, the younger brother of Meituan knocked on my door with fresh vegetables. Here, wait for it to be cooked!
I think everyone has been exposed to "running errands" to some extent in daily life. For example, catching a cold at night is a bit uncomfortable, just because the cold medicine at home is gone, let the takeaway brother send it next; For another example, if a friend gives a birthday present and you work overtime in the company, the brother next door can also give it.
In the past, the takeaway brother and the courier brother just helped you deliver the takeaway and courier, and now the errand brother will buy it for you.
This reminds me that when I was a child, adults always liked to let their children go to convenience stores to buy alcohol, tobacco and daily necessities. Probably, we children are the original "running errands"!
There is a market for running errands. According to statistics, in the first half of 20 19, the transaction scale of China's home business market reached 358.72 billion yuan, rising continuously. At the same time, there are also many enterprises engaged in home business, such as JD.COM, Meituan, Ali, Suning and so on.
There are also startups that mainly run errands, such as UU running errands, flash delivery, and SF Express in the same city. Now, another powerful player has joined the battle.
Recently, "Didi Paotui" was launched, which can provide daily necessities such as vegetables, grain, oil and medicines for community residents. Didi said that the runner would be served by Didi's driver.
The "Express" performed well. Why is Didi "running errands" now?
On the one hand, there is demand in the market. As we mentioned above, the growth of the transaction scale in the home business market is a manifestation. In addition, affected by this year's epidemic, the frequency of travel has decreased, but the demand for home delivery has increased accordingly. This market has indeed brought new opportunities.
On the other hand, it is for the sake of relieving the driver's pressure. During the epidemic, travel was reduced and driving service was greatly affected. For the driver on behalf of the driver, running errands at this time is actually equivalent to changing jobs or part-time jobs.
Coupled with running errands in the same city, it used to pick up people, but now it has become a takeaway, with little difference, but the final income is still guaranteed.
One more thing, just as Meituan is actively expanding Meituan's taxi business in addition to take-out, Didi is still running errands in addition to taking taxis, which is creating new business growth points for itself.
It's okay to run with your legs, but for Didi, after entering this market, he is really just a younger brother. The errand market is a "chance encounter". Are you really ready?
We are only here to make a simple comparison between Meituan and Didi, the "old enemies".
The first is the scale of running errands. From our point of view, in 20 19, Didi Chuxing became a giant in the field of travel with a user scale of 92.529 million, but Meituan claimed to have more than 435 million active users, with a daily transaction volume of several billion dollars. On the basis of users, the penetration rate of Didi taxis is obviously not as fast as that of Meituan takeaway.
It is worth noting that due to the particularity of instant delivery, it is difficult for the platform to obtain long-term stable users through subsidies, which is difficult and costly. Of course, there must be various preferential policies in the early stage, but will it be effective after the preferential period?
After all, it is easy to be an industry giant, but it is not that simple to be an oligarch.
Not only at the C end, but more importantly at the B end. Looking at Meituan's errands, thanks to the coverage of take-away business, Meituan has mastered a lot of business resources, and such errands are obviously natural for users and businesses.
But for Didi, it wants to associate these services, which is obviously impossible to start in a short time, and the user experience may not be pleasant.
For example, you especially like snacks in dessert shops and want to run errands to place an order. However, the information of the merchant may not be entered in the Didi APP, resulting in no results in the search.
Just like reading e-books through various apps. Books that pandas can't find in reading can actually be read for free in the novels of seven cats. Then your first choice for reading e-books in the future may be seven cats. After all, you remember that the panda's reading experience was not good.
The second point is in the running errands mode. From the point of view, the rider who runs errands for the US Mission is actually the rider who takes delivery for the US Mission. According to relevant data, the number of signed riders has exceeded 3.99 million, and even in the first half of 2020, the number of new riders has reached 654.38+0.386 million.
Let's look at Didi's errands. Its errands are served by Didi's driver. Relevant data show that its registered drivers have exceeded 2 1.8 million, and the number is still growing. However, at present, 250,000 drivers have officially taken up their posts on behalf of Didi through various assessments.
This is the problem. Meituan's takeaway rider can transform his errand brother without hindrance. With the advantage of far more people than Didi, the coverage and response speed are bound to be faster, while Didi's errand can only rely on drivers. The gap in the number of people is obviously a big problem.
If we expand full-time staff in the errand business, it is obviously not as good as the virtuous circle of the US Mission.
Some people say that there are not enough drivers, and there are also car drivers! It is not a concept at all. After all, running errands by car is not cheap, so it is better to stop and go by bike.
In terms of business expansion mode, the business expansion of Meituan from take-out to running errands is a natural business expansion, while Didi is actually more like forced business expansion, which will be more difficult.
In fact, we can foresee that Didi will start the errand business by subsidizing first, burning money hard and burning enough money, so that the cake in the market can be cut bigger and faster.
Just like the dispute between Didi Express and Uber, today you have a half-price ticket, and tomorrow I have a taxi option of 1 yuan. Later Didi won.
There is a saying that capital cannot create demand. Especially now in the game, Didi is facing JD.COM and SF. The errands of these companies have taken root. Didi wants to pry this cheese, but she must work harder.
However, although capital cannot create demand, it can bring benefits to consumers. Running errands for free. Who doesn't want to experience it?
Anyway, Didi is welcome to run errands. As a consumer, I don't care who is the real errand king, Meituan or Didi. I just want to see who has a big discount today and can help me book it in the supermarket.
Really, I want to drink soup again.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.