Hou Yi, founder of Hema: It is only a matter of time before Meituan surpasses Tmall and JD in fast-selling products – Passionategeekz

Passionategeekz On June 19, Liu Qiangdong, Chairman of the Board of Directors of JD.com, was in a sharing session on the evening of June 17.In-depth analysis of the core logic of JD.com’s takeawaywhich aroused discussion among netizens.

On June 18, Hema founder Hou Yi forwarded the content of the sharing session about Liu Qiangdong in his circle of friends and said: Lao Liu’s supply chain theory is indeed an innovative leading strategy in the Internet era, but in the mobile Internet era, the supply chain efficiency of self-operated + platform.Meituan+, which cannot do instant retail, has the supply chain efficiency and service efficiency of hundreds of thousands of stores across the country.。

Hou Yi also said that when he founded Hema in 2015, he always believed that it was impossible to do e-commerce by making factory standardized products, so he entered the fresh food track, but e-commerce could not do it. However, from Meituan’s current business model, it can gather Ant Xiongbing from thousands of small stores to negotiate resources and advertising with brands, and the price is lower than e-commerce, because the offline share of the fast-selling product market is much larger than that of e-commerce, and the nearby service experience is better.So it is only a matter of time before Meituan Instant Retail surpasses Tmall and JD in fast-selling products categories。

According to previous reports from Passionategeekz,Meituan officially announced its new generation shopping platform “Meituan Flash Sales” on April 15claiming to upgrade “wait for express delivery” to “30 minutes delivery”, Meituan flash purchase entrance appears on the homepage of Meituan App.

The “Meituan Flash Sales” business was launched in 2018, focusing on “everything comes to your home” in an average of 30 minutes. Previously, “Meituan Flash Sales” did not have an independent app entrance, and was presented with supermarket convenience, digital home appliances and other entrances.

Since 2024, brands such as home appliances and daily necessities have accelerated their layout in Meituan Lightning Warehouses. Currently, Meituan Lightning Warehouses covering all retail categories have reached 30,000, and are expected to reach 100,000 in 2027.

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