Ten years of takeaway, when will the
According to the summer take-out market report released by DCCI, the number of online ordering users in China has reached 360 million, of which the US group’s take-out, hungry and Baidu take-out market share are 63.3%, 29.1% and 6.2%, respectively. 631" market structure. From the DCCI data, it is hungry. Although the offensive is fierce, the Ali ecological blessing, and huge capital investment, but from the market share, it still has a gap with its ideal goal.
In comparison, the market share of the US group’s take-out in the past few months has shown a steady and rising trend. As of the first quarter of 2018, the US group’s take-out market share in China reached 59.1%. From the DCCI summer data as of the end of August, in the past few months, the US group’s take-out market share has increased by 4%.
The Internet industry has a very famous 70-20-10 rule, that is, the market leader accounts for 70% of the market share, the second child accounts for 20% of the market share, and the other accounts for 10% of the market.
This cruel law has been verified in major areas such as social networks, search engines, and e-commerce, so that the investment goddess Xu Xin believes that the take-away market will eventually become the market structure of 721. Eat it. This will definitely win the battle, and it will be safe to take 10 points in the market."
From the DCCI data point of view, the US group’s take-away distance has not been far from the shore. However, Ali’s intervention has made the war situation suspense. In the second quarter earnings call, Ali established a local life service company to manage the operation. And word of mouth, and has received a $3 billion investment commitment from investors such as Alibaba and Softbank. Therefore, the merger of the US group and the hungry word of mouth has also announced the beginning of the new development of Internet take-out.
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