Will the US Mission be the next Ali? Ask the "no limit" group
Within the US Mission, there is a set of detection systems similar to business radars. In the face of various fields in the market, as long as the daily average volume of a company is more than 1000, the US Mission will focus on it and consider this. Business is also suitable for yourself.
Therefore, the US Mission is a company that cannot be defined. On the surface, the US group that has been established for 8 years has four business lines, including innovative businesses such as home, store, wine travel and travel business. It has nearly 20 businesses. These businesses have supported the company’s market capitalization of nearly $51 billion.
Until the US group approached the listing, the secondary market was unable to determine the final valuation of the US group. Some people have given a valuation of 50 billion to 60 billion US dollars according to the business. Some investors believe that the market value of the US group is achieved by continuously stacking various businesses. There is no core barrier or even a business model.
For the US group, too many people pay attention to the border, not the core.
The key question is, who can say the core of the Qingmei group? Supporting the valuation of the takeaway business? Let it start a group buy? Still exploring the possibilities of a new business in the future?
Objectively evaluating the US Mission, the ability to innovate is clearly not its barrier. The US Mission is better at inserting into a market environment that is already in fierce competition, relying on strong ground push and efficient operational capabilities to achieve the latecomers.
For a long time, the huge push of the Iron Army is the core competitiveness of the US Mission. The US group attaches great importance to human power. For a long time, a bottom-level BD wants to leave, and it will alarm the management of the regional manager to talk in person. After repeated retention, it will eventually be released.
The US Mission is doing the most tiring and horrible errands in the Chinese Internet industry. It is not a high-tech driver that many entrepreneurs admire. It is by no means small and beautiful, but because of the high-frequency properties of eating, drinking, and playing, it can bring huge Flow, this is the biggest moat of the US group.
The US group is trying to make up for its shortcomings. Wang Xing said at the IPO site today that the take-away food delivery business is “close to” breakeven, and the share of the take-away market has increased by 2% in the past three months. This seems to provide a new sample of the O2O money-burning model that has been criticized in the past.
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