Big players crash exit ingredients supply chain O2O walking on the verge of life and death edge

Following early April this year, a veteran of fresh delicious seventy-seven electricity supplier since declared bankruptcy, a big player in the field of fresh O2O are frequent negative signal, the line every day to be closed orchard stores, O2O project's life would have been "originally facilitate" business termination, If food subsidies to help because the war crippled, after exhaustion closed end. Fresh revealed on China Agricultural Development Forum electricity supplier data show that nationwide more than 4,000 fresh electricity supplier companies, 88% of losses, huge losses of 7%, 4% flat, while profit of only 1%. "Not survive the winter capital, only death fresh O2O cliff face." Have not yet come out of a fresh player laments from liquidation shadows.

Focus on clean vegetables, semi-finished food ingredients distribution supply chain O2O is a branch of the big players are fresh O2O go elsewher, the vertical field of entrepreneurs who scarcely had outage, bankruptcy, acquisition, walking on the verge of life and death the edge of.

Most players exit crash

Half a month ago, semi-clean dishes electricity supplier "Youth dish monarch" who got it real fund, Star Venture China Ping'an B round of financing investors suffered a temporary bounce, unable to pay severance pay only part of the staff, facing liquidation or spin-off.

This reporter to "Youth dish Monarch" founder ////confirm/i/i/i/iation, the person said is still in the process of solving.

In fact, before that, there are many ingredients supply chain O2O silently toward extinction.

According to "IT Times" reporter to incomplete statistics, ingredients supply chain O2O focused on venture capital in 2014, was when the capital in the spring, but now the vast majority of players stop A or B wheel round, and some not even wait for investments It was eliminated.

Network chef, housekeeper and other ingredients B2B players have fallen, the hotel alliance also was acquired by the United States last October dish network, dish network the United States was recently completed multimillion-dollar C round of financing.

Let's look at B2C players, in addition to an uncertain future "Youth dish king", focus on the Western semi-finished products and distribution of the "new smell" Since March this year, it has been in the business shut down state, from the micro-channel started selling vegetables, "peasant woman" since 2014 after the September closure exhumation market, to make a transition B2B.

Now it seems, B2B players only the United States in June dish network struggling to get financing, and backed by Wang Xiang Park this tree B2C players, "I cook" is actively expanding in Shanghai to achieve the highest single day of 5,000 after a single, ready to enter Beijing, Shenzhen and other cities. But in August 16, Wang Xiang Park released the 2016 semi-annual report, net profit rose 237.93% in the first half 2015. Earnings information display, peel loss last year, "I cook" is one of the main Wang Xiang park achieve stabilized anti liter. "My kitchen" began as a subsidiary of Wang Xiang park, independent operators from the second half of last year, Wang Xiang park peel, while the return of Hunan Garden lookout had borrowed 39.583 million yuan of funds.

"My Kitchen" restaurant chain was founded by the original micro-groups, that is, my kitchen garden and Wang Xiang, Wang pool and other food brands are brothers, the same boss, resources can be shared. I can do it now kitchen scale in a short time, thanks to Wang Xiang park in the restaurant industry for many years deep plowing resources.

It lost 23 million only in exchange for two or three single day

"The cost of basic inputs to wipe out three hundred thousand, a year to do down, or only 20-30 single day." This year 90 after Su (a pseudonym), the most tough, suffered a venture enormous pressure.

Dishes from R & D, business license to handle the customer service, in a very long time, she need to assume a variety of roles. Because the market is not open, relevant regulatory rules not introduced, Rush just let her run off my legs. Repeatedly and Market Supervisory Authority deal, did not run down the card. Cut vegetables with no problem, as long as health permits dining on the line, but need sizing meat add spices, according to the pre-processed products which apply standards QS certification, clean vegetables distribution because many categories, often need to apply different QS certification, for example, the evidence used in the chicken can not be used in seafood processing plants in different areas of the license, the device has different requirements.

In order to permit run down, Suzi had seen a lot of shops, residential buildings, want self central kitchen, but the freezer, with labor costs are cut into, finally forced by cost pressures, looking for a factory to OEM . Su said, in fact, the market now do a lot of clean vegetable distribution company, can not do full license, to see if there is packaging QS logo to know.

"A clean vegetables prices have been close to a takeaway, get back to spend time cooking, washing dishes Xiguo, frequency will certainly be lower than takeout, the family made the decision to buy food and are generally elderly, they are very sensitive to price. "Today, Suzi selec first venture project on hold, get a job to make ends meet.

Achilles heel obscure: immature market, the cost of inputs is a bottomless pit

Needless to say, the cost of raw inputs O2O has been high. Former chef net staff had an account balance, monthly gross only cover warehousing, sorting, one third of the cost of logistics, it's not purchasing, sales, administrative, financial, operational and labor costs and other subsidies platform. They had already done 50% of the gross margin, but in constant deficit in.

At present, our kitchen in the Shanghai market, the highest single-day volume reached 5,000 orders, the number of employees has reached 500 people, continues to recruit delivery staff. from the central kitchen building more than 20,000 square feet, cold chain logistics to self, I began to cook a certain barriers to competition, but also put in a huge amount of money, I give a portion of the kitchen market conservative figure: $ 100 million.

Among them, the cost of the most intractable is the bane of the cold chain. "The market is not yet mature, because the most basic cold chain are not ready, now general logistics accounted for about 17% to 18% of the electricity supplier the cost of goods, the cost of cold chain more different matter." O2O industry experts Huang Yuan P said.

In support of the parent company's capital, I choose self-built kitchen cold chain, cold chain logistics vehicles per day are from Qingpu central kitchen will be packaged ingredients to distribution points, and then by the "Little Bee" (delivery staff) is responsible for the final km. However, most start-up companies will choose the third-party logistics companies and distribution, in addition to not control the delivery time increases dishes other than loss, the cost is quite large.

B-side for start-ups seem to live better, because there are a lot of stability and order to balance costs. Market still continue to nurture the process, I also did not give up the kitchen into the B-side of the market idea.