Behind the Jingdong WAL MART trading small abacus category expansion cost reduction and then open

[listen to Yang Jie]

soon, you do not have to go to WAL-MART at the weekend, as long as the Jingdong home to select the desired goods, dada Crowdsourcing logistics will go to WAL-MART take your express delivery……

This is the last night of

Jingdong announced a partnership with WAL-MART the most intuitive change — in fact, a transaction which is in the history of the electricity supplier together have China: take the left thick and heavy in colours Shop No. 1 with 9 billion 800 million of the value of the stocks, the Jingdong made a "space for time" decision. Jingdong after the stock rose 8%, is the capital market directly with the foot position

!

in this game, on the surface, is a Jingdong, shop No. 1, WAL-MART’s lead, but in fact it is Jingdong home, benefit from the most dada for Jingdong mall, WAL-MART is to reduce the cost and expand the category, and for the Jingdong at home and said to be dada, open the supermarket the key to the door of the world

!

what I see is:

first, online: Jingdong mall will be a global sourcing advantage – a strong upstream supply chain, the expansion of the category; you can also get the 1 stores of existing resources, market share and users!

but it seems the young sister, both vertically and horizontally to see or see, Jingdong really buy like behind the shop 1, WAL-MART! Has no cash in the deal, and all the stock — WAL-MART obtained a 5% stake in the Jingdong, in fact, can be regarded as a binding interest.

from the cost point of view, the next will increase by WAL-MART Jingdong upstream supply chain procurement efficiency and breadth, procurement advantages, WAL-MART’s global bargaining power will help reduce the cost of procurement of Jingdong. The cost of procurement is crucial to Jingdong, because Jingdong is proprietary – the business that makes the difference depends on the size advantage.

from the category point of view, we will be able to buy a lot of Jingdong in the world on the future of imported goods category.

but these are not the focus, in the eyes of young sister, Jingdong and WAL-MART’s "marriage", the biggest impact is that the Jingdong will make the "new dada" open gap of O2O

!

second is the most important part: compared online has become the size of the Jingdong under the Jingdong line mall, home and then dada is at a critical moment in the development of (the Jingdong and Tmall’s main battlefield): WAL-MART access will become an important benchmark event.

Yang sister secretly tell you ha, Liu Qiangdong paid special attention to the East this year, fresh, and O2O!

: why?

because the O2O line of the market than the line N times!!!

and Jingdong home and Jingdong mall mode of operation is completely different, Jingdong home is a platform for operations – docking numerous supermarkets, fruit stalls, restaurants…… Young sister, I personally think that the public comment is from the restaurant entrance is extended to all O2O, the Jingdong is home from the fruit fresh cut and expanding to all categories of O2O>

[listen to Yang Jie]

soon, you do not have to go to WAL-MART at the weekend, as long as the Jingdong home to select the desired goods, dada Crowdsourcing logistics will go to WAL-MART take your express delivery……

This is the last night of

Jingdong announced a partnership with WAL-MART the most intuitive change — in fact, a transaction which is in the history of the electricity supplier together have China: take the left thick and heavy in colours Shop No. 1 with 9 billion 800 million of the value of the stocks, the Jingdong made a "space for time" decision. Jingdong after the stock rose 8%, is the capital market directly with the foot position

!

in this game, on the surface, is a Jingdong, shop No. 1, WAL-MART’s lead, but in fact it is Jingdong home, benefit from the most dada for Jingdong mall, WAL-MART is to reduce the cost and expand the category, and for the Jingdong at home and said to be dada, open the supermarket the key to the door of the world

!

what I see is:

first, online: Jingdong mall will be a global sourcing advantage – a strong upstream supply chain, the expansion of the category; you can also get the 1 stores of existing resources, market share and users!

but it seems the young sister, both vertically and horizontally to see or see, Jingdong really buy like behind the shop 1, WAL-MART! Has no cash in the deal, and all the stock — WAL-MART obtained a 5% stake in the Jingdong, in fact, can be regarded as a binding interest.

from the cost point of view, the next will increase by WAL-MART Jingdong upstream supply chain procurement efficiency and breadth, procurement advantages, WAL-MART’s global bargaining power will help reduce the cost of procurement of Jingdong. The cost of procurement is crucial to Jingdong, because Jingdong is proprietary – the business that makes the difference depends on the size advantage.

from the category point of view, we will be able to buy a lot of Jingdong in the world on the future of imported goods category.

but these are not the focus, in the eyes of young sister, Jingdong and WAL-MART’s "marriage", the biggest impact is that the Jingdong will make the "new dada" open gap of O2O

!

second is the most important part: compared online has become the size of the Jingdong under the Jingdong line mall, home and then dada is at a critical moment in the development of (the Jingdong and Tmall’s main battlefield): WAL-MART access will become an important benchmark event.

Yang sister secretly tell you ha, Liu Qiangdong paid special attention to the East this year, fresh, and O2O!

: why?

because the O2O line of the market than the line N times!!!

and Jingdong home and Jingdong mall mode of operation is completely different, Jingdong home is a platform for operations – docking numerous supermarkets, fruit stalls, restaurants…… Young sister, I personally think that the public comment is from the restaurant entrance is extended to all O2O, the Jingdong is home from the fruit fresh cut and expanding to all categories of O2O>

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