At present, Internet takeaway is the basic dish of Meituan, and it is also the most controversial point at present. Let's just say that the US group's takeaway is to eat merchants while squeezing riders, and finally occasionally kill consumers through "big data".
Then the question is coming. Does the US group take out food to make money? If you don't make money, why did Meituan make great efforts to make Meituan take-out the first in the field a few years ago?
Judging from the financial report released by Meituan before, Meituan received 26.5 billion in take-away advertising and commission income, but its operating profit was only 876 million (the operating profit was not taxed, even less than 876 million after tax deduction).
According to the US Mission, most of the commission of the US Mission's takeaway was given to the rider. Meituan take-out seems unprofitable, with high labor cost and low gross profit margin, but in fact its strategy is low gross profit and high frequency to drive low frequency and high gross profit. And once formed, the barriers are very strict, and it is not a simple matter to effectively manage a large number of riders.
However, it is a very realistic problem that the development of society must be the maximization of human value.
To put it bluntly, the wages of labor will become more and more expensive in the future, so the US Mission has only two choices to achieve balance. One is to raise the take-away commission again, and the other is to get rid of the dependence on manpower.
Why doesn't the US Mission reduce the commission with a high probability? Because Meituan merchants really can't bear it, let's look at an example.
Previously, some merchants said on the Internet that their turnover was 348,000, and the merchants actually got 259,000. The US Mission drew 66,000 commissions from the merchants. If Meituan raises the commission, then the take-away business will have no profit at all.
Therefore, in the view of Chun Gongzi, the US Mission will reduce its dependence on riders in the future. Meituan will continue to emphasize efforts to reduce the cost of this piece and invest in unmanned food delivery, including investment in electric vehicles and autonomous driving. These are the possible layouts of the US Mission for the future, and the goal is to minimize this cost.
Although the rider is now the core asset of the US Mission, once the artificial intelligence technology matures in the future, the rider's good days will be almost the same.
Wang Xing knows better than anyone that the number of riders in Meituan is too large, and Meituan itself has been unable to increase the income of riders, let alone pay social security for riders.
If let Wang Xing choose between the rider and the merchant, Wang Xing will definitely choose the merchant. Wang Xing said before that in the future, the US group take-out will complete 1 100 million orders every day.
1 100 million yuan is a figure calculated according to the process of urbanization, the improvement of economic foundation and the change of people's living habits. Wang Xing said that 1 earns one yuan, which comes from the improvement of this scale effect.
1, the increase of single quantity, the same take-away route and one more order are all the improvement of scale effect.
2. Help catering businesses make more money, and improve the realization rate under this premise.
In the Internet age, it is said that traffic is king, and the money earned by delivery is not necessarily the money for delivery, and those who engage in short videos do not necessarily make money by short videos. This is the business model in the Internet age.
In the future, the most profitable business of Meituan is not necessarily takeaway, but other related services in the field of life. I don't know what you think.