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1. Crazy expansion of unmanned shelves and community group buying In 2017, the concept of new retail exploded. Under new retail, unmanned shelves and community group buying suddenly emerged. In 2017 and 2018, unmanned shelves and community group buying received a large number of them respectively. With capital replenishment, the entire industry quickly entered the stage of staking. According to the “2017 White Paper on Unmanned Shelf Industry” released by the third-party data service provider TalkingData, as of the end of 2017, dozens of unmanned shelf startups had accumulated financing of more than 3 billion yuan. According to incomplete statistics, when the unmanned shelf industry was brilliant, there were more than 40 companies, and nearly 5 billion of funds poured in. According to incomplete statistics from Jiemian News, in the three months from July to October 2018, companies such as Shihui Mission, You Me You, Shixianghui, Daluo, Xingsheng Optoelectronics, etc. received nearly 2 billion yuan in financing. More than 4 billion, attracting nearly 30 investment institutions such as Sequoia Capital, IDG Capital, GGV Jiyuan Capital and so on. However, the good times are not long. Both of them are financing-oriented entrepreneurships. They have insufficient self-supply ability and cannot survive after the capital ebb in the later period. 2. Community group buying resurrected from the dead. Unmanned shelves were dying out in early 2018. Community group buying also fell into a wave of mergers and acquisitions and bankruptcies at the end of 2019. However, the outbreak of the epidemic in 2020 has brought community group buying back to life to a certain extent. The epidemic has changed users' past consumption habits, and this has allowed surviving community group buying companies to obtain a large number of orders. After the epidemic has improved, community group buying companies have also maintained business growth. According to the internal reference report of the retail boss, after the epidemic, the user retention, repurchase rate, and daily active visit frequency of Shihui Group have been relatively stable. Among them, the consumption of vegetables and fresh products has remained above 60%. Old users (2 The monthly order frequency has reached more than 10 times. It is worth noting that the epidemic is not the only factor that saves community group buying. Self-innovation of the industry is also an important factor. Community group buying companies have already realized that burning money cannot achieve long-term development. If they want to stay on the stage, they still need to find the ability to supply themselves. 3. Unmanned vending machines combined with community group buying to play the community fresh food trillion market Nowadays, no life fresh vending machines have entered the community, combined with community group buying, they have begun to play in the community fresh food market. It is understood that the compound growth rate of the fresh food e-commerce market is expected to reach 49% in the next three years, and the online market penetration rate will continue to increase, reaching 21.7% by 2020. With the rapid development of fresh food in the community, No Life Fresh Cabinet has entered more communities and gradually appeared in people's eyes. The No Life Fresh Cabinet industry has gradually become the blue ocean of fresh fresh retail. The lifeless fresh vending machine entered the community, improved the consumer experience, met the timeliness needs of consumers, combined with the community group buying operation model, and quickly seized the community fresh market. The combination of community group buying and unmanned vending machines has penetrated into the community with more subtle tentacles, and solved the sinking problem with low customer unit prices. Taking the community as a unit, detonating a larger group of people in the broader sinking market will essentially achieve the ultimate decentralization of social e-commerce, and the penetration of the community is also the final traffic dividend.
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