U.S. group net stuck in the "double door" ahead of winter

Since this year's group purchase industry has continued to face negative developments, it has also recently revealed 24 guilty guilty layoffs for the internal guilty and US regiments. I remember seeing yesterday that there were nearly 3,000 group buying websites that had been dumped and accounted for half of the industry. Perhaps by the end of the year, this figure is even more alarming. Of course, this is inevitable. So many enterprises are rushing into the Red Sea, which has a single threshold and a low profitability prospect. This is of course a lot of cannon fodder, and the days leading the industry are still not easy.

Let me talk about the U.S. group.

The U.S. regiment recently fell into two doors. One is the layoffs, and there are 500 layoffs across the country. One is the flow gate.

First, the U.S. official’s official response was stated in front. Looking at the news, the U.S. delegation responded to layoffs by saying it was false. Not only will it not lay off employees, but it will also launch a campus recruitment plan. To be honest, I think the U.S. Under this economic situation and the background of the industry, you said that there will be no layoffs or no such cuts. We believe that the degree is still a bit higher. If you say that there is still a need to expand your enrollment, I am afraid that few people believe it.

As for the brushing of water, because it was Weibo that I only saw this morning, it is not clear whether the US mission has responded positively. When the US group was accused of brushing water last time, the US mission responded at the time being an opponent. It took two months to make sense, but at the same time some netizens posted a lot of data on traffic and income asymmetry. For example, alexa's US traffic dropped by 40% in May from the previous month, and the US group announced its revenue. However, the strange phenomenon, such as a 15% increase, did not make any response.

The evidence revealed by this micro-blog appears to be quite unfavorable to the US group. All these evidences are the background data of the US group's merchants. The store-to-store rate is only about 60-70%, and the domestic general good group-buying website The store-to-store rate is basically at 90%. In other words, there are actually about 1/3 of the US group's turnover, and there is no actual consumption. Isn't this a very strange thing? Recalling the last incident, the US mission responded that only a few thousand were refunded. Where are the remaining orders for group purchase?

It seems that there is only a relatively reasonable explanation, that is, these lists are really brushed out by the U.S. group. Of course, no one will spend money on the list that comes out, and naturally, the shop rate will be low.

Following this idea, it is actually quite understandable. This is in contrast to the large-scale loss of Jingdong’s loss, which is a shortcut for the capital market. We are all aware that the group-buying website has not been profitable so far. The huge staff and market expenses are all By investing, if you want to survive and survive and win the capital market, only the ever-increasing data can help, Jingdong still needs to continuously expand the scale to win investment. Isn't the US group the same?

Seeing industry rumors that the first two rounds of the US corporation’s financing totaled about 380 million yuan, it lost at least 2.7 billion yuan last year. Until the end of last year, it had 110 million yuan in book funds. In the half of 2012, if the market, personnel, and other expenses were not reduced, the US group net's book funds should have been almost burned, and C round of financing must be conducted. Now it seems that this rumor is more reliable.

The problem is that although the scale is valued by investors, in the current economic situation, the market places more emphasis on the profitability of a company. The simple scale has no value. Sometimes the larger the scale, the greater the loss, and who dares to take over?