Vertical Electricity Supplier Environment Is Not As Good As Before The Electricity Supplier To Open A Line Shop

According to the world clothing shoes and hats net, grow in Ali and

Vertical electricity suppliers under two giant trees still look forward to having their own "high light" moments.

Beijing time September 22nd evening.

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In the US Nasdaq, the stock code "SECO" is issued at a price of 13 US dollars /ADS, with a circulation of 8 million 500 thousand ADS and a financing of 1.1 billion US dollars.

Prospectus shows that temple library 2015 net loss of 222 million yuan, a net loss of 44 million 600 thousand yuan in 2016, the first half of 2017 net profit of 52 million 300 thousand yuan.

Temple library was established in 2008, initially located in the sale of second-hand luxury goods, is now pformed into the main sales of new luxury goods, its Temple store mall, temple Library Intelligence, temple treasury finance and other business segments, with 5 offline experience shop, the number of registered users 15 million 100 thousand.

As of June 30, 2017, the net revenue of temple Library in the first half of the year was 1 billion 346 million 700 thousand yuan, GMV was 1 billion 924 million 600 thousand yuan, the total order was 374 thousand and 300, and the conversion price was about 5000 yuan.

Vertical electricity supplier environment is not as good as before

Perhaps it is for the sake of luxury, many people do not know "temple library", but the stockholders of temple library are familiar with each other.

In addition to the founder and the largest shareholder Li Tian Xue, the second largest shareholder is IDG. Institutional shareholders include Chinese cultural industry fund, Ping An Innovation Investment Fund, Bertelsmann fund, Sai Fu fund and so on.

Despite selling luxurious goods and luxurious shareholders, the stock price of Temple store was not matched. The opening date of the first day of trading was broken. The opening price was $12.10, or 6.92%.

Since then, the concussion has gone down and ended up at $10, or 23.08%, making it the only company that broke the first day of Zhou Zaimei's list of three stocks.

By contrast, the first day of vip.com's first day of listing in March 23, 2012 was 15.38%.

After a lapse of 5 years, vertical electricity supplier listed on the first day of the record was refreshed.

It is worth mentioning that although vip.com was "bloody" listed on that day, it quickly changed into a "monster stock", and the main investors of Sequoia Capital also made full profits.

It remains to be seen whether the temple can become the second vip.com.

Under the current circumstances, the overall environment of vertical electricity providers is no longer the same.

Vip.com is no longer in sight, and even has been repeatedly rumored to be "fit" with Jingdong. Mcglaughlin, Dangdang, the pioneer of e-commerce, has been delisted, and jumei.com has been sued by investors because of its low price.

"With the rise of mobile Internet and the continuous surge of traffic prices, the advantages of integrated platforms such as Ali and Jingdong are becoming more and more obvious. For vertical electric providers, how to overcome this problem is the key to their survival," some analysts pointed out.

Fortunately, the vertical electricity providers do not rely on online diversion alternative, for example, has been listed on the agenda of "goods."

Compared to the Temple store selling luxury goods, there is "tide card" for selling goods, and the users are concentrated in the 16 year old -28 years old young people.

"Our internal statistics show that 55% of new users come from one to one communication among friends," said Niu Cong Xiao, vice president of group YOHO, vice president of the company. In 2016, GMV was 2 billion yuan, and it was expected to reach 3 billion 400 million yuan in 2017, and the growth rate will exceed 60% next year.

At present, the monthly active users are 15 million, and the unit price is about 400 yuan.

In addition, goods have already achieved breakeven.

GMV alone, the goods are comparable to the temple library.

And in the planning of Niu Cong laugh, there will be a listing of goods within two or three years, and before the listing, goods need to complete a major event.

Electric providers scramble for offline outlets

Under the catalysis of Ma Yun's "new retail" concept, the track of the electricity supplier industry has begun to switch from online to offline, and the "new retail" with offline stores as its main carrier has become a hot word.

"After that, you will see our entire development in the market.

Our biggest competitor comes from offline shopping centers, not online, "Chen Jianhao, chief operating officer of temple library, admits.

Niu Cong laughs disclosed that the first experience shop in Nanjing is about to open, the first phase will be 1000 square meters, and the subsequent increase will be three storeys and 5000 square meters.

It is worth mentioning that in the upcoming Nanjing experience store, there will be the world's first "smart hanger". When the user takes the clothes off the rack, the screen above the clothes rack will immediately show the clothing size, price, texture, purchase evaluation, wearing effect and similar products, so as to provide a reference for users to make decisions.

"Our planning is in Nanjing, Beijing, Shanghai, Guangzhou and other cities. Every city has a tidal center of 5000 square meters to 10 thousand square meters. In addition to the trend dress, there are green plants, coffee, photography, modeling, performance, books, art exhibitions, fashion classes, celebrity signing and so on. It is a multi format" goods MALL ". Niu Congre said," compared to Wanda, everything that the tide center does is a trend, for example, coffee is the trend of coffee, and it will be totally different from the Starbucks we drink. "

In fact, compared to the temple library, YOHO! Gene is not the electricity supplier, but the media, and some are similar to Mcglaughlin.

YOHO! Originally started from a magazine, the YOHO! Trend in January 2006 was officially launched. In 2007, it began to do community work. In 2008, it began to make an electronic business platform. It can be regarded as an extension of magazine business.

Up to now, e-commerce revenue has accounted for 95% of YOHO group's total revenue, and the remaining 5% are advertising revenue.

Or the reason why they are born in the fashion magazines is the ability to choose products and the ability to push them as the core threshold. They are also afraid of the bottom line of Tmall and Jingdong.

"We do not rely on price wars, but rely on new businesses and businesses.

The coincidence ratio between our products and Tmall is not more than 30%, that is to say, 7 pieces of 10 items can not be found on Tmall.

The coincidence with Jingdong is even lower. "

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Niu Cong laughs said that in the future, we will consider other "tides", such as Hermes and other high-end luxury goods.

In the view of the industry, if the goods are bigger in the future, they will also face pressure from Tmall, Jingdong and even Temple stores.

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