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[Retail Circulation Weekly] Wang Huiwen is gradually recovering and will spend part of his time serving as a consultant for the US group; the GMV of the Live Broadcast Room with Together exceeded 600 million yuan in March; AliExpress is preparing to “subsidize brands of tens of billions to go abroad” to recruit Amazon and Tmall to sold well;Shein’s profits have doubled to more than US$2 billion; six Yonghui Supermarket stores will be closed one after another; Pangdonglai will open warehousing stores; the three major aviation central enterprises reduced losses by nearly 90% last year

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This week (April 1-April 7), companies on the retail circulation track continue to take action. In the field of e-commerce, JD. com has announced a staffing adjustment, and Ren Tao, the current person in charge of JD. com’s grocery shopping business, has been adjusted, with Cai Junlian in charge of the follow-up; the GMV of the Live Broadcast Room with Together exceeded 600 million yuan in March, ranking first in the Diving Sound Delivery; AliExpress is preparing a plan to subsidize brands of 10 billion yuan to go abroad, and its investment targets include cross-border sold well, Tmall brand merchants, etc.

In the retail field, Yu Donglai, founder of Pang Donglai, recently mentioned that larger warehouse-style stores will be planned this year. According to incomplete statistics, at least 31 supermarkets across the country will close in the first quarter of 2024, involving Wal-Mart, RT-Mart, Yonghui, Wumart, Tianhong Supermarket, Hema Xiansheng, CP Lotus and other well-known brands.

In the field of circulation, China Post EMS is piloting a new solution for outdoor unmanned vehicles + indoor robot delivery; Didi Delivery announced the launch of the all-round season for small goods, optimizing the platform logistics model structure, increasing the proportion of small trucks, and reducing the cost caused by models. waste. GuShiio.com stock market smart apps are summarized as follows:

E-commerce dynamics:

The person in charge of Jingdong’s vegetable shopping business is adjusted, and Cai Junlian replaces Ren Tao       

On April 3, it was reported that Jingdong grocery shopping announced a personnel adjustment. Ren Tao, the person in charge of Jingdong grocery shopping, was now adjusted, and Cai Junlian was in charge of the follow-up. It is understood that Ren Tao, a post-80s Guan Peisheng, was previously the general manager of the Standard Products Division of Jingdong’s Dashang Supermarket Business Group. A source close to Jingdong to buy vegetables said: Brother Tao (Ren Tao) used to be a standard product and was not very good at it. However, the pre-warehouse business involves fresh food categories, which is both drainage and high loss, which exceeds Ren Tao’s own ability. rdquo; Regarding Ren Tao’s subsequent job changes, no specific statement was made at the meeting. Cai Junlian, the newly adjusted business leader, comes from Meituan background.

Meituan awarded more than 60.21 million awarded shares

On April 3, Meituan issued an announcement stating that on April 2, 2024, the company granted a total of 60.218136 million awarded shares in the form of restricted share units under the post-IPO share award plan, of which 60.146301 million awarded shares were awarded to certain employee participants of the group; and 71,835 million awarded shares were awarded to certain service providers of the Group, subject to acceptance and compliance with the terms and conditions of the post-IPO share award plan. The market price of Class B shares at the date of grant was HK$101.4 per share.

In March, the GMV of the Live Broadcast Room with Hui exceeded 600 million yuan, ranking first in the audio and cargo collection.

According to the news on April 2, according to data provided by the third-party data platform Sanyan, in March this year, the total GMV of the TOP20 audio tape list was 5.012 billion yuan, an increase of 27% from the 3.945 billion yuan in February. Among them, the Live Broadcast Room with Hui ranked first with more than 600 million yuan, Yunshang Jewelry and Mr. Dong ranked second and third with approximately 328.1 million yuan and 328.0 million yuan, and Dongfang Selection ranked fifth with 286 million yuan. It is worth emphasizing that because February includes the special festival of the Spring Festival, express delivery suspension, anchor suspension, and user viewing live broadcast time are all subjective factors affecting sales. Therefore, there is no contrast.

Wang Xing’s internal email: Wang Huiwen will spend part of his time as a consultant to Meituan

On April 2, Meituan CEO Wang Xing released an internal email stating that Wang Huiwen was gradually recovering and would spend part of his time as a consultant to Meituan. In June last year, Wang Huiwen, who was starting a business, was hospitalized due to illness. The company he founded was also acquired by Meituan. An insider revealed that after nearly a year of treatment, Wang Huiwen’s recent condition has been relatively stable, but he has not fully recovered. According to doctor’s advice, a short-term resumption of some regular low-pressure work is conducive to recovery. Therefore, choose a consultant approach and participate in the work part of the time.

AliExpress is preparing to subsidize brands with tens of billions of yuan to go abroad and recruit Amazon and Tmall to sold well

Recently, AliExpress’s internal project No. 1 flowed out. Sources from various sources show that AliExpress is preparing a plan to subsidize brands with tens of billions of yuan to go abroad. Investment targets include cross-border sold well, Tmall brand merchants, etc., and the first batch of 1000 places will be opened. Merchants can enter AliExpress with one click and simultaneously sell on other e-commerce channels owned by Alibaba International such as Lazada, Daraz, Miravia, and Trendyol. There are currently many Amazon sold well companies.

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* This article is a simplified version of Pro Weekly *

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