Blue whale TMT reporter For many unmanned shelf industry practitioners, 2018 may be an unforgettable year. A few days ago, 36 krypton and cloud hunting network reported that two well-known platforms in the industry, convenience purchase and Guo Xiaomeis large-scale layoffs, facilitated purchase of contracts for a large number of employees to be outsourced, and the means of operation were considered to be disguised as layoffs, and about more than 2000 people were displaced under the small US line. According to the data from IT oranges, the two companies were founded less than a year ago, but both have been favored by capital. It was established in August 2017, which was incubated on a daily basis and separated by separate operations. In December 29, 2017, a $144 million B round financing was completed by CDH, and the northern Aurora venture invested. In comparison, the time was 2 months earlier, and also completed an auspicious peak in the same period last year. Capital investment, IDG capital and so on invested $50 million C round of financing. ? However, the unmanned shelf is fast, and it stops fast. The downsizing spread quickly. To this end, the blue whale TMT exclusive interview with the two fruits of the internal personnel, from the interview to excavate some internal information and the content of different perspectives, blue whale TMT collated as the text for readers. Former employees said that some of the first tier cities were out of stock and the internal contradictions intensified. Li Teng (a pseudonym) served as Guo Xiaomeis supply chain manager in a tier city. On the Internet, he has criticized the fruit Xiaomei in real name, and has received many condemnation. In response, he responded that there was no real evidence and no real name. In an interview with the blue whale TMT reporter, Li Teng said that under the pressure of the citys market environment, his basic salary was 30% as a result without communication. At the beginning of this year, the rats that broke the warehouse and they would starve to death, Li Teng made an exaggerated analogy. He told reporters that the citys disconnection was serious, the sky in the whole warehouse was so clear that his and his employees daily cleaning had made the ground very clean. The suppliers say there are nearly a million of the goods in a single city. In his view, the stock of goods does not follow the fact that the supply is in short supply. On the contrary, he thinks that Guo Mei is too big to step in one step, leading to the arrangement of two thousand sets of shelves, such as one thousand sets of goods. Under such a background, the mere pursuit of the upper shelf rate leads to greater pressure on the team and internal contradictions. According to Li Teng, they worked for more than 13 hours a day, and the shortage of manpower resulted in very tight schedules and only one days rest a week. This also directly led to some team members unable to bear pressure, and proposed to leave, the body is my only capital, the other side message to him. Although Li Teng is trying to save his subordinates, the pressure on him is still in the company: on the one hand, the turnover rate is closely related to his performance, but the greater work pressure is difficult to change the problem of the current turnover rate; on the other hand, the citys CM (city manager) has got the national performance first and in the rear itself. It has become the worst phenomenon in the countrys worst performance. Apart from pushing the job is not our responsibility, other businesses are basically ours. Isnt it strange that we worked so hard that we got the worst performance? What does performance look at? For example, the rate of restocking. The reason for the failure rate is not out of stock, and the shortage is not what we can control. When it comes to this, Li Tengs emotion becomes a little excited. As for the reason why the sales have got the first, he thinks that the reason is that the focus of the fruit is still in the business section, that is, the whole process is like this, they go to each company to talk, talk about the post point to us, we go to install, the later replenishment, what lack of what they provide to them. Headquarters, headquarters to arrange procurement. For his performance, Li is very sure that it can be compared publicly with operational indicators, and that its performance will not be the worst in the country, on the contrary, even higher than the national average, but the citys shortage is the most serious in the country. At the same time, he told reporters that when he entered the job, the downsizing wave of the small United States had not yet begun. The company just attached great importance to the shop and the shelf, and the whole team appeared to be on the shelf. He also doubted whether the dismissed employees could get the compensation. Ali plans to abort, seeking transformation under financial pressure Wang Hu (pseudonym) joined fruit in Shanghai last winter, and now he has resigned, he told reporters that little beauty is not just Shanghai, but Chengdu may not do all the cities all over the country. Now the fruit is basically a state of failure, but the Chengdu fruit network technology limited company still exists. Yes. As for what they want to do behind the scenes, we do not know. According to Wang Hu, little Mei has not issued a notice like a national business suspension, but every employee in Shanghai has got a resignation report and has all the employees sign the resignation report. He told reporters that there were basically no one in Shanghai. Regarding this, the reporter has carried on the confirmation to the fruit Xiaomei aspect, but the other side still expressed, the fruit small US business coverage includes the north to go deep and the deep national 59 cities. But unlike Li Tengs case, Wang Hu has his own view on the fact that Guo Xiaomei is facing such a situation today: the fundamental reason is that financing is not smooth. Earlier, media reports including the Beijing News and China Internet Finance reported that the failure of Xiaomei financing failed overnight. Although his announcement was untrue, it was a business transformation, but Wang Hu said it seemed to reconfirm the fact that there was an attempt to finance, and the investor was the Alibaba. The former Mei has been negotiating an exclusive financing agreement with the Alibaba, which has already been basically talked about. It is going to melt a little amount of money and is ready to announce it at the annual meeting in early April this year, but at the end of the year. The reason behind this is that he guessed that the project was eventually negated by Alis top brass. Coincidentally, in April 16th of this year, some media reported that ant gold suit or interest in the other industry of the unmanned shelves was convenient. In view of this, the reporter to the fruit Xiaomei and the ant gold clothing two parties to carry out a proof, the fruit of the United States expressed that it is not clear about whether Ali is ready to invest. But the ant gold suit has no comment on the market rumors. It is said that the failure of financing has resulted in the issue of personal salary for Xiaomei. Xiao Mei had a share of the rest of the money, but the company took into account the employees salary, so it stopped doing it, but directly divided the money to the rest of the staff, but the money left was just enough to pay for the salary of April, including the social security fund. Because the failure of the company has caused a loss to employees, every employee should be given some subsidies according to their work age, but this part of the subsidy is not sure whether they can get their hands, Wang Hu said. this is the case. As long as you can get the money, you can survive. So in his view, the subsequent financing broke up or the biggest problem of Xiaomei. As to whether he still owed money to suppliers, Wang Hu said he was not clear about business restrictions. Wang Hu is more sorry to see the fruit of the present. He told reporters that he had paid a lot for the little beauty before, and it was a pity that he had no feeling at once. And Li Tengze told reporters that he had joined fruit in the first place because he was expecting some achievements and got a good return. In view of the above, Xiao Mei told reporters that the adjustment of the organizational system depends on the changes in the companys strategy and business strategy. This change is more with the needs of the personnel adjusted by the business sector, some of the business contraction and the acceleration of some business, which are all normal business decisions. But business will not stop, and will be firmly optimistic about the office retail scene. As for the offline shelf business, the other side said that it would continue to move forward and change the self operated mode to a light mode of third party combined transport and regional partner system. And another person close to Guo Xiaomei said that Guo Xiaomei will be transformed and may not be a new retailer in the future. From then on, Phoenix Technology reported that the probability of small business transformation is relatively high. Since the beginning of the year, Guo Mei has been in the trial of combination of the box, the head of the league business, the future will focus on the effort to expand the new mode of business based on the office scene. And Xiaomei side tells blue whale TMT reporter, the future will focus on the business of cloud business, it seems to be a confirmation. No shelf road is hard to go, cold wave need to find mode innovation The industry of unmanned shelves was once touted by capital. In addition to Guo Xiaomei, there were also opportunities for rapid growth and expansion, such as convenience shopping and convenient access to stars. However, in the mind of the employees in the past, what is the difference between the several platforms in the industry, Li Teng and Wang Hu two people issued their own views from two aspects of the problem and the pattern innovation respectively. Li Teng said that several platforms in the industry looked similar to him. As for Xiaomei, it is better to take kickbacks in the supply chain. The situation is less than some friends, but it is not the best. In view of the recent selling point of other media reports, he feels that this is a more common phenomenon in the industry at the operational level. Wang Hus views on the model are similar to that of Li Teng, and they dont think the pattern is very different. No matter it is the fruit of small beauty or the other companies in the industry, the way to explore is not very deep, the model of profit is not clear, although some businesses are beginning to put the goods on the container, but the income of the advertisement is not enough. Maintain the companys survival. But on the other hand, he felt that Guo Mei had a great advantage in Shanghai, that is, he bought an enterprise named tomato fresh, increasing its strength in the fresh field, but the business is only limited to the local. According to the information on the book, it has already held 100% of the companys main company, Shanghai small eggplant Network Technology Co., Ltd., which was completed in January 17th this year. We havent seen the unmanned shelves lately, and we havent seen them before. The vice president of an investment institution told blue whale TMT reporter that another well-known institution in another industry also received a similar reply. A long term dealings with investment institutions revealed that the profit model of unmanned shelves is not clear, which is already well-known in the industry. For this reason, Li Yu, a panda capital partner, has written a special article to discuss and use his long road and lots of holes as a summary of his own views. Speaking of specific problems, he believes that there are three main points. On the profit point, the profit space is very limited, and the sale of the products is very difficult to be made on a scale. It is difficult to break out, and the value of the crowd is worth discussing. I think if the industry has a chance, its not the shape of the retail itself, but because of the new consumer, he said in the article. In response to the threatening cold wave, the reporter also interviewed another non shelf company in the industry. The other said that the choice of a business model is the result of a comprehensive consideration made by each company based on its own particularity. As long as it contributes to its own development, any model has potential, no matter how heavy it is. But at the same time, the other side also said that it was misunderstood that the idea that the stars were convenient to make unmanned shelves. They were also discussing the operation system combining shelves with shops. According to public information, at present, the convenience of convenience stores has begun to test the waterline, mainly concentrated in the Shanghai area. However, even if the whole industry is seeking transformation, how can we find a way forward? The convenience of the star has also been reported by the media for large-scale layoffs. As for Xiaomeis electricity supplier, business analysts are conservative. One analyst told reporters that e-commerce is difficult to do, even relying on the accumulation of once office scenes is still difficult, but it is good for us to bring more SKU to the company and bring traffic with the help of third parties. It can reduce the huge cost of cost. Unmanned shelves can be their offline outlets, but the market for the entire unmanned shelf is still too small to reflect the essential value of the new retail upgrade, said the former investor. Ali Tencents new retail ecosystem, whether it will still have a place for these unmanned shelves enterprises, at present, we can only wait and see. Source: blue whale TMT editor: Yao Liwei _NT6056 However, even if the whole industry is seeking transformation, how can we find a way forward? The convenience of the star has also been reported by the media for large-scale layoffs. As for Xiaomeis electricity supplier, business analysts are conservative. One analyst told reporters that e-commerce is difficult to do, even relying on the accumulation of once office scenes is still difficult, but it is good for us to bring more SKU to the company and bring traffic with the help of third parties. It can reduce the huge cost of cost. Unmanned shelves can be their offline outlets, but the market for the entire unmanned shelf is still too small to reflect the essential value of the new retail upgrade, said the former investor. Ali Tencents new retail ecosystem, whether it will still have a place for these unmanned shelves enterprises, at present, we can only wait and see.