The Two Camps Of "Cats And Dogs" Have Been Arrayed.

I just sat down for a change.

The first public appearance on the riverside of the general manager of the supermarket attracted competitors to protest.

"Borrow" a Jingdong supermarket employee's voice to query that Tmall supermarket has become the "top supermarket on the line".

And recently, the Jingdong group CEO Liu Qiangdong publicly said that in three years, the end of the war, the end of the line.

On the face of it, this is a battle of words. In fact, it is the bottom line of the two big business tycoons.

The two camps of "cats and dogs" have been arrayed.

Water hammer battle: business super first

Unexpectedly, a platform presentation by Tmall supermarket at its own conference attracted strong dissatisfaction from rival Jingdong supermarket.

The vice president of group and general manager of Tmall supermarket, Jiang Po, said at a press conference held by Tmall supermarket recently that Tmall supermarket has been the number one online supermarket so far, and will reach 100 billion yuan in three years.

Liu Qiangdong took part in CCTV's "dialogue" column recently, saying that the big appliance business will surpass Gome this year, and will surpass Suning next year. For the most competitive business super business, he is considering how to end the super war in three years and become a "double champion" on line.

In addition to challenging the target, the front half of the riverside Tmall supermarket is now the "online business super boss" statement, but also dissatisfied with Jingdong.

Jingdong supermarket then put forward three questions about the letter from WeChat supermarket's "Jingdong supermarket tabloid" released by Jingdong supermarket employees to Tmall supermarket Mr. Jiang.

Jingdong supermarket from the sales scale, distribution coverage, investment cooperation scale three aspects think, Tmall supermarket is hard to call "online first".

Jingdong said Tmall supermarket claims to be the number one online, but has not released relevant data. The publicly available data is that during last year's "double 11" period, Tmall supermarket orders exceeded 1 million, while Jingdong supermarket orders had exceeded 7 million 200 thousand on the same day. Sales of goods in Jing Dongchao City exceeded 170 million during this year's "6 18" period.

And in terms of coverage, Jingdong supermarket has more advantages.

However, the riverside also said at the press conference on the same day that Tmall supermarket hoped to make the first line, not only referring to sales volume, but also the first in terms of service and brand influence.

Work hard: win over traditional supermarkets

Just now, it has just taken the lead in the world's largest retailer, WAL-MART, and won the online store No. 1, which is wholly owned by WAL-MART. The Jingdong seems to be more emboldened by this challenge.

And on the day of the Tmall supermarket launch, Tmall supermarket also brought the largest retail trader in Germany, third of the world's retail and wholesale supermarkets, Metro and fast food products, such as Procter & Gamble and other retail giants to come to the platform.

The rip off between Jingdong and Tmall has become a group battle.

Jingdong's cooperation with WAL-MART has sparked heated debate in the industry. Supermarket business is regarded as one of the biggest cooperation points between the two sides.

When asked about the threat of Tmall and Jingdong cooperation with Tmall, the riverside said that retail competition is everywhere and "fair market competition is welcome".

The latest development strategy released by Tmall supermarket is also full of gunpowder.

According to the introduction of the riverside, Tmall supermarket will double its investment in the next year and start the "double 2 billion plan".

Among them, 2 billion yuan continues to subsidize consumers, and another 2 billion yuan is used to build up supply chain, commodity structure and service upgrading.

In fact, both sides have made a lot of layout in business super business recently.

Recently, cooperation with WAL-MART was seen as a great blood supplement in the business super field, and the online business super business of No. 1 itself directly complemented and directly dominated the East China region.

In addition, last year, Jingdong spent 4 billion 300 million yuan on the super giant Yonghui supermarket. It was also seen as a force for business super businesses, especially fresh businesses.

And Tmall supermarkets are joining the international retail giant crazily.

According to the riverside introduction, imported goods are one of the categories of deep operation of Tmall supermarket, and Tmall supermarket will further consolidate its import strategy.

In April this year, Metro has reached a deep cooperation with Tmall supermarket, including Metro's own brand of nearly 100 selected products and special products have entered Tmall supermarket.

German Inferno and Spanish DIA products also entered the countdown on the shelves.

The riverside said that Tmall supermarket was deeply connected with Tmall and Tmall international in attracting investment. In this year, Tmall supermarket has launched an exclusive strategic cooperation with ten famous high-end supermarkets in the world. The top ten overseas supermarket products have entered the special store of rookie Tmall supermarket, providing consumers with a day or even half day shopping experience.

They are also willing to join the massive business super war for offline retail giants and fast fading brands.

After all, this is also a great opportunity to divide the market.

Tao Yuan, general manager of Metro Group, said that Metro is getting through the "two channels". One meaning is two lines under the online and offline channels, the other meaning is Tmall international and Tmall supermarket. "Tmall supermarket plays an important role here".

In Tao Yuan's view, Tmall can not only help Metro get through the "last mile" and quickly spread to the national market, but also provide support for enterprise planning by using Tmall platform data, and can explore O2O business.

Gambling in the future: seeking new increments of e-commerce

Although the Jingdong is only a protest on the surface, it shows Jingdong's emphasis on offline supermarket business.

The two sides have already seen very clearly that the online supermarket business with huge development space is a battleground.

In the first quarter of this year, Tmall supermarket quietly changed into handsome. It was interpreted by the industry as a force of Tmall supermarket.

You know, riverside has worked in WAL-MART for 17 years, and has accumulated rich experience and resources in the business field of the supermarket.

Riverside revealed that Alibaba group CEO Zhang Yong positioned Tmall supermarket as the fourth consumer platform after Taobao, Tmall and Juhuasuan. "For Alibaba group, it has important strategic significance."

It is understood that Tmall supermarket has been implementing the "all the way to the north" strategy, Tmall supermarket came to Beijing last year, this year will conquer Shanghai.

"Up to now, Tmall supermarket has expanded to 11 key cities, and then will expand to more than 30 cities in the key cities above the whole country, which is the whole Tmall's urban strategy."

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The development potential of online supermarkets is an important reason for both sides to pay attention to each other.

Riverside said that the fast growing industry was developing very fast online, but the industry's online penetration rate is only 7%.

Supermarket business category has the characteristics of high repetition rate, which has become an excellent choice to increase the consumption stickiness of e-commerce platform.

Retail expert, Hu Chuncai, general manager of Shanghai Shangyi consulting, said that the electronic business platform has always attached great importance to the high growth rate, which is also the key to win the heart of the capital market. "At present, the electronic business platform has met the ceiling in most categories, and online supermarket business has become the only remaining incremental market."

As the earliest investor in Jingdong, today's capital President Xu Xin is well known for his earliest investment in Jingdong's proprietary logistics, and this time she has put money in the category expansion of Jingdong, especially the business super business.

Xu Xin said frankly that business super business as the largest business in the retail industry can not be ignored. "Business super category has the characteristics of high purchase frequency, and has strong consumer stickiness, especially for female consumers, which can bring more female customers to Jingdong".

Liu Qiangdong also admitted in the above column that at present, Jingdong's operation capability is not particularly good, and it does not allow consumers to "ramble". "Consumers can find a lot of goods on Jingdong, but we do not arrange and organize well, and establish a path to consumers."

In Xu Xin's view, business super business has arrived at the time when the electronic commerce platform will compete.

Hu Chuncai believes that in the face of the huge scale effect, the electronic business platform has broken the physical barriers of offline retail, and the electricity supplier industry will also display the Matthew effect, that is, the stronger and weaker, and the competition between Jingdong and Alibaba will be more intense.