In the past two days, the fresh food retail circle has exploded, and Daily Excellent Fresh was rumored to be disbanded in situ.
The fox girl was also stunned when she heard the news. This is the darling of the fresh food e-commerce leader and the capital darling that has raised more than 10 billion yuan. Wouldn’t it be so soon to close the door?
However, the rumors are not groundless, the relevant chat records are all crazy on the Internet, the general content is the daily excellent fresh financing Failing to complete the delivery, the company announced its dissolution.
This melon is really too big, and there will be less of a good place to buy vegetables in the future…
Today, Humei will show you how the daily excellent fresh food has been reduced to to this point!
According to the chat records, about this Wednesday, the daily excellent fresh office group announced that it received feedback from employees about air quality problems, so this Thursday, Friday, or two days will open at home office.
At first glance, isn’t this kind of sweet!
However, on July 28, the company opened an online meeting for all staff and suddenly announced the corresponding The layoff decision was gradually passed on as an announcement of dissolution.
Afterwards, it was reported that Feishu was closed, VPN was closed, and wages were not paid for two months, Social security payment…
In short, the employees were full of complaints and angered for a while…
According to the meeting recordings circulating on the Internet, it is true that the equity financing has not been received, and “most” employees will work until July 28 True so far.
Furthermore, the internal funding problem of Daily Fresh is not a day or two.
Because there are employees asking questions at the meeting, when will wages be paid in June and July?
The relevant person in charge said that it is uncertain when enough funds will be allocated to make up the unpaid social security.
Therefore, it is certain that there are indeed large-scale layoffs, wage arrears to varying degrees, and even supplier payment for goods in Daily Youxian. At the same time, Feishu and other office software have also been disabled. .
Moreover, the Daily Youxian APP can’t place an order in many places, the order shows that it is out of stock, and the customer service also Not online, is this really running away?
After the news continued to ferment, netizens talked a lot, and many people said, can the money be refunded if it is not used up?
At the same time, the share price of Daily Fresh also plunged, dropping more than 40% at one point.
Seeing that the news was getting more and more outrageous, the daily excellent fresh staff quickly came out and responded that: under the big goal of achieving profitability, the company has a strong focus on business and organization. make adjustments.
Many netizens said that closing down is closing down, layoffs are layoffs, why do you say it so nicely?
And the situation of daily excellent fresh is not right, it is not a matter of one or two days.
Some time ago, Daily Youxian shut down the proud 30 minutes”Fast delivery service”, the original support for 30 distribution has disappeared, and all have been changed to the fastest next day delivery.
Not to mention a 98% drop in market value, two delisting warning letters, arrears in payment to suppliers, a broken capital chain… all kinds of problems emerge one after another.
The famous “fresh food e-commerce first” “One share” has long been in crisis.
As of the third quarter of 2021, the daily current liabilities of UFresh are as high as 3.22 billion yuan, the deficit is obvious, and the loss is still ongoing.
If there is no new financing, the capital chain will be broken.
What made Daily Youxian in trouble was the pre-warehouse mode that sent it to the cloud.
Daily Youxian’s main front-end warehouse mode It is a warehouse-replacement store, generally 1 to 3 kilometers away from the community to arrange warehousing, sorting and distribution warehouses.
This model naturally has its advantages, such as flexible store selection and distance consumption. The delivery speed and freshness are guaranteed. Generally, it can be delivered to your home in about 30 minutes to 1 hour, which has become the core competitive advantage of Daily Fresh.
But there are many risks hidden behind this model that is highly sought after by capital. On the surface, it looks beautiful, but underneath it is a bottomless pool.
First of all, the front-end warehouse pays attention to the coverage rate. If you want to make more money, you need to build more warehouses. Nowadays, the rental cost of house prices is so high that it cannot be maintained without burning a lot of money.
Secondly, enough population density and spending power are needed to support a front-end warehouse, which is only suitable for big cities like Beijing, Shanghai, Guangzhou and Shenzhen, and there is still a long way to go for nationwide promotion.
The front warehouse model can be quickly replicated, but it is difficult to take into account the cost, and it is even more difficult to achieve comprehensive profitability.
So, this model just looks beautiful, it’s okay to fool investors, but it’s not so easy to operate in practice.
Daily Fresh is a living example in front of us. In the past 3 years and 9 months, as a student The first share of fresh e-commerce has accumulated losses of 9.8 billion.
At its peak, Daily Excellent Fresh’s pre-warehouse sites were all over the country in 13 cities, but it didn’t take long for the business to be closed in 9 cities in a short period of time, leaving only Beijing and Shanghai. , Tianjin and Langfang.
In fact, in the first ten days of July this year, it was revealed that Daily Youxian was in trouble with its funds, and it was almost impossible to get out of the quagmire. Faced with a life-or-death decision, the stock quickly fell 6.05%.
Unexpectedly, on July 14, Daily Youxian suddenly announced that it had obtained 200 million yuan in financing.
The “life-saving money” at the time of life and death finally came, and then there was an overwhelming press release. It seems that Daily Youxian has survived the crisis and is waiting for the next spring.
But in fact, if you think about it carefully, these 200 million yuan is simply a drop in the bucket for Daily Fresh, and it will not be blocked at all. It’s a big hole
What’s worse is that instead of waiting for 200 million today, instead of waiting for the rumors of dissolution.
Although Daily Youxian has not officially announced its dissolution, all signs seem to point to the end of Daily Youxian.
Perhaps for the bosses of Daily Fresh, this is just a business failure.
But for the employees of Daily Excellent Fresh, it is likely to be an unforgettable painful experience.
In any case, I hope that the legitimate rights and interests of these innocent employees can be effectively protected.
Reference:
Baisha River
NetEase Technology
Tieji Video Technology Channel
Weibo Screenshot
Editor: Chacha
It’s hard to get fresh every day