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The delicious meal was revealed that the headquarters moved, and the employees laid off 50% first and then 40%.

American cuisine was exposed to the relocation of headquarters, and employees were laid off by 50% first and then by 40%. Some employees told reporters that there have been several layoffs, and this "star enterprise" in the eyes of capital may be experiencing challenges. The delicious meal was revealed that the headquarters moved, and the employees laid off 50% first and then 40%.

According to reports, the headquarters of American cuisine has moved, and employees should be laid off by 50% first, and then by 40% 1 "food, clothing, housing and transportation". Food is undoubtedly the most important thing. At the moment when "what to eat today" has gradually become a philosophical question, many young people are troubled by problems such as "it is difficult to buy food" and "it is expensive to buy food".

20 12 is the first year of fresh e-commerce. 20 14, the rise of community group buying, 20 17, has undergone great changes. Later, with the help of the east wind of the Internet, fresh e-commerce became the "darling" sought after by capital, especially after the giants began to fight with community freshness.

The epidemic situation has created a second spring for domestic fresh e-commerce, and the entry of capital has promoted this track to usher in an unprecedented development opportunity. What's worse, it has gone to the secondary market and reached its peak.

However, in 20021year, the fresh platform spawned by the epidemic began to decline, either laying off employees or stopping operations.

At the beginning of the new year in 2022, the once prosperous community group buying players once again ushered in a declining day!

Not long ago, delicious food. Com, which once competed with Tiantian Youxian and Ding Dong for the news of "the first share of fresh e-commerce", was once again exposed to the news of layoffs and the relocation of its headquarters.

Fresh e-commerce capital ebbs, and how can American dishes that have not been financed for three years be "beautiful"?

Does the wave of layoffs impact the fresh e-commerce industry?

Recently, bad news has frequently come from the fresh e-commerce track.

65438+ 10 13, Ding Dong bought vegetables and boarded the "big layoffs" hot search. However, for this layoff, Ding Dong's grocery stores and their employees have their own opinions.

According to the China Times, a number of netizens who have been certified to buy food for Ding Dong revealed on social platforms that Ding Dong has started to lay off employees, and departments such as procurement, algorithm, operation and recruitment will lay off 20% to 50%.

Ding Dong responded that the news was untrue, without factual basis and strict data sources, and individual job changes of the company were normal organizational resource adjustments.

Coincidentally, just the day before, another fresh e-commerce company laid off employees on a large scale, and even the headquarters moved!

On June 5438+10/2, news of layoffs came from Meicai.com, a fresh e-commerce platform.

Recently, a suspected Meicai.com employee said on the social platform that after 50% layoffs last time, American Food's Beijing headquarters has laid off 40% employees, according to Phoenix.com technology.

In addition, the Meicai.com headquarters, which was originally located in Yintai Shopping Mall in Wangfujing, Beijing, has now moved to the vicinity of Beijing Railway Station.

Another Meicai.com employee who has left the company said that Meicai.com has been laying off employees, and some business directors and product directors have been laid off some time ago: "The director-level employees are fine, and some basic business personnel have been forced to cancel their contracts and talk about it on the same day."

Good food. Com has not yet responded to the above situation.

Compared with daily fresh shopping, Meicai.com's popularity is not high, but good things don't go out, and bad things spread thousands of miles. After the last thunderstorm in September, Meicai.com has become a celebrity in the field of fresh food.

Last September, Meicai.com's Beijing headquarters laid off 50% of its staff, and services in some cities were closed.

According to the previous report of the interface, an internal email showed that the technical departments such as product research and development, business departments such as procurement and sales, and financial departments of Beijing headquarters are all facing more than 50% layoffs.

In addition, Chengdu R&D American Food Center will be abolished as a whole, some city services will be closed, and large areas will be merged.

Throughout the fresh e-commerce in the past year, "burning money", "financing" and even "closing down" have become unavoidable labels.

U.S. stocks are listed every day, and the net loss in the first three quarters of 200210.70 billion, and the net loss of Ding Dong's grocery shopping in the same period also reached 5.333 billion yuan. The listed Qiancang duo suffered heavy losses, while the remaining waist-tailed players, such as Guo Yi Fresh Food, Tongcheng Life Insurance and Radish, declared bankruptcy and withdrew from the competition.

You know, the fresh track is a long track. In this long battle, all players have to cross the retail death valley.

On this road, everyone needs long-term competition, and whoever can stay until the end is the so-called "the last one is king"!

No longer obsessed with the "bleeding" of seeking large-scale expansion, financing listing has become an important means for fresh e-commerce players to "stop bleeding", because financing can't keep up with the speed of burning money will only be a dead end.

Before the news of layoffs broke out, rumors of Meicai.com's listing continued.

65438+ 10/2, some media reported that Meicai.com plans to submit an application for listing in Hong Kong in the first half of this year, and has selected investment banks to prepare listing details;

It is reported that Meicai.com has appointed CICC, Citigroup and Nomura to take charge of listing, and it is estimated that it will raise 300-500 million US dollars (about 2.34-3.9 billion Hong Kong dollars).

In fact, the IPO "wind" from Meicai.com has been going on for some time.

As early as the second half of 20 19, there were rumors that Meicai.com's new round of financing failed, which led to a tight capital chain, but this news was later denied by Liu Chuanjun, CEO of Meicai.com. ..

In July 2020, RoyceWong, the former CFO of Fosun Group, joined Meicai.com as CFO, which was regarded as a prelude to the listing of Meicai.com ... However, Meicai.com later denied the news, saying that RoyceWong's participation had nothing to do with the listing. However, only half a year after RoyceWong joined Meicai. Com, the news of leaving the company came out.

Last May, it was reported that Meicai.com would go to the United States for IPO again, and planned to raise $500 million. According to people familiar with the matter, Meicai.com is working with financial advisers on a potential IPO.

Meicai.com declined to comment, but it was clear that Meicai.com was in a hurry!

Because, in the past three years, this B2B fresh e-commerce platform has experienced many pains, such as the resignation of several senior executives, the failure of 2C business to promote itself through JD.COM, multiple rounds of mass layoffs and several transformations.

According to public information, American food. Com, established on 20 14, is a fresh food supply chain service platform, providing catering procurement services for nearly100000 vegetable shops and restaurants nationwide, and providing distribution services for individual family users the year before last.

Since its establishment, Meicai.com has always been a "star enterprise" in the eyes of capital.

In just four years, eight rounds of financing have been completed, with a total financing of nearly 10 billion. Investors include well-known investment institutions such as Shunwei Capital, Zhenge Fund and Gaoyao Capital.

Its latest financing took place on June 20 18 and 10. At that time, Meicai.com was invested by Tiger Global and Gao Yan Capital, with a valuation of over $7 billion.

However, since then, there has been no new public financing for American cuisine. Now, it is from the IPO plan of Mei Cai. Is com related to the recent tight capital chain?

Early, delicious food. Com quickly opened the door to selling vegetables online with capital, trying to seize the "first fresh goods" but the result was not ideal.

In the Internet 3.0 era, young people no longer enter the vegetable market, and the position of the traditional catering supply chain is in jeopardy. The eyes of capital gradually turned to Meicai.com and other emerging catering supply chain service providers.

The new catering supply chain industry is in the ascendant, and it has rapidly changed from an uninhabited place to a blue ocean.

In 2020, as many as 14 platforms in the domestic fresh e-commerce field have obtained financing, with the total financing exceeding13.65 billion yuan.

If nothing happens, the fresh e-commerce market of 202 1 will continue to be chased by capital in 2020. However, the fresh e-commerce track was shuffled and eliminated, and the problem of burning money was not solved.

The root cause is to seize the market, and all fresh e-commerce platforms have started the most rude and effective "price war" means;

As long as the price is cheap enough, consumers are not afraid not to buy it. This is the marketing logic and financing means under the prevailing community group buying platform model.

Also, the main difficulty faced by the fresh e-commerce market is the difficulty in making profits. On the one hand, the increase of customer unit price has reached the bottleneck, on the other hand, the existing supply chain model has also encountered difficulties in further reducing costs.

For now, the fresh e-commerce track has not yet run out of the real winner.

Entrepreneurship has always been a narrow escape, especially the fresh track, almost ten deaths and no life!

At present, there are more than 4,000 fresh e-commerce companies in China, only about 100 break even, with losses accounting for 95%, of which 7% are huge losses, and the final profit is only 1%.

If it is not an outbreak, fresh e-commerce may die faster and more.

Since the second half of 20021,layoffs, city closures and payment arrears have become the key words of community group buying for old players.

With the successive collapse of the platform, the pit of community group buying has finally become completely prominent.

Because the quality of goods on group buying platforms in major communities is too poor, especially some vegetables and fruits, users have no loyalty and are seriously lost. Low-priced and promotional traffic is difficult to turn into sticky users, which has become a potential chronic disease for many community group buying players.

As Hou Yi, vice president of Ali and founder of Box Horse Fresh Life, said, "In terms of value itself, community group buying does not advocate value, but is promoted by a lot of marketing research. This business model cannot create real business value. It is really good as a marketing tool, but it does not create value. "

The illness is getting worse and worse, which is of little value. It's only a matter of time before you fail. From this perspective, the reshuffle of community group buying has the first one, and there will be the next one soon.

Just like Meicai.com, which is now in a dilemma, can it continue to be "beautiful"?

American food was exposed that the headquarters moved, and employees laid off 50% first and then 40%. Because of two rumors, American food has received special attention recently.

One is the rumor of layoffs. 65438+ 10 17, a staff member of the American Food Technology Post told the Beijing News that there had been several layoffs. "The number of technical system personnel in the company has been reduced from nearly 1000 to about 200." The reporter of Beijing News asked Meicai. Com to verify, as of press time, there is no response. Last September, Meicai said that "normal organizational adjustment and optimization will be carried out now and in the future".

The other is an IPO rumor. American food has repeatedly responded "no comment". Some people think that layoffs may pave the way for listing. Shen Meng, executive director of chansons Capital, thinks it is unlikely. If you are listed in any market, you will pay attention to the growth and sustainability of your business.

From the valuation of 7 billion yuan to three years without financing and layoffs, this once-star enterprise in the eyes of capital may be experiencing challenges. According to Zhuang Shuai, an expert in the retail e-commerce industry and founder of Anbaili Consulting, the customer base of American cuisine is catering enterprises. However, China's catering market is relatively scattered, the degree of chain is not high, and there are obvious differences in fresh food procurement from place to place. The Sysco model of American catering supply chain giant is difficult to work, and with fierce external competition, American cuisine faces many challenges. "The era of directly imitating Sysco's business model may be over. The next step is to find a development model and profit path suitable for the China market."

The employee said, "You must leave on the same day."

"I'll inform you today, and I have to leave today." In June of this year, 65438+ 10, Li Feng (pseudonym), a technician of American cuisine who received the notice of layoffs, was very unhappy. "The company doesn't pay social security for June 5,438+10, and the annual leave not taken can't be converted into a single subsidy, saying that it is all included in' n+1compensation'."

Li Feng said, "As far as I know, there have been several layoffs. The company's technical system personnel have been reduced from nearly 1000 at the most to about 200 at present, and some of them have left voluntarily. The company closed the organizational structure information of the corporate office, and we couldn't see the details of other team members. "

The Beijing News reporter noticed that in some social platforms in the workplace, many employees who claimed to be beautiful food also released information on layoffs. Among them, someone mentioned in his personal social platform account in September last year that "Mei Cai Beijing laid off employees, all of them were cut during the probation period, and only one quarter of them were compensated". Some netizens who claimed to be employees of American cuisine commented "Me too" below.

Regarding the above-mentioned layoffs, compensation and other related situations, on June 5438+1October 19, the Beijing News reporter interviewed Mei Cai, and there was no reply as of press time.

According to public reports, American cuisine has closed some unprofitable areas since February 20021year, and at the same time, hundreds of counties have closed their warehouses. In September of 200212002, the news of large-scale layoffs and business contraction of American cuisine continued to spread. At that time, American cuisine responded that "American cuisine will carry out normal organizational adjustment and optimization in the past, present and future, and continuously improve organizational efficiency and professional ability. At the same time, all the business cities of Meicai are operating normally. "

From a valuation of $7 billion to three years without financing.

With the rumors of layoffs, Meicai Beijing Company also moved. According to the investigation of enterprises, on June 5438+ 10/3, the residence of Beijing spruce world information technology co., ltd, an affiliated company of American cuisine, was changed from the 4th to 6th floors of Building No.88 1 Wangfujing Street, Dongcheng District, Beijing to Room 303, 3rd floor, Block C, No.8 East Street, Beijing Railway Station, Dongcheng District, Beijing.

In Li Feng's view, "layoffs and cuts, including the relocation of office addresses, may all be for listing. After these operations, the financial report is estimated to be more impressive and more conducive to listing. "

In fact, American cuisine was reported as an IPO many times on 202 1, and the listing place was changed from the original United States to Hong Kong. In 20021,110/0, it was reported that the IPO of American cuisine in Hong Kong selected CICC, Citigroup and Nomura Holdings to take charge of related matters, and planned to raise 300-500 million US dollars. The details are under consideration, and the listing time and fundraising scale may change. On the other hand, American food responded "no comment".

At the beginning of June 5438+ 10 this year, there were rumors that American cuisine planned to submit an application for listing in Hong Kong in the first half of this year. The Beijing News reporter interviewed American cuisine and did not respond as of press time.

Official website shows that this platform provides one-stop catering procurement services for nearly 10 million restaurants in China, and was established on 20 14. By the end of 2065438+September 2008, the company was valued at nearly $7 billion. According to the enterprise survey, since its establishment, Meicai has 8 rounds of financing records. Judging from the specific amount disclosed, the financing amount is at least 9 billion yuan. The Beijing News reporter noted that its latest financing record was the "E round and above" financing at 20 18 and 10, with an amount of about 600 million US dollars. The financing parties involve Tiger Global Management and Gaoying Capital. Since 20 19, the company has not raised new funds for three years.

There was no financing for three years, and the news of listing spread over and over again. Shen Meng, executive director of chansons Capital, analyzed that from the actual operation effect of American cuisine, it may gradually lose the attention of new investors. It is a fundamental contradiction that fresh e-commerce has higher requirements for logistics than ordinary e-commerce and lower sales price than traditional retail channels. Therefore, although such a model has consumer demand, it is not commercially feasible, that is, it is difficult to go public.

Regarding the argument that layoffs in American cuisine are more conducive to listing, Shen Meng said that it is unlikely: "Listing in any market will pay attention to the growth and sustainability of its business, and investors will not turn a blind eye to the details because of the good performance figures after reducing management costs."

The era or end of simply imitating Sysco mode

American cuisine was once considered as a "star enterprise" in the eyes of capital. After several rounds of shuffling, although there is a certain market for American food today, it is not the same as it was a few years ago. According to industry analysts, large catering enterprises generally have their own procurement and supply chain. Most of the customers of American cuisine are small catering enterprises, which have the characteristics of irregular procurement and frequent replacement. Compared with local distributors, they have no price advantage, so it is difficult to win more customers. Moreover, in the past two years, affected by the epidemic, some small catering enterprises closed down, which made American cuisine face many challenges in expanding the market.

Wang Yuxiong, vice president of American cuisine, mentioned at the 3rd China Fresh Retail Conference in 2020 that American cuisine is based on Sysco. Sysco relies on the scale of catering enterprises to get the lowest cost for restaurants, and at the same time let these professional companies take its profits from the scale, which is a win-win situation. However, according to Zhuang Shuai, an expert in the retail e-commerce industry and founder of Anbaili Consulting, the catering markets in different countries are different. China's catering enterprises are relatively scattered, with relatively few chain brands, and food procurement varies greatly from place to place. The imperfect distribution of large-scale grain purchase leads to obvious advantages of centralized large-scale grain purchase. In addition, many catering enterprises have fixed or familiar procurement channels for offline procurement, which also means that the Sysco model is difficult to work in China, and there is pressure on the development of the platform model.

In addition, the competition on the fresh track is fierce. In addition to fresh B2B platforms such as Meituan Kuaidonkey and Song, there are also platforms such as Tiantian Fresh, Ding Dong Shopping and Community Group Buying to grab the C-end track.

In fact, American cuisine is constantly exploring new development models. According to reports, in February 2020, Meicai Mall, a subsidiary of Meicai, opened the C-end model and added the C-end delivery service for individual families. 20021June, Zhou Feng, vice president of Meicai, introduced that Meicai launched a platform business to build an online trading platform for merchants and partners and attract more small and medium-sized sellers such as cooperatives to settle in.

The Beijing News reporter saw in official website that the agents in the American food city are recruiting. According to reports, agents use American cuisine brands and IT systems to open American cuisine sites in the agent cities to provide food delivery services for catering merchants and community users in the region. Some city agents think that "because the city is not big, the supply chain will have no advantage." If the quantity cannot be raised, the unit cost will be high. In addition, the dining platform has a deduction point, and the company's support is not enough. It is difficult to make a profit as a whole. "

Zhuang Shuai told the Beijing News reporter that the self-operated mode of American cuisine is costly. Opening the platform business and promoting city agency will help to reduce capital investment to a certain extent, but the requirements for technology, operation, performance and after-sales are still very high, and the requirements for the platform are even higher. Future development needs time to test. Generally speaking, the platform and digitalization of fresh food supply is imperative. With the continuous application of the Internet and 5G technology, the demand of consumers is constantly changing, which requires enterprises to continue to deepen the supply-side structural reform and improve the digital capability of the whole industry. "The era of directly imitating the Sysco model is over. In the next step, enterprises should explore the development model and profit model suitable for the China market."

Will American cuisine continue to benchmark Sysco in the future? There is no answer to American food for the time being.

American cuisine was exposed to the relocation of headquarters, and employees were laid off by 50% first and then by 40%. Some netizens listed Ma Yun's "six sins", one of which is that the rise of e-commerce has impacted traditional physical stores. Squeezing the living space of physical stores, does this mean that the development of e-commerce is smooth? That may not be true.

This fresh e-commerce company with a solid foundation and seemingly stable development has laid off employees on a large scale. This e-commerce company is called "Mei Cai". It is a fresh mobile e-commerce platform. You know, "genius. Com "is all the rage. However, now it is also facing the danger of cold. Then, why is such an e-commerce platform with a "golden owner" behind it also facing layoffs? What is the development of e-commerce today? We continue to look down.

The first is the mass layoffs in Meicai.com.

A message was exposed on the Internet. A netizen suspected of being an internal employee of Meicai.com posted on the Internet that Meicai.com was laying off staff on a large scale. In addition, it was found that Meicai.com headquarters moved from Beijing Wangfujing Yintai Shopping Mall to Beijing Railway Station. What the hell is going on here? What's the crisis of American materials? Com met?

Actually, 202 1, delicious food. Com reported the news of layoffs at headquarters. Then some people will ask, it is normal to lay off employees within the company. Why are layoffs in Meicai.com headquarters so noteworthy? You know, delicious food. Com laid off 50% of the company's headquarters and 40% after moving to Beijing Railway Station. This is not a small number.

Users with a keen sense of smell in the market must have guessed that such large-scale layoffs must be due to Meicai.com's problems. However, at this time, another wave of netizens stood up and said that the food was beautiful. Com is nothing at all, and even plans to go public in Hong Kong in 2022.

Even with or without layoffs, Meicai.com has never slowed down in any Internet-related field. For example, in recent years, it has continuously expanded its business map and expanded its technology and capital into various fields.

Previously, it was rumored that there were many apps on the big capital platform, and some netizens suspected that it was a beautiful dish. Com behind the platform. Thousands of imported products, such as AJ and Green Water Ghost, which are widely sought after by first-and second-tier young people, have been snapped up by more than 5 million young people at a reserve price of less than 200, and their quality has even been touched by international appraisers. This scene was dubbed by netizens as the spectacle of "leek against sickle". It's hard not to believe that there is no behind-the-scenes operation of some big capital to enhance their leading position in some fields.

Second, the "background" of Meicai.com.

So, what is the status quo of American food? Com and the news that it is about to close down comes out, and plans to raise funds to go public? Many people think that layoffs mean that Meicai.com companies have internal problems and even face the risk of bankruptcy. But in the end, even so, the talent. Com can still be listed, as long as it meets the conditions for listing. Sometimes listing will not increase the crisis of the enterprise, on the contrary, it may help the enterprise regain its vitality.

In addition, Meicai.com is not an ordinary fresh e-commerce platform. Why do you say that? I have to mention the "gold master" behind Meicai.com. As the name implies, Meicai.com is a platform that mainly sells fruits, vegetables and agricultural products. Founded in 20 14, it is the stage of vigorous development of e-commerce. So many investors were very optimistic about this platform at that time.

With the popularity of online shopping, people gradually began to accept online fresh supermarkets. This way has great advantages over the original vegetable sales channels. For example, it can be delivered to your door, and it is cheaper and more transparent to participate in group buying. People can also identify the quality of dishes through online shopping reviews. This is also the reason why many investors choose to invest in American food. They believe that this e-commerce company has excellent development prospects.

However, Meicai.com not only developed online stores, but also began to involve offline stores with the rising market valuation in Meicai.com. The process of expanding offline stores is very smooth. At the beginning of 20021,the outlets of meicai. com have covered 200 cities in China, and the number of employees has reached 35,000. It can be said that the development is very smooth.

Third, Meicai.com does not have a good profit model.

So why is Gourmet.com, which is in full swing, now facing the problem of being left out in the cold? The reason is the good food. Com has no good way to make profits. This is also a problem that exists in many fresh e-commerce platforms.

The operation mode adopted by Meicai.com is F2B mode, which is based on an efficient cold chain logistics network. One end is connected to farmers, and the other end is connected to merchants and consumers. On the surface, this business model seems to have no problem, and even links merchants and farmers. In fact, this method is not popular in the fresh e-commerce industry.

The reason is that this mode of operation cannot solve the "last mile" problem. People choose to buy food in fresh supermarket because it is efficient and convenient. Meeting the "last mile" is actually the core of fresh supermarket competition. For example, Daily Youxian, also founded in 20 14, adopts a two-level distributed storage system shared by "urban sorting center and community micro-warehouse".

The biggest advantage of this system is that the delivery time is 30 minutes, which can achieve low loss and high satisfaction. These two points are exactly what consumers are concerned about. After all, people certainly want to be able to deliver food to the table in a faster time, rather than being unable to solve the last mile problem.

Although the highest valuation of Meicai.com once reached 49 billion, as early as 20 19, Meicai.com was caught in a shortage of capital chain. The financing window has also lasted for a long time, so 20 19 is the last glory of American cuisine.

Fourth, the situation faced by fresh e-commerce

In fact, Meicai.com is not the only fresh e-commerce platform facing the cold crisis. Nowadays, the fresh e-commerce industry as a whole is cold, and there has also been a large-scale bankruptcy tide within the industry. Even the well-developed fresh e-commerce brand suddenly left. The main reason why Meicai.com can persist until now is that it has a good foundation for development.

But even so, it can't hide the fact that it is cold. Today's fresh e-commerce platform is focusing on solving the "last mile" problem. Therefore, the community group buying industry has also evolved, and people can place orders through small programs related to the fresh e-commerce platform. This approach may alleviate the current crisis.

In fact, from the beginning, the fresh e-commerce platform has not developed well. This industry not only has high customer acquisition cost, difficult product transportation, but also has problems such as large process loss and difficult supply chain construction. This is no small challenge for fresh e-commerce. Seeing the current situation, those capitalists who have invested in the fresh e-commerce industry dare not blindly invest in this industry.

Therefore, today's fresh e-commerce industry is facing a financing problem. But in any case, fresh e-commerce will definitely try their best to maintain their own company operations and improve their performance. However, this road is not as easy as imagined. As for the development of this industry, we will wait and see.