Didi launched "eat", picked up the takeaway and fought the US Mission?

Following the failure of 20 19 "Didi Takeaway" business, Didi is making a comeback, once again entering the core area of Meituan and opening up the take-away market.

It is understood that the predecessor of "Woao Catering" is called "Satisfied with Changing Rice", and it has been piloted in some areas of Tianjin since mid-2020, covering Tianjin University and Nankai University. It can be seen that the main users of "Woao Catering" are mainly young people. In the choice of dishes, with the increase of platform suppliers, dishes are no longer limited to rice, but added with flour, noodles and other foods, realizing the diversification of dishes. At present, there are more than 30 "Woao Catering" partners, and 7 brands have been established to operate independently to meet the needs of users for different tastes of dishes.

Webase Comments: The rising consumption power of young people has attracted all parties to enter the food and beverage take-away market. At present, it is not clear whether "eating" will be widely promoted in various places, but it has changed the style of play in the take-away market and formed a differentiation with various families. In addition to the take-away platforms such as Meituan and Hungry, it may be possible to find another way.

2

After going to the water's edge five times, Yu announced that the live broadcast had brought the goods.

Finally, New Oriental decided to transform into a live broadcast with goods. Yesterday, Yu revealed in the live broadcast that New Oriental plans to build a large-scale agricultural platform in the future. He and hundreds of teachers will help sell agricultural products and support rural revitalization through live broadcast.

Yu also said that New Oriental had to lease 1500 teaching points, and the decoration alone cost 67 billion yuan, as well as liquidated damages, deposits, tuition refunds for students and salaries for teachers who left, which was very expensive.

However, Yu said that there is no capital chain problem in New Oriental. He revealed that he has a rule that if New Oriental doesn't do it, the funds on New Oriental's books must be enough to refund students' tuition fees and pay all teachers' salaries. Therefore, Yu said that this provision makes New Oriental have no major problems at present.

Webase Comments: For the teaching and training industry, transformation is an unavoidable problem. This time, he and his former colleague Luo Yonghao stepped into the same river again. But whether New Oriental and Yu can reproduce the success of Luo Yonghao is still too unknown.

three

Xiaohongshu completed a new round of financing of $500 million, with a post-investment valuation of $20 billion.

According to public data, Xiaohongshu, which was founded eight years ago, has completed five rounds of financing. The latest round took place in June 2008+2065438, with a $300 million Series D financing led by Alibaba. However, according to informed sources, Xiaohongshu also conducted a round of private financing in the first half of last year. At that time, its valuation had reached $5 billion, and it rose to $6 billion by the end of last year.

By the middle of this year, Xiaohongshu's market in the secondary market has been rising all the way, with a valuation of almost $654.38+000 billion. Some investors told 36Kr that "many institutions can't buy old stocks even if they are overwhelmed". Now, the valuation of Xiaohongshu has quadrupled in less than half a year, which is accompanied by the continuous improvement of its operating data.

Webase Comments: This round of financing node occurred after Xiaohongshu went public in the US. Unlike US stocks, Hong Kong stocks are more strictly audited and supervised, and the valuation given to enterprises is more rational than that of US stocks. After this financing, Xiaohongshu may officially start the process of listing in Hong Kong, and what kind of reaction the market will eventually give is worth looking forward to.

four

MUJI MUJI sells fresh food in China. What does it look like?

Recently, at the investment promotion meeting held at Sun Palace in Ruihong Tiandi, Shanghai, the project organizer officially announced that the first domestic fresh compound store of MUJI will be located in Shanghai and officially opened on 1 1, 1 to1.

This is another new format tried by MUJI in China after restaurants, hotels, bookstores and convenience stores-fresh supermarket, which started a new journey of strategic cooperation with JD.COM Group, and joined hands with its seven fresh supermarkets to provide quality food proposals.

This fresh compound store is located on the ground floor of Sun Palace in Shanghai Ruihong Tiandi, with an area of 4 130, including shops and supermarkets. This store not only sells conventional Muji products, but also sells fresh food such as vegetables, meat and fish, which is safe, fresh and natural. Customers can also buy a limited edition of Hokkaido specialty snacks during this period.

Webase Comments: In fact, MUJI has been engaged in vegetable sales for a long time. However, it remains to be seen how MUJI will stand out in other markets in China, which have been seized by Meituan and Boxma Xiansheng, as well as various community fresh food stores and traditional vegetable markets.

five

Accelerating the sinking of the market, Shangmei Life received strategic investment from Xiaomi.

165438+1On October 8th, the hotel chain Shangmei Life announced that it had obtained the strategic investment from Xiaomi Group.

It is reported that the first stop of strategic cooperation between Shangmei Life Insurance and Xiaomi is to intelligently upgrade "Shangke Youjia".

Shangmei Life said that it is expected to complete the intelligent upgrade of Shangkeyou brand household products 100% in 2022. Reduce costs and increase efficiency for investors, quickly open stores and make quick profits, and also bring consumers a more quality smart check-in experience. Yang Lou, executive director of Light Source Capital, said that Shangmei has been actively deploying in the digital transformation of hotels. Introducing Xiaomi as a strategic investor will enhance the differentiation and intelligence of Shangmei products and bring them higher user value.

According to the data, Shangke Youjia is the main hotel brand of Shangmei Group, and currently has more than 3,000 hotels in China. According to the research report released by Qingbo Intelligent, Shangkeyou ranks first in the third, fourth and fifth tier cities, with more than/kloc-0.2 billion members.