Daily Fresh is exposed to "disbanded on the spot", why can't the freshness giant can't hold it

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"Equipment" has become the disadvantage of most fresh e -commerce companies

On July 28th, the daily superiority of the 30 -minute speed of the agent was shut down, which means that the core business that survives daily, the front warehouse model is severely damaged. Immediately, the news that "Daily Fresh Finance failed to deliver successfully, and the company's dismissal was dissolved" became a hot topic of social media. Many employees feedback that "it was still at work in the morning and was notified to leave in the afternoon."

On July 29, the relevant person in charge of the Daily Youxian told China News Weekly that they were not dissolved, but adjusted the rapids business. Therefore, they also adjusted the relevant personnel. Other businesses are still operating normally.

Behind this storm, the daily freshness of the "Fresh E -commerce No. 1 Share" has already been deeply trapped in the quagmire -the stock price has been below $ 1 for a long time, the risk of delisting, and delayed financial reports.

In 2021, the size of China's fresh e -commerce market exceeded 300 billion yuan. The freshness of the fresh freshness has also been highly hoped for capital. However, in recent years, "incompetence" has become the disadvantage of most fresh e -commerce companies. Where will the future market be?

Sudden "dissolution" meeting

At 2 pm on July 28th, the daily staff Guan Cheng was at work, and suddenly found that HR took the online meeting in the full office group.

"There is no notification or no explanation, it is a very temporary meeting." What is even more unusual is that the theme of this meeting is "dissolving". Just when the employees were still in shock, two hours later, hundreds of people's work groups were disbanded and office accounts were also disabled.

Subsequently, a recording of "Daily Fresh Fresh Drink" spread throughout the entire network. This recording content is exactly the online meeting where Guan Cheng participated. He told China News Weekly that the recording content is true and there is indeed. In the recording, a daily high -fresh executive explained to the employee that because the investment funds that had been communicated before did not receive the account as scheduled, most people's work as of today (July 28). In addition, talk about the handling of wages and social security. When the employee asked when the salary of June and July could be paid, the person in charge claimed that he "could not answer you."

On July 28, it was originally a date for the daily promised employees to pay for employees. Guan Cheng revealed that the daily salary of the monthly freshness was generally paid on the 10th of next month, but from June, the issue of wages had problems. "The company told everyone to postpone it to the 28th next month. After 6 pm on Wednesday (27th), it was notified that because the company's air quality problems were arranged at home office, I did not expect that this was the result."

Zhang Zhe, a daily employee who had resigned last month, told China News Weekly that when he left, he did not know that his social security in May and June did not pay. The company did not notify the employees and did not explain the situation. Now the two -month salary plus compensation for leaving the job, a total of more than 100,000 yuan has not settled. "Is this verbal notification allowed legal?" Zhang Zhe questioned the current way of disposing of employees in the company.

"Since the beginning of this year, the company has been layoffs one after another. There are each batch in May and June. At that time, the company promised to pay everyone on July 28, and said that the company was financing." Zhang Zhe added. "At that time In fact, some premonitions. In mid -July, the company suddenly changed the legal person, and suddenly asked everyone to work at home the day before paying the salary. These are all signals, and the company has a problem. "

In the communication of the online meeting, a number of daily fresh employees questioned the company's handling and asked if there was a formal document decentralization. The daily relevant person in charge of Youxian said that it could be contacted by mail, and there would be a process publicity. Zhang Zhe said that a small number of people in the company still have a good after -to -afters, and most of them are manpower and administrative staff.

Wang Zheng, a lawyer of Beijing Yida Law Firm, told China News Weekly that a large -scale layoffs of the employer before disbanding will mainly deal with employee resettlement and compensation based on laws and regulations such as the Labor Contract Law. If the company directly announces the dissolution, the settlement group will be established in accordance with the "Company Law" and "Enterprise Bankruptcy Law", and the liquidation team is mainly responsible for subsequent cleanup of the company's property, formulating a liquidation plan, etc. Just part of the liquidation. If the number of employees involves a large number of employees, whether it is layoffs or dissolution, it should be reported to relevant departments such as the Social Security Bureau.

Suppliers owed 1.6 billion

"As early as the beginning of the year, it began to owe the supplier's money. In recent months, almost every day, there are suppliers who come to the company's campaign to ask for money, which involves millions of to tens of thousands of thousands. Snack suppliers also involve many large companies. "A person close to daily good fresh people revealed that" Generally signing a contract account with the supplier will be available in 30, 60 days, or 90 days, but recently, I have rarely paid payment on time on time. . The company's arrears of funds are quite large, and the suppliers are also very passive. Many suppliers have actually stopped supply. "

The news of the daily arrears of the supply of the supplier is not the first time. According to the third quarter of the daily freshness of the 2021, the daily supplier arrears that have not been paid daily are 1.652 billion yuan, an increase of 34%over the same period of 2020. In addition to fresh food -related suppliers, daily fresh suppliers also include outsourcing distribution companies and marketing service providers.

Earlier, at the end of May, due to the refusal to implement the court's judgment, the daily Youxian was forcibly executed by the Beijing Chaoyang District People's Court for more than 5.32 million yuan. Daily Youxian said at the time that the case was a normal business dispute between the daily freshness and the supplier. After the mediation of the court, the two parties had reached a settlement, and the case was executed in accordance with the normal procedures. A third -party recruitment company in Shanghai told China News Weekly that every day Youxian had a lot of recruitment needs every month, especially the sorting workers in front warehouses were great, but suddenly it suddenly no longer suddenly no longer stopped no longer. Recruit people. The person revealed that during the epidemic in the first half of this year, many home staff demanded a greater demand for fresh e -commerce, such as Beijing and Shanghai, daily sales of excellent fresh sales increased sharply at that time. To some extent, the daily fresh crisis is eased.

According to public news, within 3 days from June 30th to July 2nd, the daily fresh -closed business of 9 cities such as Shenzhen and Shijiazhuang continued to retain only four cities in four cities in Beijing, Shanghai, Tianjin and Langfang Forehead. The front warehouse is also abandoned by it.

After the daily exposure is exposed to disbanded on the spot, a number of daily fresh users tried to place an order, and they were unsuccessful. The APP page showed that the purchased products cannot place an order on the current address. According to the financial report data, from 2018 to 2020, the number of daily fresh users is 5.1 million, 7.2 million, and 8.7 million, but as of December 2021, the number Wan, reduced by 3 million.

"I felt that the daily freshness was very fast and convenient. I recharged it when I was engaged in activities. I did not expect this kind of thing." A consumer from Shanghai told China News Weekly that he still had hundreds of dollars in the daily fresh account. At present, he shows that he cannot place an order in the APP and does not know how to deal with it.

The dilemma of fresh e -commerce

According to public data, the size of China's fresh e -commerce market in 2021 was 311.74 billion yuan, an increase of 18.2%over the same period. During the epidemic, consumers have a strong demand for purchasing fresh food online. It is expected that the size of the Chinese fresh market in 2023 will reach 419.83 billion yuan.

Some investors have publicly stated: "Those who are fresh in the world", but today, fresh e -commerce is quite difficult.

The history of fresh e -commerce can be traced back to the establishment of Yiguo Fresh in 2005. Since then, a number of fresh e -commerce companies appear, such as living, I bought the net, etc. After experiencing multiple shuffles, there are little left to survive. Essence In 2016, more than 10 fresh e -commerce companies such as convenience announced their bankruptcy and closure. In 2020, the fruit freshness also moved to the bankruptcy reorganization, with total liabilities reached 2.3 billion yuan.

In recent years, "incompetence" has become the disadvantage of most fresh e -commerce companies. Even if new models such as community group purchase and direct mining appear, fresh fresh e -commerce is still regarded as "dead road" by many people in the industry. In 2021, Daily Fresh and Ding Dong buying vegetables have been listed in the US stocks. From the data market data, the day of listing is broken, and Ding Dong ’s distribution scale has been reduced by 70 %. As of now, the daily stock price has fallen 95%, and Ding Dong's buying vegetables has fallen 80%.

Some experts in the retail e -commerce industry told China News Weekly that the characteristics of the front warehouse model are that there are no stores. The front positions are established within 3 kilometers of the community. The "last mile" for delivery achieves 30 minutes of delivery. However, this model has a large investment and is currently in the exploration period.

"The model is ideal, but the reality is very skinny." Zhang Shule, a senior observer of the Internet, believes that the development of the front position model is not optimistic. He observed that the initial fresh e -commerce companies were predicted in explosive models and first- and second -tier cities. When the category began to be rich and the region began to expand, there would be more or less problems. There will be various uncertainty to the needs of the delivery. "Especially the shelf life of fresh freshness is relatively short, and the construction and loss cost of non -standard products are very affordable for enterprises."

In recent years, the competition in the field of fresh e -commerce has also been very fierce. As of the end of April 2022, the total number of fresh e -commerce enterprises has reached 2,7047, an increase of nearly tripled in 2017. Fresh e -commerce also has a variety of business models. Foreign enterprises have entered the bureau, and the industry competition has intensified. "From the inside, the demand for funds is huge; from the outside, once the price war is started, it is easier to be eliminated." Zhang Shule analyzed.

Not only is the daily facing crisis, but Ding Dong has recently released the "stop service announcement" in Anhui, Guangdong, Tianjin and other places, and shut down the corresponding sites. According to the latest financial report data, the total revenue of Ding Dong's first quarter of the food was 5.4437 billion yuan, an increase of 43.2%year -on -year, and a net loss of 477.4 million yuan. The net loss in the same period in 2021 was 1.3847 billion yuan.

"The front warehouse model is based on the prosperity of the economy. Users are busy working, working overtime and making money. The front warehouse provides convenient services to help users achieve consumption upgrade." It is best to shrink the scale and reduce the cost.

Cui Lili told China News Weekly that if the agricultural products are not processed, the added value is relatively low, and the premium from the source or category may change the loss. Fresh e -commerce must use high premium products to seek profit, and it is more pragmatic to make small and beautiful product forms.

Author: Meng Qian ([email protected])

Edit: Li Zhiquan

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