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拼速度,也拼价格。

王兴治下的美团,正努力挤进主流电商序列。

4月15日,其发布即时零售品牌“闪购”。这个在内部孵化7年的业务,正式走向独立。

当天的宣传片中,闪购团队以狗狗头像,搭配“你的东东再等等”文案,调侃了下竞对。

“筹备已久。”

官方告诉《21CBR》记者,基础已打牢,用户需求和供给侧取得超预期进展,选择在近期发布,是顺势而为。据披露,其即时零售订单(非餐饮品类),日单量突破1800万笔。

今年以来,王兴团队加码即时配送业务,以24小时营业、30分钟送达的模式,送3C家电和百货等。

其来势汹汹,单是苹果授权店,全国已有7000家接入美团闪购。

1

单量飙升

王兴团队给“闪购”留了个好位置,其入口位于美团App首页一级栏目。

为了推广闪购,其联合商家,下足功夫,连续三天,每天送出10万份见面礼——小米耳机、名创优品盲盒、电动牙刷等6款商品,价值45元-199元。没抢到礼品的用户,可以抢88元券包。

“1分钱拿下名创优品盲盒。”有网友晒单。

闪购不是新业务,其成立要追溯到2018年,起初只是一个“idea”。

“我们想验证,在非餐饮领域,用户是否有30分钟购买商品的需求。”美团核心本地商业CEO王莆中说过。

一开始,闪购主要接入线下商家,作为线下零售的补充,为其提供线上销售渠道,后来又衍生出闪电仓,以仓店形式专做线上生意。

名创优品,是开设直营闪电仓最多的零售品牌。

公司相关负责人曾告诉《21CBR》记者,其国内4000多家门店,多位于商业街和商场,对住宅区覆盖不足,闪电仓的任务,就是承接这部分需求。

这种新业态,满足了人们的即时性需求,规模日益壮大。

“去年,美团观测到,用户对闪购的消费粘性、依赖度等,有明显提升。”美团方面告诉记者,一些日用快消品的下单用户数和频次,增速超出大盘。

2024年,闪购年度交易用户数量接近3亿。

王莆中提到,旗下即时零售订单(非餐饮品类),日单量突破1800万笔。“尤其生鲜、酒饮、3C数码、药品等品类的进展,远超预期。”

AI识股

“即时零售或将占据电商市场10%以上的份额。”王兴去年表态,考虑提升渗透率。

独立之前,哪怕天天在用,大量用户对“闪购”没有直观感知。基于此,美团管理层决定发布“闪购”独立品牌。

“加快其渗透消费群体、建立用户心智的速度,特别是在消费者高频的日常消费上,取得更快进展。”官方表示。

2

招揽伙伴

独立之际,王兴团队发布招募令,“欢迎全国商家来淘金”。

闪购祭出“账期”武器,来吸引商家,称将坚持行业最短的3天帐期,支持随时提现。

其称,相较自营快递电商,平均回款周期缩短2个月,可让商家现金流更稳,库存周转更快。

截至2024年末,有超5600家大型连锁零售商、41万本地小商户以及超570家品牌商,开展闪购业务。

相比传统电商,美团闪购的优势品类,为快消品,以应急需求和大刚需为主,业态集中在商超、便利店等。

除了“快”,管理层还打出“低价”一招。

入驻商家一般需要高频快消品引流,高毛利耐用品赚钱。多数店铺会设置多款0.1元产品引流,同时参与平台“神价”活动。

比如,农夫山泉550ml*12瓶饮用水,在一些店铺中,只要9.9元/件,比线下便宜近一半。

数据显示,闪购的酒类、水饮、零食等快消品,销量不错。比如,嘉士伯中国、百威中国、青岛啤酒等酒类品牌,在美团闪购的交易额,破10亿元。

“到2026年,闪购上将诞生3万个日销过万门店、100个10亿品牌。”闪购事业部负责人肖昆曾放言。

做大盘子,供给是关键。

这几年,王兴团队下功夫丰富品牌供给和质量。一方面,它拉来苹果、华为、小米、美的、沃尔玛、MUJI等实体零售大牌入驻。

另一方面,闪电仓的合作伙伴扩容,去年开始发力,目前已开仓3万个。

闪电仓,是美团重点拓展的方向。

“这是即时零售行业最大的机会,2027年规模预计将达2000亿元。”王莆中提出,2027年预计达到10万个。这相当于平均一天开70个。

3

深入腹地

年初,王兴在内部会议上强调,未来十年,他作为CEO,除了本地生活业务,还会重点关注三个新方向——食杂零售、国际化和科技。

争夺食杂零售市场的,还有抖音、淘宝,赛道拥挤;百货、便利店业态的入局门槛低,一二线城市的供给日渐饱和。

有做闪电仓的商家告诉《21CBR》记者,各类仓店变密,投流成本提高,中小商家赚钱更难。

对于第三方商家而言,要取得突破,要么提供差异化产品,要么往下沉市场走。

王兴透露,去年第三季度,非食品类下沉市场的增长,好于整体市场。

今年,闪购也攻入3C家电市场。

记者注意到,其“手机家电”频道,覆盖苹果、小米、华为、品胜、苏泊尔、美的等品牌。它们均以线下门店形式入驻闪购。

AI识股

有报道称,2024年美团闪购3C家电的订单量,接近京东全站四成,不过,客单价有差距。

4月以来,闪购在北京、重庆等城市上线国家补贴,3C家电产品最高可享15%国补,同时可叠加使用100元平台优惠券。

有接近美团方面的人透露,今年闪购希望与数码家电品牌合作,开设闪电仓,并建立低价能力,增长规模。

3C家电客单价高,对GMV的助力大,门槛也高。消费者看重时效、价格和售后服务。

若手机、电脑等高价产品,无法现场验货,可能会产生售后纠纷。

用户渗透,还需时间,内部保持乐观。“即时零售的发展大势是挡不住的。”王莆中坚信。

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