9.5 billion acquisition of 1th Beijing East, shops, to achieve win-win? Jing dong, 1th, shop, Wal-Mart-IT information
On the business landscape in China, may 1th shop has lost ambition of fighting, but that three of its owners "Wrecker" and may help the former club of Wal-Mart and new Club East complement the short Board.
June 21, Jing dong announced deeper strategic cooperation and Wal-Mart . According to reports, bilateral cooperation agreements covering a wide range of business areas and covers the online retail market. As part of the agreement, Wal-Mart will receive Jingdong newly issued 144,952,250 shares of class a common stock, about East of Beijing 5% of the total issued share capital, and the parties will collaborate in a number of strategic areas.
According to the content display, Jing dong will receive "1th store" brand, website, APP and global procurement chain behind Wal-Mart, and Wal-Mart is relying on layout on the East line, the deal's "core" 1th shop may only be beginning for bilateral cooperation.
Capital games
On the 1th has just launched, it was a completely different story.
In November 2007, when he was President of Dell China mountains and then-Vice President of Dell's global procurement Yu Gang suddenly announced. July 11, 2008, 1th shop online, the total amount of orders of the day only more than more than 10, but they have burned 1 million.
Yu Gang then realized that e-commerce is a capital game, 1th shop has opened in tianya horizon 1th shop frequently and gaming sites, social networking sites, portals for cooperation. Two years later, 1th stores with annual sales of more than 800 million Yuan and East not far from today's e-commerce giant Beijing, became an important field of e-commerce in China. But when it is winter in the area, even if there are a billion of water East of Beijing is also financing problems, sources said even the East Beijing was close to capital chain rupture.
Aware of the danger of the 1th store will own 80% shares, equivalent to sell 80 million Yuan Shenzhen ping an. Christmas brings not only shop 1th, in urgent need of cash, employees welfare, Member of the peace and welfare, on the 1th shop purchase, some customers will make 1th shops use.
But the capital safely conservative 1th shop's expansion ambitions are not met, new opportunities in 1th shop front: international retail giant Wal-Mart. In May 2011, Wal-Mart shares, 1th stores, accounted for 17.7% shares, while Wal-Mart is the 1th store has posted a large number of Director-level executives.
Early last year, 1th store in Beijing by 2014 year results announcement and 2015 strategic focus event, but this transcript is missing the annual turnover, and open platform for sales, according to Yu Gang introduced, this is because the 1th shop Wal-Mart to respect strategic partners, so I do not publish any data on transactions and operations.
At this time already can feel a trace of dissatisfaction at Wal-Mart, you know in the last three or four years, 1th, shop have launched a series of dazzling moves: promotions, BTL advertising entities of world war world war almost never stops. But these did not lead to real market share, after white 2 years at Wal-Mart, 1th, shop the market share of only about 1.4%.
According to industry sources, 2014 1th shop market cost is 1 billion, high marketing costs, 1th stores into huge losses. You know, Wal-Mart has already begun in the domestic layoffs and closing the store, how can this situation be tolerated, 1th stores continue to lose money?
1th, shop with the 1th Mall
2012, Wal-Mart shop 1th, increase investment, shareholding increased to 51.3%, to become the largest shareholder, founder Yu Gang, Liu Junling shares are compressed to around 10% per cent. But Wal-Mart is not getting a complete 1th shop, because shop 1th, total assets, including proprietary B2C business, open platform, 1th Mall as well as logistics companies, and Wal-Mart have only 1th store proprietary B2C.
This is because China's Commerce Ministry approval to increase its stake when subjected to additional conditions: "Niu Hai of Shanghai this acquisition, directly engaged in the sale of goods is limited to use of their own network platform part of Niu Hai of Shanghai may not use their own network platform providing network services to other trading parties; not through Wal-Mart VIE architecture currently operated by lean real value-added telecommunications services. ”
1th, then strip mall, shop from the 1th and new domain name www.1mall.com the independent online. After independence, 1th, shop responsible for the platform's proprietary business, and buy the business. Take 1th Mall called Shanghai record e-commerce company limited, registered in April 26, 2011, the legal representative for LIU JUNLING (1th stores co-founder and CEO Liu Junling homonym), its main business is the development of e-commerce, network technology, storage, logistics, and so on.
Earlier news, promotions, and flows, 1th tilt to the 1th Mall store will be the main resource, that sparked a 1th system stores Wal-Mart executives and represented by Yu Gang in the 1th disputes among store executives. The end of 2015, 1th quietly merged its mall stores and 1th, 1th Mall page displays "original www.1mall.com 1th Mall operates a business, Niu Hai now e-commerce (Shanghai) limited through the www.YHD.com Web site management", and jump directly to the Web site, 1th Shop Home. This means the 1th malls and logistics businesses are actually controlled by the Wal-Mart, Yu Gang and Liu junling has lost major weight.
On the outside, changes in Wal-Mart's top shop 1th, of becoming embarrassed. Electrical contractor is Wal-Mart's global strategy, first landed in China Wal-Mart looking for a store, but due to demand a controlling stake was Liu refused, then found 1th, shop. Responsible for negotiations with the 1th store is Wal-Mart's Global CEO of McDonnell Douglas g (Mike Duke), but in early 2014, Doug mcmillon (Doug McMillon), replacing MD g, served as President and CEO of Wal-Mart stores.
The night of July 14, 2015, and 1th of Wal-Mart stores also issued a statement saying, 1th, shop founder Yu Gang, Liu Junling has decided to leave the 1th shop to create their next career. Two months later, 1th stores who leave the exclusive micro-groups "1th figure" has already run into the 3rd, the number of departures exceeded 1000 people.
Just ten days later on July 23, 2015, Wal-Mart announced that it had acquired 1th stores remaining stake in wholly-owned this rapidly growing e-commerce company in China. Wang Lu, President and CEO of Wal-Mart's global e-commerce Asia section, shop management responsibilities include leading the 1th. Wal-Mart owns a shop 1th, 51.3% shares.
Wal-Mart said wholly owned 1th shop, Wal-Mart plans to speed up the development of e-commerce business, hopes for online, mobile and store customers to create a seamless shopping experience.
But in the end, Wal-Mart has decided to give up, 1th stores. June 21, East Beijing announced a series of deep strategic cooperation with Wal-Mart, after rumors of RMB 40 billion acquisition of 1th Beijing East, store the messages get a response. Under the agreement, Wal-Mart will receive Jingdong newly issued 144,952,250 shares of class a common stock, about East of Beijing 5% of the total issued share capital. Jingdong to wholly acquire 1th, shop, including "1th store" brand, Web, APP and all its assets.
At present, the SEC (United States Securities and Exchange Commission) website Jingdong announcements yet to be submitted to the cooperation with the Wal-Mart, but under the influence of this message, Jingdong opened stock rose more than 8%.
Jingdong Chinese supply chains
In early 2015, Liu told the media that, the future will spend tens of billions of Yuan to develop overseas business. Liu Jing dong internationalization strategy consists of two parts, part domestic goods sold and the other part is to buy foreign goods and domestic sales.
2015 is recognized as the year the outbreak of cross-border e-commerce, big, mature players, entrepreneurs have to find their own living space in this area. But in the field of giants, and cat international, NetEase koalas than East International is a tepid, even cross-border e-commerce practitioners directly to Tencent technology that: "Beijing East's ability to get the authorization from overseas than several vertical cross-border business. ”
But after this cooperation business and Wal-Mart, East may get the coveted overseas resources.
According to display:
"Sam's Club" will be official flagship store opened on East Beijing Platform and access Jingdong warehouse equipped with integrated logistics services and wider in China able to promote their high quality imported goods, and provides its customers with the most efficient goods distribution service in China.
Jingdong and Wal-Mart will cooperate in the supply chain, providing more choice of products for Chinese consumers, including expanding the richness of imported products.
Entity stores the access of the Wal-Mart in China Beijing Eastern Investment Group, China's largest logistics platform of crowdsourcing "Dada" and O2O platform "Beijing Eastern home", and key partners. Through online and offline integration, including attracting more passengers on the line entity to Wal-Mart stores, as well as "Beijing Eastern home" user entities of Wal-Mart stores are very rich choice of fresh, for broader user groups with 2-hour supermarket fresh get home delivery service.
Offline go online, Wal-Mart or abandoning established electrical contractor
Jingdong satisfactory overseas resources, while Wal-Mart may abandon efforts to build electrical contractor.
According to Tencent technology understanding after 1th stores and Wal-Mart's focus on commodity procurement and logistics cooperation. According to statistics, currently 1th shops on Wal-Mart's direct mining goods and Wal-Mart private brands SKU close to 1000. However compared to Wal-Mart for millions of sales by SKU, it's bucket.
Close to 1th, shop operators Tencent technology says: "1th, shop and Wal-Mart in the industrial chain together on very few, primarily not for data to get through. ”
As a transnational retail giants, Wal-Mart's expansion in China but did not go smoothly, before the $ 1 billion acquisition of supermarket chains and much better below the line, took several years to complete the full integration and later encounters a variety of expansion and stores open and close in China, developed quickly.
But it has just acquired, 1th part-store when compared to, e-commerce market dividend over even a 1th Jingdong, shop 10 times as long as the input is unlikely to recreate a comprehensive platform.
Wal-Mart stores United States power to take online interactive experience store, that is, O2O mode. Customers can buy online and offline delivery and maintenance can also purchase online from online distribution. Wal-Mart wants to push this pattern of China's cities and towns, in the first quarter of this year, Wal-Mart China has launched 23 big-box stores in Shenzhen O2O speed service platform to buy, but the speed is extremely slow.
The cooperation and Jing dong, Wal-Mart will own the Mall Jingdong, online resources and cooperation, this may mean that Wal-Mart will drop in the future build their own e-commerce platform in China.
京东95亿元收购1号店，达成双赢？ - 京东,1号店,沃尔玛 - IT资讯
在中国的电商版图上，或许1号店早已失去搏杀的野心，但这枚三易其主的“弃子”却又可能将帮助老东家沃尔玛和新东家京东补足短板。
6月21日凌晨，京东宣布和沃尔玛达成深度战略合作。据介绍，双方的合作协议将涉及广泛的业务领域，并覆盖线上线下零售市场。作为此次协议的一部分，沃尔玛将获得京东新发行的144,952,250股A类普通股，约为京东发行总股本数的5%，同时各方将在多个战略领域进行合作。
根据合作的内容显示，京东将获得“1号店”的品牌、网站、APP以及沃尔玛背后的全球采购链条，而沃尔玛则依托京东进行线上布局，而此次交易的“核心”1号店或许仅仅是双方合作的由头。
资本游戏
在1号店刚刚推出时，这还是个完全不同的故事。
2007年11月，时任戴尔中国区总裁的刘峻岭和时任戴尔全球采购副总裁的于刚突然宣布离职。2008年7月11日1号店正式上线，这一天的订单总量只有10多个，但他们已经烧掉了100万。
随后于刚意识到电商是一个资本游戏，1号店先后在天涯网开通天涯1号店，频繁地与游戏网站、社交网站、门户网站进行合作。两年后，1号店的年销售额超过8亿元，当时和今天的电商巨头京东相去不远，成为中国电商领域的重要分子。但这时却正是电商领域的寒冬，即便已经有十几亿流水的京东也融资困难，甚至有消息说京东已经接近资金链断裂。
意识到危险的1号店将自己80%的股权作价8000万元卖给深圳平安。平安带来的不仅仅是1号店急需的现金，内部员工福利，平安会员的福利，都在1号店上采购，一些相关的客户资源也会让1号店进行利用。
但平安资本的保守却让1号店的扩张野心无法满足，此时新的机会摆在了1号店眼前：国际零售业巨头沃尔玛。2011年5月，沃尔玛入股1号店，占了17.7%的股份，同时，沃尔玛也向1号店派驻了大量总监级别的高管。
去年年初，1号店在北京举行了2014年的业绩公布及2015年战略重点发布会，但这份成绩单却缺少了年交易额以及开放平台销售占比，根据于刚介绍，这是因为1号店为了尊重战略合作伙伴沃尔玛，所以不公布任何关于交易和运营的数据。
此时已经能感受到沃尔玛的一丝不满，要知道在最近三四年中，1号店曾展开过一系列令人眼花缭乱的大动作：促销大战、线下实体广告大战几乎从未停止。但这些并未带来实打实的市场份额，在沃尔玛入主2年后，1号店所占的电商市场份额仅为1.4%左右。
据业内人士透露，2014年1号店的市场投放费用为10个亿，如此高额的营销成本让1号店陷入巨大亏损。要知道，沃尔玛已经开始在国内裁员，并关闭门店，这样的现状怎么能容忍1号店继续亏钱？
1号店与1号商城
2012年，沃尔玛对1号店增加投资，持股提高至51.3%，成为最大股东，创始人于刚、刘峻岭的股份占比被压缩至10%左右。但沃尔玛并非得到了一个完整的1号店，因为当时1号店的总资产包括自营B2C业务、开放平台1号商城以及物流公司，而沃尔玛得到的只有1号店自营B2C。
这是因为中国商务部在批准增持时施以了附加条件：“纽海上海此次收购，仅限于利用自身网络平台直接从事商品销售的部分；纽海上海不得利用自身网络平台为其他交易方提供网络服务；沃尔玛公司不得通过VIE架构从事目前由益实多运营的增值电信业务。”
随后1号商城从1号店中剥离，并以新域名www.1mall.com独立上线。独立之后，1号店只负责平台的自营业务以及团购业务。接手1号商城的公司名为上海传绩电子商务有限公司，注册于2011年4月26日，法人代表为LIU JUNLING（与1号店联合创始人兼CEO刘俊岭同音），其主营业务为电子商务、网络技术的研发、仓储、物流等。
此前曾有消息传出，在促销以及流量方面1号店将主要资源向1号商城进行倾斜，这引发了1号店沃尔玛体系高管和以于刚为代表的原1号店高管之间的争议。2015年年底，1号店和1号商城悄然合并，1号商城页面显示“原1号商城通过www.1mall.com所经营的业务，现在由纽海电子商务(上海)有限公司通过www.yhd.com网站经营”，并将网站直接跳转至1号店首页。这意味着1号商城和物流业务也由沃尔玛实际控股了，于刚和刘峻岭失去了一块重要砝码。
在外部，沃尔玛的高层变动也让1号店的地位变得尴尬。电商是沃尔玛的全球战略，在中国落地时沃尔玛最先找的是京东商城，却由于要求控股权最终被刘强东拒绝，随后才找到1号店。而负责与1号店谈判的是当时沃尔玛全球CEO麦道克(Mike Duke)，不过2014年初，董明伦(Doug McMillon)接替麦道克，出任沃尔玛百货公司总裁兼CEO。
2015年7月14日深夜，沃尔玛和1号店同时发出声明称，1号店创始人于刚、刘峻岭已决定离开1号店去开创他们的下一个事业。两个月后，1号店离职人员的专属微信群“1号人物”已经开到第3个，离职人数也突破了1000人。
仅仅十天后的2015年7月23日，沃尔玛宣布已收购1号店余下股权，全资控股这家在中国发展迅速的电子商务公司。沃尔玛全球电子商务亚洲区总裁兼首席执行官王路的部分管理职责包括领导1号店。此前沃尔玛拥有1号店51.3%股权。
当时沃尔玛表示，在全资控股1号店后，沃尔玛计划加速电商业务的发展，希望为线上、移动端和实体店的顾客创造无缝连接的购物体验。
不过最终，沃尔玛还是决定放弃1号店。6月21日凌晨，京东宣布与沃尔玛达成一系列深度战略合作，而此前盛传京东400亿人民币收购1号店的消息得到回应。根据合作协议，沃尔玛将获得京东新发行的144,952,250股A类普通股，约为京东发行总股本数的5%。而京东将全资收购1号店，拥有包括“1号店”的品牌、网站、APP等所有资产。
目前，SEC（美国证券交易委员会）官网上京东还未提交同沃尔玛达成合作的公告，不过受此消息影响，京东开盘股价上涨超过8%。
京东看中供应链
2015年初，刘强东曾对媒体表示，未来将投入上百亿元人民币发展海外业务。刘强东称京东国际化战略分两部分，一部分是把国内的商品卖出去，另一部分是把国外的商品买进来并在国内销售。
2015年被公认为跨境电商爆发年，巨头、成熟的玩家、创业者纷纷在这个领域寻找自己的生存空间。但在巨头领域，和天猫国际、网易考拉相比，京东国际显得不温不火，甚至有跨境电商从业者直接对腾讯科技表示：“京东在海外拿授权的能力不如几家垂直跨境电商。”
但此次和沃尔玛达成深度合作后，京东或许将获得梦寐以求的海外资源。
根据合作显示：
“山姆会员商店”将在京东平台上开设官方旗舰店；同时接入京东的仓配一体化物流服务，从而能够在中国更大范围地推广其高品质进口商品，并为其顾客提供全中国最高效的商品配送服务。
京东和沃尔玛将在供应链端展开合作，为中国消费者提供更丰富的产品选择，包括扩大进口产品的丰富度。
沃尔玛在中国的实体门店将接入京东集团投资的中国最大的众包物流平台“达达”和O2O电商平台“京东到家”，并成为其重点合作伙伴。通过线上线下融合，包括吸引更多线上客流到沃尔玛实体门店，以及为“京东到家”的用户提供沃尔玛实体门店极为丰富的生鲜商品选择，为更广泛的用户群体提供2小时超市生鲜配送到家的服务。
线下转线上难，沃尔玛或放弃自建电商
京东获得了满意的海外资源，而沃尔玛或许也将彻底放弃自建电商的努力。
根据腾讯科技了解，此前1号店和沃尔玛的合作主要集中在商品采购和物流。根据相关数据显示，目前1号店上沃尔玛的直采商品和沃尔玛自有品牌SKU接近1000。然而相比于沃尔玛所销售的几百万个SKU来说，这简直就是沧海一粟。
有接近1号店的电商人士对腾讯科技表示：“1号店与沃尔玛之间在产业链条上协同非常少，双方基本上还未进行数据打通。”
而作为跨国零售巨头，沃尔玛在华的拓展脚步却并不顺利，之前曾10亿美元收购线下连锁超市好又多，用了好几年时间才完全整合完毕，之后又遭遇各种扩张问题，在华门店开开关关，发展速度不快。
但和刚刚收购1号店部分股份时相比，电子商务市场的红利期已经过去，即便1号店10倍于京东的投入也不大可能再造一个综合平台电商了。
沃尔玛美国电商采取线上线下联动的体验店，也就是O2O模式。消费者可以在线上购买，线下提货和维修；也可以在线下购买，由线上下单配送。沃尔玛想过将这个模式推向中国的城市和乡镇，在今年第一财季，沃尔玛中国就在深圳23家大卖场门店推出O2O服务平台速购，但是推进速度极其缓慢。
此次和京东的合作，沃尔玛将自己的网上商城、线下资源全部和京东进行合作，这或许意味着将来沃尔玛会放弃在中国自建电商平台。