Eating is no longer a trivial matter.
At the end of last month, the last Goubuli store in Beijing closed. This also means that Goubuli has retired from Beijing, and the chess pieces that lay out across the country have pressed the pause button.
In response, Goubuli Group’s response was: “The closure of the store is only a structural adjustment, and it is still under consideration whether the store will reopen in the future.
Today, Goubuli has only 10 restaurants left in Tianjin. It is not difficult to guess the reason for its decline. Under the digital trend of catering, its inherent system and management have become the shackles of its development. The emergence of a new type of catering has impacted traditional catering companies, and the constant is the backwardness.
And in the Shanghai National Convention and Exhibition Center, the Hema Fresh Restaurant. One by one, the food delivery robots are accurately delivering the freshly prepared meals to each table through the track connecting the kitchen and all the tables. The overall restaurant area is 2,700 meters.
In the catering industry, changes are taking place.
According to statistics, in 2020, the national per capita disposable income of residents increased by 4.7% year-on-year, reaching 321.89 million yuan. In addition, the Engel coefficient of national residents in 2020 is 30.2%, of which 29.2% in urban areas and 32.7% in rural areas.
With the increase in per capita income in my country, there are also higher and higher requirements for catering, and ordinary catering services can no longer meet people's needs.
According to the "Report on China's Fine Dining Industry 2021" released by Meituan, by the end of 2020, there were more than 6000 stores in China that met the standards of fine dining, an increase of 72% compared to 2017.
The signal given from the side is that in the catering industry, digitalization, high efficiency, and service standards have become the new pronouns for survival.
1. Catering SaaS in the outlet
More and more catering companies are beginning to break away from the traditional model and embark on the road of technology.
In today's catering arena, its infrastructure refers more to the maturity of the mobile Internet, big data, commercial facilities, and the catering supply chain.
What is catering SaaS?
SaaS is the abbreviation of Software as a Service (Software as a Service), and catering SaaS as a service provider obtains data through software and hardware, namely APP, applet, collection code, H5, pos machine, cash register, etc., such as customer data, order data , Capital data, etc., and based on the data, provide catering industry operators with services to help them achieve business goals such as reducing costs and increasing efficiency. With regard to the popularization of catering SaaS systems, many companies are now able to digitize offline passenger flow. For example, the application of Haidilao.
Haidilao’s hot pot takeaway is different in third-party platform delivery and self-delivery. The former is dominated by small pots, focusing on the one-person food scene. The self-operated delivery will continue to extend Haidilao’s services in the home-to-home scenario. “The waiter will come to help you set up the table, help you adjust it, and help you take out the garbage.” For Haidilao, the service is the last contact with users. Link.
At present, the proportion of orders placed through the Haidilao applet is also larger. In fact, under the epidemic situation, today's Haidilao is more technological.
Looking at the scale of my country's existing enterprise-level SaaS market, it is maintaining relatively rapid growth.
According to the iResearch report, the scale of China's enterprise-level SaaS market in 2019 was 36.21 billion yuan, a year-on-year increase of 48.7%. Although the new crown epidemic in 2020 has affected the growth rate of the macro economy, the demand for offline transfers and remote office has become a driving force for the development of SaaS. It is expected that the enterprise-level SaaS market will continue to maintain a considerable growth rate by 2022. The scale will exceed 100 billion yuan.
Combined with the current scale of my country's catering market of 4.6 trillion, the current scale of my country's catering SaaS accounts for 0.78% of the scale of national catering companies.
It can be seen that behind consumers' "spending money to eat", the potential is the full satisfaction of diverse needs such as rich scenes, behaviors, and expenses.
Data shows that the current per capita annual consumption frequency in the next second-tier cities has increased by nearly 80% in the last three years. In catering consumption, "delicious" is the basis, and the "experience" and "fun" of the store are also attractive to consumers.
This point is also vividly demonstrated in enterprises.
During the epidemic, the operation and management of many companies were affected, and they began to seek new business models. Among them, the rapid response of some manufacturers caused their business to grow exponentially.
For example, catering SaaS vendors help offline catering stores to develop a small program ordering system to achieve contactless ordering; ERP vendors in the e-commerce retail field help companies establish membership management systems; marketing SaaS vendors help companies to conduct online marketing through a traffic platform and remotely touch Reach customers.
Under the background that "how to survive" has become a hot topic for enterprises, the ability to respond quickly has become a core competitive advantage.
In June 2020, when the China Culinary Association released the "Analysis Report on China's Top 100 Catering Companies and Top 500 Catering Stores in 2019", it said that in the context of the epidemic, smart catering and digital operations may become the survival and development of catering companies. As an important starting point, smart catering and catering digital operation service providers have also concentrated on starting a new round of deployment.
As one of the quasi-industry industries, the digitalization of catering in the future will inevitably be deeply embedded in the entire business process of chain enterprises. The seamless connection of all scenarios of data will play an important role in improving the overall operational efficiency of chain catering.
But what can be seen is that although the development of catering SaaS has not been long, there are now many people who have entered the game. Among them, there are many capitals and giants, from the blue ocean to the red ocean, suddenly coming.
2. The giants such as Meituan and Ali have ended up. Who moved whose cake?
Alibaba and Meituan are aggressively marching into catering SaaS based on traffic, daily activity, and merchant base.
From the perspective of time, as early as 2015, Meituan, Ali and other platforms have already "harvested" catering SaaS companies, supplementing their own strategic sectors, trying to create an ecosystem that connects local life services, and starting a catering SaaS inventory war.
Let’s review the end of Meituan and Ali. What is the difference between the two? What are the actions?
Based on the huge user base of Meituan Dianping, Meituan personally ended up soliciting customers.
Meituan defines itself as a "catering + platform", a big ecosystem of B-end and C-end data integration accumulated through group buying and takeaway. The SaaS ecosystem established by Meituan is an extension of the advantages of the local life field.
In 2016, Meituan launched the smart cash register system Meituan Cashier. Through strategic investment in cash register software development, marketing services, membership management service providers, etc., it has begun to deploy catering SaaS, covering commercial wireless Wi-Fi, mobile payment, marketing services, online and offline Unicom technology, catering information services and other segments field.
Since then, Meituan Cashier has undergone a series of upgrades and iterations, and has developed a variety of cashier service products such as catering, retail, and tea, as well as independent payment products.
For example, Meituan launched a series of B-end service functions such as Kuailu, forming a complete set of supporting system services around the front and back offices of restaurant enterprises.
According to the data, the Meituan Dianping Open Platform shows that more than 600 technical service providers have joined the Meituan Dianping Open Platform.
In addition, in terms of investment, Meituan first led the investment in catering information service provider Aoqiwei in 2015, and then wholly acquired Screenchip Technology; most recently, in June 2020, Meituan invested in another restaurant The SaaS head enterprise crashes.
Different from Meituan, Ali, who entered the market a little later, entered the local life field through the merger of Ele.me and Word of Mouth, and invested in two-dimensional Huo and Keruyun, the leading catering SaaS companies.
In terms of business model, the top catering SaaS basically takes transactions as the core, providing hardware and supporting systems, covering functions such as front desk cashiers, queuing numbers, order management, evaluation management, omni-channel membership, and marketing programs. In terms of investment, for example, the two-dimensional fire received hundreds of millions of investment from Ali in 2016; in the second half of 2020, the delicious food will be fully acquired by Koubei.
In addition, Keruyun, a leading catering SaaS company, has also become a puzzle in Ali’s catering sector. In February 2020, Ali acquired Keruyun with a transaction amount of 800 million yuan.
After the completion of the acquisition, Peng Lei, the founder of Keruyun, said: “By the end of fiscal 2019, Keruyun will serve 400,000 intelligent restaurants, of which 200,000 active restaurants, accounting for 40% of the industry’s market share.” Based on Keru With the cloud acquisition, Alibaba has maintained its absolute competitiveness against Meituan in the field of catering SaaS, which can be used as a basis to develop and connect more functions and services.
Essentially, the reason why it is difficult to develop and grow catering SaaS is the lack of capital trunks, especially for small and medium-sized enterprises.
This is because, at the initial stage of catering SaaS, merchants did not have a good understanding of the effect of the system on themselves, and service providers could only use subsidies and burn money to allow merchants to use the system, thereby cultivating merchants and consumption. Habitually.
At this stage, the competition is financial strength.
In addition, the various chains and links at the front and back ends of restaurant operations, including the front hall, kitchen, supply chain, etc., include Chinese and Western food, fast food, hot pot, etc., restaurants of different formats have different requirements for software, making it impossible to achieve standardization of products , And products that cannot be standardized will incur a lot of research and development costs.
Outside the giants, it is difficult for small and medium-sized enterprises to have enough conditions to do R&D.
Ali attacked Meituan's basic set, and Meituan added vertically, but for both, it is far from the critical moment of the fight.
3. Smart catering, "game in the game"
In 2021, the term "smart dining" will become popular.
Smart catering not only inherits the offline scene characteristics of the traditional catering model, but also develops a new online smart catering development and operation model, while maintaining the vitality under the new economy. It is a new social catering form proposed.
In other words, catering SaaS is advancing the formation of smart catering ecology.
Judging from the current industry prospects and cost pressure trends, catering is bound to embark on the road of smart catering. Large platforms such as Ali and Meituan are also constantly promoting the formation of smart catering ecology.
With the frequent efforts of giants such as Ali, Tencent, and Meituan in B-end intelligence at the end of 2018, the competition for intelligent catering has entered the second half ahead of schedule.
At the same time, after the integration, elimination, and shuffling of players in the SaaS field at the end of 2018, the B-side intelligence pattern has also been initially established.
As early as 2017, Peng Lei, the founder and CEO of Keruyun, put forward the “inflection point theory”: “That is, when the penetration rate of a new technology reaches 10% after entering the market, the “inflection point” will come, and then the technology will be in the market. The rapid popularization until the penetration rate reaches 80%. According to this theory, it is speculated that the'turning point' of the intelligentization of catering SaaS will come in 2018."
There are two big mountains standing in front of the catering SaaS. One is whether catering SaaS can become the hub of smart catering. Senior industry insiders said that in the future, catering SaaS will become the infrastructure of the catering industry, and its extended data center or business center will become the center of smart catering. .
To achieve this, the only way out is to get through with Internet platform-level companies that connect users and businesses.
One prediction is that when the major platforms complete the market competition and open up the links between the various sectors, the integrated data middle-office business extended by SaaS will naturally form the hub of smart catering.
https://marketarget.blogspot.com/2021/04/why-social-media-marketing-is-important.html
https://sites.google.com/view/digitalmarketingtechniques/home?authuser=5
https://importanceofwebdevelopment.mystrikingly.com/
https://606ec793dd3fb.site123.me/blog/what-is-website-development-service
https://webdevelopcompany.page.tl/
https://darrensmith2.doodlekit.com/blog/entry/14401001/how-web-design-company-is-beneficial
https://benefitsofseo.webgarden.com/home
http://benefitsofdigitalmarketing.simpsite.nl/
http://onemanseo.simplesite.com/
https://www.iglobal.co/united-states/allen/us-digiweb
https://www.brownbook.net/business/49421353
https://www.neustarlocaleze.biz/directory/us/tx/allen/us-digiweb/906632468/
https://ezlocal.com/tx/allen/internet-marketing-service/0916823809
https://www.cylex.us.com/company/us-digiweb-33302583.html
http://www.wherezit.com/listing_show.php?lid=2194908
https://tex.biznet-us.com/firms/12195323/
https://www.cityfos.com/company/US-Digiweb-in-Allen-TX-22712925.htm
https://tx-allen.cataloxy.us/firms/usdigiweb.com.htm
https://www.classifiedads.com/tech_services/d1f67yjkg3214
http://www.place123.net/place/us-digiweb-allen-united-states
https://www.classifiedads.com/tech_services/d1f67yjkg3214
http://pininthemap.com/d3e981f6871f1c9ac
http://www.usnetads.com/view/item-131271517-US-Digiweb.html
http://www.hot-web-ads.com/view/item-14193477-US-Digiweb.html
https://www.cylex.us.com/company/us-digiweb-33302772.html
http://www.travelful.net/location/4601450/united-states/us-digiweb
https://fonolive.com/b/us/allen-tx/business/18097313/us-digiweb
https://www.topgoogle.com/?post_type=listing&p=168891
https://www.freelistingusa.com/listings/us-digiweb
But at present, the roads between the various sectors are not smooth, but information islands one by one. To put it simply, the order and checkout platform, and other support modules such as inventory management and supply chain, are isolated from each other and have not yet achieved a true back-end connection. The other is the difficulty of customization for catering companies. In the past two years, catering companies have been intensively increasing their digital layout. With existing third-party institutions and platforms, it is temporarily unable to break through the bottleneck of customizing different solutions for different companies.
In today's catering industry, only a catering SaaS platform that connects merchants and users can improve the user experience for merchants, improve operating efficiency, and bring traffic to merchants, and can truly solve the pain points of merchants and customers, thereby forming a benign smart catering ecology.
But in the future, what is the end result of catering SaaS? Where will smart dining go? Are the two parties seeking common ground or reserving differences? We all need to put a question mark.
Comments
Post a Comment