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消息称阿里拟全资收购饿了么:本地生活服务上车新零售 - 站长搜索
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消息称阿里拟全资收购饿了么:本地生活服务上车新零售

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2018-02-26 19:31:11 转载来源: IThome

今日有消息称,阿里巴巴集团拟全资收购外卖平台饿了么。阿里和饿了么对此均不予置评

今日有消息称,阿里巴巴集团拟全资收购外卖平台饿了么。阿里和饿了么对此均不予置评。业内人士分析,阿里此举意味着将在线下全面铺开新零售战略。

此前,2016、2017年,阿里和蚂蚁金服曾两次入股饿了么。阿里全资收购饿了么也早有猜测。过去两年,阿里全面发力新零售,从衣食住行到吃喝玩乐。此次收购如果成功,阿里的本地生活服务的新零售力量和优势将进一步扩大。从另外一个方面,业内消息称饿了么在过去两年深耕本地生活市场,估值也一路飙升。

阿里在本地生活服务领域的布局愈发完善

先来看看饿了么的基本面:“饿了么”成立于2008年,主营在线外卖和餐饮供应链等业务。目前,饿了么外卖覆盖全国2000个城市,用户量达2.6亿,日均订单1000万单。

再来看看阿里新零售八路大军的队列:第一路是天猫为首的线上零售,第二路是银泰带队的线下百货,第三路是苏宁为主的电器零售业态,第四路是盒马和大润发领衔的食品快消领域,第五路是口碑主攻的线下餐饮领域,第六路是农村淘宝,第七路是阿里零售通,第八路就是刚入股的家装领域的居然之家。

这样一排列,饿了么未来将进入餐饮新零售的队列,和口碑形成合力。两者共同承担的是以餐饮为主的本地生活服务领域的新零售落地任务。饿了么成为阿里全资子公司后,可以完全按照阿里新零售的思路和打法来和口碑协同作战。

新零售打开线下商业的想象力

此前,新零售浪潮主要影响的是以快消为主的零售行业,比如大润发、盒马鲜生等。随着阿里新零售战略在线下的铺开,餐饮、休闲娱乐这些服务行业也逐渐进入新零售的影响范围。

全资收购饿了么,意味着阿里进入了在线下全面铺开新零售的阶段。这或许可以给本地生活服务带来新的推动力,扭转低迷形势。饿了么+口碑,可以和盒马、大润发、银泰等形成分工配合,在线下的餐饮、快消、休闲娱乐、丽人等垂直行业全方位铺开新零售。

比如,如果阿里此次收购完成,饿了么着力打造的“30分钟生活圈”将全面与阿里新零售的“三公里理想生活圈”结合,与包括盒马“30分钟达”和24小时家庭救急服务、已在全国10个重点城市全面落地的“天猫超市一小时达”、众多一线品牌“线上下单门店发货二小时达”等全面融合。

仅以餐饮新零售来说,阿里全资收购饿了么之后也可能给外卖体验带来颠覆性的变化。例如,凭借菜鸟的智能物流支持和阿里人工智能的技术,中国可能会是第一个实现24小时外卖、机器人送餐的国家。除此之外,借助天猫线上平台和口碑的无人餐厅技术,中国的外卖服务会新增零售的业态。比如顾客在天猫里就能买到线下餐厅的半成品,或者进入24小时无人餐厅就能买到半成品美食。

标签: 消息 阿里 全资 收购 饿了 本地 生活服务 上车 新零售


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