Dingdong Maicai and Meicai have been exposed to “big layoffs” one after another. Burning money for the market will not work? – Viewpoint · Observation – cnBeta.COM

Under the wave of layoffs on the Internet, another platform has reported layoffs one after another. recently,Dingdong Maicai and Meicai both exposed rumors of layoffs. According to media reports, recently, a netizen on Maimai who was certified as a Dingdong Maicai employee said that Dingdong Maicai is laying off large-scale staff. Specifically, in each business sector, 50% of procurement staff, 30% of algorithmic staff, and 30% of operational staff are laid off. , Recruitment and layoffs of 10%-20%. Some internal employees said that the number of employees in the company (including delivery staff) was as high as more than 60,000 during the peak period, and currently there are only about 60,000 people, which is tens of thousands less.

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Under the wave of layoffs on the Internet, another platform has reported layoffs one after another. recently,Dingdong Maicai and Meicai both exposed rumors of layoffs. According to media reports, recently, a netizen on Maimai who was certified as a Dingdong Maicai employee said that Dingdong Maicai is laying off large-scale staff. Specifically, in each business sector, 50% of procurement staff, 30% of algorithmic staff, and 30% of operational staff are laid off. , Recruitment and layoffs of 10%-20%. Some internal employees said that the number of employees in the company (including delivery staff) was as high as more than 60,000 during the peak period, and currently there are only about 60,000 people, which is tens of thousands less.

In addition, there is also news that Dingdong shopping for food is forced to arrange rest for the employees of the front warehouse service station, and some performance sites even have a mandatory schedule for half a month for one month. Relevant rumors show that some delivery staff reported that Dingdong Maicai issued a human efficiency index for the front warehouse. Due to the insufficient total order volume of some sites, each delivery staff was burdened with a certain performance workload. Therefore, Dingdong Maicai chooses to Some couriers are forced to take unpaid breaks, and there is no basic salary during the break.

January 13,In response to the rumors on the Internet about the layoff of Dingdong Maicai, the relevant person in charge of Dingdong Maicai responded to the editor of the business, saying that the above-mentioned layoff news is untrue, is a malicious guess without factual basis and rigorous data sources.The change of individual positions is a normal organizational resource adjustment of the company, and the recruitment needs of some positions are also being released normally., the business is running normally.

The official also pointed out that the publicThere is no situation where employees are forced to take unpaid leave in front-line positions, and will be reasonably adjusted according to the working conditions of the site, especially the wishes and work intensity of the employees. The company reserves the right to investigate all false rumors.


Coincidentally, just a few days ago, many media reported that another fresh food e-commerce company Meicai.com also posted a post saying that the company is laying off staff, and after the last 50% layoff, Meicai Beijing headquarters will lay off again. 40%. A former Meicai employee said that Meicai.com has been laying off staff, and some business directors and product directors have been laid off some time ago. In addition, the headquarters of Meicai.com, which was originally located in Yintai Shopping Mall in Wangfujing, Beijing, has now moved to the vicinity of Beijing Railway Station. In this regard, Meicai.com has not yet responded.

Dingdong Maicai was listed on the New York Stock Exchange in June last year, becoming one of the few companies in the industry to land on the capital market.Meicai.com also recently reported that it plans to submit an application for listing in Hong Kong in the first half of this year, and has selected an investment bank to prepare for listing details. At present, CICC, Citi and Nomura have been appointed to be responsible for the listing in Hong Kong, and it is estimated to raise US$300 million to US$500 million (approximately US$500 million). 2.34-3.9 billion HKD).

According to the financial report, in the third quarter of 2021, Dingdong Maicai’s total revenue was 6.1895 billion yuan (960.6 million U.S. dollars), a year-on-year increase of 111%; the total transaction volume was 7.0185 billion yuan (1.0893 billion U.S. dollars), a year-on-year increase of 107.7%; the average monthly transaction The number of users was 10.5 million, an increase of 120.3% compared with 4.8 million in the same period in 2020.

Although revenue has grown rapidly, Dingdong Maicai has not solved the problem of loss.In the first three quarters of 2021, net losses were 1.38 billion yuan, 1.94 billion yuan and 2.01 billion yuan respectively.Therefore, some media analysts believe that the above-mentioned layoffs are related to the financial situation of Dingdong Maicai.

Judging from a series of actions such as financing, transformation, and business contraction since last year, Meicai.com also seems to have difficulties, and listing is also a problem.

The fresh food industry is going through a new round of reshuffle. Industry analysts believe that,The fresh food e-commerce market is still facing the problems of difficulty in making profits and low unit price of customers, and it is unsustainable to burn money for the market, the fresh food e-commerce market scale is expected to continue to expand, but it will be an era of exploring sustainable development profit models.

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