Tsis Muaj Ib Txoj Kev Yooj Yim Ua Kom Tau Txais Nyiaj sai?

Cov tuam txhab lag luam nrawm (q-commerce) tau txiav txim los ntawm lub moos, nrog qee qhov kev cog lus khoom noj khoom haus hauv 10 feeb. Tab sis nyob rau hauv lub ntiaj teb tom qab kis thoob ntiaj teb, puas yog lub moos pib khiav tawm ntawm qeb?

Tsuas yog lub lim tiam no, "tam sim no" tus muab khoom noj Xa ploj hauv Australia, qhov tseem ceeb tawm ob tug players, tej yam khiav thiab Voly mus sib tw rau supremacy. Dab tsi tshwm sim? Cov nyiaj tau khiav tawm. Xa tus tsim Rob Adams hais rau Sydney Morning Herald lub peev ntawd tau yooj yim nce rau lub Kaum Hli xyoo tas los, tab sis tsuas yog rau lub hlis tom qab, txoj haujlwm "yog ib zaj dab neeg sib txawv". Thiab dov tawm lub lag luam q-lag luam yog peev-intensive.

US q-commerce pioneer, Softbank-rov qab GoPuff, tau saib ntawm IPO thiab tus nqi ntawm $ 40 billion nyob rau lub Ib Hlis xyoo no, raws li cov New York Post. Tab sis los ntawm Lub Peb Hlis, IPO tau "tuag hauv dej" thiab cov tub ua lag luam tau tawm tsam kom muag lawv cov ceg txheem ntseeg tsawg li $ 15 nphom. (Echoes ntawm Softbank's "Peb Ua Haujlwm" debacle - qhov twg tus nqi poob los ntawm qhov xav tau $ 47 billion rau IPO ntawm $ 9 billion?)

Kev ua lag luam kev ua tau zoo ntawm kev xa zaub mov platform DoorDash tsis tau pab cov neeg ua lag luam kev xav. Tom qab mus rau pej xeem hauv 2020 thiab cov khoom lag luam tau nce mus rau $ 245.97 lub Kaum Ib Hlis kawg, cov khoom lag luam tau poob 60% rau $ 81.64 thaum lub Tsib Hlis.

Nyob rau hauv Western Europe, q-commerce players tau pib thiab tom qab ntawd sib sau ua ke ntawm kiv taub hau. Thaum lub Cuaj Hlis 2021, Euromonitor suav 30 lub tuam txhab sib tw hauv qhov chaw nrawm nrawm, qhov chaw yooj yim, "feem ntau tau tsim nyob rau hauv 10 lub hlis dhau los thiab ... feem ntau tsom rau kev xa khoom noj khoom haus". GoPuff tau yuav Britain's Fancy thiab Dija, ces re-branded li GoPuff nkag mus rau hauv lub khw UK. Turkish start-up Nqa yuav London-based Weezy thiab Barcelona's Blok, nthuav dav rau hauv UK thiab Spain. Berlin lub Gorillas khaws Fabkis txoj Frichti. (Zoo li yog tias koj tuaj yeem pom lub npe tsis zoo, yuav qee lub tsheb kauj vab e-tsheb kauj vab, xauj lub khw ces kaum thiab hu nws tias "micro ua tiav qhov chaw", tom qab ntawd koj tuaj yeem tig koj lub lag luam sai thiab taug kev zoo nkauj hauv lub sijhawm luv luv.)

Lub teb chaws Yelemees tus Tus Tub Xa Yeem, teev nyob rau hauv Frankfurt Tshuag pauv, snapped Spain's Glovo, thiab txawm tias tsim nyog ua tau zoo, tau pom nws cov nqi sib faib los ntawm 128.30 Euros tsis ntev los no thaum lub Kaum Ib Hlis 2021 txog 35.04 Euros raws li sau tsab xov xwm no.

Yog li vim li cas thiaj li muaj kev lag luam soured, yuav luag sai npaum li cov tuam txhab lag luam q-lag luam tuaj yeem xa?

Ua ntej, qhov nrawm nrawm rau q-lag luam pib xyoo 2020 thaum ntau qhov chaw hauv ntiaj teb raug kaw-raug rau COVID. Tsuas yog tsis muaj qhov xav tau sai sai rau kev xa khoom raws li muaj nyob rau hauv qhov tob ntawm kev sib kis.

Qhov thib ob, kev lag luam tau hloov pauv loj heev, thiab lub sijhawm ntawm cov nyiaj pheej yig dhau lawm. GeekWire hu nws “zoo kawg startup reset” - "kev hloov pauv ntawm cov peev txheej thiab kev pheej hmoo" thaum lub sijhawm muaj kev nce nqi siab thiab nce paj paj. Cias muab, tej yam tsis yog yam uas lawv tau siv los tsim nyog txawm tias ob peb lub hlis dhau los, thiab kev lag luam ceev yuav tsis yog txoj hauv kev yooj yim los ua kom tau nyiaj sai. Cov neeg lag luam yuav tau saib ntau dua scrupulously seb lub tuam txhab puas ua lag luam nkag siab. Thiab rau ntau lub lag luam q-lag luam, tus qauv tam sim no yog kev loj hlob ntawm cov nyiaj tau los thaum lawv sib tw rau kev sib koom ua lag luam.

Thib peb, cov tub ceev xwm tab tom pib tswj hwm kev tshaj tawm tshaj tawm lub sijhawm xa khoom. Hauv New York City, ib daim nqi tau thov txwv tsis pub cov tuam txhab txhawb nqa 15-feeb kev xa khoom, vim tias nws tuaj yeem txhawb "cov neeg tsav tsheb ntawm e-bikes thiab scooters kom txav nrawm thiab tawg yam khoom".

Tseem, thaum cov plua plav tawm, tsis muaj qhov tsis ntseeg tias ob peb lub lag luam q-lag luam yuav nyob ntawm no kom nyob - feem ntau yog cov neeg ua haujlwm thoob ntiaj teb, Ubers ntawm q-comm ntiaj teb. Cov neeg siv khoom nyiam cov kev pabcuam xa khoom sai, thiab lawv cov kev cia siab nce ntxiv. Raws li McKinsey tau tshaj tawm, 30% ntawm cov neeg siv khoom xav tias cov khoom yuav tuaj txog tib hnub thiab lawv tsis muaj kev xyiv fab zoo siab thaum xa khoom "sai" luv rau kev xa khoom "tam sim no". Qhov ntawd tsuas yog kaw qhov sib txawv ntawm qhov muaj tam sim ntawm cov khoom muag hauv lub cev (supply saw permitting) thiab yooj yim ntawm online.

Cov lag luam twg muaj sia nyob thiab qhov twg yog qhov chaw xa khoom tau txais txiaj ntsig (rau cov neeg siv khoom thiab tuam txhab) yuav txaus nyiam. Nto moo, ib tus neeg siv khoom hauv Is Nrias teb tweeted lub Kaum Ob Hlis kawg tias nws tau txais nws qhov kev txiav txim hauv 2.5 feeb. Technology zoo li robots thiab drones yuav pab kev lag luam ntawm q-lag luam. Thiab nthuav dav qhov kev thov rau hauv, piv txwv li, daim ntawv lo ntiag tug thiab kev noj qab haus huv thiab kev zoo nkauj yuav pab cov npoo (raws li lub npe hu ua Californian tuam txhab FastAF ua tau). Cov pawg tshiab tshiab tseem yuav tshwm sim, raws li tau tshwm sim nrog, piv txwv li, New York City-based "meds ua tau yooj yim" kev pabcuam, Tshuaj ntsiav.

Raws li q-commerce ntiaj teb tig tau nrawm dua, saib qhov chaw no.