The Marriage Between Vip.Com And Lok Bee Is Just A Business.

"P" this Valentine's day, the marriage of vip.com and Le bee net has become the real headline.

But what is worse is that, as the New York Stock Exchange listed company, also known as China's only profitable B2C vip.com, it only invited a Southern China household appliance manufacturer from the media to the conference site, causing countless peers to push their breasts to the feet, and to look up and down.

So, the eight diagrams, guesses and analysis of the two marriage are flying all over the sky. Does this make you understand the truth more or lose more? /p

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< p > < strong > this is the pile business! < /strong > /p >

The biggest gossip of vip.com after its stake in P is that, as a common investor of two companies, Sequoia Capital is the backstage driver of this paction and how to make a good move.

This legend obviously underestimated the DNA of the founders of two companies.

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< p > the understanding of the pioneering state is that this is not planned, led and accomplished behind the Sequoia Capital. The real decision-makers are actually only two people: Shen Ya and Li Jing. Moreover, the initiator of the paction is also one of the two people.

It can only be said that Sequoia Capital is just going to push the boat and enjoy the benefits of fishing.

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< p > vip.com co founder and chairman Shen Ya, as a Wenzhou native, Shen Ya is famous for his low profile and pragmatic in the business circle.

Since he started his business in 2008, he has agreed with his partner Hong Xiaobo that he will not participate in any electricity supplier forum or interview with media reporters.

However, in 2011, the "entrepreneurial state" magazine was successfully involved in these two legends.

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< p > in that interview, Shen Ya told them the story before they made vip.com.

Two people started their traditional trade, a typical Wenzhou businessman, without any electricity supplier or internet background. They belong to the heterogeneous category in the electricity supplier.

Because of its early relationship with foreign trade, vip.com did not worry about the supply of foreign brands from the beginning.

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< p > the two people in the early stage of their business are willing to do everything in turn and run in the storehouse in turn. They spend almost every day in the storeroom.

They work together on a desk at the same office all year round.

This detail was once relished in the venture capital circle.

When Gong Wenxiang first saw two people, he wasn't particularly optimistic about them. "You talked to them about things like electricity and the Internet. They didn't know anything. They didn't know anything."

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< p > but when it comes to how to do business, both of them are very smart.

The basic mode of vip.com is to help brands to clean up inventory. They have abandoned the big money model to earn a few people and have chosen to earn most people's money.

Therefore, vip.com's main target users are concentrated in two or three line cities, mainly with cock wire users.

But this holding's happy bee net, the user mainly concentrates the second tier city.

It is a female business, and the geographical location of their respective customers is different. Will Shen Ya care about this 1 plus 1 equals 2 of the good business? < /p >

< p > Music bee and the intangible assets of the pen are not available to any electric business player, that is, the huge media resources.

The brand of Lok bee is full of all kinds of social media, artists and various kinds of forwarding. Is this kind of power Shenya not interested? < /p >

< p > we say the heroine Li Jing in this marriage.

(B2C, the cover story of last year's "pioneering state"), it has become a reality that we didn't win the United States.

First of all, not to mention the rumour that the United States is about to go public. Last June, Chen Ou told us that sales in 2013 were expected to break 6 billion yuan, while the data of Yue bee were less than half of that in the United States.

If you notice the marketing campaign of poly America, you can estimate that it is not easy for Lok bee to reverse the situation.

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< p > from this point of view, vip.com obviously needs more.

Li Jing also mentioned in the internal mail, "two website resources can be further integrated to provide more quality choices for female fashion online shopping.

I hope we can become the first choice for hundreds of millions of Chinese women to enjoy a high quality of life.

The so-called entrance, it must belong to vip.com, so many huge user base placed there.

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< p > according to the insider, the vip.com holding company has only the B2C business of Lok bee network, not involving its own brand.

This business Li Jing is doomed to take the road of financing and independent development.

It can be understood that private brand is Li Jing's strong point.

Although the industry has been shaping her as an alternative to the business circle in recent years, Li Jing, the host, is really interested in the business of entertainers.

In this sense, it is reasonable to sell B2C business to vip.com.

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< p > < strong > the essence of marriage: mode complementarity < /strong > < /p >

< p > on this marriage, many people talk about complementarity, for example, vip.com's cosmetics can complement each other.

I think complementarity is not only in the category: in the form of business models, the two can form a good complement.

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< p > < strong > mode complementary, for one: Flash shopping + normal sale.

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< p > category, Le bee net is the second child of China's vertical cosmetics business.

Although the scale is small, it is very unusual for vip.com.

Vip.com's sales in 2013 were about 10 billion yuan, half of which came from clothing.

Vip.com's position is: a website specializing in special sale.

Last year, when chatting with an early investor of vip.com, he said that all vip.com's future sale would be around fashion, that is, discount fashion.

Obviously, cosmetics belong to fashion.

But in terms of upstream resources, vip.com is definitely weaker than the lucky bee in terms of its current size and bargaining power.

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< p > strong > category complementarity is the second: the meaning of resources is greater than the contribution of sales.

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On the crowd of P, vip.com is mainly for two or three line users. It is also relatively low-key. Advertising on TV is also a matter of this year. High-end, atmospheric grades are not too care for vip.com.

But Li Jing's happy bee net, because Li Jing is the host, the happy bee net has naturally obtained many free "flows".

Although not advertised on TV, its popularity is not inferior to that of vip.com.

The two website has the same characteristics: female users dominate.

After the two websites are "together", both audiences can benefit from it.

At the same time, vip.com can take advantage of the popularity of Li Jing and Lok bee to further enhance its brand awareness.

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"P > strong > complementarity, for the third: vip.com can get more crowd increment, brand reputation can also be further upgraded.

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< p > as for vip.com's future imagination, I predict that online fashion discount giant will appear.

I've written a lot of articles about vip.com before, and I have always been willing to take the online orlies as a metaphor for this company.

Unlike the outlets under commercial real estate, vip.com can benefit from the advantages of the Internet.

This is also the reason why vip.com's performance has been soaring since its establishment.

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In terms of sales volume, vip.com has about $1 billion 500 million in 2013, or nearly 10 billion yuan in P.

Vip.com's sales in 2014 ranged from 2 billion 500 million to 2 billion 700 million dollars, or 150-167 billion yuan, according to a rating report from American investment bank Paget.

Such performance has entered vip.com's third tier B2C and is just around the corner.

And it comes down to vip.com itself, although the name is vertical electric business, but vip.com has again broken down the field, such as home, beauty makeup, equivalent to vertical play again "vertical"!

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< p > wake up, those little partners who are interested in sex, this is a business.

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< p > < strong > >: three related companies' financing experience < /strong > /p >

< p > vip.com: < /p >

< p > establishment time: December 2008 < /p >

< p > founder: Shen Ya and Hong Xiaobo < /p >

In October 2010, vip.com gained a round of venture capital investment of Sequoia and DCM2000 million A round P.

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In May 2011, Sequoia and DCM continued to invest $50 million in P.

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< p > March 23, 2012, vip.com went public.

From $6.5 a share to the issue price after listing, it fell to $4 for a period of time. But with the release of several quarterly earnings reports, vip.com's stock price has gone against the trend, and has been against today's $more than 100 share.

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< p > before vip.com IPO, Sequoia and DCM respectively held 19.3% and 19.2% respectively.

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In March 2013 and June, Sequoia Capital sold some vip.com ADS, which is currently holding 15.2% stake.

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< p > < strong > Yue bee net: < /strong > < /p >

< p > establishment time: August 2008 < /p >

< p > founder: Li Jing < /p >.

< p > 2007, Le bee net got millions of dollars of investment in Sequoia Capital.

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< p > April 2012, the Dongfeng Group, the parent company of Lok bee net, announced that it had won the $40 million investment in CICC and broadband fund B.

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< p > February 14, 2014, vip.com strategic stake in Le bee network, the shareholding ratio of 75%.

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< p > jumei.com: < /p >

< p > founder: Chen Ou < /p >

< p > establishment time: March 2010 < /p >

< p > financing: < /p >

< p > 2009, Xu Xiaoping, founder of the real fund, invested $180 thousand, which is Chen Ou's first investor.

After that, we got the investment of the dangerous peak Huaxing Angel Fund.

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< p > 2011, obtaining Sequoia Capital A round investment.

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