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短视频电商培训
为了美化这两种模式,代运营商们也在财报里费尽心思。有的按照行业划分,有的按照平台划分,将两种模式又进一步拆分为内容电商、品牌策划、品牌管理、数字服务等。In order to beautify these two models, proxy operators have also put in a lot of effort in their financial reports. Some are divided by industry and some are divided by platform, further dividing the two models into content e-commerce, brand planning, brand management, digital services, etc.
后者典型案例则为宝尊与丽人丽妆。2022年,宝尊净亏损超一半来自公允价值变动损失,达3.648亿元。在2021年,阿里旗下菜鸟智慧物流以2.179亿美元收购了宝尊旗下从事仓储和配送的子公司宝通股份30%股权。根据当时的协议,倘发生若干触发事件,菜鸟有权要求宝尊以相等于初始投资的价格加上每年6%的内部回报率赎回其股份。The typical cases of the latter are Baozun and Beauty Beauty. In 2022, over half of Baozun's net loss came from changes in fair value, reaching 364.8 million yuan. In 2021, Alibaba's Cainiao Smart Logistics acquired a 30% stake in Baotong, a subsidiary of Baozun engaged in warehousing and distribution, for $217.9 million. According to the agreement at the time, if several triggering events occur, Cainiao has the right to request Baozun to redeem its shares at a price equal to the initial investment plus an annual internal return rate of 6%.
In addition, in the new e-commerce model, brands and settled enterprises will balance the operation of "goods" and "content", reach a wider audience through content as a link, face consumers directly, and create new consumption. For example, under the interest e-commerce and content e-commerce model represented by Tiktok e-commerce, consumers adopt the "content/interest - activate demand - purchase - show and share" model. With the help of more abundant information clues, the new e-commerce model has changed from passive waiting for user search to active prediction of user preferences, and has realized "looking for goods and people".
但代运营商们躺赢的日子已经过去了。从财报基本面来看,宝尊电商、丽人丽妆和壹网壹创均陷入亏损困境。2022年,丽人丽妆净利大跌134%,宝尊一年净亏6.53亿元。But the days of proxy operators lying on their backs and winning have passed. From the perspective of financial reporting fundamentals, Baozun E-commerce, Beauty Makeup, and Yiwang Yichuang are all in a loss situation. In 2022, the net profit of Beauty Beauty fell by 134%, and Baozun had a net loss of 653 million yuan in one year.
一般来说,成熟的代运营企业会采取“轻重并举”的模式。一方面可以与大品牌保持深度的合作,从中持续积累行业knowhow,这有利于代运营企业在后期孵化自有品牌。而另一方面代销则有利于品牌进行品类的快速扩张,确保一定的投资回报率。Generally speaking, mature outsourcing companies will adopt a "light and heavy" model. On the one hand, it is possible to maintain deep cooperation with major brands and continuously accumulate industry knowledge from them, which is conducive to the incubation of their own brands by proxy operators in the later stage. On the other hand, consignment sales are conducive to the brand's rapid expansion of categories, ensuring a certain return on investment.
