西双版纳美团电商运营培训多少钱
跨境电商培训课程
更现实的一面是，代理模式也变得越来越不赚钱。宝尊在2022Q4业绩交流会上就指出：“在TR（take rate）方面，已经变得竞争较为激烈。”丽人丽妆2022年财报也显示，其线上品牌营销管理运营（代运营）的毛利减少了20%个百分点。More realistically, the proxy pattern is also becoming less and less profitable. At the 2022Q4 performance exchange meeting, Baozun pointed out that "in terms of TR (take rate), the competition has become more intense." The 2022 financial report of Liren Lizhou also showed that the gross profit of its online brand marketing management operation (agency operation) decreased by 20%.
投资界有一个“黄金三角”理论，判断一个企业是否具备成长性，主要看三点：好时机、好赛道与好公司。好时机能够帮助企业赢得时间窗口，取得一定的先发优势；好赛道能吸纳足够的“钱”景，享受估值溢价；好公司则以好的商业模式实现稳健的经营。There is a "Golden Triangle" theory in the investment community, which judges whether a company has growth potential mainly based on three points: good timing, good track, and good company. Good timing can help enterprises win the time window and gain a certain first mover advantage; A good track can absorb enough 'money' and enjoy a valuation premium; Good companies achieve stable operations with good business models.
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%.
不仅市场规模庞大，快时尚服装的利润也远高于其它消费品。ZARA的母公司Inditex、H&M毛利率常年在50%以上。而大众快消品毛利率普遍在20%左右。这意味着，电商平台发力快时尚获得的利润要远比发力其他商品高。HEIN specializes in fast fashion, cost-effective women's clothing, and currently covers over 220 countries and regions. Looking at the development of SHEIN, its growth rate can be compared to the overseas version of Pinduoduo. In 2022, SHEIN's revenue was $22.7 billion, a year-on-year increase of 52.8%. In 2020 and 2021, SHEIN's revenue grew at a year-on-year rate of 211% and 60%. From 2014 to 2020, SHEIN achieved 100% year-on-year growth for six consecutive years.
还有一类代运营企业已经选择“躺平”了，它们将更多的视野放在投资那些新兴品牌上，用最直接的方式与其绑定，获得生意。孵化自有品牌失败的壹网壹创此前跟着腾讯，一起入股了玻尿酸原料龙头福瑞达生物，这家企业拥有的知名品牌有颐莲和瑷尔博士。There is also a type of agency operating companies that have chosen to "lie flat", they will focus more on investing in emerging brands, and bind them in the most direct way to obtain business. Yiwang Yichuang, which failed to incubate its own brand, had previously joined Tencent and invested in the leading hyaluronic acid raw material company, Furida Biotech. This company has well-known brands such as Yilian and Aier.
