local consumer services - upgraded lifestyle from better ... · progress well on track 9 40%...
TRANSCRIPT
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Alibaba Local Services Upgraded Lifestyle from Better Services
WANG Lei, President of Alibaba Local Services Company
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September 23-24, 2019 Hangzhou, China
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Alibaba Local Consumer Services Business Model
01 02 Alibaba Digital Economy Synergy
03Post Acquisition Progress
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Alibaba Local Consumer Services Business Model
01 02 Alibaba Digital Economy Synergy
03Post Acquisition Progress
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Restaurant
Ele.me Koubei
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Enabling Local Merchants
Koubei
Smart Restaurants Merchants
POS, Payment (Alipay)
Users
Ele.me
Merchants Fulfillment Platform
Enabling SaaS, Financial Services
Supply Chain
Users 2B/2C
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Mini App
Group buying
Food Delivery
Online Marketing
Pre-ordering
Supply Chain and Fulfillment Platform
Smart Restaurants
POSPayment
Users
Merchants
Marketplace Decentralized Digital Operation
Customer Profile
Data Insight
Customer Relationship Management
Membership Management
Precision Marketing
Multi-channels
Data Collection
Enabling SaaSFinancial Services
Alibaba Local Consumer Services Operating System
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Alibaba Local Consumer Services Business Model
01 02 Alibaba Digital Economy Synergy
03Post Acquisition Progress
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May 2018 September 2018 October 2018 June 2019
Ele.me Acquisition
Operation Organization
Upgrade
Establishment of Alibaba
Local Consumer Services
Fengniao Logistics
Expansion
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Progress Well on Track
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40%Alibaba Local Consumer Services
GMV YoY Growth
(1)
(2)
(3)
南海诸岛
Annual Active Consumers
Notes: 1. Annual Active Consumers, deduped between Ele.me, Xingxuan and Koubei for the twelve months ended June 30, 2019. 2. Alibaba Local Consumer Services GMV YoY growth, including Ele.me, Xingxuan and Koubei, for the twelve months ended June 30, 2019 vs June 30, 2018. 3. Deduped between Ele.me and Koubei as of June 2019.
245 million 100+Directly Managed Cities
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Improvement on Efficiency
Decrease of Delivery Cost per OrderSlight Increase of Commission per OrderRapid Growth of GMV
Note:Ele.me quarterly data from Q1 FY2019 to Q1 FY2020.
Q1 FY2019 Q2 FY2019 Q3 FY2019 Q4 FY2019 Q1 FY2020
Rational Control of Subsidy Cost per Order
Q1 FY2019 Q2 FY2019 Q3 FY2019 Q4 FY2019 Q1 FY2020 Q1 FY2019 Q2 FY2019 Q3 FY2019 Q4 FY2019 Q1 FY2020 Q1 FY2019 Q2 FY2019 Q3 FY2019 Q4 FY2019 Q1 FY2020
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Market Potential in Less Developed Areas
Cities in Less Developed Areas with More than 1 Million Urban Population
that Ele.me Directly Managed
Cities in Less Developed Areas with More than 1 Million Urban Population
70+130+ 60Cities in Less Developed Areas
with More than 1 Million Urban Population that Ele.me has Not Directly Managed
Addressable Markets Penetrated Markets Potential Markets
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Alibaba Local Consumer Services Business Model
01 02 Alibaba Digital Economy Synergy
03Post Acquisition Progress
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28%Ele.me orders placed through Alipay mobile app
38%Ele.me new consumers come from Alipay mobile app
Mini App User Traffic Circulation Recommendation Feeds Precision Marketing
Engage With More Consumers through Alipay
Note:Data from Q1 FY2020.
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Taobao Live StreamSuper Brand Day
Comprehensive Cooperation in Marketing and New Scenarios
GMV of most popular meal set6.4+ million RMB
New users to online stores 93%
Live stream viewers6+ million
Taobao Search ResultsRecommendation Feeds
Increase Exposure through Multiple Channels
Note:Data from KFC Branding Day on August 11, 2019.
Build New Local Consumer Services on Taobao
Case Study
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Amap Search Results Nearby Location Details 633 millionAverage Amap Page Views per Day
by Ele.me Users and Riders
Real-time Location Information
Path Planning Ability
Note:Data for June, 2019.
Creating Smart Local Communities on Amap
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Strategic PartnershipsLocal Consumer Services
Groceries
On-demand Food
Health and Medicine
Flowers
Runner
Fengniao Logistics Expansion
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Daily Logistic Orders from non-Ele.me platform
Jul-18 Aug-18 Sep-18 Oct-18 Nov-18 Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19
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of Starbucks’ China sales from Starbucks Delivers
100 3,000+ Average delivery time
Notes: 1. As of September 19, 2019, which marks the first anniversary of cooperation between Starbucks Corporation and Alibaba Group. 2. For the June Quarter, 2019. 3. Average delivery time for Starbucks Delivers from March 2019 to August 2019.
Increase Market Coverage and Customer Penetration
Cities(1) Stores(1)
(2)
(3)
6% 18minsCase Study
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Digitalized Solutions for Local Merchants to Upgrade Operational Efficiency Koubei Ele.me
Focus on Goods
Mobile Apps Scenarios
Products
Focus on Store Focus on Customer
Profile Members
Targeted Marketing
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