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abby1988
2021-07-19
Too bad
abby1988
2021-07-19
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hazi
abby1988
2021-07-07
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abby1988
2021-07-06
Task today
abby1988
2021-07-05
Buy?
abby1988
2021-07-04
Hehe
Missfresh is dying in the secondary market, but Europe has gained another fresh food unicorn.
abby1988
2021-07-02
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?
abby1988
2021-06-28
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wow
abby1988
2021-06-20
Loke it
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abby1988
2021-06-20
Go heaf
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","listText":"Task today ","text":"Task today","images":[{"img":"https://static.tigerbbs.com/e788311b840d97d3a2c64bce1a63879b","width":"1080","height":"2159"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/154738224","isVote":1,"tweetType":1,"viewCount":1543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":154074762,"gmtCreate":1625464761756,"gmtModify":1703742242395,"author":{"id":"4087217606700880","authorId":"4087217606700880","name":"abby1988","avatar":"https://static.tigerbbs.com/0710f79b437227ced5c801d92f93d1d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087217606700880","authorIdStr":"4087217606700880"},"themes":[],"title":"","htmlText":"Buy? ","listText":"Buy? ","text":"Buy?","images":[{"img":"https://static.tigerbbs.com/66e93805eee5bb92c89d2b9f990b605a","width":"1080","height":"2060"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/154074762","isVote":1,"tweetType":1,"viewCount":1595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":155939318,"gmtCreate":1625367851134,"gmtModify":1703740850415,"author":{"id":"4087217606700880","authorId":"4087217606700880","name":"abby1988","avatar":"https://static.tigerbbs.com/0710f79b437227ced5c801d92f93d1d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087217606700880","authorIdStr":"4087217606700880"},"themes":[],"title":"","htmlText":"Hehe","listText":"Hehe","text":"Hehe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/155939318","repostId":"2148800392","repostType":2,"repost":{"id":"2148800392","kind":"highlight","pubTimestamp":1625365798,"share":"https://ttm.financial/m/news/2148800392?lang=en_US&edition=fundamental","pubTime":"2021-07-04 10:29","market":"hk","language":"zh","title":"Missfresh is dying in the secondary market, but Europe has gained another fresh food unicorn.","url":"https://stock-news.laohu8.com/highlight/detail?id=2148800392","media":"36氪出海","summary":"欧洲生鲜电商市场还有更多故事可讲吗?","content":"<p><html><body><div><strong>This article was first published in<a href=\"https://laohu8.com/S/KRKR\">36Kr</a>Welcome to our overseas website!</strong><strong>letschuhai.com</strong><strong>Learn more about global business.</strong></p><p><img src=\"https://img.36krcdn.com/20210703/v2_94c8d1d975d947ea9168a54226110ffd_img_png\"/></p><p>According to foreign media reports, Czech fresh food e-commerce brand Rohlik announced this week that it has just completed a Series C financing round of approximately $118 million, led by global venture capital firm Index Ventures. Following this round of financing, Rohlik's valuation has reached nearly $1.2 billion, making it another unicorn in European fresh food e-commerce.</p><p>Three months before completing this round of financing, the company had just secured $230 million in Series B funding. The funds from the two consecutive rounds of large financing have focused on market expansion. Currently, Rohlik's main base is the Czech Republic, and it has already entered the Hungarian and Austrian markets. The next step is to expand its services to Munich, Germany.</p><p>In addition to market expansion, Rohlik also plans to use the funds for team building, technology updates, and product line expansion. In the future, the company also plans to expand its market reach to Romania, Italy, France and Spain, with the goal of becoming a leading fresh food e-commerce platform in Europe.</p><p><h3>Rohlik Who is it?</h3>Founded in 2014, Rohlik provides \"2-hour delivery\" fresh food delivery services to target market users. With changes in people's consumption behavior, Rohlik, which had been dormant in the Czech Republic for six years, ushered in a period of rapid development. According to Rohlik CEO Čupr, the company had total revenue of over $360 million in 2020, more than 750,000 users, and an average order value between 60 and 100 euros.</p><p>Delivery service is a major feature of Rohlik in its target market. Its delivery time is from 7:00 AM to 11:00 PM, and shipping is free on orders over $55. In addition, Rohlik can accurately determine the estimated delivery time to 15 minutes, while platforms like Hema Fresh in China have an estimated delivery time range of 30 minutes.</p><p>In an interview, Rohlik CEO Čupr stated, \"A major reason for the downturn in the European fresh food and grocery delivery industry in the past was that the products were too limited, almost identical to those in traditional chain supermarkets. In contrast, Europeans prefer to select goods in person.\"</p><p>Therefore, in terms of business model, Rohlik adopts a full-category model of \"self-operated + third-party joint supply\" to enrich the platform's SKUs. Besides with<a href=\"https://laohu8.com/S/MKS.UK\">Marks & Spencer</a>In addition to cooperating with large supermarkets, it also collaborates directly with small physical businesses such as local butcher shops, bakeries, and seafood markets, and even with farmers.</p><p>To date, in addition to its own brands of dairy products and meat, Rohlik offers more than 17,000 other SKUs, covering vegetables and fruits, bread and cheese, seafood and fish, as well as a variety of everyday items such as medicines, clothing, and kitchenware.</p><p><img src=\"https://img.36krcdn.com/20210703/v2_54f66a2d5e464f389f933e4b6f076b3d_img_png\"/></p><p>Screenshot from Rohlik's official website</p><p>In terms of freight transportation, Rohlik collaborates with advanced European companies.<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>A cold chain logistics technology provider has partnered to use a classified and precise temperature control solution to transport goods directly from the production site to Rohlik's warehouse. According to the official website,<a href=\"https://laohu8.com/S/000061\">agricultural products</a>It takes as little as 6 hours from picking to delivery to the customer.</p><p>By combining multi-market layout, integrated supply chain, and cold chain logistics technologies, Rohlik is able to balance the supply of goods to a greater extent according to market demand. In addition, in an interview with TechCrunch, Čupr mentioned: \"Local small businesses and farmers partnering with tech companies like Rohlik can effectively increase current sales and may help local areas achieve economies of scale.\"</p><p><h3>Europe or a blue ocean?</h3>As the last blue ocean in the e-commerce market, fresh food has become a new stage for entrepreneurs and investors. In addition to Chinese fresh food e-commerce companies going public amidst fierce competition, venture capital news from other markets has also frequently appeared in the past two years.</p><p>According to PitchBook data, fresh food e-commerce startups received a total of $7 billion in investment in 2020. The pace of investment continued to accelerate in 2021, with total investment reaching $10 billion by Q2.</p><p><img src=\"https://img.36krcdn.com/20210703/v2_c565ad5c60824a3d864bf87e96926e1a_img_png\"/></p><p>Total investment in the global fresh food e-commerce sector. Source: PitchBook</p><p>In terms of market potential, Europe can be considered a fertile ground with both online shopping penetration rate and consumption power. According to a Eurostat survey, online shopping penetration among people aged 16-54 in Europe is close to 80%. Among the 55-74 age group, the online shopping penetration rate also exceeded 55%, and the amount of online spending among the survey respondents in the past three months was between $100 and $500.</p><p>However, in stark contrast to online shopping penetration, the penetration rate of fresh food e-commerce in Europe is extremely low.</p><p>A Nielsen survey showed that even during the strict lockdown imposed in the UK in January this year due to the pandemic, only 16% of grocery sales in the UK were made online, but this figure has reached a record high. In European countries as a whole, the proportion of fresh groceries sold online is even lower, accounting for only 2%-8%.</p><p>As market demand is gradually explored, the prototype of the European fresh food e-commerce market is slowly emerging. Overall, players can be divided into \"one-stop fresh food e-commerce\", \"vertical fresh food e-commerce\" that sells a single category, and \"local fresh food e-commerce\" that serves a single region. Currently, the most popular is \"one-stop fresh food e-commerce,\" which has roughly formed three sub-sectors based on the number of SKUs and delivery time.</p><p>Firstly, there are ultra-large comprehensive fresh food and grocery retail platforms represented by Amazon and Ocado. These players are characterized by long delivery times, but their SKUs can reach around 50,000. In a CNBC interview, a researcher mentioned that these super players are more likely to become the ultimate acquirers in the European fresh food market.</p><p>Secondly, there are platforms represented by Rohlik, Picnic, Cortilia, etc. These types of players usually have SKUs below 30,000 and delivery time is 1-2 hours. Since European users mostly tend to buy groceries on a weekly basis, platforms with sufficient stock and shorter delivery times have also been popular. The number one player, Ocado, is also entering the market, having previously launched Ocado.<a href=\"https://laohu8.com/S/ZM\">Zoom</a>Our business promises that orders can be delivered within 60 minutes.</p><p>The last category is \"instant delivery,\" which is more common in China and is one of the most popular sub-sectors among investors in the European market. \"Instant delivery\" platforms can typically deliver within 10-30 minutes, and the number of SKUs is generally in the thousands. Representative players include Weezy, Getir, Gorillas, etc. Just this Wednesday, Turkish fresh food e-commerce giant Getir, valued at $7.5 billion, announced that it was in talks to acquire Blok, a Barcelona-based \"instant delivery\" e-commerce platform.</p><p>The domestic fresh food e-commerce battle has reached its midpoint, but the story of the European market may only be just beginning.</p><p>By Chang Weiqian</p><p>Edited by Zhao Xiaochun</p><p>Image | Unsplash</p><p><img src=\"https://img.36krcdn.com/20210427/v2_8640ecd2df6d4670929a4f5460d9121f_img_000\"/></p><p><img src=\"https://img.36krcdn.com/20210331/v2_9aae9f525fdd4d0bb0e82c167dc46672_img_000\"/></p><p>For reports, exchanges with authors, business cooperation, and submissions for reprint, please scan the QR code below to follow the official WeChat account \"36Kr Going Global\", click the menu bar - Contact Us - Cooperation Needs, scan the QR code to fill out the form, and contact us.</p><p><img src=\"https://img.36krcdn.com/20210331/v2_96a17730b9cc48f7bddcc3cb8ba4366e_img_000\"/></p><p></div></body></html></p>","source":"36kr_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Missfresh is dying in the secondary market, but Europe has gained another fresh food unicorn.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMissfresh is dying in the secondary market, but Europe has gained another fresh food unicorn.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">36氪出海</strong><span class=\"h-time small\">2021-07-04 10:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><div><strong>This article was first published in<a href=\"https://laohu8.com/S/KRKR\">36Kr</a>Welcome to our overseas website!</strong><strong>letschuhai.com</strong><strong>Learn more about global business.</strong></p><p><img src=\"https://img.36krcdn.com/20210703/v2_94c8d1d975d947ea9168a54226110ffd_img_png\"/></p><p>According to foreign media reports, Czech fresh food e-commerce brand Rohlik announced this week that it has just completed a Series C financing round of approximately $118 million, led by global venture capital firm Index Ventures. Following this round of financing, Rohlik's valuation has reached nearly $1.2 billion, making it another unicorn in European fresh food e-commerce.</p><p>Three months before completing this round of financing, the company had just secured $230 million in Series B funding. The funds from the two consecutive rounds of large financing have focused on market expansion. Currently, Rohlik's main base is the Czech Republic, and it has already entered the Hungarian and Austrian markets. The next step is to expand its services to Munich, Germany.</p><p>In addition to market expansion, Rohlik also plans to use the funds for team building, technology updates, and product line expansion. In the future, the company also plans to expand its market reach to Romania, Italy, France and Spain, with the goal of becoming a leading fresh food e-commerce platform in Europe.</p><p><h3>Rohlik Who is it?</h3>Founded in 2014, Rohlik provides \"2-hour delivery\" fresh food delivery services to target market users. With changes in people's consumption behavior, Rohlik, which had been dormant in the Czech Republic for six years, ushered in a period of rapid development. According to Rohlik CEO Čupr, the company had total revenue of over $360 million in 2020, more than 750,000 users, and an average order value between 60 and 100 euros.</p><p>Delivery service is a major feature of Rohlik in its target market. Its delivery time is from 7:00 AM to 11:00 PM, and shipping is free on orders over $55. In addition, Rohlik can accurately determine the estimated delivery time to 15 minutes, while platforms like Hema Fresh in China have an estimated delivery time range of 30 minutes.</p><p>In an interview, Rohlik CEO Čupr stated, \"A major reason for the downturn in the European fresh food and grocery delivery industry in the past was that the products were too limited, almost identical to those in traditional chain supermarkets. In contrast, Europeans prefer to select goods in person.\"</p><p>Therefore, in terms of business model, Rohlik adopts a full-category model of \"self-operated + third-party joint supply\" to enrich the platform's SKUs. Besides with<a href=\"https://laohu8.com/S/MKS.UK\">Marks & Spencer</a>In addition to cooperating with large supermarkets, it also collaborates directly with small physical businesses such as local butcher shops, bakeries, and seafood markets, and even with farmers.</p><p>To date, in addition to its own brands of dairy products and meat, Rohlik offers more than 17,000 other SKUs, covering vegetables and fruits, bread and cheese, seafood and fish, as well as a variety of everyday items such as medicines, clothing, and kitchenware.</p><p><img src=\"https://img.36krcdn.com/20210703/v2_54f66a2d5e464f389f933e4b6f076b3d_img_png\"/></p><p>Screenshot from Rohlik's official website</p><p>In terms of freight transportation, Rohlik collaborates with advanced European companies.<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>A cold chain logistics technology provider has partnered to use a classified and precise temperature control solution to transport goods directly from the production site to Rohlik's warehouse. According to the official website,<a href=\"https://laohu8.com/S/000061\">agricultural products</a>It takes as little as 6 hours from picking to delivery to the customer.</p><p>By combining multi-market layout, integrated supply chain, and cold chain logistics technologies, Rohlik is able to balance the supply of goods to a greater extent according to market demand. In addition, in an interview with TechCrunch, Čupr mentioned: \"Local small businesses and farmers partnering with tech companies like Rohlik can effectively increase current sales and may help local areas achieve economies of scale.\"</p><p><h3>Europe or a blue ocean?</h3>As the last blue ocean in the e-commerce market, fresh food has become a new stage for entrepreneurs and investors. In addition to Chinese fresh food e-commerce companies going public amidst fierce competition, venture capital news from other markets has also frequently appeared in the past two years.</p><p>According to PitchBook data, fresh food e-commerce startups received a total of $7 billion in investment in 2020. The pace of investment continued to accelerate in 2021, with total investment reaching $10 billion by Q2.</p><p><img src=\"https://img.36krcdn.com/20210703/v2_c565ad5c60824a3d864bf87e96926e1a_img_png\"/></p><p>Total investment in the global fresh food e-commerce sector. Source: PitchBook</p><p>In terms of market potential, Europe can be considered a fertile ground with both online shopping penetration rate and consumption power. According to a Eurostat survey, online shopping penetration among people aged 16-54 in Europe is close to 80%. Among the 55-74 age group, the online shopping penetration rate also exceeded 55%, and the amount of online spending among the survey respondents in the past three months was between $100 and $500.</p><p>However, in stark contrast to online shopping penetration, the penetration rate of fresh food e-commerce in Europe is extremely low.</p><p>A Nielsen survey showed that even during the strict lockdown imposed in the UK in January this year due to the pandemic, only 16% of grocery sales in the UK were made online, but this figure has reached a record high. In European countries as a whole, the proportion of fresh groceries sold online is even lower, accounting for only 2%-8%.</p><p>As market demand is gradually explored, the prototype of the European fresh food e-commerce market is slowly emerging. Overall, players can be divided into \"one-stop fresh food e-commerce\", \"vertical fresh food e-commerce\" that sells a single category, and \"local fresh food e-commerce\" that serves a single region. Currently, the most popular is \"one-stop fresh food e-commerce,\" which has roughly formed three sub-sectors based on the number of SKUs and delivery time.</p><p>Firstly, there are ultra-large comprehensive fresh food and grocery retail platforms represented by Amazon and Ocado. These players are characterized by long delivery times, but their SKUs can reach around 50,000. In a CNBC interview, a researcher mentioned that these super players are more likely to become the ultimate acquirers in the European fresh food market.</p><p>Secondly, there are platforms represented by Rohlik, Picnic, Cortilia, etc. These types of players usually have SKUs below 30,000 and delivery time is 1-2 hours. Since European users mostly tend to buy groceries on a weekly basis, platforms with sufficient stock and shorter delivery times have also been popular. The number one player, Ocado, is also entering the market, having previously launched Ocado.<a href=\"https://laohu8.com/S/ZM\">Zoom</a>Our business promises that orders can be delivered within 60 minutes.</p><p>The last category is \"instant delivery,\" which is more common in China and is one of the most popular sub-sectors among investors in the European market. \"Instant delivery\" platforms can typically deliver within 10-30 minutes, and the number of SKUs is generally in the thousands. Representative players include Weezy, Getir, Gorillas, etc. Just this Wednesday, Turkish fresh food e-commerce giant Getir, valued at $7.5 billion, announced that it was in talks to acquire Blok, a Barcelona-based \"instant delivery\" e-commerce platform.</p><p>The domestic fresh food e-commerce battle has reached its midpoint, but the story of the European market may only be just beginning.</p><p>By Chang Weiqian</p><p>Edited by Zhao Xiaochun</p><p>Image | Unsplash</p><p><img src=\"https://img.36krcdn.com/20210427/v2_8640ecd2df6d4670929a4f5460d9121f_img_000\"/></p><p><img src=\"https://img.36krcdn.com/20210331/v2_9aae9f525fdd4d0bb0e82c167dc46672_img_000\"/></p><p>For reports, exchanges with authors, business cooperation, and submissions for reprint, please scan the QR code below to follow the official WeChat account \"36Kr Going Global\", click the menu bar - Contact Us - Cooperation Needs, scan the QR code to fill out the form, and contact us.</p><p><img src=\"https://img.36krcdn.com/20210331/v2_96a17730b9cc48f7bddcc3cb8ba4366e_img_000\"/></p><p></div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://36kr.com/p/1294831386528133\">36氪出海</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/73edaf3c9a3e2c8f22359f6d18274d20","relate_stocks":{"MF":"MindForge Inc."},"source_url":"https://36kr.com/p/1294831386528133","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148800392","content_text":"本文首发于36氪出海网站,欢迎移步letschuhai.com查看更多全球化商业相关资讯。\n\n据外媒报道,捷克生鲜电商品牌 Rohlik 本周发布消息称,其刚刚完成了约合1.18亿美元的 C 轮融资,由全球风险投资公司 Index Ventures 领投。本轮融资完成后,Rohlik 的估值达到了近12亿美元,成为了欧洲生鲜电商又一独角兽。\n在完成本轮融资前三个月,该公司刚刚获得2.3亿美元 B 轮融资。连续两轮大额融资的资金用途重点都在市场扩张上,目前 Rohlik 的主要阵地为捷克,并已进入匈牙利和奥地利市场,下一步计划将其服务扩张到德国慕尼黑。\n除了市场扩张,Rohlik 还计划将该笔资金用于团队建设、技术更新和产品线拓展。未来,公司还计划将其市场范围扩展到罗马尼亚、意大利、法国和西班牙,目标是成为欧洲领先的生鲜电商平台。\nRohlik 是谁?\nRohlik 成立于2014年,为目标市场用户提供“2小时达”生鲜配送服务。随着人们消费行为的改变,在捷克蛰伏6年的 Rohlik 迎来了它的飞速发展期。据 Rohlik 首席执行官 Čupr 介绍,该公司在2020年总营收超3.6亿美元,拥有超过75万用户,平均客单价在60-100欧元之间。\n配送服务是 Rohlik 在目标市场一大特点,其配送时间为7时至23时,订单金额达55美元可免配送费。此外,Rohlik 能将预计送达时段精确到15分钟,国内盒马鲜生一类的平台预计送达时段区间为30分钟。\nRohlik 首席执行官 Čupr 曾在采访中表示:“过去欧洲生鲜杂货配送行业不景气的一大原因是产品太过单一,跟传统连锁商超的货品几乎无异,相比之下欧洲人更倾向于实地挑选商品”。\n因此,在商业模式上,Rohlik 采用“自营+第三方联合供货”的全品类模式来丰富平台 SKU。除了与玛莎百货等大型商超合作之外,其还与本地肉铺、面包店、海鲜市场等小型实体商家,甚至与农户直接合作。\n到目前为止,Rohlik 除了自有品牌的乳制品和肉类外,还提供其他超过17000个 SKU,涵盖蔬菜水果、面包奶酪、海鲜鱼类以及药品、衣服、厨具等各式日常用品。\n\nRohlik 官网截图\n在货品运输方面,Rohlik 与欧洲先进的智能冷链物流技术供应商达成合作,利用分类精准控温方案将货品直接从生产地运输到 Rohlik 的仓库。据官网介绍,农产品自采摘至送到顾客手中最快仅需6小时。\n通过多市场布局、组合型供应链及冷链物流技术的配合,使得 Rohlik 能够更大程度上根据市场需求来平衡货物供给。此外,在 TechCrunch 的采访中,Čupr 提到:“本地小商家及农户与 Rohlik 之类的科技公司合作,能够有效地提升当下的销量,或许可以帮助当地实现规模经济”。\n欧洲还是蓝海?\n生鲜作为电商市场的最后一片蓝海,已经成为了创业者和投资界的新舞台,除了在厮杀中上市的中国生鲜电商们,近两年其他市场的创投消息也频频出现。\nPitchBook 数据显示,2020年全年,生鲜电商初创公司所获投资资金共计70亿美元。2021年投资的速度还在加快,截止 Q2,投资总额已达100亿美元。\n\n全球生鲜电商赛道投资总额 来源:PitchBook\n从市场潜力上来看,欧洲可以说是线上购物渗透率及消费实力兼具的一块沃土。根据 Eurostat 的调查显示,欧洲16-54岁的群体中,网上购物渗透率接近80%;55岁-74岁的群体中,网上购物渗透率也超55%,调查受访者中近三个月网上消费数额均在100-500美元之间。\n然而,与线上购物渗透率形成鲜明对比的是,欧洲生鲜电商渗透率极低。\nNielsen 的一项调查显示,即便是在今年1月英国因疫情实施严格封锁期间,英国也仅有16%的食品杂货销售是通过线上渠道,但这一数据已经创下了历史新高。就欧洲国家整体而言,生鲜杂货通过线上销售的比重更低,仅占2%-8%。\n伴随着市场需求的逐渐挖掘,欧洲生鲜电商市场的雏形也正在慢慢浮现。整体来看,玩家可分为“一站式生鲜电商”、售卖单一品类的“垂类生鲜电商”及服务于单一地区的“本地型生鲜电商”。目前,最受欢迎的当属“一站式生鲜电商”,从 SKU 数量及配送时间来划分,其又粗略形成了三个细分赛道。\n其一,是以 Amazon 及 Ocado 为代表的超大型综合性生鲜杂货零售平台,此类玩家的特点是送货时间较长,但 SKU 可达50,000左右。在 CNBC 的一篇采访中有研究者提到,这类超级玩家在欧洲生鲜市场更有可能成为最终的并购者。\n其二,是以 Rohlik、Picnic、Cortilia 等为代表的平台,这类玩家 SKU 通常在30,000以下,配送时间在1-2小时。由于欧洲用户大多倾向于按周采购食品杂货,因此这类货品足够丰富、配送时间更短的平台也一直广受欢迎。头号玩家 Ocado 也在布局该赛道,此前该公司推出了 Ocado Zoom 业务,承诺订单可在60分钟内送达。\n最后一类是国内较为常见的“即时配送”,在欧洲市场也是当下最受投资者追捧的细分赛道之一。“即时配送”平台通常可做到10-30分钟内送货,SKU 数量一般在数千级别,代表玩家有 Weezy、Getir、Gorillas 等。就在本周三,估值为75亿美元的土耳其生鲜电商 Getir 宣布正在洽谈收购总部位于巴塞罗那的“即时配送”生鲜电商平台 Blok。\n国内生鲜电商战局已到中场,但欧洲市场的故事或许才刚刚开始。\n文|常薇倩\n编|赵小纯\n图|Unsplash\n\n\n寻求报道、与作者交流、商务合作、投稿转载,请扫描下方二维码关注公众号“36氪出海”,点击菜单栏-联系我们-合作需求,扫码填写表单,与我们联系。","news_type":1,"symbols_score_info":{"MF":1}},"isVote":1,"tweetType":1,"viewCount":1854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156163398,"gmtCreate":1625202915714,"gmtModify":1703738294684,"author":{"id":"4087217606700880","authorId":"4087217606700880","name":"abby1988","avatar":"https://static.tigerbbs.com/0710f79b437227ced5c801d92f93d1d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087217606700880","authorIdStr":"4087217606700880"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BB\">$BB 20210820 16.0 CALL(BB)$</a>?","listText":"<a href=\"https://laohu8.com/S/BB\">$BB 20210820 16.0 CALL(BB)$</a>?","text":"$BB 20210820 16.0 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","listText":"Buy? ","text":"Buy?","images":[{"img":"https://static.tigerbbs.com/66e93805eee5bb92c89d2b9f990b605a","width":"1080","height":"2060"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/154074762","isVote":1,"tweetType":1,"viewCount":1595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":155939318,"gmtCreate":1625367851134,"gmtModify":1703740850415,"author":{"id":"4087217606700880","authorId":"4087217606700880","name":"abby1988","avatar":"https://static.tigerbbs.com/0710f79b437227ced5c801d92f93d1d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087217606700880","authorIdStr":"4087217606700880"},"themes":[],"title":"","htmlText":"Hehe","listText":"Hehe","text":"Hehe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/155939318","repostId":"2148800392","repostType":2,"repost":{"id":"2148800392","kind":"highlight","pubTimestamp":1625365798,"share":"https://ttm.financial/m/news/2148800392?lang=en_US&edition=fundamental","pubTime":"2021-07-04 10:29","market":"hk","language":"zh","title":"Missfresh is dying in the secondary market, but Europe has gained another fresh food unicorn.","url":"https://stock-news.laohu8.com/highlight/detail?id=2148800392","media":"36氪出海","summary":"欧洲生鲜电商市场还有更多故事可讲吗?","content":"<p><html><body><div><strong>This article was first published in<a href=\"https://laohu8.com/S/KRKR\">36Kr</a>Welcome to our overseas website!</strong><strong>letschuhai.com</strong><strong>Learn more about global business.</strong></p><p><img src=\"https://img.36krcdn.com/20210703/v2_94c8d1d975d947ea9168a54226110ffd_img_png\"/></p><p>According to foreign media reports, Czech fresh food e-commerce brand Rohlik announced this week that it has just completed a Series C financing round of approximately $118 million, led by global venture capital firm Index Ventures. Following this round of financing, Rohlik's valuation has reached nearly $1.2 billion, making it another unicorn in European fresh food e-commerce.</p><p>Three months before completing this round of financing, the company had just secured $230 million in Series B funding. The funds from the two consecutive rounds of large financing have focused on market expansion. Currently, Rohlik's main base is the Czech Republic, and it has already entered the Hungarian and Austrian markets. The next step is to expand its services to Munich, Germany.</p><p>In addition to market expansion, Rohlik also plans to use the funds for team building, technology updates, and product line expansion. In the future, the company also plans to expand its market reach to Romania, Italy, France and Spain, with the goal of becoming a leading fresh food e-commerce platform in Europe.</p><p><h3>Rohlik Who is it?</h3>Founded in 2014, Rohlik provides \"2-hour delivery\" fresh food delivery services to target market users. With changes in people's consumption behavior, Rohlik, which had been dormant in the Czech Republic for six years, ushered in a period of rapid development. According to Rohlik CEO Čupr, the company had total revenue of over $360 million in 2020, more than 750,000 users, and an average order value between 60 and 100 euros.</p><p>Delivery service is a major feature of Rohlik in its target market. Its delivery time is from 7:00 AM to 11:00 PM, and shipping is free on orders over $55. In addition, Rohlik can accurately determine the estimated delivery time to 15 minutes, while platforms like Hema Fresh in China have an estimated delivery time range of 30 minutes.</p><p>In an interview, Rohlik CEO Čupr stated, \"A major reason for the downturn in the European fresh food and grocery delivery industry in the past was that the products were too limited, almost identical to those in traditional chain supermarkets. In contrast, Europeans prefer to select goods in person.\"</p><p>Therefore, in terms of business model, Rohlik adopts a full-category model of \"self-operated + third-party joint supply\" to enrich the platform's SKUs. Besides with<a href=\"https://laohu8.com/S/MKS.UK\">Marks & Spencer</a>In addition to cooperating with large supermarkets, it also collaborates directly with small physical businesses such as local butcher shops, bakeries, and seafood markets, and even with farmers.</p><p>To date, in addition to its own brands of dairy products and meat, Rohlik offers more than 17,000 other SKUs, covering vegetables and fruits, bread and cheese, seafood and fish, as well as a variety of everyday items such as medicines, clothing, and kitchenware.</p><p><img src=\"https://img.36krcdn.com/20210703/v2_54f66a2d5e464f389f933e4b6f076b3d_img_png\"/></p><p>Screenshot from Rohlik's official website</p><p>In terms of freight transportation, Rohlik collaborates with advanced European companies.<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>A cold chain logistics technology provider has partnered to use a classified and precise temperature control solution to transport goods directly from the production site to Rohlik's warehouse. According to the official website,<a href=\"https://laohu8.com/S/000061\">agricultural products</a>It takes as little as 6 hours from picking to delivery to the customer.</p><p>By combining multi-market layout, integrated supply chain, and cold chain logistics technologies, Rohlik is able to balance the supply of goods to a greater extent according to market demand. In addition, in an interview with TechCrunch, Čupr mentioned: \"Local small businesses and farmers partnering with tech companies like Rohlik can effectively increase current sales and may help local areas achieve economies of scale.\"</p><p><h3>Europe or a blue ocean?</h3>As the last blue ocean in the e-commerce market, fresh food has become a new stage for entrepreneurs and investors. In addition to Chinese fresh food e-commerce companies going public amidst fierce competition, venture capital news from other markets has also frequently appeared in the past two years.</p><p>According to PitchBook data, fresh food e-commerce startups received a total of $7 billion in investment in 2020. The pace of investment continued to accelerate in 2021, with total investment reaching $10 billion by Q2.</p><p><img src=\"https://img.36krcdn.com/20210703/v2_c565ad5c60824a3d864bf87e96926e1a_img_png\"/></p><p>Total investment in the global fresh food e-commerce sector. Source: PitchBook</p><p>In terms of market potential, Europe can be considered a fertile ground with both online shopping penetration rate and consumption power. According to a Eurostat survey, online shopping penetration among people aged 16-54 in Europe is close to 80%. Among the 55-74 age group, the online shopping penetration rate also exceeded 55%, and the amount of online spending among the survey respondents in the past three months was between $100 and $500.</p><p>However, in stark contrast to online shopping penetration, the penetration rate of fresh food e-commerce in Europe is extremely low.</p><p>A Nielsen survey showed that even during the strict lockdown imposed in the UK in January this year due to the pandemic, only 16% of grocery sales in the UK were made online, but this figure has reached a record high. In European countries as a whole, the proportion of fresh groceries sold online is even lower, accounting for only 2%-8%.</p><p>As market demand is gradually explored, the prototype of the European fresh food e-commerce market is slowly emerging. Overall, players can be divided into \"one-stop fresh food e-commerce\", \"vertical fresh food e-commerce\" that sells a single category, and \"local fresh food e-commerce\" that serves a single region. Currently, the most popular is \"one-stop fresh food e-commerce,\" which has roughly formed three sub-sectors based on the number of SKUs and delivery time.</p><p>Firstly, there are ultra-large comprehensive fresh food and grocery retail platforms represented by Amazon and Ocado. These players are characterized by long delivery times, but their SKUs can reach around 50,000. In a CNBC interview, a researcher mentioned that these super players are more likely to become the ultimate acquirers in the European fresh food market.</p><p>Secondly, there are platforms represented by Rohlik, Picnic, Cortilia, etc. These types of players usually have SKUs below 30,000 and delivery time is 1-2 hours. Since European users mostly tend to buy groceries on a weekly basis, platforms with sufficient stock and shorter delivery times have also been popular. The number one player, Ocado, is also entering the market, having previously launched Ocado.<a href=\"https://laohu8.com/S/ZM\">Zoom</a>Our business promises that orders can be delivered within 60 minutes.</p><p>The last category is \"instant delivery,\" which is more common in China and is one of the most popular sub-sectors among investors in the European market. \"Instant delivery\" platforms can typically deliver within 10-30 minutes, and the number of SKUs is generally in the thousands. Representative players include Weezy, Getir, Gorillas, etc. Just this Wednesday, Turkish fresh food e-commerce giant Getir, valued at $7.5 billion, announced that it was in talks to acquire Blok, a Barcelona-based \"instant delivery\" e-commerce platform.</p><p>The domestic fresh food e-commerce battle has reached its midpoint, but the story of the European market may only be just beginning.</p><p>By Chang Weiqian</p><p>Edited by Zhao Xiaochun</p><p>Image | Unsplash</p><p><img src=\"https://img.36krcdn.com/20210427/v2_8640ecd2df6d4670929a4f5460d9121f_img_000\"/></p><p><img src=\"https://img.36krcdn.com/20210331/v2_9aae9f525fdd4d0bb0e82c167dc46672_img_000\"/></p><p>For reports, exchanges with authors, business cooperation, and submissions for reprint, please scan the QR code below to follow the official WeChat account \"36Kr Going Global\", click the menu bar - Contact Us - Cooperation Needs, scan the QR code to fill out the form, and contact us.</p><p><img src=\"https://img.36krcdn.com/20210331/v2_96a17730b9cc48f7bddcc3cb8ba4366e_img_000\"/></p><p></div></body></html></p>","source":"36kr_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Missfresh is dying in the secondary market, but Europe has gained another fresh food unicorn.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMissfresh is dying in the secondary market, but Europe has gained another fresh food unicorn.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">36氪出海</strong><span class=\"h-time small\">2021-07-04 10:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><div><strong>This article was first published in<a href=\"https://laohu8.com/S/KRKR\">36Kr</a>Welcome to our overseas website!</strong><strong>letschuhai.com</strong><strong>Learn more about global business.</strong></p><p><img src=\"https://img.36krcdn.com/20210703/v2_94c8d1d975d947ea9168a54226110ffd_img_png\"/></p><p>According to foreign media reports, Czech fresh food e-commerce brand Rohlik announced this week that it has just completed a Series C financing round of approximately $118 million, led by global venture capital firm Index Ventures. Following this round of financing, Rohlik's valuation has reached nearly $1.2 billion, making it another unicorn in European fresh food e-commerce.</p><p>Three months before completing this round of financing, the company had just secured $230 million in Series B funding. The funds from the two consecutive rounds of large financing have focused on market expansion. Currently, Rohlik's main base is the Czech Republic, and it has already entered the Hungarian and Austrian markets. The next step is to expand its services to Munich, Germany.</p><p>In addition to market expansion, Rohlik also plans to use the funds for team building, technology updates, and product line expansion. In the future, the company also plans to expand its market reach to Romania, Italy, France and Spain, with the goal of becoming a leading fresh food e-commerce platform in Europe.</p><p><h3>Rohlik Who is it?</h3>Founded in 2014, Rohlik provides \"2-hour delivery\" fresh food delivery services to target market users. With changes in people's consumption behavior, Rohlik, which had been dormant in the Czech Republic for six years, ushered in a period of rapid development. According to Rohlik CEO Čupr, the company had total revenue of over $360 million in 2020, more than 750,000 users, and an average order value between 60 and 100 euros.</p><p>Delivery service is a major feature of Rohlik in its target market. Its delivery time is from 7:00 AM to 11:00 PM, and shipping is free on orders over $55. In addition, Rohlik can accurately determine the estimated delivery time to 15 minutes, while platforms like Hema Fresh in China have an estimated delivery time range of 30 minutes.</p><p>In an interview, Rohlik CEO Čupr stated, \"A major reason for the downturn in the European fresh food and grocery delivery industry in the past was that the products were too limited, almost identical to those in traditional chain supermarkets. In contrast, Europeans prefer to select goods in person.\"</p><p>Therefore, in terms of business model, Rohlik adopts a full-category model of \"self-operated + third-party joint supply\" to enrich the platform's SKUs. Besides with<a href=\"https://laohu8.com/S/MKS.UK\">Marks & Spencer</a>In addition to cooperating with large supermarkets, it also collaborates directly with small physical businesses such as local butcher shops, bakeries, and seafood markets, and even with farmers.</p><p>To date, in addition to its own brands of dairy products and meat, Rohlik offers more than 17,000 other SKUs, covering vegetables and fruits, bread and cheese, seafood and fish, as well as a variety of everyday items such as medicines, clothing, and kitchenware.</p><p><img src=\"https://img.36krcdn.com/20210703/v2_54f66a2d5e464f389f933e4b6f076b3d_img_png\"/></p><p>Screenshot from Rohlik's official website</p><p>In terms of freight transportation, Rohlik collaborates with advanced European companies.<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>A cold chain logistics technology provider has partnered to use a classified and precise temperature control solution to transport goods directly from the production site to Rohlik's warehouse. According to the official website,<a href=\"https://laohu8.com/S/000061\">agricultural products</a>It takes as little as 6 hours from picking to delivery to the customer.</p><p>By combining multi-market layout, integrated supply chain, and cold chain logistics technologies, Rohlik is able to balance the supply of goods to a greater extent according to market demand. In addition, in an interview with TechCrunch, Čupr mentioned: \"Local small businesses and farmers partnering with tech companies like Rohlik can effectively increase current sales and may help local areas achieve economies of scale.\"</p><p><h3>Europe or a blue ocean?</h3>As the last blue ocean in the e-commerce market, fresh food has become a new stage for entrepreneurs and investors. In addition to Chinese fresh food e-commerce companies going public amidst fierce competition, venture capital news from other markets has also frequently appeared in the past two years.</p><p>According to PitchBook data, fresh food e-commerce startups received a total of $7 billion in investment in 2020. The pace of investment continued to accelerate in 2021, with total investment reaching $10 billion by Q2.</p><p><img src=\"https://img.36krcdn.com/20210703/v2_c565ad5c60824a3d864bf87e96926e1a_img_png\"/></p><p>Total investment in the global fresh food e-commerce sector. Source: PitchBook</p><p>In terms of market potential, Europe can be considered a fertile ground with both online shopping penetration rate and consumption power. According to a Eurostat survey, online shopping penetration among people aged 16-54 in Europe is close to 80%. Among the 55-74 age group, the online shopping penetration rate also exceeded 55%, and the amount of online spending among the survey respondents in the past three months was between $100 and $500.</p><p>However, in stark contrast to online shopping penetration, the penetration rate of fresh food e-commerce in Europe is extremely low.</p><p>A Nielsen survey showed that even during the strict lockdown imposed in the UK in January this year due to the pandemic, only 16% of grocery sales in the UK were made online, but this figure has reached a record high. In European countries as a whole, the proportion of fresh groceries sold online is even lower, accounting for only 2%-8%.</p><p>As market demand is gradually explored, the prototype of the European fresh food e-commerce market is slowly emerging. Overall, players can be divided into \"one-stop fresh food e-commerce\", \"vertical fresh food e-commerce\" that sells a single category, and \"local fresh food e-commerce\" that serves a single region. Currently, the most popular is \"one-stop fresh food e-commerce,\" which has roughly formed three sub-sectors based on the number of SKUs and delivery time.</p><p>Firstly, there are ultra-large comprehensive fresh food and grocery retail platforms represented by Amazon and Ocado. These players are characterized by long delivery times, but their SKUs can reach around 50,000. In a CNBC interview, a researcher mentioned that these super players are more likely to become the ultimate acquirers in the European fresh food market.</p><p>Secondly, there are platforms represented by Rohlik, Picnic, Cortilia, etc. These types of players usually have SKUs below 30,000 and delivery time is 1-2 hours. Since European users mostly tend to buy groceries on a weekly basis, platforms with sufficient stock and shorter delivery times have also been popular. The number one player, Ocado, is also entering the market, having previously launched Ocado.<a href=\"https://laohu8.com/S/ZM\">Zoom</a>Our business promises that orders can be delivered within 60 minutes.</p><p>The last category is \"instant delivery,\" which is more common in China and is one of the most popular sub-sectors among investors in the European market. \"Instant delivery\" platforms can typically deliver within 10-30 minutes, and the number of SKUs is generally in the thousands. Representative players include Weezy, Getir, Gorillas, etc. Just this Wednesday, Turkish fresh food e-commerce giant Getir, valued at $7.5 billion, announced that it was in talks to acquire Blok, a Barcelona-based \"instant delivery\" e-commerce platform.</p><p>The domestic fresh food e-commerce battle has reached its midpoint, but the story of the European market may only be just beginning.</p><p>By Chang Weiqian</p><p>Edited by Zhao Xiaochun</p><p>Image | Unsplash</p><p><img src=\"https://img.36krcdn.com/20210427/v2_8640ecd2df6d4670929a4f5460d9121f_img_000\"/></p><p><img src=\"https://img.36krcdn.com/20210331/v2_9aae9f525fdd4d0bb0e82c167dc46672_img_000\"/></p><p>For reports, exchanges with authors, business cooperation, and submissions for reprint, please scan the QR code below to follow the official WeChat account \"36Kr Going Global\", click the menu bar - Contact Us - Cooperation Needs, scan the QR code to fill out the form, and contact us.</p><p><img src=\"https://img.36krcdn.com/20210331/v2_96a17730b9cc48f7bddcc3cb8ba4366e_img_000\"/></p><p></div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://36kr.com/p/1294831386528133\">36氪出海</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/73edaf3c9a3e2c8f22359f6d18274d20","relate_stocks":{"MF":"MindForge Inc."},"source_url":"https://36kr.com/p/1294831386528133","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148800392","content_text":"本文首发于36氪出海网站,欢迎移步letschuhai.com查看更多全球化商业相关资讯。\n\n据外媒报道,捷克生鲜电商品牌 Rohlik 本周发布消息称,其刚刚完成了约合1.18亿美元的 C 轮融资,由全球风险投资公司 Index Ventures 领投。本轮融资完成后,Rohlik 的估值达到了近12亿美元,成为了欧洲生鲜电商又一独角兽。\n在完成本轮融资前三个月,该公司刚刚获得2.3亿美元 B 轮融资。连续两轮大额融资的资金用途重点都在市场扩张上,目前 Rohlik 的主要阵地为捷克,并已进入匈牙利和奥地利市场,下一步计划将其服务扩张到德国慕尼黑。\n除了市场扩张,Rohlik 还计划将该笔资金用于团队建设、技术更新和产品线拓展。未来,公司还计划将其市场范围扩展到罗马尼亚、意大利、法国和西班牙,目标是成为欧洲领先的生鲜电商平台。\nRohlik 是谁?\nRohlik 成立于2014年,为目标市场用户提供“2小时达”生鲜配送服务。随着人们消费行为的改变,在捷克蛰伏6年的 Rohlik 迎来了它的飞速发展期。据 Rohlik 首席执行官 Čupr 介绍,该公司在2020年总营收超3.6亿美元,拥有超过75万用户,平均客单价在60-100欧元之间。\n配送服务是 Rohlik 在目标市场一大特点,其配送时间为7时至23时,订单金额达55美元可免配送费。此外,Rohlik 能将预计送达时段精确到15分钟,国内盒马鲜生一类的平台预计送达时段区间为30分钟。\nRohlik 首席执行官 Čupr 曾在采访中表示:“过去欧洲生鲜杂货配送行业不景气的一大原因是产品太过单一,跟传统连锁商超的货品几乎无异,相比之下欧洲人更倾向于实地挑选商品”。\n因此,在商业模式上,Rohlik 采用“自营+第三方联合供货”的全品类模式来丰富平台 SKU。除了与玛莎百货等大型商超合作之外,其还与本地肉铺、面包店、海鲜市场等小型实体商家,甚至与农户直接合作。\n到目前为止,Rohlik 除了自有品牌的乳制品和肉类外,还提供其他超过17000个 SKU,涵盖蔬菜水果、面包奶酪、海鲜鱼类以及药品、衣服、厨具等各式日常用品。\n\nRohlik 官网截图\n在货品运输方面,Rohlik 与欧洲先进的智能冷链物流技术供应商达成合作,利用分类精准控温方案将货品直接从生产地运输到 Rohlik 的仓库。据官网介绍,农产品自采摘至送到顾客手中最快仅需6小时。\n通过多市场布局、组合型供应链及冷链物流技术的配合,使得 Rohlik 能够更大程度上根据市场需求来平衡货物供给。此外,在 TechCrunch 的采访中,Čupr 提到:“本地小商家及农户与 Rohlik 之类的科技公司合作,能够有效地提升当下的销量,或许可以帮助当地实现规模经济”。\n欧洲还是蓝海?\n生鲜作为电商市场的最后一片蓝海,已经成为了创业者和投资界的新舞台,除了在厮杀中上市的中国生鲜电商们,近两年其他市场的创投消息也频频出现。\nPitchBook 数据显示,2020年全年,生鲜电商初创公司所获投资资金共计70亿美元。2021年投资的速度还在加快,截止 Q2,投资总额已达100亿美元。\n\n全球生鲜电商赛道投资总额 来源:PitchBook\n从市场潜力上来看,欧洲可以说是线上购物渗透率及消费实力兼具的一块沃土。根据 Eurostat 的调查显示,欧洲16-54岁的群体中,网上购物渗透率接近80%;55岁-74岁的群体中,网上购物渗透率也超55%,调查受访者中近三个月网上消费数额均在100-500美元之间。\n然而,与线上购物渗透率形成鲜明对比的是,欧洲生鲜电商渗透率极低。\nNielsen 的一项调查显示,即便是在今年1月英国因疫情实施严格封锁期间,英国也仅有16%的食品杂货销售是通过线上渠道,但这一数据已经创下了历史新高。就欧洲国家整体而言,生鲜杂货通过线上销售的比重更低,仅占2%-8%。\n伴随着市场需求的逐渐挖掘,欧洲生鲜电商市场的雏形也正在慢慢浮现。整体来看,玩家可分为“一站式生鲜电商”、售卖单一品类的“垂类生鲜电商”及服务于单一地区的“本地型生鲜电商”。目前,最受欢迎的当属“一站式生鲜电商”,从 SKU 数量及配送时间来划分,其又粗略形成了三个细分赛道。\n其一,是以 Amazon 及 Ocado 为代表的超大型综合性生鲜杂货零售平台,此类玩家的特点是送货时间较长,但 SKU 可达50,000左右。在 CNBC 的一篇采访中有研究者提到,这类超级玩家在欧洲生鲜市场更有可能成为最终的并购者。\n其二,是以 Rohlik、Picnic、Cortilia 等为代表的平台,这类玩家 SKU 通常在30,000以下,配送时间在1-2小时。由于欧洲用户大多倾向于按周采购食品杂货,因此这类货品足够丰富、配送时间更短的平台也一直广受欢迎。头号玩家 Ocado 也在布局该赛道,此前该公司推出了 Ocado Zoom 业务,承诺订单可在60分钟内送达。\n最后一类是国内较为常见的“即时配送”,在欧洲市场也是当下最受投资者追捧的细分赛道之一。“即时配送”平台通常可做到10-30分钟内送货,SKU 数量一般在数千级别,代表玩家有 Weezy、Getir、Gorillas 等。就在本周三,估值为75亿美元的土耳其生鲜电商 Getir 宣布正在洽谈收购总部位于巴塞罗那的“即时配送”生鲜电商平台 Blok。\n国内生鲜电商战局已到中场,但欧洲市场的故事或许才刚刚开始。\n文|常薇倩\n编|赵小纯\n图|Unsplash\n\n\n寻求报道、与作者交流、商务合作、投稿转载,请扫描下方二维码关注公众号“36氪出海”,点击菜单栏-联系我们-合作需求,扫码填写表单,与我们联系。","news_type":1,"symbols_score_info":{"MF":1}},"isVote":1,"tweetType":1,"viewCount":1854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164954700,"gmtCreate":1624167992700,"gmtModify":1703830037845,"author":{"id":"4087217606700880","authorId":"4087217606700880","name":"abby1988","avatar":"https://static.tigerbbs.com/0710f79b437227ced5c801d92f93d1d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087217606700880","authorIdStr":"4087217606700880"},"themes":[],"title":"","htmlText":"Go heaf","listText":"Go heaf","text":"Go heaf","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164954700","repostId":"1199331995","repostType":4,"isVote":1,"tweetType":1,"viewCount":1470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}