Who has more development potential, Pinduoduo or Taobao?

Give me a knife. A year or two ago, I always received such news links. Knife seems to be an open way to contact familiar strangers in the address book. Recently, shopping has also appeared in some of my WeChat groups. Buying food online seems to be more and more common.

At present, the market value of Pinduoduo is11400 million dollars, that of JD.COM is121500 million dollars, and that of Alibaba is 447 10 billion dollars. You should know that Alibaba not only has Taobao, but also many awesome companies such as Tmall, Juhua, Alibaba Cloud and so on.

How to compare the development potential of the two companies, we compare them from the following aspects:

I. Main business

Pinduoduo and Taobao are both traditional e-commerce, gathering small and medium sellers to sell goods on the platform, which is a rather fierce Red Sea. Taobao is backed by Ali and has rich resources and financial advantages. Pinduoduo is backed by Tencent, but the relationship is not so close. After all, Tencent only invested, but also invested in JD.COM. In terms of background and finance, Taobao won.

The most important thing for e-commerce is the source of goods (whether high-end or fake) and price.

In terms of supply, Taobao has been operating stably for many years, with many sellers. In recent years, it has intensified its anti-counterfeiting efforts and the supply is stable. But at the high end, because of the existence of Tmall, the ceiling of Taobao is destined to be limited. Pinduoduo takes the route of encircling the city from the countryside. Therefore, Pinduoduo has taken a different approach and set up a special subsidy of10 billion yuan. The products here are high-end and authentic, and there is more potential and space for high-end development. In terms of supply, Pinduoduo won.

In terms of price, Taobao shop is not expensive to open, but the search location and advertising costs are expensive, and these costs will eventually be transmitted to the goods. The same is true in Pinduoduo, where e-commerce bonuses have been basically eaten up, and advertising drainage costs are expensive. But Pinduoduo has flow subsidies, and there are tens of billions of subsidies. In terms of price, Pinduoduo won.

Second, corporate culture.

Yesterday, Fan Jiang, the president of Taobao, cheated, and then Jack Ma, the former richest man, finally appeared to travel in Europe. Corporate culture with chivalry and Jianghu atmosphere always makes people uncomfortable. Pinduoduo is pragmatic, but his former chairman Huang Zheng is a romantic. Huang Zheng studied food science and life science when he was studying in Pinduoduo, Duan Yongping in the peak period, and "touched the stones on the road after 10". In corporate culture, Pinduoduo wins.

Third, business promotion ability

Taobao's most popular advertisements appear in the open interfaces of various apps, and many tens of billions of subsidies go deep into various WeChat big V, and more and more people refuse to accept Pinduoduo. Pinduoduo won the game.

Fourth, logistics.

Taobao has a rookie station and a rookie wrap, but it will never be delivered to your door again. There is a lot of logistics news in Pinduoduo recently. First Dayun won the return business of Pinduoduo, and then Extreme Rabbit bought Best Express. Pinduoduo has more choices in logistics, and the express delivery industry is still the Red Sea. In terms of logistics, Taobao wins.

Conclusion: On the whole, I think Pinduoduo has more development potential. Although Taobao is stable and introverted now, it also has considerable limitations.

At present, live e-commerce is becoming more and more popular, and interested e-commerce is also coming. Tik Tok is eyeing up, and there are wolves in front and tigers behind. And we consumers just want to buy good goods, low prices, convenient express delivery and good business service. I'll buy whoever is good.