2 Galloping polar rabbit , A fall

source ： Deep burning （ID：shenrancaijing） author ： Zou Shuai edit ： Tang Ya Hua

Nearly period of time , Extreme rabbit is not peaceful .

6 month 12 Japan , Jiangsu Changzhou Yiji rabbit outlet was exposed that its boss ran away , Couriers and employees are in arrears 30 More than ten thousand , Many people are sleeping on the floor at the outlet . meanwhile , The goods are overstocked and unattended , Fresh fruit rots , Important documents also remain for a long time . After the event , Although the polar rabbit responded that the polar rabbit agency has settled the wages owed and solved the related problems , But according to previous media reports , Jitu express outlets are in arrears with wages 、 It is not the first time that such events as overstocked express have occurred , There was Nanyang before 、 Chongqing 、 Outlets in Shenyang and other places are suspected “ Thunderstorm ”.

Rabbit express 2020 From Indonesia to China , Rely on the step-by-step system , Adopt low price strategy to expand rapidly , It left a radical and barbaric impression on the outside world . Just entered China 10 Months , The daily single quantity of polar rabbit exceeds 2000 ten thousand , Recently, it was reported that , The daily average business volume of the whole network of Jitu has broken through and is stable at 4000 More than ten thousand . If the data is true , It means that the business scale of Jitu Express has exceeded that of Yunda , Direct pursuit and smooth communication .

however , All the way to the mall , What we get from the consumer side is another evaluation , Some users have offered a low price to Jitu 、 Low service 、 Often lose express labels . According to the state post bureau , Jitu express is 2022 In the first quarter of, the express service satisfaction ranked the bottom .

Apart from consumers , Franchisees are also bearing the pain caused by the barbaric strategy of Jitu .2021 year 10 month , Rabbit express “ Swallow big with small ”, Acquisition of Baishi express , The integration of the two networks has become an important task , And this also makes the bosses who have worked hard to build the Jitu network , I have to share my cake .

According to the 21 Century business report , Jitu has a profit plan , It is expected to break even by the end of this year . after , Polar rabbit IPO Our plan is also on the agenda . Insiders believe that ,618 In the next half month, for Jitu , It can check whether the dual network integration is smooth . so to speak , This period of time is very critical for the rabbit .

Count the topics stirred up by the extreme rabbit in the Chinese market , The price war 、 Rub the net 、 Be boycotted 、 Acquisitions, etc , This has greatly damaged the vitality of "three supplies and one access" , The amount of bleeding done by franchisees . Running into the third year , The problem came to the surface , What should the rabbit do next ？

The polar rabbit in the whirlpool ： Franchisees cry , Consumer complaints

Inward , Extreme rabbit express outlets are exposed to the boss running away , Delay in payment of courier wages .

The issue of salary arrears was exposed from the branch of Jitu express in HUTANG Town, Wujin, Changzhou, Jiangsu . According to the courier at the outlet , from 2022 After every year , More than ten employees did not receive their salaries , Some are in arrears in January , Some are in February ,“ Until now , Almost didn't send it out ”, The total amount is 30 More than ten thousand yuan .

Incident time , Some of the couriers in the outlet left their jobs and went back to their hometown , Some of them stayed at the outlet and slept on the ground waiting for their pay , And the courier holds 11 Months old children came to wait until midnight . According to the employees at the outlet , Now the boss has stopped showing up , The phone has been left unanswered , The extreme rabbit company wants to pull the overstocked goods at the outlet , But was stopped by the courier , People insist on waiting for their wages .

The couriers went on strike , Express backlog . The on-site video screen of the network displays , The backlog of couriers contained court documents 、 Powdered Milk 、 Fresh eggs, etc , Because there was no delivery for a long time , Eggs produce maggots 、 The fruit stinks , There are also many people who come to the outlets to find their own express .6 month 13 Japan , Polar rabbit express responded to the media , The polar rabbit agency has been involved in this matter , At present, the salary owed has been settled 34 ten thousand , The backlog of express mail is expected to be fully handled on the same day . For the rotten and smelly fresh Express , Will compensate the customer for the loss .

From the Jitu network “ Thunderstorm ” Not alone . Starting this year , Many cities have been exposed to problems with Jitu outlets , There was an announcement. , A number of franchise outlets in Nanyang, Henan have closed down , The courier in Yuzhong District of Chongqing was in arrears , The Jitu site, Caocang Road, Dadong District, Shenyang, was also exposed to be in arrears with employees' wages for two months .

It is worth noting that , There is an important time node for the salary arrears event of Jitu outlets ：2022 Year after year .2021 By the end of year , Jitu express announced that 68 Buy Baishi express at a price of 100 million yuan . This means that Jitu and Baishi will slowly complete the dual network integration and business merger , Reflect to the basic level , It must involve the readjustment of Jitu outlets and Baishi outlets .

Lin Jian, a franchisee of Jitu express in South China, told shenran , Since the completion of the acquisition , That is to say 2022 At the beginning of year , He began to lose money , The experience of other Jitu franchisees around him is similar .“ I started to work from the very rabbit , At first, it was a loss , It's not easy to see the light behind , Made some money , The result was the acquisition of .”

Lin Jian said , After Jitu purchased Baishi , The policy he faces is , Jitu asked the franchisee to distribute the territory to Baishi , At the same time, it also has to undertake the huge business volume requirements issued by Jitu , Failure to do so will result in a fine , So it almost starts with the acquisition , He loses 78000 yuan every month . Lin Jian thinks , The continuous loss is the main reason for the outlet owner to run away ,“ When I saw the news, I was thinking , Will I be the next one who can't hold on ？”

outward , The service quality of Jitu Express has also been unsatisfactory . Black cat complaints platform , Complaints about Jitu express include 13000 multiple , The reasons for complaint can be roughly divided into several categories ： Express delivery 、 Logistics stagnant for too long 、 Improper handling of customer service .

It's just 5 month 12 Japan , There is media coverage , Jitu express lost the client's degree certificate and graduation certificate , Finally, only compensation 1760 element . The party concerned, Mr. Wang of Xi'an, tells us , He mailed up to... With the polar rabbit 40 A big package with a lot of catties , But was lost . Regarding this , The extreme rabbit side expressed its willingness to compensate Mr. Wang 10 Times the freight , total 1760 element .

But Mr. Wang said , The value of the items in the package is over ten thousand , It also includes diploma and diploma, two important items that cannot be valued , He asked Jitu for compensation and subsequently handled relevant certificates 、 The cost of making up documents , And his subsequent inauguration due to the loss of his certificate 、 Work 、 Loss of rights and interests caused by education promotion , total 11500 element . After this happened , The relevant person in charge of Jitu express said that he was actively communicating with customers .

The website of the State Post Office has publicly disclosed , stay 2022 In the express service satisfaction survey in the first quarter of , Jitu and Debang ranked bottom . The specific term , Score at 80 More than （ contain 80 branch ） Our company is SF express 、 Jingdong Express 、 Post Office EMS, Score at 76-80 Between points （ contain 76 branch ） Our company is Zhongtong express 、 Rhyme Express 、 Express delivery 、 STO , Score at 74-76 Between points （ contain 74 branch ） Our company is deppon express 、 Rabbit express .

Capture the market with low prices , Eager to walk , The transportation capacity and manpower of the franchised outlets naturally can not keep up , The boss lost money and ran away , Employees are in arrears . meanwhile , The service quality of Jitu has been criticized , As soon as the outlets are in turmoil , There are more overstocks , The service quality is declining again , This forms a vicious circle .

In the past two years ： Three big things , insane “ Stir up ”

Mention the play of Jitu express ,“ savage ”“ insane ”“ radical ” It is a commonly used keyword . This can also be proved by several important events of Jitu express .

The first one is 2020 year 3 month , Jitu express was officially launched in China . In Indonesia , The name of Jitu express is J&T Express, Founder Li Jie was OPPO Indonesia branch CEO.

Li Jie's working style , It is completely consistent with the impression brought by the extreme rabbit to the outside world .2002 year , Li Jie has stepped up ;2008 In, he followed duanyongping, the founder of Bubugao, to OPPO;2013 Li Jie went to Indonesia , In two years' time OPPO Has achieved the second market share .2015 year , Li Jie founded J&T Express, Back to back step by step 、OPPO、vivo Strong distribution network ,J&T Express Soon a bloody path was made in Indonesia . In just two years ,J&T Express Become the first express company in Indonesia , Ranked second in the comprehensive score of Southeast Asia .

The time node for Jitu to march into China , It was at the beginning of the epidemic , At that time, China's express delivery market was approaching saturation , Department of communication 、 Shun Feng 、 Jingdong guards the city separately , This rabbit from Southeast Asia , It doesn't seem to be a cruel role in the climate . however , only 10 Months , Jitu finished the daily order in China 2000 Ten thousand pieces . In addition to relying on step-by-step high-level investment , The rabbit runs fast , Also lies in holding tight to spell a lot , Use a large number of e-commerce pieces to tear a hole in China's express delivery industry .

The second is to provoke a price war .2021 year 3 month , There is media coverage , In Yiwu, Zhejiang , Extreme rabbit reduced the express price of sending one ticket to 1 Yuan of the following . at that time , The price of Yuantong is 1.2 element , sto 1.35 element , Hundred years 1.3 element . Besides provoking a price war , Polar rabbit Huanyin “ Rub the net ” And was resisted by the Tongda Department , Yuantong has issued an announcement requiring outlets to prohibit receiving and sending Jitu express .

2021 year 4 month , The Zhejiang provincial government passed the 《 Regulations of Zhejiang Province on the promotion of express industry 》, It is stipulated that express operators shall not provide express services at a price lower than the cost . Under the policy , The price war started by the polar hare is over . But at the same time , Department of communication , Including SF , Have been greatly weakened by this price war .

The third is the acquisition of Baishi express . As early as when Jitu attacked the city and occupied the land , Baishi has been losing money 、 Be heavily in debt .2021 year 10 month , Hundred years “ prostitution ” The news of Jitu also set off a storm in the express industry . Because this acquisition means that Jitu will take the express industry close to 14% Market share , It is also helpful for Jitu to enter Amoy family with the help of Baishi's inherent resources .

There are comments from practitioners , Jitu express plays an important role in China's express market “ spoiler ” Role , And reap in the churn . The increase of daily average unit quantity can also explain the problem .6 month 15 Japan , According to logistics we media 《 Posthouse 》 The news of , At present, the average daily business volume of the whole network of Jitu has broken through and is stable at 4000 More than ten thousand . According to this year 1-4 Public information of the month , SF's daily order volume is about 2500 ten thousand , zhongtong 5800 Thousands of pieces of , Rhyme 3800 Thousands of pieces of , Tact 4150 Thousands of pieces of , sto 2700 Thousands of pieces of , Jitu has surpassed Yunda , The average daily single volume ranked third .

2021 year , Jitu express plans to be in the United States IPO Out of . In the eyes of the insiders , If Jitu express wants to complete successfully IPO, It's only a matter of time before we can do the single quantity . Analysys logistics industry analyst weijianhui believes that , The polar hare is now in Mexico 、 The Middle East has been aggressively deployed , Probability is also to prepare for listing . meanwhile , The Chinese market is also a big cake , The price of Jitu express is gradually in line with that of Tongda , The purpose is to make our express delivery network more sound .

The next step of Jitu ： Convergence of the two networks , Come to the critical moment

Now , It has been more than half a year since Jitu purchased Baishi , Whether the integration of the two networks can be successfully completed , Is the key to the next move . Wei Jianhui said ,618 In the next half a month , If the polar hare doesn't expose too many problems , Then the acquisition will be smooth .

“ Mainly two points . First, whether the single quantity is continuously stable at the daily average 4000 More than ten thousand ; Two is 618 In the second half of the month, there will be no major problems at all outlets in the country and the timeliness can be maintained . For now , There is no bad news for Jitu .” He said .

however , In the eyes of some franchisees , During the integration of the two networks , The contradiction between Jitu and franchisees cannot be ignored . Lin Jian told shenran about the post acquisition , Several problems faced by Jitu outlets .

One is to be asked “ Cutting territory ” To Baishi . Lin Jian said , Express is a heavy asset business , In the early stage, he spent millions to join 4 Regions , From the very beginning of the rabbit net nothing , To “ Watching the children grow up ”, Suddenly he said he would give half to Baishi , He said it was difficult to accept .

According to the documents flowing out after the acquisition news , Extreme rabbit provides four schemes for the integration of the two networks ： One is to split regions , Become the only franchisee in their respective regions ; Second, if one of the parties rescinds the contract and withdraws , The other party becomes the only franchisee in the region ; Third, joint venture companies are established , Become the only franchisee in the region ; Fourth, if both Yuanji rabbit and yuanbaishi franchisees withdraw , Looking for new franchisees in the agency area . Lin Jian thinks , Either way , For the franchisees who grew up with kuxixi and Jitu , Is not good .

Second, after the acquisition , Many franchisees are facing the loss problem . Lin Jian said , At present, the shipping price of Jitu is 10 cents higher than that of "three supplies, one Da, one ticket" , And the extreme rabbit requires that each site must carry the quantity , If you can't reach it, you will be fined a few cents .“ Of course, there are reward rules , But this award has various item restrictions , I never got it .”

At the same time, he is also operating the outlets of "three supplies and one delivery" ,“ Other brands give me a quota of one day's shipment 1000 ticket , A fine of 50 cents will be imposed for one order missing , The punishment was heavier than the extreme rabbit , But Jitu has ordered ten thousand orders for me in one day . The difference lies in ,1000 I got to the ticket easily , It's more like an incentive , Not for the sake of a fine .”

Under the requirement of high order quantity , Since the acquisition , Lin Jian's site loses sevenoreight thousand a month , But he has other express brands to support , Each brand can earn a month 5-8 ten thousand , A hundred thousand when it's good 、 Twohundredthousand is possible .“ I am now making money from three supplies and one supply to raise Jitu .” He said , There are some shop owners who only do extreme rabbit around. They have given up , Some people even sold their houses .

He introduced , It's not so easy to get out of here . You have to pay the fine first 、 Turn off the site , And to the provinces and autonomous regions 20% The money , At the same time, all employees 、 The customers are all connected to Jitu , No customer resources can be taken away . After the process is completed , The franchise fee is non refundable , The site owner can only get the deposit , Completely leave .

The express industry has a high initial investment , The equipment is also very complicated . Lin Jian calculated his own investment ： Franchise fee 30 ten thousand 、 The deposit 15 ten thousand , There are network construction fees and so on , Add up to 70 ten thousand . Besides , Rent a stall 、 decorate 、 Add equipment such as conveyor belts 、 Computers are also essential , A large part of the expenditure is the purchase of vehicles , He bought more than ten trucks of different models and 20 Multiple tricycles . These costs add up , A total of threeorfour million . When the bosses are going to leave , The disposal of this batch of assets will also cost a lot .

On social media , There are also extreme rabbit franchisees who express the same dissatisfaction .“ The receiving policy of the company increases every month , Has surpassed its peers , But they also set a task for us , If you fail to complete it, you will have to pay a huge fine , Forcing many outlets to lose money to receive .” A Jitu franchisee wrote on the Internet .

before , according to 21 Understanding of the century economic report , Dual network convergence , Of Jitu franchisee “ Concession ” It is not without controversy within the polar hare , But this situation has not further escalated . Some franchisees think that the whole cake of Jitu is getting bigger .

Look at the whole express industry , It's not just a rabbit , Other express franchisees are also facing rising costs 、 The increasing competitive pressure , It's getting harder to survive .

“ This is the characteristic of China's express delivery industry , The interests of franchisees and headquarters need to be balanced .” Wei Jianhui said , The franchise system has gone through these years in China , There is no good or bad in nature , It still depends on the management level of each express company .

Go back to the rabbit itself , How should it go in the future , It is still the concern of the industry . at present ,IPO It's a key node .

According to media reports , The goal of Jitu is more than profit , And the first echelon of Tongda department . Now Jitu has won the third place , Does this mean that Jitu will really shake the existing pattern of China's express industry ？ Weijianhui thinks , Jitu wants to completely change this situation , A new round of capacity capital expenditure is also needed .“ It takes a lot of money , At the same time, it means that Jitu needs to be listed as soon as possible , Obtain new funds for later development . From this point of view , It will take a while .”

No matter what style it is , The express industry is essentially a service industry , If you only use low prices to earn revenue , Use franchisees to get orders , And completely ignore the service and quality , Extreme rabbit may slowly lose trust in the hearts of consumers and franchisees .

* Respondent's request , Lin Jian is a pseudonym .