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上线外卖业务,Grab会成为东南亚下一个滴滴吗?

刚刚完成东南亚 Uber 公司的收购,Grab公司近日正式就推出了该地区的外卖业务 Grab Food。此前,Grab Food 的测试版已经在包括泰国的一些东南亚国家上线,作为收购协议的一部分,Uber Eat 在东南亚的业务也将由Grab接管,如今外卖业务在新加坡上线,并计划在未来几个月内占领东南亚的 6 个核心市场。

今年 3 月,Grab 宣布收购竞争对手Uber 在本土的业务。Grab 公司在声明中提到,加入外卖业务是其大战略发展“一个相互联结的消费者服务生态系统”的一部分,目的也是为了“让人们的日常生活更便利”。

GrabFood 的服务将与奖励计划 Grab Rewards 连接起来,对用户的忠诚使用进行奖励。此外,Grab不仅可以允许用户提前下单,也没有起送价的限制。支付方式也很灵活,现金、银行卡或者 GrabPay 均可完成支付。目前,除了新加坡是独立的应用程序,在其他提供摩托车出行服务的国家,GrabFood 的外卖业务是内嵌在 Grab 程序里面的。

解决掉了Uber在打车业务上的烧钱竞争,在外卖领域,Grab还需要面临其他强劲的竞争对手。东南亚的外卖市场已经有 Go-Jek 的GoFood、 Foodpanda、Honestbee 和 Deliveroo 虎视眈眈,Grab Food的强势加入,会让外卖市场的竞争更加激烈。

Grab的最大竞争对手Go-Jek, 这家印度尼西亚出行领域的独角兽,在占领了摩的市场后,也开始横向拓展业务,送餐、快递、购物,什么都做。在谷歌和腾讯的支持下,已经有明确计划拓展业务到四个新市场,这一轮扩张 Go-Jek 将投入5亿美元。他们将以合作的方式,将控制权交给当地的创业团队。

除此以外,对于刚刚完成收购的Grab来说,来自监管方面的担忧、收购带来的内部人员的调整消化,以及消费者对市场缺乏竞争等等一系列担忧,都使得新时期的Grab发展格外引人注目。

据华尔街日报的消息,与其坐等竞争,Grab公司将以100亿美元的估值寻求新一轮10亿美金的融资。这将意味着,相比去年7月向软银和滴滴获取20亿美元融资时的估值60亿美元,Grab公司估值有大幅增长。

网约车做外卖早已不是先例,Uber的送餐服务UberEats早在2015年已经试水,今年4月滴滴公司也在部分城市加入了外卖业务试点。而Uber的物流部门透漏,UberEats 2017年第四季度为公司贡献了10%,也就是11亿美元的收入。继打车业务之后,外卖可能是另一剂强心针,为Grab在东南亚的金融业务GrabPay打开新的市场。

Fresh from completing its acquisition of Uber’s Southeast Asia business, ride-hailing firm Grab has officially launched its food delivery business — GrabFood — today.

The service is already available in beta in a handful of countries, including Thailand, but now it is available in Singapore (Grab  HQ) with plans to reach Grab’s core six markets in Southeast Asia in the coming months. As part of its acquisition of Uber Southeast Asia, Grab took charge of UberEats in the region and moved its merchants and customer base to GrabFood before shuttering the Uber  service.

GrabFood is available as a standalone app in Singapore, but in countries where Grab offers motorbikes on-demand the service is integrated into the core Grab app. The service will compete against the likes of Deliveroo, FoodPanda, Go-Jek’s  GoFood, and others.

The GrabFood service is also tied to Grab’s rewards and loyalty program — GrabRewards — and customers can use cash, cards or GrabPay to pay for their orders. Two notable features allow customers schedule orders in advance while there is also no minimum spend on orders.

Grab announced a deal to buy rival Uber’s local business in March, although the deal itself doesn’t seem to have progressed quite as smoothly as expected. As TechCrunch reported last month, a mixture of regulatory concerns, disgruntled employees scheduled to transition to Grab and consumer concern at the lack of competition have weighed on what is Grab’s coming-of-age moment.

Nonetheless, Grab said in a statement that its move into food delivery is an important part of its strategy to develop “an interconnected ecosystem of consumer services to make the everyday lives of people easier.”

Removing Uber may have made that goal more realistic, but Grab will face competition regionally after Go-Jek, the market leader in Indonesia that’s backed by the likes of Google and Tencent, confirmed plans to expand to four new markets imminently. Go-Jek is putting $500 million behind that expansion, which it said will be modeled on a partner approach that gives local founding teams full control of the business in each new country.

Rather than standing still, Grab is reported to be raising $1 billion in fresh funding at a valuation of $10 billion, according to the Wall Street Journal. That would represent a significant increase on the $6 billion valuation that Grab commanded when it gobbled up $2 billion from SoftBank and China’s Didi Chuxing last July.

Go-Jek, meanwhile, recently raised around $1.5 billion from a list of investors that include Tencent, JD.com, Google, Allianz, Meituan and Singapore-based funds GIC and Temasek.


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