Hou Yi, the founder of Hema, forwarded the content of Liu Qiangdong's recent small-scale sharing session on WeChat Moments, and said: Liu's supply chain theory is indeed an innovative and leading strategy in the Internet era, but in the mobile Internet era, the supply chain efficiency of self-operated + platform cannot be compared with the supply chain efficiency and service efficiency of Meituan + hundreds of thousands of stores across the country. Hou Yi also said that when he founded Hema in 2015, he always believed that he could not compete with e-commerce in making standardized factory products, so he entered the fresh food track, which e-commerce could not do. However, from Meituan's current business model, it can gather thousands of small stores and negotiate resources and advertising with brands, and the price is lower than that of e-commerce, because the offline share of the fast-moving consumer goods market is much larger than that of e-commerce, and the service experience is better nearby, so it is only a matter of time before Meituan's instant retail surpasses Tmall and JD.com in the fast-moving consumer goods category.