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俞敏洪突然猛砸百万 大批员工发财了

木易 2026-06-22 10:22
木易 2026/06/22 10:22

邦小白快读

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本文核心讲俞敏洪兑现承诺砸150万送10名新东方基层员工去南极旅游的事件,同时披露了东方甄选当前的转型现状,普通读者可获得这些核心干货:

1. 事件来龙去脉:去年俞敏洪在南极发内部信,被网友调侃“老板看企鹅,员工加班”,当时他承诺第二年送10名基层员工去南极,外界都以为是画饼平息舆论,俞敏洪此次确实兑现了承诺,仅一线员工和老师可参与抽奖获得船票。

2. 事件发生的背景:近期东方甄选多位头部主播接连离职,董宇辉自立门户后,今年4月又有四位主播集体出走,团队士气受到明显影响,俞敏洪除南极游外,还发出价值约5.49亿港元的股份奖励绑定核心员工,做三年长期绑定。

3. 新东方企业文化特点:一直允许员工吐槽内部问题,此前员工改编歌曲讽刺管理问题,俞敏洪不仅不生气还奖励员工,这种开放包容的文化和大多企业形成鲜明反差,也让不少打工人十分羡慕。

本文对品牌商了解直播电商品牌转型、团队管理和品牌营销有不少干货,核心内容如下:

1. 品牌营销层面:俞敏洪兑现员工南极游承诺,既稳定了内部团队军心,又收获了全网好感,免费为东方甄选带来了正向品牌曝光,属于一举两得的公关营销,对品牌做事件营销有较高参考价值。

2. 业务转型方向:东方甄选目前已经完成阶段性转型,自营产品GMV占总GMV的52.8%,成为稳定的营收基本盘,证明做自营产品能提升品牌抗风险能力,是品牌转型的可靠方向。

3. 渠道建设方向:东方甄选正在搭建全域零售体系,自有App沉淀用户占比达18.5%,同时布局线下体验店做品牌实体承载,加码即时零售补充复购履约,给多渠道品牌建设提供了可参考的清晰路径。

4. 团队管理方面:在头部主播流失后,通过大额长期激励绑定基层骨干,能够快速稳定团队,适合转型期的品牌参考。

本文对做直播电商、布局全域零售的卖家有不少实操参考干货,核心内容如下:

1. 风险提示:依赖头部主播的商业模式不确定性非常高,东方甄选已经遭遇多位头部主播接连离职的问题,直接影响了团队士气和业务稳定性,卖家需要注意避免过度绑定单个或少数头部IP,降低经营风险。

2. 机会提示:当前全域零售是直播电商的核心增长方向,东方甄选的布局路径可直接参考:直播间做流量曝光,自有App沉淀自有用户,线下门店做用户体验,即时零售做日常复购,这套体系能有效降低对外部平台的流量依赖。

3. 团队管理参考:头部主播出走后,卖家可通过大额长期激励绑定基层骨干员工,既能稳定团队军心,兑现对员工的承诺也能提升内部凝聚力和外部口碑。

4. 业务转型方向:大力发展自营产品能打造稳定的营收基本盘,有效提升自身抗风险能力,是值得卖家尝试的转型方向。

本文对对接品牌的生产工厂、想要布局电商的工厂有不少启示干货,核心内容如下:

1. 市场需求层面:当前头部零售品牌越来越重视自营产品布局,东方甄选自营产品GMV占比已经超过总GMV的一半,说明未来会有越来越多的零售品牌加大自营产品的开发力度,能给工厂带来更多长期稳定的代加工订单需求。

2. 商业机会层面:东方甄选正在拓展线下门店、即时零售等新渠道,对产品的sku设计、小批量多批次交付能力有新的要求,工厂可以针对性调整自身的生产和设计能力,适配品牌方的新需求,获取更多合作机会。

3. 数字化和电商转型启示:工厂想要推进数字化转型、做自有电商业务,核心需要稳定的核心人才支撑,可以参考东方甄选的做法,通过长期大额激励绑定骨干员工,同时开放内部沟通氛围,留住人才才能支撑转型顺利落地。

本文透露出当前直播电商行业的新趋势和品牌方的核心痛点,可供服务商参考的干货如下:

1. 行业发展趋势:直播电商行业正在从早期依赖头部主播流量的模式,转向自营产品+全域零售的新模式,越来越多品牌开始脱离外部平台流量依赖,想要搭建属于自己的全渠道用户运营体系,行业整体转型需求旺盛。

2. 品牌客户核心痛点:一是过度依赖头部IP带来的业务不稳定和团队动荡问题,二是单纯依赖外部平台流量长期不确定性太高,需要沉淀自有用户资产,三是转型期团队人心浮动,需要绑定核心骨干稳定组织。

3. 业务拓展方向:服务商可以针对品牌的全域布局需求,推出自有App搭建、线下门店运营、即时零售对接等配套服务,也可以针对品牌的团队激励需求,推出配套的员工福利方案、长期股权设计等相关服务,精准匹配品牌转型的需求,获取更多客户。

本文内容对电商平台商了解商家需求、优化平台运营有不少干货,核心内容如下:

1. 商家核心需求:当前头部品牌商家已经不满足于只在平台做流量转化,越来越希望把平台上积累的用户沉淀到自有渠道,降低对平台流量的依赖,这要求平台调整运营规则,平衡好商家增长需求和平台用户资产的关系,减少商家用户的过度外流。

2. 商家新需求方向:商家对多渠道触达用户、提升用户复购有很强的需求,平台可以针对性推出即时零售、线上线下联动等配套服务,提升对品牌商家的吸引力。

3. 招商和运营方向:当前做自营产品的品牌抗风险能力更强,业务增长更稳定,平台可以将这类品牌作为重点招商对象,同时针对转型期的品牌出台对应的扶持政策,吸引品牌入驻。

4. 风向规避:过度依赖头部主播的商家不确定性更高,主播流失会直接影响商家业务,平台在引入这类商家时需要做好风险评估,避免商家业绩波动影响平台整体营收。

本文记录了东方甄选转型期的最新动向,对直播电商产业研究有不少干货价值,核心内容如下:

1. 产业新动向:原本依靠知识主播IP起家的东方甄选,正在经历从IP驱动到产品驱动、全域驱动的转型,目前自营产品占比已经超过总GMV的半数,同时在自有App、线下店、即时零售多渠道布局,是直播电商行业去IP化转型的最新样本。

2. 行业新问题:头部IP依赖模式的弊病已经凸显,主播流失会直接给品牌带来团队动荡和业务波动,如何在IP走红带动品牌起量后,顺利完成去IP化转型,沉淀自身品牌和用户资产,是当下很多直播电商品牌面临的共同新问题。

3. 新商业模式探索:东方甄选正在探索“直播间曝光+自有App沉淀+线下店体验+即时零售复购”的全域零售商业模式,同时通过长期大额激励绑定基层骨干稳定组织,这套模式未来能否跑通,对整个直播电商行业都有较高的研究价值。

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声明:快读内容全程由AI生成,请注意甄别信息。如您发现问题,请发送邮件至 run@ebrun.com 。

我是 品牌商 卖家 工厂 服务商 平台商 研究者 帮我再读一遍。

Quick Summary

This article centers on Yu Minhong keeping his promise to send 10 grassroots New Oriental employees on an Antarctic trip at a cost of 1.5 million RMB, while also disclosing New Oriental Online's current transition progress. Key takeaways for general readers include:

1. Background of the trip: Last year, after Yu Minhong posted an internal letter from Antarctica, netizens joked that "the boss watches penguins while employees work overtime." At the time, Yu promised to send 10 grassroots employees to Antarctica the following year, which many dismissed as an empty promise to calm public criticism. This time, Yu followed through: only frontline employees and teachers were eligible to enter a raffle for the tickets.

2. Context of the move: Recently, several top streamers at East Buy have left one after another. After Dong Yuhui established his own studio, four more streamers left collectively in April this year, dealing a clear blow to team morale. In addition to the Antarctic trip, Yu has also rolled out a share reward scheme worth approximately HK$549 million to bind core employees to the company on a three-year long-term basis.

3. Characteristics of New Oriental's corporate culture: New Oriental has long allowed employees to voice internal criticism. When employees adapted a song to satirize management issues in the past, Yu not only did not get angry but rewarded the employees. This open and inclusive culture stands in sharp contrast to that of most companies, and is widely admired by workers across industries.

This article offers valuable insights for brand owners on live-commerce brand transition, team management and brand marketing. Key takeaways are as follows:

1. Brand marketing takeaway: Yu Minhong's fulfillment of the Antarctic trip promise both stabilized internal team morale and won widespread public approval, generating positive free brand exposure for East Buy. This is a win-win PR event that provides strong reference value for brands planning event marketing.

2. Business transition direction: East Buy has now completed a phased transition, with self-operated products accounting for 52.8% of total GMV, becoming a stable core revenue base. This proves that developing self-operated products improves a brand's risk resistance and is a reliable path for brand transition.

3. Omni-channel development direction: East Buy is currently building an omni-channel retail ecosystem. It has accumulated 18.5% of its total users on its proprietary app, while also opening offline experience stores to serve as a physical brand presence and expanding instant retail to fulfill repeat purchase orders. This provides a clear, actionable reference framework for multi-channel brand building.

4. Team management takeaway: Following the departure of top streamers, binding grassroots core talent with large-scale long-term incentives can quickly stabilize the team, a strategy suitable for reference by brands in transition.

This article provides practical actionable insights for live-commerce sellers building omni-channel retail operations. Key takeaways are as follows:

1. Risk reminder: A business model relying heavily on top streamers carries extremely high uncertainty. East Buy has already faced successive departures of multiple top streamers, which directly hurt team morale and business stability. Sellers should avoid over-reliance on one or a small number of top IPs to reduce operational risk.

2. Opportunity insight: Omni-channel retail is now the core growth direction for live commerce, and East Buy's layout path is directly replicable: use live streaming rooms for traffic exposure, accumulate owned users on a proprietary app, operate offline stores for user experience, and leverage instant retail for daily repeat purchases. This system effectively reduces dependence on external platform traffic.

3. Team management reference: After top streamers leave, sellers can bind core grassroots staff with large-scale long-term incentives to stabilize morale; additionally, fulfilling promises to employees boosts both internal cohesion and external public reputation.

4. Business transition direction: Scaling up self-operated products builds a stable revenue base and effectively improves risk resistance, making it a valuable transition direction for sellers to pursue.

This article offers启示 for manufacturing factories that work with brands and factories looking to build their own e-commerce businesses. Key insights are as follows:

1. Market demand trend: Leading retail brands are increasingly prioritizing self-operated product development, and East Buy already generates more than half of its total GMV from self-operated products. This indicates that more retail brands will ramp up self-operated product development going forward, which will bring more long-term, stable OEM order demand for factories.

2. New business opportunities: As East Buy expands into new channels such as offline stores and instant retail, it brings new requirements for SKU design and small-batch, multi-batch delivery capabilities. Factories can adjust their production and design capabilities accordingly to match brand partners' new demands and win more cooperation opportunities.

3. Insights for digital and e-commerce transition: For factories pursuing digital transformation or building their own e-commerce business, stable core talent is the core foundation. Factories can follow East Buy's example: bind core employees with large-scale long-term incentives, and maintain an open internal communication environment. Retaining talent is the foundation for a smooth transition.

This article reveals new trends in the live-commerce industry and core pain points of brand clients, with the following key insights for service providers:

1. Industry development trend: The live-commerce industry is shifting from its early model of relying on top streamer traffic to a new model centered on self-operated products and omni-channel retail. More and more brands are moving away from dependence on external platform traffic and looking to build their own full-cycle user operation systems, creating strong overall industry demand for transformation support.

2. Core pain points of brand clients: First, the business instability and team turmoil caused by over-reliance on top IPs; second, the long-term uncertainty of relying solely on external platform traffic, and the need to accumulate owned user assets; third, team volatility during transformation, and the need to bind core talent to stabilize organizational structure.

3. Business expansion direction: Service providers can develop supporting services tailored to brands' omni-channel layout needs, such as proprietary app development, offline store operation, and instant retail integration. They can also develop supporting services aligned with brands' team incentive needs, such as customized employee benefit plans and long-term equity design, to accurately match brands' transformation demands and acquire more clients.

This article offers valuable insights for e-commerce marketplace operators to understand merchant demands and optimize platform operations. Key takeaways are as follows:

1. Core merchant demand: Leading brand merchants are no longer satisfied with only driving conversions on marketplaces, and increasingly want to accumulate users gained on the platform to their own owned channels to reduce dependence on platform traffic. This requires platforms to adjust operating rules, balance the relationship between merchants' growth needs and the platform's user assets, and reduce excessive user outflow from the platform.

2. Emerging merchant demand: Merchants have strong demand for multi-channel user engagement and improved repeat purchase rates. Platforms can launch supporting services such as instant retail and online-offline integration to increase their appeal to brand merchants.

3.招商 and operation direction: Brands focused on self-operated products have stronger risk resistance and more stable business growth. Platforms can prioritize these brands for招商, and roll out targeted support policies for brands in transition to attract them to settle on the platform.

4. Risk mitigation: Merchants overly reliant on top streamers carry higher uncertainty, as streamer departure directly impacts merchant performance. Platforms should conduct thorough risk assessments when onboarding such merchants to avoid merchant performance volatility dragging down overall platform revenue.

This article records the latest developments of East Buy during its transition period, and offers valuable insights for live-commerce industry research. Key takeaways are as follows:

1. New industry development: East Buy, which originally built its business around knowledge creator IPs, is transitioning from an IP-driven model to a product-driven, omni-channel-driven model. Currently, self-operated products account for more than half of its total GMV, and it has rolled out multi-channel布局 across its proprietary app, offline stores, and instant retail. It serves as the latest industry case of de-IP transition in live commerce.

2. New common industry problem: The flaws of the top IP-dependent model have become increasingly clear: streamer departure directly causes team turmoil and business volatility for brands. How to successfully complete de-IP transition, and build out the brand's own identity and user assets after an IP drove initial brand growth, has become a new shared challenge for many live-commerce brands.

3. New business model exploration: East Buy is testing an omni-channel retail model of "live stream exposure + proprietary app user accumulation + offline store experience + instant retail for repeat purchases", while stabilizing its organization by binding core grassroots employees with large-scale long-term incentives. Whether this model can succeed carries high research value for the entire live-commerce industry.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

跟对老板,少走好几年弯路。

出品 | 电商头条 作者 |木易

很多老板擅长给员工画饼,俞敏洪却不一样,一诺值千金。

去年他因南极之行被网友调侃“老板(俞敏洪)在南极看企鹅,员工却在加班”,随后他公开承诺要送10名员工去南极。

不少人当时以为只是一场网络闹剧,没想到如今他真的兑现了,大手一挥真金白银砸了150万送员工去南极。

又是别人家的老板,让全网打工人羡慕到眼红。

俞敏洪一诺值千金,掏150万送员工

俞敏洪近期在社交平台官宣了一件大事,“抽取10名优秀员工和老师共赴南极。”

其视频显示,在大会现场,新东方有10名员工,每人获得一张价值15万元的新东方文旅南极游轮之旅船票,每个人的脸上都出现了灿烂的笑容。

这10张船票,只有一线员工和老师才有资格参与抽奖。曾被罗永浩称为“铁公鸡”的俞敏洪,之所以出手如此阔绰,还要从去年俞敏洪的一次南极之旅说起。

去年11月,恰逢新东方成立32周年纪念日。彼时俞敏洪正身处南极,向全体员工发出了一封全员信。在信中,俞敏洪借南极企鹅相互扶持越冬,来比喻新东方人,并提出新东方要成为希望的播种者。

谁曾想,这封内部信发出后,却将俞敏洪推到了舆论中心。大批网友调侃,老板在南极看企鹅,员工在工位加班。还有网友统计,内部信全文提到17次“我”和5次“南极”,却对员工当下的工作压力着墨不多。

眼看风波越闹越大,俞敏洪很快出面回应。俞敏洪称,此次去南极是应邀考察,探讨中国青少年自然教育的前景。随后,他还辟谣了外界关于邮轮价格148万元的说法。

随即,俞敏洪表示,打算在明年冬天,选择10个左右的新东方、东方甄选的基层优秀员工,加上东方甄选10个优秀会员,由公司支持到南极来看一看。

彼时,很多网友认为就是老板画饼,仅仅是为了平息舆论争议,才不得已做出的这番承诺,没想到俞敏洪果真说到做。

此情此景,确实羡煞了一批打工人。不少网友认为职场上画饼的老板太多,俞敏洪说到做到并一步步落实,至少说明他没把员工的付出当成理所当然,也愿意为团队的辛苦买单。对于员工来说,这是实打实的福利,也是自己努力奋斗的结果。

但主编认为,这里面似乎也有商业以及流量的成分在。东方甄选自从走红以来一直是舆论焦点,俞敏洪本人也是流量人物。俞敏洪把员工送去南极的行为,相应也会给东方甄选品牌带来曝光和好感度,可谓是两全其美。

员工接连离职,俞敏洪着急了

俞敏洪这次大手笔甩出一百多万送员工去南极,不仅声势浩大,踩中的时间点也颇为微妙。就在前几天,东方甄选的人气主播志胜宣布离职。

自董宇辉经“小作文”风波后自立门户起,一批主播也陆续选择离开。今年4月,明明、天权、中灿、林林四位主播集体出走。不到两年时间,东方甄选多位核心主播相继离场,开始自己开播带货。

其实,东方甄选最初能从直播电商行业里杀出来,靠的不只是商品价格和供应链,还有主播的气质以及内容表达能力。董宇辉、顿顿、明明、天权等主播,都曾是东方甄选“知识带货”时期兴起的一批主播。

如今,头部主播的接连离开,除了备受网友热议之外,在某种程度上也会影响团队士气。正是在这种背景下,俞敏洪和东方甄选开始加大对员工的激励力度。

今年4月底,东方甄选发布公告,宣布向302人授出1930.14万股股份奖励。按当日收盘价计算,这批股份奖励市值约5.49亿港元。

据悉,这些股份激励的总归属期为三年,按每年三分之一的比例解锁,同时需要承授人达成一定的表现目标。也就是说,这还是一种长期绑定。

可以说,东方甄选的未来虽说不需要头部主播,但那些持续做好产品、供应链和运营的员工确实是中坚骨干。

事实上,俞敏洪不是头一回如此大方对待员工。早在2019年,新东方年会上,一首改编歌曲《释放自我》,犀利地讽刺了公司内部的管理问题。但俞敏洪没有动怒,还奖励创作和演出的员工12万元,直言“要直面问题并迅速解决”。

到了2025年,新东方员工又创作《打工人之歌》,吐槽日报周报、业绩导向等职场痛点,俞敏洪依然在社交平台分享。

允许员工吐槽的氛围,未必能解决所有管理难题,但确实让新东方的企业文化区别于很多公司。

东方甄选正在经历转型的阵痛

员工激励固然重要,却只能解决一部分问题。东方甄选能否真正走出转型阵痛期,最终仍取决于业务本身能否跑通。

从最新财报来看,东方甄选有着脱离头部主播后的经营韧性。2026财年上半年,东方甄选实现总营收23.12亿元,净利润2.39亿元。

这份财报里更关键的信号,是自营产品正在成为东方甄选稳定的基本盘。财报显示,自营产品GMV已经占总GMV约52.8%。

这意味着,东方甄选正在把商业模式推进到依靠自营产品的新阶段。

与此同时,渠道上的变化也很明显。

根据财报,东方甄选App贡献的GMV占比已经达到18.5%。这一数据表明,东方甄选正在尝试把用户资产从外部平台沉淀到自己手里。

显而易见,依赖平台流量短期的转化效率高,但长期来看,不确定性也高。因此,东方甄选自然更想在直播间之外,建立更多触达用户的渠道。

东方甄选全国首家线下体验店,位于北京中关村新东方大厦南楼一层,5月21日正式营业。

俞敏洪在开业仪式上提到,线上一个人就可以卖货,线下差不多要雇十个人,赚得更少,但增加了就业岗位和周边居民的便利性。

可见东方甄选做线下,图的不只是销量。它是在为品牌寻找一个真实的承载点,让用户在日常生活的场景中就能直接接触它、使用它。

除了线下门店,东方甄选也在加码即时零售。5月中旬,东方甄选上海即时零售业务开启试运营。

即时零售的价值,在于补上复购和履约。尤其是生鲜、日用等自营品类,天然具备高频刚需属性,更适合通过即时零售形成日常消费入口。

这样一来,直播间制造曝光,自有App沉淀用户关系,线下门店负责消费者体验,即时零售则推动日常复购。也就是说,东方甄选正在搭建一套更接近全域零售的体系。

一家公司接连有人离开,是不是就走下坡路了?东方甄选给出的答案是否定的。它没有困在主播出走的焦虑里,把目光放回了产品、渠道和那些默默干活的普通员工身上。

所以,俞敏洪此次奖励员工南极游一面回应了去年的舆论风波,一面公开激励着基层员工,同时也安抚了转型期里难免动荡的组织人心。

说到底,人员有进出,流量有冷热,这些都不可控。真正能让东方甄选穿越周期的,唯有稳定的组织能力以及过硬的产品。

注:文/木易,文章来源:电商头条(公众号ID:ecxinwen),本文为作者独立观点,不代表亿邦动力立场。

文章来源:电商头条

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