悦刻因为法案销售模式_老虎社区_美港股上老虎 - 老虎社区

吞金巨兽利维坦

悦刻因为法案销售模式和增长模型被锁死在线下，导致了基本面和增长空间被破，所以才大幅下跌。但我最近观察悦刻线下铺的确实比较快，远超对手，反转并体现在业绩上需要时间，另外线下扩店和经销模式，对于供应链管理的要求远超之前，这些都是成本，业绩大反转我观察应该要到年底。另外需要观察后续政策的发展，明年年初相关法案可能落地

@WINMONEY：$RLX科技(RLX)$那次政策风向苗头一变，此股立马连续直下，随即股价腰斩；再反观$滴滴(DIDI)$当前的困境是悦刻的十倍有余，股价也没有说被腰斩，反而反抗很强烈。这说明什么，反正我是在这tnn的股票上损失了挺多的，学费交的太痛了！

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娃们的学区房
2021-07-17
娃们的学区房
禁止线上销售，对relx是因祸得福，因为线下扩张更容易建立起规模竞争优势，并且在当前线下稀缺靠谱创业项目的今天，电子烟是非常合适的一个载体，并且不受网络冲击，很多人会开店的，无疑增加了头部品牌的势能。现在是至暗时刻，大家耐心等待吧，价值总会回归的。
- 吞金巨兽利维坦:
  因祸得福谈不上，线下和线上是两种生意，这思路变过来代价都非常高。悦刻的估值需要基于线下经营模式进行重构，售后和老客维护放线下的成本太高了。另外电子烟的正常高压线落在销售运营侧，虽然现在头部的导出钻空子，探索用老的微商模式破局，但终归上不得台面。
  破局的关键还在下半年的电子烟立法，不然预期就没法落地，一直吊在半空中。relx真可以考虑开始布局国际化了
  不过我观察上游的思摩尔已经开始反转了，确定性更高

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