瑞幸要销量还是价格？

非一般股民

$瑞幸咖啡(LKNCY)$ 市场目前对瑞幸咖啡的盈利预测大多是基于目前的杯单价，是静态的，但市场忽视了库迪不构成威胁后，瑞幸重拾定价能力，就像他在22年和23年一季度那样，单价提高1元，将带来20亿以上的利润增长。目前瑞幸咖啡的杯单价相对于奶茶仍然偏低，有价格优势，这或许是瑞幸咖啡最大的预期差吧，个人觉得，这只是时间的问题！

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精彩评论

白莲花财经
01-04
白莲花财经
同意
奥古斯丁合格
01-03
奥古斯丁合格
非常同意

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