$名创优品(MNSO_老虎社区_美港股上老虎 - 老虎社区

$名创优品(MNSO)$一年了，我感觉这是今年上市质量最高的公司了。我看好。就是防止股价被爆炒，然后高位接盘。股权架构很稳定，随着中国零售店的复苏，业绩好转是板上钉钉的事情。模式也很看好，超过了晨光文具，无印良品，以至于无印良品也开始魔方他了。持续盈利能力很不错。就看有没有竞品公司能够跑出来了。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

winwinlee
2020-10-11
winwinlee
作为女生，我经常逛名创优品。我自己也会买一些性价比很高的牙刷化妆盒，拖鞋，刘海粉等。先说好的，物美价廉，可以作为逛街的最低花销标准。名创优品也在卖零食，有点儿良品铺子的味道了。在名创优品没有秘密那本书里写的，他们不用明星代言，但是事实上最近还是请了王一博呀，而且网上的评论也很好。
- 降龙无悔:
  我跟你说，我们这边这些店生意都是非常冷清，差不多要倒闭。租金昂贵，营业额低
winwinlee
2020-10-11
winwinlee
但是名创优品卖的东西大部分都不是生活必需品，在经济下行的时候这部分可有可无的消费会减少。有些店一米宽的货架摆到顶全部是同一个鲨鱼玩偶，这让我挺担忧新品sku受欢迎的程度。没有接触过加盟商，他们才是最关键的，毕竟名创优品收入都靠不停的开新店。
小跳蚤
2020-10-12
小跳蚤
从一元店精品店，到抄袭日本，连logo都抄优衣库，个人觉得没什么前景，又不是高科技
- 真的英雄:
  我就说这个logo眼熟，原来是抄袭优衣库
old_gun
2020-10-12
old_gun
属于大消费，赛道还可以，但是发行价过高，暂时观望
renyi122
2020-10-12
renyi122
这种店怕是会像瑞幸咖啡一样夸大报表，虚增利润，哪有那么好干啊
old_gun
2020-10-12
old_gun
如果真好，机构大户早把筹码吃得差不多了，还用向散户拼命推销？？

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