$逸仙电商(YSG)_老虎社区_美港股上老虎 - 老虎社区

$逸仙电商(YSG)$19年净利润7000多万，20年亏损25亿！20年四季度营收19.6亿元，同比增长71.7%，但是20年四季度的营销及营销费用13.8亿元，同比增长200%！四季度的研发费用也同比增长91%！营收的增长在开销面前显得有点投入回报比太拉垮了，也没有说新增了多少线下门店。美妆这条赛道没问题，国货也是未来几年的主流，但是需要一个靠谱的cfo啊。看看后续收购的公司依靠自己的互联网dtc模式能不能有个好的发展吧！

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精彩评论

可乐2018
2021-03-16
可乐2018
拜托不要用25亿好嘛？其中一大半是股权激励的……不懂就别瞎闹
- 如歌浅谈:
  那你让他财报里别这么写啊，他这么写，我重复一遍有错？
fresh840
2021-03-16
fresh840
担心是下一个聚美优品啊，和曾经的聚美优品有什么区别吗？
子幕
2021-03-17
子幕
若就单单靠营销拉动增长，迟早要像三只松鼠一样被人抛弃。
fresh840
2021-03-16
fresh840
这个就是个赌博的股票，发展得好，可能一飞冲天，不好很快会掉的渣都不剩
kjleung
2021-03-17
kjleung
答案就是，这公司厉害的是产品还是营销？

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