$逸仙电商(YSG)_老虎社区_美港股上老虎 - 老虎社区

投行里的币姥爷

$逸仙电商(YSG)$虽然是高瓴持股的公司，但我对该股不看好的很大原因是他做的是快时尚。快美妆的节奏非常快，通过网红KOL可以迅速打开销量和认知，但不代表是可以提升品牌溢价能力。销量不等于溢价，个人觉得他的运营过分看重营销和销量，但美妆行业不是只看销量的行业，普通大众越喜欢、普通大众都去用就不是好时尚。所以我认为估值还是偏高，反而一些小众、有针对性的美妆产品可以长久不衰

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精彩评论

浩sean555
2021-03-22
浩sean555
在这个行业，完美日记的打法是唯一路径，并且运气也在，再看看领导者的背景，未来是不会差的，缺的也会补上的
- 投行里的币姥爷:
  怎么说呢，快时尚的核心是时尚二字。除了时尚其他心智暂不具备，我特地去做了完美品质调研，很多用户表示不会再买，当然也有部分产品获得肯定。但总的来说还是不看好，用户留存率不行。大多数产品线是在浪费钱，就好比在刀尖上行走，很容易死
投行里的币姥爷
2021-03-21
投行里的币姥爷
补充一句，除了保养类、效果类的产品是效果带来粘性外，普通快时尚产品很容易因为变成大众化而死掉
kjleung
2021-03-22
kjleung
我也是有类似看法，逛下小破站上那些对完美日记的产品使用感受视频。再看看完美官网上招聘信息都招什么职位，全是营销运营类。

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