$蓝月亮集团(069_老虎社区_美港股上老虎 - 老虎社区

$蓝月亮集团(06993)$我走访了十几家以上的商标便利店，包含永辉超市，华润万家，人人乐，以及本地的大型连锁超市和便利店，所有超市均无蓝月亮的促销人员，80%的超市货架上蓝月亮产品都是跟稀疏的，甚至好多产品即将过期，超市人员反馈一年四季见不到蓝月亮的人，促销的关键位置基本上见不到蓝月亮的产品，比如说堆头促销墙之类的。大部分超市的关键位置基本上都被立白和纳爱斯的产品占着的，蓝月亮企业的终端渠道市场现状来看正在被逐步蚕食

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

Mr韭
2021-02-28
Mr韭
……随手发的几句话居然上热门了，早知道把调研数据列出来让大家直观的感受了[捂脸][捂脸]
happyricher6
2021-02-28
happyricher6
蓝月亮主要销售领域来源于线上渠道的逐年增长，线下渠道收入占比不超过四成，商超渠道立白，奥妙等品牌是存量渠道占有者。这跟经营策略有关，并不能说明企业未来增长走势。蓝月亮主打的是洗衣液，和他们主打产品线还是有一定差异的。
信手而行
2021-02-28
信手而行
同意作者，投资比的是谁看得远，看得准。作为投资人一定要独立思考，一定要和企业家站在一样的高度上，甚至比他站得更高才能赚到大钱。
小草123
2021-03-01
小草123
5年前网购打折超厉害，大家都抢着买，占领了线上市场。个人也是觉得不可持续。但是你看隔壁拼夕夕，别人越做越大，谢谢东西很难说的，我们都小康了，看不到底层。最好是看财报。
馨懿
2021-02-28
馨懿
家里的洗衣液都是蓝月亮的，个人感觉好用
李秉睿
2021-02-28
李秉睿
没有关注蓝月亮呢，感觉不好用，产品迭代太慢，大型商超也没有促销力度，我要卖了蓝月亮股票。

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