$瑞幸咖啡(LK)$_老虎社区_美港股上老虎 - 老虎社区

$瑞幸咖啡(LK)$ 消费品本质还是要回归价格。瑞幸12块钱一杯，我觉是合理的价格。问题的关键是12元就会亏损。它的品控看不到提价空间，补贴前路漫漫。咖啡其实是一种文化输出，中国的咖啡市场，也不是那么好教育好开垦的。这是基因里的东西。并且随着G2时代到来，大国博弈的背景下，消费品文化的入侵不会像以前那么容易。

我对这事儿有想法

抛出一个观点、一种看法，虽然不一定对，也想听听虎友怎么看！

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

2e7fe575
2019-05-23
2e7fe575
瑞幸的咖啡，最多也就值十几块，跟肯德基和麦当劳早餐套餐配的咖啡一个水平，都很难喝，不补贴很难有人经常喝吧
- tms回复2e7fe575:
  我知道啊，我只喝麦咖啡的美式经典，也是什么都不加。配餐那个最大的问题是咖啡本身太差
- 2e7fe575回复tms:
  因为配餐的除了咖啡啥都没加，而且不是好咖啡豆，你可以试试麦丹劳现磨的，味道比瑞好多了，我自己买过各种等级的咖啡豆，很负责任的说，瑞家的咖啡豆，真心不好，第一次喝的时候都怀疑他用的速溶咖啡粉，哈哈哈
- tms:
  那个配餐咖啡苦的没法喝，直苦不香，真难喝
A股专家
2019-05-23
A股专家
以前研究过，论高端打不过星巴克，论低端搞不过全家KFC麦当劳的咖啡。所以必败无疑
老陆点五
2019-05-23
老陆点五
我是吃大蒜的，没有喝咖啡的习惯。
翻斗乐
2019-05-23
翻斗乐
还不如改开连锁奶茶店[龇牙]

发表看法

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