$瑞幸咖啡(LK)$_老虎社区_美港股上老虎

2019-05-21

$瑞幸咖啡(LK)$ 我真的是资深咖啡爱好，愿意喝星巴克，也愿意喝那种高逼格环境50元以上的咖啡，还愿意用12块钱买杯7-11。但是不愿意原价买瑞幸。瑞幸可能是我觉得最送钱的一只股票。它典型的有流量，没用户。流量和用户是两个概念。补贴可以带来流量，可是没有本质的要素可以吸引用户留存，提升忠诚度。难以想象补贴停止的时候，它能成为寡头。滴滴烧了这么几年，好歹出行是刚需，但现在离上市都遥遥无期。Uber也可以参考，资本市场对烧钱带流量却难以获得真正粉丝的模式，以后也不会友好。相比较而言，我觉得中概股网易挺好的。

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

Tony特别帅
2019-05-21
Tony特别帅
因为瑞幸不好喝
- PP虎回复tms:
  不难喝就是跟麦当劳持平只值12元但是卖12就要继续亏
- tms:
  有多难喝？比麦当劳那种免费续杯的咖啡还难喝么？
- PP虎:
  对就是只值12
柳絮飘飘飘
2019-05-22
柳絮飘飘飘
瑞幸胜在，味道不差，店多方便，但是没有用户补贴，不会有人买。
- PP虎:
  这就是不看好的根源补贴一停无法留存用户
稀饭mi
2019-05-21
稀饭mi
又看到你了
- 稀饭mi回复PP虎:
  还有一点，咖啡其实有带社交因素，而瑞幸恰恰没有
- 稀饭mi回复PP虎:
  要是能做空我要买
- PP虎回复稀饭mi:
  对这是核心痛点品控如果不提升烧下去没得价值
- 稀饭mi回复PP虎:
  其实我去体验过，没有补贴我基本不考虑，而且基本没位置坐
- PP虎:
  今天无聊多表达观点
爱发红包的虎妞
2019-06-04
爱发红包的虎妞
你好，原创帖初次加精有小礼物送，欢迎加虎妞的微信tigerbrokers领取
翻斗乐
2019-05-22
翻斗乐
好喝感觉是其次，店开的位置才是关键。否则还不如奶茶店实在
那个我
2019-05-21
那个我
我觉的12都高大多了，5以下我估计[得意]

发表看法

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