$好未来(TAL)$_老虎社区_美港股上老虎 - 老虎社区

$好未来(TAL)$今年正式成为一个一年级小学生家长。体验了学而思的产品及服务。辅导老师具有强大的续签约能力。存量用户，签约率高，很难离场。每年都有新的用户加入。这才11月不到，已经让预交春季和秋季学费了。线上课收费相当于线下八折，但占用的资源少很多。线上课利润空间很高。持续扩张线上，有利于利润率改善。线上课程向四五线蔓延的市场空间还很多。

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

梧妤
2019-10-29
梧妤
老师的差异化是瓶颈
- 梧妤回复PP虎:
  我家都上过，线上是好些，小人倒是更喜欢面对面。
- PP虎:
  所以我更加看好线上业务。我选的线上班。身边有很多同年级读线下的。线下一对20 线上一对200。课程大纲同步，线上课都是按讲的最好的老师来直播。
雪飘飘
2019-10-28
雪飘飘
建议你好好看一下财报会议纪要，看看他们自己怎么评论的今年线上业务情况如何，还有他们的推广线上业务的营销费用增加了多少，还可以上网搜搜暑期的促销，猿课程夺走了他们多少市场份额
STARRINESS
2019-10-29
STARRINESS
已阅
- 白蚁ss:
  [呆住]
指东针
2019-11-01
指东针
低龄小孩最好线下，线上精力不集中，互动差，氛围低。
弘zhao
2019-10-29
弘zhao
你这是让教委来啊
脱离引力
2019-10-29
脱离引力
依然需要观望

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