$瑞幸咖啡(LK)$_老虎社区_美港股上老虎

2019-07-10

$瑞幸咖啡(LK)$仔细研究了瑞幸的战略，只能说是压力下的无奈之举，主业看盈利能力长期为负，开店越多烧钱越快，且随着店面数量增长质量边际下降，以中国现在的咖啡消费状态实在难以为继，所以开边池做咖啡机和茶饮，问题是咖啡机巨头林立壁垒高深，并不是一个能见效特别是短期能见效的市场，于是高毛利高扩散的茶饮就成了最后的救命稻草。但是茶饮市场真的是一个更好竞争的市场吗？恐怕很难这么讲吧。。这公司让我想到聚美，核心竞争力不存，短期凭借资本的力量尚可以维持扩张的样子，长期价值回归甚至清零都不在话下...可悲

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精彩评论

wky
2019-07-11
wky
这么多门店开着多卖点啥总能多赚点，我们公司附近就有4家店有一家问了店员一天不到100杯[捂脸]
- 啊呜喵喵喵:
  我公司附近一家，估计一天最少800-1000单。我点过几次（中午时段），号子最低500多，高的时候850
股市小滑头
2019-07-11
股市小滑头
店开的多其实是个骗钱的过程
小脑斧大王
2019-07-11
小脑斧大王
是啊，一个新公司这么快拓展业务线，只能是遇到了无法克服的困难
14亿少女的梦
2019-07-11
14亿少女的梦
感觉瑞幸不扩张可能死的更快

发表看法

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