公众号豆豆says
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
瑞幸一夜暴涨25%,你怎么看瑞幸后续发展?
瑞幸三季度财报门店层面实现盈利,上周五一夜暴涨25%,你看好瑞幸未来股价发展吗?瑞幸是否有能力打败星巴克?
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。
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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
什么也没有了~
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