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奋斗二十余
2022-11-20
厦门移动月租59元 包含90G流量1800分钟送500兆光猫路由器免费上门办理上门安装不比你这个好吗?
话费首充100送120 19元月租130G流量
奋斗二十余
2021-12-04
超喜欢厚乳拿铁
瑞幸喘口气,对手已林立
奋斗二十余
2021-04-10
杰克马太高调了 单单就说支付宝转账 余额宝利息这一点动了银行的蛋糕 每年银行少赚多少转帐费 大众不存钱在银行 它怎么投资 这只是其中一方面
罚款182.28亿!市场监管总局处罚阿里巴巴垄断行为
奋斗二十余
2019-07-25
$蔚来(NIO)$
我真的一点都不气 佛系炒股
奋斗二十余
2019-07-02
别人当**生怕人知道 你到好还生怕别人不知道你是** 还吵着向大家要贞德牌牌 !
@董事局主席:$蔚来(NIO)$ 真当大家好忽悠吗?不过蔚来确实牛!史上第一台半成品面世销售的!
奋斗二十余
2019-02-23
$蔚来(NIO)$太废了
奋斗二十余
2019-02-20
$红黄蓝(RYB)$今天可以做空红黄蓝
奋斗二十余
2019-02-11
$红黄蓝(RYB)$上周清了 入了蔚来 有点伤心
奋斗二十余
2019-02-05
$红黄蓝(RYB)$ 未来持续看多 理由是国家已经老龄化国家放宽二胎生育红黄蓝虽有虐童事件但事件已算告一段落
奋斗二十余
2018-12-28
$蔚来(NIO)$刚在路上看到三个人趴在一辆车上看中控室连声称赞说蔚来的各种好!
奋斗二十余
2018-12-28
虐童事件终于结束了!股价长起来吧!
奋斗二十余
2018-11-30
$江南化工(002226)$已经亏了6000多了 科创 独角 重组 三大加持都跌成这样
奋斗二十余
2018-11-28
$金罗斯黄金(KGC)$不是说买黄金避险吗?
奋斗二十余
2018-11-20
$拼多多(PDD)$完了 想做空做不了 现在做多就套上了 希望是假套子 要相信PDD的东西
奋斗二十余
2018-11-18
$红黄蓝(RYB)$暴跌是高官喝多了茅台一拍脑袋就决定的 可怜的小散
奋斗二十余
2018-10-26
$蔚来汽车(NIO)$放了100股在蔚来 留到快过年再看
奋斗二十余
2018-10-08
$蔚来汽车(NIO)$A股跌美股也跌 无语了
奋斗二十余
2018-10-05
$蔚来汽车(NIO)$造车的比不上卖假货的
去老虎APP查看更多动态
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src=\"https://img10.360buyimg.com/n0/s200x200_jfs/t1/180278/8/30166/240686/636cdc7bE7d322701/07e82686ec7915f8.png\"/><div>\n<div><div></div></div>\n</div>\n<p><span>现在话费和月租流量实在是太实惠了,首充100元即可赠送120元话费,月租方面19元就能够得到130G的流量,其中100G为通用流量,30G为专用流量,目前19元包月的套餐中,该套餐也是最合适的了,详情咨询客服。</span></p><div><div><p><span></span><img src=\"https://img10.360buyimg.com/n0/s200x200_jfs/t1/180278/8/30166/240686/636cdc7bE7d322701/07e82686ec7915f8.png\"/></p><p><strong><a href=\"https://laohu8.com/S/CHA\">中国电信</a> 19包130G全国流量 首充100送120元话费</strong></p><p><zspan>[经销商]</zspan> <a href=\"https://laohu8.com/S/JD\">京东</a>商城</p><p><zspan>[产品售价]</zspan> 19</p><p>进入购买</p></div></div><p><span>月租19元的套餐还有另外的选择,19元包100G流量+100分钟通话:</span></p><div><div><p><img src=\"https://img12.360buyimg.com/n0/s200x200_jfs/t1/195461/8/30089/231679/6361f3b1Ea2d27c66/84ba92fe5f198d42.png\"/></p><p><strong><a href=\"https://laohu8.com/S/601728\">中国电信</a> 19元100G全国流量100分钟送30话费</strong></p><p><zspan>[经销商]</zspan> 京东商城</p><p><zspan>[产品售价]</zspan> 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itemprop=\"description\">现在话费和月租流量实在是太实惠了,首充100元即可赠送120元话费,月租方面19元就能够得到130G的流量,其中100G为通用流量,30G为专用流量,目前19元包月的套餐中,该套餐也是最合适的了,详情咨询客服。<a href=\"https://laohu8.com/S/00728\">中国电信</a> 19包130G全国流量 首充100送120元话费[经销商] 京东...</span>\n</div></div>\n</div></body></html>","source":"zol_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>话费首充100送120 19元月租130G流量</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4509":"腾讯概念","BK4524":"宅经济概念","SG9999002463.SGD":"LionGlobal China Growth SGD","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","BK4579":"人工智能","BK4526":"热门中概股","IE0008368742.USD":"首域中国增长基金I Acc","BK4503":"景林资产持仓","JD":"京东","QNETCN":"纳斯达克中美互联网老虎指数","BK4551":"寇图资本持仓","BK4122":"互联网与直销零售","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","09618":"京东集团-SW","BK4505":"高瓴资本持仓","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","BK4504":"桥水持仓","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4531":"中概回港概念","BK4558":"双十一"},"source_url":"http://mobile.zol.com.cn/807/8074845.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284057930","content_text":"现在话费和月租流量实在是太实惠了,首充100元即可赠送120元话费,月租方面19元就能够得到130G的流量,其中100G为通用流量,30G为专用流量,目前19元包月的套餐中,该套餐也是最合适的了,详情咨询客服。中国电信 19包130G全国流量 首充100送120元话费[经销商] 京东商城[产品售价] 19进入购买月租19元的套餐还有另外的选择,19元包100G流量+100分钟通话:中国电信 19元100G全国流量100分钟送30话费[经销商] 京东商城[产品售价] 19进入购买具体优惠细节如下1、值友期待的19元大流量卡来了,低月租 大流量 送40话费2、电信翼静卡,每月100G通用流量 30G定向流量,无语音功能 可上网 收短信3、激活送40话费 相当于首月0元4、优惠后:首月0元 第2-6月19元/月,第7-13月29元/月,之后长期39元/月,每月130G 不限速本文属于原创文章,如若转载,请注明来源:话费首充100送120 19元月租130G流量https://mobile.zol.com.cn/807/8074845.html\n\nhttps://mobile.zol.com.cn/807/8074845.html\nmobile.zol.com.cn\ntrue\n中关村在线\nhttps://mobile.zol.com.cn/807/8074845.html\nreport\n678\n现在话费和月租流量实在是太实惠了,首充100元即可赠送120元话费,月租方面19元就能够得到130G的流量,其中100G为通用流量,30G为专用流量,目前19元包月的套餐中,该套餐也是最合适的了,详情咨询客服。中国电信 19包130G全国流量 首充100送120元话费[经销商] 京东...","news_type":1},"isVote":1,"tweetType":1,"viewCount":1559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608390398,"gmtCreate":1638615499122,"gmtModify":1638620199309,"author":{"id":"3481505474203786","authorId":"3481505474203786","name":"奋斗二十余","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481505474203786","authorIdStr":"3481505474203786"},"themes":[],"htmlText":"超喜欢厚乳拿铁","listText":"超喜欢厚乳拿铁","text":"超喜欢厚乳拿铁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608390398","repostId":"1132571986","repostType":2,"repost":{"id":"1132571986","kind":"news","pubTimestamp":1638545342,"share":"https://www.laohu8.com/m/news/1132571986?lang=&edition=full","pubTime":"2021-12-03 23:29","market":"us","language":"zh","title":"瑞幸喘口气,对手已林立","url":"https://stock-news.laohu8.com/highlight/detail?id=1132571986","media":"螳螂观察","summary":"年轻人从未停止消费小蓝杯。\n今年夏天生椰拿铁被全网催货的盛景,与9天就突破270万杯销量的丝绒拿铁,都证明了瑞幸的生命力。\n从而,瑞幸有了一份被其CEO郭瑾一用“重要的里程碑”形容的2021年半年报。","content":"<p>年轻人从未停止消费小蓝杯。</p>\n<p>今年夏天生椰拿铁被全网催货的盛景,与9天就突破270万杯销量的丝绒拿铁,都证明了瑞幸的生命力。</p>\n<p>从而,瑞幸有了一份被其CEO郭瑾一用“重要的里程碑”形容的2021年半年报。</p>\n<p>数据确实漂亮:净营收从2020上半年的15.44亿元增加到31.82亿元,同比增长106%;净亏损从去年同期的15.55亿元下降到2.11亿元,同比收窄86.4%。</p>\n<p>尤为重要的是,增长的主要驱动力来自产品单价上涨、月平均交易用户数及产品售出量的增长。</p>\n<p>也就是说,瑞幸涨了价,年轻人还爱它。</p>\n<p>这真的意味着瑞幸“稳了”吗?</p>\n<p><b>咖啡生意,奶茶逻辑</b></p>\n<p>先看看瑞幸是怎么走出至暗时刻的。</p>\n<p><b>一个中心两个基本点:以奶咖为中心,以推新速度与触达距离为基本点。</b></p>\n<p>从进入中国起,咖啡就有“奶”作为灵魂伴侣。一个业内数据是,大约有95%的中国人不接受完全不加奶不加糖的“黑咖啡”。在中国,每卖出10杯咖啡,9杯都是奶咖。</p>\n<p>今年瑞幸卖得好的产品如厚乳拿铁、生椰拿铁、丝绒拿铁等,都是奶咖的“变形”。虎嗅也有报道表示,<b>2020年以前“瑞幸研发产品,基本是咖啡类产品,但现在是奶咖类产品”。</b></p>\n<p>这与奶茶的逻辑很像。奶茶以“奶+各种茶”为基本盘,创新迭代的事则交给了水果、谷物、奶油等辅料;奶咖以“各种奶+咖啡”为基本盘,用不同的品类不同口感的奶来做创新文章。</p>\n<p>比如厚乳拿铁调高了奶的比例、生椰拿铁看上了椰汁,而瑞幸的丝绒拿铁,推出之际,瑞幸在咖啡杯腰封上写道:“这杯丝绒拿铁,从23款拿铁测试中内卷而出,成为今年的诚意之作”。</p>\n<p>23款拿铁测试,都是围绕奶咖做文章。</p>\n<p><img src=\"https://static.tigerbbs.com/d8ad5582ed9584d0f5fc81d20891fa71\" tg-width=\"500\" tg-height=\"333\" referrerpolicy=\"no-referrer\"></p>\n<p>既然把产品锚定在奶咖以适应更多消费者口味这一点上,免不了要像奶茶品牌一样,<b>要不断推陈出新,来维持对消费者的吸引力。</b></p>\n<p>恰如齐格蒙特·鲍曼在《工作、消费主义和新穷人》中所写:“想要提高消费者的消费能力就不能让他们休息。他们需要不断地接受新的诱惑,持续处于永不枯竭的兴奋之中,持续处于怀疑和不满之中。”</p>\n<p>瑞幸“诱惑”消费者,有两个互为助攻的手段:</p>\n<p><b>推新速度快:</b>瑞幸产品研发采用赛马机制,平均每研发22款产品只有一款能面向大众。比如今年上半年瑞幸推出了约50款新品,也就是说背后瑞幸研发了上千款产品。</p>\n<p><b>触达距离近:</b>截至今年7月,经历了2020年退市风波的瑞幸咖啡,仍然拥有4030家自营店以及1293家加盟店。几乎要追平入华22年的星巴克的5360家门店。而瑞幸的这些覆盖面足够广的门店,以超强的购买便捷性,圈住了靠咖啡续命的打工人。</p>\n<p>这也成为了瑞幸提价的底气。</p>\n<p>在瑞幸的小程序上,比起暗黑美式的23元的定价,灵感拿铁的26元在定价上提升了3元,而厚乳拿铁、生椰拿铁、丝绒拿铁这些爆款,定价更是提到了29元。</p>\n<p>当然,很多人喝咖啡的习惯,都是来自瑞幸成立之初“3.8折”“2.8折”甚至“1.8折”的羊毛券。但如今,瑞幸的折扣也在“提价”。</p>\n<p>在以亲民的价格夯实了“平价精品咖啡”的品牌印象后,瑞幸的常态化折扣早已变成了“5折”,偶有“4.8折”“4.6折”的优惠券,瑞幸都要发消息提醒“不要错过”。</p>\n<p><img src=\"https://static.tigerbbs.com/4d25a7e21bda529977983a4a840b16cf\" tg-width=\"550\" tg-height=\"508\" referrerpolicy=\"no-referrer\"></p>\n<p>《中国现磨咖啡行业白皮书》显示,口味醇正、价格便宜、购买途径便利成为年轻人选择咖啡的三大原因。</p>\n<p>有好喝的爆款、星罗棋布的便捷门店、即便提价仍然“便宜”的价格,凭这这些关键条件,瑞幸还打了一场私域用户留存战争。</p>\n<p>从2020年第二季度开始,瑞幸启动了新营销策略,从过去快速获取用户的扩张性打法,转向挖掘存量用户的深度价值。</p>\n<p>比如瑞幸的社群运营,有数据表明,瑞幸用户在加入社群后,月消费频次提升了30%,周复购人数提升了28%,MAU提升了10%左右。对于单个门店来讲,相当于每个门店一天平均增加8-10杯。</p>\n<p>瑞据第三方市场机构监测,截至当前,瑞幸咖啡活跃用户超过6000万。其中,私域用户已达180多万,且每个月的入群人数还在以60多万的速度在新增。</p>\n<p>就这样,瑞幸硬生生被年轻人“抢救”回来了。</p>\n<p><b>才喘上气,对手已林立</b></p>\n<p>既然年轻人这么爱瑞幸,怎么又说它没站稳呢?</p>\n<p>两方面的原因:咖啡市场增长缓慢、分食者众多。</p>\n<p>先看市场。</p>\n<p>在看好咖啡品牌的发展时,艾媒咨询有一组数据被频繁引用:2020年中国咖啡市场规模达3000亿元,预计2025年中国咖啡市场规模将达到1万亿元。</p>\n<p>因为统计口径的问题,赤潮AKASHIO曾有文章表示“万亿”是虚构的咖啡市场。</p>\n<p>对此,CBNData消费站根据咖啡不同子类别的增长速度,测算出中国咖啡整体增速增速为6%或9.3%,并以9.3%的增速做了两种模型的验证测算:</p>\n<p>根据星巴克的业绩能推算出一组较乐观的数据,中国咖啡市场的总规模为1882.4亿元人民币,达到万亿人民币规模需要20年。</p>\n<p>根据USDA(美国农业部)的数据,中国咖啡市场规模在906.6亿元人民币左右,达到万亿人民币规模需要26年左右。</p>\n<p><img src=\"https://static.tigerbbs.com/90f36084c3dc82b765aa181214f80afd\" tg-width=\"550\" tg-height=\"407\" referrerpolicy=\"no-referrer\"></p>\n<p>作为全球最大的咖啡市场,美国咖啡市场整体规模也不到万亿,还在培养消费习惯的中国市场,很难在短时间内有突飞猛进的消费增长。</p>\n<p>这也意味着,瑞幸想要占得更大的市场,还需要慢慢来。</p>\n<p>可是,市场并不允许瑞幸慢慢来。</p>\n<p>就在今年1至9月,咖啡领域相关项目融资事件共有21起,融资总额超46亿人民币。虽然瑞幸重新获得了资本的青睐,但Manner、Seesaw、M Stand等咖啡新贵,也在借助资本的力量,迅速冲上桌分食“蛋糕”。</p>\n<p>其中,被称为“瑞幸第二”的Manner,在半年多时间里密集完成4轮融资,估值达到20亿美元。</p>\n<p>成为资本的“新宠”,某种程度上在于摸着瑞幸过河的Manner,复制了瑞幸“低价+扩张门店”的策略。</p>\n<p>与瑞幸20-60平方米的店铺面积相比,Manner的门店面积变得更小,多以5-10平方米的灵活面积,在人流地见缝插针地出现。而它首店的门店面积甚至只有2平方米。</p>\n<p><img src=\"https://static.tigerbbs.com/26d94fae70e3c5587c49d4b9bc315ae0\" tg-width=\"550\" tg-height=\"339\" referrerpolicy=\"no-referrer\"></p>\n<p>价格上,Manner将单杯容量做小(中杯容量240ml大杯容量360ml),相对降低价格,来保持15-25元区间内的快咖价。若消费者愿意自带杯子,则还可以以减去5块钱的优惠品一杯精品咖啡。</p>\n<p>Manner的爆款产品也都集中在奶咖上,比如口碑极好的燕麦拿铁、哄抢到小程序崩溃的熊猫咖啡。</p>\n<p><img src=\"https://static.tigerbbs.com/09b9348d7f27e21ca83654e89ca65afe\" tg-width=\"550\" tg-height=\"504\" referrerpolicy=\"no-referrer\"></p>\n<p>从而,2018年才开出7家门店的Manner,截至目前,开店数已经超过300家,预计2021年底门店数将会达到400-500家。</p>\n<p>即便Manner如此来势汹汹,一时之间还难以动摇瑞幸的根基。</p>\n<p>因为,在大家都有爆品且价格差不多的竞争格局下,离消费者更近的门店,才是最核心的护城河。</p>\n<p>这也是为什么,在近期得到资本助力的咖啡品牌,都将“开店”放在了构建品牌竞争力的第一位。</p>\n<p>比如Seesaw,在今年上半年拿到融资后,其创始人吴晓梅表示,年底门店总数将达到100家门店左右,明年底翻倍到200家门店,未来五年之内,希望能开出500-1000家门店。</p>\n<p>甚至就连风头正劲的线上即溶咖啡品牌三顿半,也开始了线下门店生意。其在上海的首家门店,离Manner首店仅仅2公里。</p>\n<p>但喘了一口气的瑞幸,趁着优势还在,必须要加快速度抢占并不乐观的咖啡市场。毕竟,如今的市场格局,已经不是当年那个咖啡基本上等同于星巴克的“稚嫩”时期了。</p>\n<p>“正在努力使咖啡成为中国人的一种消费习惯”,这是商业杂志《Fast Company》曾对瑞幸的一句评价。在中国咖啡市场,瑞幸是第一个“吃螃蟹的人”,也基本教会了整个行业怎么存活。</p>\n<p>这样的品牌,对于咖啡消费者来说,应该希望它“稳了”。</p>","source":"lsy1630931249598","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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.h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n瑞幸喘口气,对手已林立\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-03 23:29 北京时间 <a href=https://36kr.com/p/1511515267292421><strong>螳螂观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>年轻人从未停止消费小蓝杯。\n今年夏天生椰拿铁被全网催货的盛景,与9天就突破270万杯销量的丝绒拿铁,都证明了瑞幸的生命力。\n从而,瑞幸有了一份被其CEO郭瑾一用“重要的里程碑”形容的2021年半年报。\n数据确实漂亮:净营收从2020上半年的15.44亿元增加到31.82亿元,同比增长106%;净亏损从去年同期的15.55亿元下降到2.11亿元,同比收窄86.4%。\n尤为重要的是,增长的主要驱动力...</p>\n\n<a href=\"https://36kr.com/p/1511515267292421\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d8ad5582ed9584d0f5fc81d20891fa71","relate_stocks":{"LKNCY":"瑞幸咖啡"},"source_url":"https://36kr.com/p/1511515267292421","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132571986","content_text":"年轻人从未停止消费小蓝杯。\n今年夏天生椰拿铁被全网催货的盛景,与9天就突破270万杯销量的丝绒拿铁,都证明了瑞幸的生命力。\n从而,瑞幸有了一份被其CEO郭瑾一用“重要的里程碑”形容的2021年半年报。\n数据确实漂亮:净营收从2020上半年的15.44亿元增加到31.82亿元,同比增长106%;净亏损从去年同期的15.55亿元下降到2.11亿元,同比收窄86.4%。\n尤为重要的是,增长的主要驱动力来自产品单价上涨、月平均交易用户数及产品售出量的增长。\n也就是说,瑞幸涨了价,年轻人还爱它。\n这真的意味着瑞幸“稳了”吗?\n咖啡生意,奶茶逻辑\n先看看瑞幸是怎么走出至暗时刻的。\n一个中心两个基本点:以奶咖为中心,以推新速度与触达距离为基本点。\n从进入中国起,咖啡就有“奶”作为灵魂伴侣。一个业内数据是,大约有95%的中国人不接受完全不加奶不加糖的“黑咖啡”。在中国,每卖出10杯咖啡,9杯都是奶咖。\n今年瑞幸卖得好的产品如厚乳拿铁、生椰拿铁、丝绒拿铁等,都是奶咖的“变形”。虎嗅也有报道表示,2020年以前“瑞幸研发产品,基本是咖啡类产品,但现在是奶咖类产品”。\n这与奶茶的逻辑很像。奶茶以“奶+各种茶”为基本盘,创新迭代的事则交给了水果、谷物、奶油等辅料;奶咖以“各种奶+咖啡”为基本盘,用不同的品类不同口感的奶来做创新文章。\n比如厚乳拿铁调高了奶的比例、生椰拿铁看上了椰汁,而瑞幸的丝绒拿铁,推出之际,瑞幸在咖啡杯腰封上写道:“这杯丝绒拿铁,从23款拿铁测试中内卷而出,成为今年的诚意之作”。\n23款拿铁测试,都是围绕奶咖做文章。\n\n既然把产品锚定在奶咖以适应更多消费者口味这一点上,免不了要像奶茶品牌一样,要不断推陈出新,来维持对消费者的吸引力。\n恰如齐格蒙特·鲍曼在《工作、消费主义和新穷人》中所写:“想要提高消费者的消费能力就不能让他们休息。他们需要不断地接受新的诱惑,持续处于永不枯竭的兴奋之中,持续处于怀疑和不满之中。”\n瑞幸“诱惑”消费者,有两个互为助攻的手段:\n推新速度快:瑞幸产品研发采用赛马机制,平均每研发22款产品只有一款能面向大众。比如今年上半年瑞幸推出了约50款新品,也就是说背后瑞幸研发了上千款产品。\n触达距离近:截至今年7月,经历了2020年退市风波的瑞幸咖啡,仍然拥有4030家自营店以及1293家加盟店。几乎要追平入华22年的星巴克的5360家门店。而瑞幸的这些覆盖面足够广的门店,以超强的购买便捷性,圈住了靠咖啡续命的打工人。\n这也成为了瑞幸提价的底气。\n在瑞幸的小程序上,比起暗黑美式的23元的定价,灵感拿铁的26元在定价上提升了3元,而厚乳拿铁、生椰拿铁、丝绒拿铁这些爆款,定价更是提到了29元。\n当然,很多人喝咖啡的习惯,都是来自瑞幸成立之初“3.8折”“2.8折”甚至“1.8折”的羊毛券。但如今,瑞幸的折扣也在“提价”。\n在以亲民的价格夯实了“平价精品咖啡”的品牌印象后,瑞幸的常态化折扣早已变成了“5折”,偶有“4.8折”“4.6折”的优惠券,瑞幸都要发消息提醒“不要错过”。\n\n《中国现磨咖啡行业白皮书》显示,口味醇正、价格便宜、购买途径便利成为年轻人选择咖啡的三大原因。\n有好喝的爆款、星罗棋布的便捷门店、即便提价仍然“便宜”的价格,凭这这些关键条件,瑞幸还打了一场私域用户留存战争。\n从2020年第二季度开始,瑞幸启动了新营销策略,从过去快速获取用户的扩张性打法,转向挖掘存量用户的深度价值。\n比如瑞幸的社群运营,有数据表明,瑞幸用户在加入社群后,月消费频次提升了30%,周复购人数提升了28%,MAU提升了10%左右。对于单个门店来讲,相当于每个门店一天平均增加8-10杯。\n瑞据第三方市场机构监测,截至当前,瑞幸咖啡活跃用户超过6000万。其中,私域用户已达180多万,且每个月的入群人数还在以60多万的速度在新增。\n就这样,瑞幸硬生生被年轻人“抢救”回来了。\n才喘上气,对手已林立\n既然年轻人这么爱瑞幸,怎么又说它没站稳呢?\n两方面的原因:咖啡市场增长缓慢、分食者众多。\n先看市场。\n在看好咖啡品牌的发展时,艾媒咨询有一组数据被频繁引用:2020年中国咖啡市场规模达3000亿元,预计2025年中国咖啡市场规模将达到1万亿元。\n因为统计口径的问题,赤潮AKASHIO曾有文章表示“万亿”是虚构的咖啡市场。\n对此,CBNData消费站根据咖啡不同子类别的增长速度,测算出中国咖啡整体增速增速为6%或9.3%,并以9.3%的增速做了两种模型的验证测算:\n根据星巴克的业绩能推算出一组较乐观的数据,中国咖啡市场的总规模为1882.4亿元人民币,达到万亿人民币规模需要20年。\n根据USDA(美国农业部)的数据,中国咖啡市场规模在906.6亿元人民币左右,达到万亿人民币规模需要26年左右。\n\n作为全球最大的咖啡市场,美国咖啡市场整体规模也不到万亿,还在培养消费习惯的中国市场,很难在短时间内有突飞猛进的消费增长。\n这也意味着,瑞幸想要占得更大的市场,还需要慢慢来。\n可是,市场并不允许瑞幸慢慢来。\n就在今年1至9月,咖啡领域相关项目融资事件共有21起,融资总额超46亿人民币。虽然瑞幸重新获得了资本的青睐,但Manner、Seesaw、M Stand等咖啡新贵,也在借助资本的力量,迅速冲上桌分食“蛋糕”。\n其中,被称为“瑞幸第二”的Manner,在半年多时间里密集完成4轮融资,估值达到20亿美元。\n成为资本的“新宠”,某种程度上在于摸着瑞幸过河的Manner,复制了瑞幸“低价+扩张门店”的策略。\n与瑞幸20-60平方米的店铺面积相比,Manner的门店面积变得更小,多以5-10平方米的灵活面积,在人流地见缝插针地出现。而它首店的门店面积甚至只有2平方米。\n\n价格上,Manner将单杯容量做小(中杯容量240ml大杯容量360ml),相对降低价格,来保持15-25元区间内的快咖价。若消费者愿意自带杯子,则还可以以减去5块钱的优惠品一杯精品咖啡。\nManner的爆款产品也都集中在奶咖上,比如口碑极好的燕麦拿铁、哄抢到小程序崩溃的熊猫咖啡。\n\n从而,2018年才开出7家门店的Manner,截至目前,开店数已经超过300家,预计2021年底门店数将会达到400-500家。\n即便Manner如此来势汹汹,一时之间还难以动摇瑞幸的根基。\n因为,在大家都有爆品且价格差不多的竞争格局下,离消费者更近的门店,才是最核心的护城河。\n这也是为什么,在近期得到资本助力的咖啡品牌,都将“开店”放在了构建品牌竞争力的第一位。\n比如Seesaw,在今年上半年拿到融资后,其创始人吴晓梅表示,年底门店总数将达到100家门店左右,明年底翻倍到200家门店,未来五年之内,希望能开出500-1000家门店。\n甚至就连风头正劲的线上即溶咖啡品牌三顿半,也开始了线下门店生意。其在上海的首家门店,离Manner首店仅仅2公里。\n但喘了一口气的瑞幸,趁着优势还在,必须要加快速度抢占并不乐观的咖啡市场。毕竟,如今的市场格局,已经不是当年那个咖啡基本上等同于星巴克的“稚嫩”时期了。\n“正在努力使咖啡成为中国人的一种消费习惯”,这是商业杂志《Fast Company》曾对瑞幸的一句评价。在中国咖啡市场,瑞幸是第一个“吃螃蟹的人”,也基本教会了整个行业怎么存活。\n这样的品牌,对于咖啡消费者来说,应该希望它“稳了”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346171335,"gmtCreate":1618017880527,"gmtModify":1618017880527,"author":{"id":"3481505474203786","authorId":"3481505474203786","name":"奋斗二十余","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481505474203786","authorIdStr":"3481505474203786"},"themes":[],"htmlText":"杰克马太高调了 单单就说支付宝转账 余额宝利息这一点动了银行的蛋糕 每年银行少赚多少转帐费 大众不存钱在银行 它怎么投资 这只是其中一方面 ","listText":"杰克马太高调了 单单就说支付宝转账 余额宝利息这一点动了银行的蛋糕 每年银行少赚多少转帐费 大众不存钱在银行 它怎么投资 这只是其中一方面 ","text":"杰克马太高调了 单单就说支付宝转账 余额宝利息这一点动了银行的蛋糕 每年银行少赚多少转帐费 大众不存钱在银行 它怎么投资 这只是其中一方面","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/346171335","repostId":"1145816571","repostType":4,"repost":{"id":"1145816571","kind":"news","pubTimestamp":1618016831,"share":"https://www.laohu8.com/m/news/1145816571?lang=&edition=full","pubTime":"2021-04-10 09:07","market":"us","language":"zh","title":"罚款182.28亿!市场监管总局处罚阿里巴巴垄断行为","url":"https://stock-news.laohu8.com/highlight/detail?id=1145816571","media":"华尔街见闻","summary":"2020年12月,市场监管总局依据《反垄断法》对$阿里巴巴$集团控股有限公司在中国境内网络零售平台服务市场滥用市场支配地位行为立案调查。根据《反垄断法》第四十七条、第四十九条规定,综合考虑阿里巴巴集团违法行为的性质、程度和持续时间等因素,2021年4月10日,市场监管总局依法作出行政处罚决定,责令阿里巴巴集团停止违法行为,并处以其2019年中国境内销售额4557.12亿元4%的罚款,计182.28亿元。","content":"<p>2020年12月,市场监管总局依据《反垄断法》对<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团控股有限公司(以下简称阿里巴巴集团)在中国境内网络零售平台服务市场滥用市场支配地位行为立案调查。</p><p>市场监管总局成立专案组,在扎实开展前期工作基础上,对阿里巴巴集团进行现场检查,调查询问相关人员,查阅复制有关文件资料,获取大量证据材料;对其他竞争性平台和平台内商家广泛开展调查取证;对本案证据材料进行深入核查和大数据分析;组织专家反复深入开展案件分析论证;多次听取阿里巴巴集团陈述意见,保障其合法权利。本案事实清楚、证据确凿、定性准确、处理恰当、手续完备、程序合法。</p><p>经查,阿里巴巴集团在中国境内网络零售平台服务市场具有支配地位。自2015年以来,阿里巴巴集团滥用该市场支配地位,对平台内商家提出“二选一”要求,禁止平台内商家在其他竞争性平台开店或参加促销活动,并借助市场力量、平台规则和数据、算法等技术手段,采取多种奖惩措施保障“二选一”要求执行,维持、增强自身市场力量,获取不正当竞争优势。</p><p>调查表明,<b>阿里巴巴集团实施“二选一”行为排除、限制了中国境内网络零售平台服务市场的竞争,妨碍了商品服务和资源要素自由流通,影响了平台经济创新发展,侵害了平台内商家的合法权益,损害了消费者利益,构成《反垄断法》第十七条第一款第(四)项禁止“没有正当理由,限定交易相对人只能与其进行交易”的滥用市场支配地位行为</b>。</p><p>根据《反垄断法》第四十七条、第四十九条规定,综合考虑阿里巴巴集团违法行为的性质、程度和持续时间等因素,2021年4月10日,市场监管总局依法作出行政处罚决定,<b>责令阿里巴巴集团停止违法行为,并处以其2019年中国境内销售额4557.12亿元4%的罚款,计182.28亿元</b>。同时,按照《行政处罚法》坚持处罚与教育相结合的原则,向阿里巴巴集团发出《行政指导书》,要求其围绕严格落实平台企业主体责任、加强内控合规管理、维护公平竞争、保护平台内商家和消费者合法权益等方面进行全面整改,并连续三年向市场监管总局提交自查合规报告。</p><p>【相关阅读】</p><p><a href=\"https://laohu8.com/NW/1141772391\" target=\"_blank\">阿里巴巴发布《致客户和公众的一封信》:为商家创造更开放更公平的平台环境</a></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>罚款182.28亿!市场监管总局处罚阿里巴巴垄断行为</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/995418fbbbc235e75883dec898dccaa8","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://wallstreetcn.com/articles/3627208","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1145816571","content_text":"2020年12月,市场监管总局依据《反垄断法》对阿里巴巴集团控股有限公司(以下简称阿里巴巴集团)在中国境内网络零售平台服务市场滥用市场支配地位行为立案调查。市场监管总局成立专案组,在扎实开展前期工作基础上,对阿里巴巴集团进行现场检查,调查询问相关人员,查阅复制有关文件资料,获取大量证据材料;对其他竞争性平台和平台内商家广泛开展调查取证;对本案证据材料进行深入核查和大数据分析;组织专家反复深入开展案件分析论证;多次听取阿里巴巴集团陈述意见,保障其合法权利。本案事实清楚、证据确凿、定性准确、处理恰当、手续完备、程序合法。经查,阿里巴巴集团在中国境内网络零售平台服务市场具有支配地位。自2015年以来,阿里巴巴集团滥用该市场支配地位,对平台内商家提出“二选一”要求,禁止平台内商家在其他竞争性平台开店或参加促销活动,并借助市场力量、平台规则和数据、算法等技术手段,采取多种奖惩措施保障“二选一”要求执行,维持、增强自身市场力量,获取不正当竞争优势。调查表明,阿里巴巴集团实施“二选一”行为排除、限制了中国境内网络零售平台服务市场的竞争,妨碍了商品服务和资源要素自由流通,影响了平台经济创新发展,侵害了平台内商家的合法权益,损害了消费者利益,构成《反垄断法》第十七条第一款第(四)项禁止“没有正当理由,限定交易相对人只能与其进行交易”的滥用市场支配地位行为。根据《反垄断法》第四十七条、第四十九条规定,综合考虑阿里巴巴集团违法行为的性质、程度和持续时间等因素,2021年4月10日,市场监管总局依法作出行政处罚决定,责令阿里巴巴集团停止违法行为,并处以其2019年中国境内销售额4557.12亿元4%的罚款,计182.28亿元。同时,按照《行政处罚法》坚持处罚与教育相结合的原则,向阿里巴巴集团发出《行政指导书》,要求其围绕严格落实平台企业主体责任、加强内控合规管理、维护公平竞争、保护平台内商家和消费者合法权益等方面进行全面整改,并连续三年向市场监管总局提交自查合规报告。【相关阅读】阿里巴巴发布《致客户和公众的一封信》:为商家创造更开放更公平的平台环境","news_type":1},"isVote":1,"tweetType":1,"viewCount":4117,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549525511909495","authorId":"3549525511909495","name":"张江表哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3549525511909495","authorIdStr":"3549525511909495"},"content":"所以银行蛋糕不能动?你不做我不做,大家就甘愿被宰?我觉得阿里做得好,把银行大额服务费打下来了","text":"所以银行蛋糕不能动?你不做我不做,大家就甘愿被宰?我觉得阿里做得好,把银行大额服务费打下来了","html":"所以银行蛋糕不能动?你不做我不做,大家就甘愿被宰?我觉得阿里做得好,把银行大额服务费打下来了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":993600634,"gmtCreate":1563986523628,"gmtModify":1704706345884,"author":{"id":"3481505474203786","authorId":"3481505474203786","name":"奋斗二十余","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481505474203786","authorIdStr":"3481505474203786"},"themes":[],"htmlText":"<a 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target=\"_blank\">阿里巴巴发布《致客户和公众的一封信》:为商家创造更开放更公平的平台环境</a></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>罚款182.28亿!市场监管总局处罚阿里巴巴垄断行为</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ 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class=\"title\">\n罚款182.28亿!市场监管总局处罚阿里巴巴垄断行为\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-10 09:07 北京时间 <a href=https://wallstreetcn.com/articles/3627208><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2020年12月,市场监管总局依据《反垄断法》对阿里巴巴集团控股有限公司(以下简称阿里巴巴集团)在中国境内网络零售平台服务市场滥用市场支配地位行为立案调查。市场监管总局成立专案组,在扎实开展前期工作基础上,对阿里巴巴集团进行现场检查,调查询问相关人员,查阅复制有关文件资料,获取大量证据材料;对其他竞争性平台和平台内商家广泛开展调查取证;对本案证据材料进行深入核查和大数据分析;组织专家反复深入开展...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3627208\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/995418fbbbc235e75883dec898dccaa8","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://wallstreetcn.com/articles/3627208","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1145816571","content_text":"2020年12月,市场监管总局依据《反垄断法》对阿里巴巴集团控股有限公司(以下简称阿里巴巴集团)在中国境内网络零售平台服务市场滥用市场支配地位行为立案调查。市场监管总局成立专案组,在扎实开展前期工作基础上,对阿里巴巴集团进行现场检查,调查询问相关人员,查阅复制有关文件资料,获取大量证据材料;对其他竞争性平台和平台内商家广泛开展调查取证;对本案证据材料进行深入核查和大数据分析;组织专家反复深入开展案件分析论证;多次听取阿里巴巴集团陈述意见,保障其合法权利。本案事实清楚、证据确凿、定性准确、处理恰当、手续完备、程序合法。经查,阿里巴巴集团在中国境内网络零售平台服务市场具有支配地位。自2015年以来,阿里巴巴集团滥用该市场支配地位,对平台内商家提出“二选一”要求,禁止平台内商家在其他竞争性平台开店或参加促销活动,并借助市场力量、平台规则和数据、算法等技术手段,采取多种奖惩措施保障“二选一”要求执行,维持、增强自身市场力量,获取不正当竞争优势。调查表明,阿里巴巴集团实施“二选一”行为排除、限制了中国境内网络零售平台服务市场的竞争,妨碍了商品服务和资源要素自由流通,影响了平台经济创新发展,侵害了平台内商家的合法权益,损害了消费者利益,构成《反垄断法》第十七条第一款第(四)项禁止“没有正当理由,限定交易相对人只能与其进行交易”的滥用市场支配地位行为。根据《反垄断法》第四十七条、第四十九条规定,综合考虑阿里巴巴集团违法行为的性质、程度和持续时间等因素,2021年4月10日,市场监管总局依法作出行政处罚决定,责令阿里巴巴集团停止违法行为,并处以其2019年中国境内销售额4557.12亿元4%的罚款,计182.28亿元。同时,按照《行政处罚法》坚持处罚与教育相结合的原则,向阿里巴巴集团发出《行政指导书》,要求其围绕严格落实平台企业主体责任、加强内控合规管理、维护公平竞争、保护平台内商家和消费者合法权益等方面进行全面整改,并连续三年向市场监管总局提交自查合规报告。【相关阅读】阿里巴巴发布《致客户和公众的一封信》:为商家创造更开放更公平的平台环境","news_type":1},"isVote":1,"tweetType":1,"viewCount":4117,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549525511909495","authorId":"3549525511909495","name":"张江表哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3549525511909495","authorIdStr":"3549525511909495"},"content":"所以银行蛋糕不能动?你不做我不做,大家就甘愿被宰?我觉得阿里做得好,把银行大额服务费打下来了","text":"所以银行蛋糕不能动?你不做我不做,大家就甘愿被宰?我觉得阿里做得好,把银行大额服务费打下来了","html":"所以银行蛋糕不能动?你不做我不做,大家就甘愿被宰?我觉得阿里做得好,把银行大额服务费打下来了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403943,"gmtCreate":1550638250039,"gmtModify":1704789949562,"author":{"id":"3481505474203786","authorId":"3481505474203786","name":"奋斗二十余","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481505474203786","authorIdStr":"3481505474203786"},"themes":[],"htmlText":"$红黄蓝(RYB)$今天可以做空红黄蓝","listText":"$红黄蓝(RYB)$今天可以做空红黄蓝","text":"$红黄蓝(RYB)$今天可以做空红黄蓝","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/403943","isVote":1,"tweetType":1,"viewCount":2010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395113,"gmtCreate":1549332389400,"gmtModify":1704788851544,"author":{"id":"3481505474203786","authorId":"3481505474203786","name":"奋斗二十余","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481505474203786","authorIdStr":"3481505474203786"},"themes":[],"htmlText":"$红黄蓝(RYB)$ 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