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tms
2020-05-25
开店很大程度为了凑数,大多数是外卖店,不考虑地点和区域内的店面密集程度,下午六点下班,周日关门,都是神操作。
为什么你会相信瑞幸?
tms
2020-02-06
$吉利德科学(GILD)$
谁说瑞德西韦不管用?
tms
2019-10-02
$蔚来(NIO)$
优秀是一种习惯
tms
2019-09-28
$A50指数主连(CNmain)$
666大幕拉开了
tms
2019-07-15
$CME比特币主连(BTCmain)$
川总炮轰了,我很好奇会怎么走
tms
2019-07-09
$Phibro Animal Health Corporation(PAHC)$
盘前能不能二十个点?
tms
2019-06-14
$蔚来(NIO)$ 好车好股,烧钱烧车,烧出一个未来
tms
2019-06-11
$Beyond Meat Inc.(BYND)$ 来自东方的神秘力量
@空军大队长:$Beyond Meat Inc.(BYND)$ 没有股票可以做空可惜了
tms
2019-06-05
好一口毒奶
@空军大队长:$蔚来(NIO)$ 兄弟们有没有一起抄底的???
tms
2019-06-04
$FUT:NQ100指数主连(NQmain)$川普这个疯子,就是想这样倒逼美联储降息吧
tms
2019-05-30
$瑞幸咖啡(LK)$ 刚去深圳华南城,这里麦当劳肯德基星巴克是在一起的,app上看到有个瑞幸的店,绕了快一公里,在整个华南城最犄角旮旯的地方找到了它,是个新楼,一楼的商铺一共只有四五个,最蛋疼的是下午六点下班,非常的傲娇,等它铺到一万家店看看能不能盈利吧[贱笑][贱笑]。
tms
2019-05-30
$瑞幸咖啡(LK)$ 喝了二十多年茶,家里一百多斤普洱的我,不懂咖啡,十多年来都是用喝普洱生茶的标准来品味咖啡的[笑哭],所以我基本上只喝美式咖啡。 我喝咖啡的场景就是三种:茶喝腻了调剂口味,出门在外懒得泡茶,开车需要提神。 那些说喝瑞幸拉肚子的人,确定不是乳糖不耐受?我肠胃这么差喝了都没事。如果你喝瑞幸拉肚子,那喝星巴克估计也没区别,反正星巴克的牛奶/拿铁之类的我喝一次拉一次。刚才又喝了一杯瑞幸的美式,对比星巴克,瑞幸好喝不少,星巴克太寡淡。 现在瑞幸已经成功把我圈粉了,以后有瑞幸的地方我都不会考虑星巴克。但我属于既不需要星巴克环境,也不喜欢在星巴克谈事情的那类人。我从来都不是星巴克的客户,我只是麦当劳的脑残粉。这样看,目前瑞幸和星巴克可能算不上竞争对手的关系,前几天我就看有人这么说了。 瑞幸烧钱拉客户能走多远我真不知道,反正有的喝就喝吧。买二送一的价格我可以接受。这个价位它应该有的赚吧,希望它活的久点,别一下把钱烧完倒闭了。 需要吐槽的是瑞幸的开店位置大多都很差很奇葩。今天去这家店,不问停车场保安根本找不到,简直犄角旮旯。
tms
2019-05-29
$蔚来(NIO)$ 队长拨云见日,多不异空,空不异多。
@空军大队长:蔚来多头集合一下,
tms
2019-05-29
$蔚来(NIO)$ 现在还有不相信队长的人么?
tms
2019-05-27
$瑞幸咖啡(LK)$ 草草看了一下整个深圳好像没旗舰店,只是一个海岸城三家店,好像还都是pickup店……密集度高却不知道开店逻辑是什么,而且现在还在装修第四家。可是瑞幸的原价并不低啊,难道一直补贴一直亏??感觉这个开店选址有点凑数的味道?
tms
2019-05-25
$瑞幸咖啡(LK)$ 刚来了一杯,还凑合,肯定不如麦咖啡和星巴克的美式,偏苦,等下去麦当劳再点一杯尝尝。12块的5折价我可以接受,好像比kfc和mc的配餐咖啡好啊,没那么不堪
tms
2019-05-24
$瑞幸咖啡(LK)$ 中国是个绿茶大国,连红茶这种土生茶种都在本国发展不起来,反而墙里开花墙外香,普洱这种奇葩茶种也是靠满人当皇帝推崇出来的。咖啡想进来太难了。三千万股本,算起来每股收益其实是-8.07刀,今年继续扩店,按一倍算,那么每股收益就是-16刀,明年一刀见?
tms
2019-05-21
$瑞幸咖啡(LK)$ 有个问题啊,这玩意今年q1季报里还有18.21亿人民币的股东权益合计,这个没计算ipo的钱吧?
tms
2019-04-18
$斯凯奇(SKX)$ ******,妈的
tms
2019-04-17
$优信(UXIN)$大屠杀啊
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/SBUX\">星巴克</a>,瑞幸所有炮火倾泻的目标,用创始人霍华德·舒尔茨的话说,也是“以自己的想象去创造一个旁人看来不可能的世界”,但那显然不是一个18个月从0到IPO的成功故事。星巴克用很多时间去调研,去开店,去培训咖啡师,去精心营造感性的“星巴克体验”,在瑞幸看来都是不必要的,做咖啡也不需要“将心注入”,只须把咖啡卖便宜。</p><p>但无论如何,瑞幸所构建的,是一套实体商业设施,它总要遵循基本的商业规律。星巴克用20年时间开设的门店数,你可以在两年里超越,但也只是数量而已,而你无法保证这个网络中的每个店铺的服务能力、盈利能力,你甚至很难保证这个网络不会崩溃。</p><p>还有个关键问题,中国人到底需要喝多少咖啡?中国人咖啡喝得少,主要是因为咖啡太贵喝不起吗?</p><p>事实也是如此,为了维系增长神话,瑞幸采用了简单粗暴的虚构收入的手段。按瑞幸自己的披露,去年二至四季度,瑞幸伪造了22亿元交易额,这个数字几乎等于瑞幸二季度和三季度的收入之和(四季度财报至今未发布)。可以说,瑞幸的增长神话绝大部分是通过伪造收入达成的。</p><p>如果瑞幸是一个不断加码下注的赌局,而这个赌局的主体部分是完全虚构的。瑞幸根本不是在跟星巴克比门店数或营业额,而是在比谁敢在财报上随便写数字。瑞幸造假证明了一件事,就算你把咖啡价格降到几乎免费,中国人还是喝不了多少咖啡。</p><p>为了实现一个虚构的巨大市场,陆正耀必须让人看到瑞幸巨大潜力的持续释放。可是<font>任何一个正常的人都能看出,此事过于魔幻,过于违反常识,为什么</font><font>瑞幸的投资人看不出?</font><font>按我的理解,他们可都是人精儿里的人精儿,怎么可能看不到普通人都能看到的常识。</font></p><p><font>只有一个解释,他们是一伙儿的,他们联手做了一个局。</font></p><p>据说,瑞幸的融资根本不带外人玩儿,能入局的都是多年互相帮衬的老朋友,外人称之为“朋友圈融资”。朋友圈融资,彼此知根知底,融资效率极高。而且,朋友圈融资,利益内部消化,肥水不流外人田。</p><p>他们的利益捆绑有多紧密?今年二月初,即使在做空机构浑水已经给出瑞幸造假的大量实锤的情况下,<a href=\"https://laohu8.com/S/03908\">中金公司</a>仍然发布研报《<a href=\"https://laohu8.com/S/LK\">瑞幸咖啡</a>:匿名沽空指控缺乏有效证据》,危机中力挺瑞幸。</p><div><img src=\"http://k.sinaimg.cn/n/finance/crawl/209/w550h459/20200522/80eb-itzixrs2408214.png/w720fin.jpg\"/></div><p><font>中金公司的研报力挺瑞幸</font></p><p><font>更厉害的是刘二海,他对浑水摆出的铁一般的事实视而不见,仍然把瑞幸股票紧紧攥在手里,据说一股都没卖过,大约是真的信。</font><font>但我会同情刘二海吗?</font><font>不会。</font><font>就算他亏得连自己投资人的名誉和前途都搭进去了,我也不会同情他,毕竟为了完成瑞幸骗局的搭建,刘二海提供了大笔资金。而且他本来是要去做镰刀的,只是意外地做了韭菜罢了。</font></p><p><font>8200万美元的投资损失,真金白银,确实不是小数目,但跟二级市场投资者的损失相比,实在不值一提。而你亲手制造的这个妖孽,有可能正在断绝当下以及未来中概股在美融资的通路,这个损失又有多大?</font></p><p><font>为什么你会相信瑞幸?刘二海的回答可能会是,朋友就是拿来相信的,不然呢?</font></p><p><font>投资人相信瑞幸也就罢了,毕竟人家在一个朋友圈,有一些理论家、评论家,也在热情地为瑞幸打call:“你以为瑞幸卖的是咖啡吗?”也许他们真的相信,消费者会在瑞幸买杯咖啡,再顺手买条牛仔裤。就像他们曾经热情地为乐视和贾跃亭打call:“贾跃亭和乐视是如何挑战我们的常识、想象力和可能性?”</font></p><p>这些赞美,只有两种可能。一是拿了钱,唱唱堂会;二是真的信,但蔑视常识。无论如何,他们都做了骗子的帮凶。</p><p>还有一个角色不能不提,就是分众。分众也是瑞幸朋友圈的重要一员,这份友谊自<a href=\"https://laohu8.com/S/00699\">神州租车</a>开始,到神州优车得到加强,到瑞幸干脆成了莫逆之交。除了大把的钱流向分众外,瑞幸还成为2018年分众的最经典案例,被四处安利。</p><p>多说一句,我把主要通过<a href=\"https://laohu8.com/S/002027\">分众传媒</a>在短时间内速成的品牌,称为“分众品牌”,如当年的拉手网、窝窝团,近几年的瓜子二手车、人人车、铂爵旅拍,以及2018年的招牌案例瑞幸咖啡等,它们大多数根本未能建立起真正的品牌,用我朋友必要商城创始人毕胜的话说,哪有什么品牌,只是个商标而已。</p><p>5月14日,乐视网收到深交所的摘牌通知,第二天,瑞幸收到美国证交会的摘牌通知,两家公司就这么殊途同归了。</p><p>常识终究还是起作用的,你现在相信了吧?</p><p>免责声明:自媒体综合提供的内容均源自自媒体,版权归原作者所有,转载请联系原作者并获许可。文章观点仅代表作者本人,不代表<a href=\"https://laohu8.com/S/SINA\">新浪</a>立场。若内容涉及投资建议,仅供参考勿作为投资依据。投资有风险,入市需谨慎。</p></body></html>","source":"sina_symbol","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>为什么你会相信瑞幸?</title>\n<style 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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为什么你会相信瑞幸?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-22 20:25 北京时间 <a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/chanjing/gsnews/2020-05-22/doc-iircuyvi4522671.shtml><strong>新浪财经-自媒体综合</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:为什么你会相信瑞幸?来源:keso怎么看北京来广营桥。2015年12月25日我曾经问过类似的问题:为什么你会相信乐视?在我看来,贾跃亭的七大生态和所谓的生态化反,根本就是个妄想,但到了不少有头有脸的人那里,妄想却变成了令人尊敬的梦想。在我看来,贾跃亭的野心大到了他的能力再扩大十倍也根本驾驭不了程度,但到了那些热情的投资者和追星族那里,野心却变成了企业家的雄心。一些有识之士振振有词地说,...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/chanjing/gsnews/2020-05-22/doc-iircuyvi4522671.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a9c33d568670903493bfffd7f24eb14e","relate_stocks":{"LK":"瑞幸咖啡","002027":"分众传媒","SBUX":"星巴克"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/chanjing/gsnews/2020-05-22/doc-iircuyvi4522671.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2037451102","content_text":"原标题:为什么你会相信瑞幸?来源:keso怎么看北京来广营桥。2015年12月25日我曾经问过类似的问题:为什么你会相信乐视?在我看来,贾跃亭的七大生态和所谓的生态化反,根本就是个妄想,但到了不少有头有脸的人那里,妄想却变成了令人尊敬的梦想。在我看来,贾跃亭的野心大到了他的能力再扩大十倍也根本驾驭不了程度,但到了那些热情的投资者和追星族那里,野心却变成了企业家的雄心。一些有识之士振振有词地说,贾跃亭呼风唤雨、纵横捭阖,你却碌碌无为、浑浑噩噩,知道为什么吗?因为打破常规这样的事,你甚至都不敢去想一想,更不用说赌上身家性命去做了,你只会躲在英雄背后吐口水、放冷枪。呃,厉害,一下就戳到我的痛处了,我皮袍下面藏着的“小”也差不多要榨出来了。我一边羞愧难当,一边嗫嚅着,你们难道只认得“非共识”,就不讲一点点常识么?还真说对了,他们就是不讲常识。他们觉得,只要我有足够多的筹码,每输掉一把都翻倍下注,早晚会将所有的筹码翻倍赚回来。道理是对的,但常识是,你的筹码永远都不会足够多。星巴克,瑞幸所有炮火倾泻的目标,用创始人霍华德·舒尔茨的话说,也是“以自己的想象去创造一个旁人看来不可能的世界”,但那显然不是一个18个月从0到IPO的成功故事。星巴克用很多时间去调研,去开店,去培训咖啡师,去精心营造感性的“星巴克体验”,在瑞幸看来都是不必要的,做咖啡也不需要“将心注入”,只须把咖啡卖便宜。但无论如何,瑞幸所构建的,是一套实体商业设施,它总要遵循基本的商业规律。星巴克用20年时间开设的门店数,你可以在两年里超越,但也只是数量而已,而你无法保证这个网络中的每个店铺的服务能力、盈利能力,你甚至很难保证这个网络不会崩溃。还有个关键问题,中国人到底需要喝多少咖啡?中国人咖啡喝得少,主要是因为咖啡太贵喝不起吗?事实也是如此,为了维系增长神话,瑞幸采用了简单粗暴的虚构收入的手段。按瑞幸自己的披露,去年二至四季度,瑞幸伪造了22亿元交易额,这个数字几乎等于瑞幸二季度和三季度的收入之和(四季度财报至今未发布)。可以说,瑞幸的增长神话绝大部分是通过伪造收入达成的。如果瑞幸是一个不断加码下注的赌局,而这个赌局的主体部分是完全虚构的。瑞幸根本不是在跟星巴克比门店数或营业额,而是在比谁敢在财报上随便写数字。瑞幸造假证明了一件事,就算你把咖啡价格降到几乎免费,中国人还是喝不了多少咖啡。为了实现一个虚构的巨大市场,陆正耀必须让人看到瑞幸巨大潜力的持续释放。可是任何一个正常的人都能看出,此事过于魔幻,过于违反常识,为什么瑞幸的投资人看不出?按我的理解,他们可都是人精儿里的人精儿,怎么可能看不到普通人都能看到的常识。只有一个解释,他们是一伙儿的,他们联手做了一个局。据说,瑞幸的融资根本不带外人玩儿,能入局的都是多年互相帮衬的老朋友,外人称之为“朋友圈融资”。朋友圈融资,彼此知根知底,融资效率极高。而且,朋友圈融资,利益内部消化,肥水不流外人田。他们的利益捆绑有多紧密?今年二月初,即使在做空机构浑水已经给出瑞幸造假的大量实锤的情况下,中金公司仍然发布研报《瑞幸咖啡:匿名沽空指控缺乏有效证据》,危机中力挺瑞幸。中金公司的研报力挺瑞幸更厉害的是刘二海,他对浑水摆出的铁一般的事实视而不见,仍然把瑞幸股票紧紧攥在手里,据说一股都没卖过,大约是真的信。但我会同情刘二海吗?不会。就算他亏得连自己投资人的名誉和前途都搭进去了,我也不会同情他,毕竟为了完成瑞幸骗局的搭建,刘二海提供了大笔资金。而且他本来是要去做镰刀的,只是意外地做了韭菜罢了。8200万美元的投资损失,真金白银,确实不是小数目,但跟二级市场投资者的损失相比,实在不值一提。而你亲手制造的这个妖孽,有可能正在断绝当下以及未来中概股在美融资的通路,这个损失又有多大?为什么你会相信瑞幸?刘二海的回答可能会是,朋友就是拿来相信的,不然呢?投资人相信瑞幸也就罢了,毕竟人家在一个朋友圈,有一些理论家、评论家,也在热情地为瑞幸打call:“你以为瑞幸卖的是咖啡吗?”也许他们真的相信,消费者会在瑞幸买杯咖啡,再顺手买条牛仔裤。就像他们曾经热情地为乐视和贾跃亭打call:“贾跃亭和乐视是如何挑战我们的常识、想象力和可能性?”这些赞美,只有两种可能。一是拿了钱,唱唱堂会;二是真的信,但蔑视常识。无论如何,他们都做了骗子的帮凶。还有一个角色不能不提,就是分众。分众也是瑞幸朋友圈的重要一员,这份友谊自神州租车开始,到神州优车得到加强,到瑞幸干脆成了莫逆之交。除了大把的钱流向分众外,瑞幸还成为2018年分众的最经典案例,被四处安利。多说一句,我把主要通过分众传媒在短时间内速成的品牌,称为“分众品牌”,如当年的拉手网、窝窝团,近几年的瓜子二手车、人人车、铂爵旅拍,以及2018年的招牌案例瑞幸咖啡等,它们大多数根本未能建立起真正的品牌,用我朋友必要商城创始人毕胜的话说,哪有什么品牌,只是个商标而已。5月14日,乐视网收到深交所的摘牌通知,第二天,瑞幸收到美国证交会的摘牌通知,两家公司就这么殊途同归了。常识终究还是起作用的,你现在相信了吧?免责声明:自媒体综合提供的内容均源自自媒体,版权归原作者所有,转载请联系原作者并获许可。文章观点仅代表作者本人,不代表新浪立场。若内容涉及投资建议,仅供参考勿作为投资依据。投资有风险,入市需谨慎。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":914960697,"gmtCreate":1581004013219,"gmtModify":1704343242876,"author":{"id":"3506784182690771","authorId":"3506784182690771","name":"tms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3506784182690771","idStr":"3506784182690771"},"themes":[],"htmlText":"<a 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先铺店","html":"可能是先扩张补贴 以后提价 先铺店"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":906606188,"gmtCreate":1558761175944,"gmtModify":1704697342453,"author":{"id":"3506784182690771","authorId":"3506784182690771","name":"tms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3506784182690771","idStr":"3506784182690771"},"themes":[],"htmlText":"$瑞幸咖啡(LK)$ 刚来了一杯,还凑合,肯定不如麦咖啡和星巴克的美式,偏苦,等下去麦当劳再点一杯尝尝。12块的5折价我可以接受,好像比kfc和mc的配餐咖啡好啊,没那么不堪","listText":"$瑞幸咖啡(LK)$ 刚来了一杯,还凑合,肯定不如麦咖啡和星巴克的美式,偏苦,等下去麦当劳再点一杯尝尝。12块的5折价我可以接受,好像比kfc和mc的配餐咖啡好啊,没那么不堪","text":"$瑞幸咖啡(LK)$ 刚来了一杯,还凑合,肯定不如麦咖啡和星巴克的美式,偏苦,等下去麦当劳再点一杯尝尝。12块的5折价我可以接受,好像比kfc和mc的配餐咖啡好啊,没那么不堪","images":[{"img":"https://static.tigerbbs.com/7e7a9d0a2302d2e3b9714ac009204e2e"},{"img":"https://static.tigerbbs.com/da5f694369c19cfcbadf85a50d8dafe2"},{"img":"https://static.tigerbbs.com/3b896ebcd51c741cad83869e1c4cbb92"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/906606188","isVote":1,"tweetType":1,"viewCount":4714,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494467821979138","authorId":"3494467821979138","name":"翻斗乐","avatar":"https://static.tigerbbs.com/cfca0ca8c9626e91a2be836d2de6720a","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3494467821979138","idStr":"3494467821979138"},"content":"对内地市场来说口味次要,关键环境B格。否则就沦为高成本的奶茶店","text":"对内地市场来说口味次要,关键环境B格。否则就沦为高成本的奶茶店","html":"对内地市场来说口味次要,关键环境B格。否则就沦为高成本的奶茶店"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":906139024,"gmtCreate":1558628374668,"gmtModify":1704697103437,"author":{"id":"3506784182690771","authorId":"3506784182690771","name":"tms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3506784182690771","idStr":"3506784182690771"},"themes":[],"htmlText":"$瑞幸咖啡(LK)$ 中国是个绿茶大国,连红茶这种土生茶种都在本国发展不起来,反而墙里开花墙外香,普洱这种奇葩茶种也是靠满人当皇帝推崇出来的。咖啡想进来太难了。三千万股本,算起来每股收益其实是-8.07刀,今年继续扩店,按一倍算,那么每股收益就是-16刀,明年一刀见?","listText":"$瑞幸咖啡(LK)$ 中国是个绿茶大国,连红茶这种土生茶种都在本国发展不起来,反而墙里开花墙外香,普洱这种奇葩茶种也是靠满人当皇帝推崇出来的。咖啡想进来太难了。三千万股本,算起来每股收益其实是-8.07刀,今年继续扩店,按一倍算,那么每股收益就是-16刀,明年一刀见?","text":"$瑞幸咖啡(LK)$ 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喝了二十多年茶,家里一百多斤普洱的我,不懂咖啡,十多年来都是用喝普洱生茶的标准来品味咖啡的[笑哭],所以我基本上只喝美式咖啡。 我喝咖啡的场景就是三种:茶喝腻了调剂口味,出门在外懒得泡茶,开车需要提神。 那些说喝瑞幸拉肚子的人,确定不是乳糖不耐受?我肠胃这么差喝了都没事。如果你喝瑞幸拉肚子,那喝星巴克估计也没区别,反正星巴克的牛奶/拿铁之类的我喝一次拉一次。刚才又喝了一杯瑞幸的美式,对比星巴克,瑞幸好喝不少,星巴克太寡淡。 现在瑞幸已经成功把我圈粉了,以后有瑞幸的地方我都不会考虑星巴克。但我属于既不需要星巴克环境,也不喜欢在星巴克谈事情的那类人。我从来都不是星巴克的客户,我只是麦当劳的脑残粉。这样看,目前瑞幸和星巴克可能算不上竞争对手的关系,前几天我就看有人这么说了。 瑞幸烧钱拉客户能走多远我真不知道,反正有的喝就喝吧。买二送一的价格我可以接受。这个价位它应该有的赚吧,希望它活的久点,别一下把钱烧完倒闭了。 需要吐槽的是瑞幸的开店位置大多都很差很奇葩。今天去这家店,不问停车场保安根本找不到,简直犄角旮旯。","listText":"$瑞幸咖啡(LK)$ 喝了二十多年茶,家里一百多斤普洱的我,不懂咖啡,十多年来都是用喝普洱生茶的标准来品味咖啡的[笑哭],所以我基本上只喝美式咖啡。 我喝咖啡的场景就是三种:茶喝腻了调剂口味,出门在外懒得泡茶,开车需要提神。 那些说喝瑞幸拉肚子的人,确定不是乳糖不耐受?我肠胃这么差喝了都没事。如果你喝瑞幸拉肚子,那喝星巴克估计也没区别,反正星巴克的牛奶/拿铁之类的我喝一次拉一次。刚才又喝了一杯瑞幸的美式,对比星巴克,瑞幸好喝不少,星巴克太寡淡。 现在瑞幸已经成功把我圈粉了,以后有瑞幸的地方我都不会考虑星巴克。但我属于既不需要星巴克环境,也不喜欢在星巴克谈事情的那类人。我从来都不是星巴克的客户,我只是麦当劳的脑残粉。这样看,目前瑞幸和星巴克可能算不上竞争对手的关系,前几天我就看有人这么说了。 瑞幸烧钱拉客户能走多远我真不知道,反正有的喝就喝吧。买二送一的价格我可以接受。这个价位它应该有的赚吧,希望它活的久点,别一下把钱烧完倒闭了。 需要吐槽的是瑞幸的开店位置大多都很差很奇葩。今天去这家店,不问停车场保安根本找不到,简直犄角旮旯。","text":"$瑞幸咖啡(LK)$ 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