“鸭脖绝味”毛利率下降，龙头企业盈利能力难回昔日水平

和讯网2023-09-18

鸭脖龙头企业周黑鸭和绝味的营收在上半年重回增长，但是它们的盈利能力却没有走出低谷。周黑鸭和绝味的毛利率同比分别下降了4.34%和4.71%。其中，鸭货价格上涨是导致卤味龙头毛利率下降的主要原因之一。卤味龙头的扩张策略也面临管理压力，店效下降但门店成本没有下降，导致单店利润持续下降。此外，卤味产品本身同质化严重，差异性有限，企业很难形成产品壁垒，对手屡屡出现。因此，抢占渠道点位成为卤味龙头抵御...

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