Wish该控制：物流投资成本+营销

Phenix与鸡

2021-05-13

$ContextLogic Inc.(WISH)$

以下截图是财报的一部分。

"Cost of revenue" 主要来"higher volume of logistics services"。都在干些什么?

"Sales and marketing"占到revenue 的60%。以后真能降到40~45%？

Wish的盈利能力被打上问号了。这估计就是为什么Revenue上涨，但股价暴跌的原因。

抛砖引玉，供大家探讨。

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。

精彩评论

Stephenz0510
2021-05-13
Stephenz0510
广告占比高，随着规模增大比重会收窄，亏损比收窄，符合预期，剩下就是看机构收集筹码了，情绪基本已经到位了。
多尼斯大多头
2021-05-13
多尼斯大多头
广告销售费用投入占比非常高

发表看法

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