$瑞幸咖啡(LK)$_老虎社区_美港股上老虎

2019-05-25

$瑞幸咖啡(LK)$ 瑞幸不敢开跟星巴克一样的店，成本吃不消，开外卖店适合快速扩张。增加店面好估值，但是有些店都开到工业区，疯狂开店的后果是什么…结合costa被可乐收购价是51亿美元，截止2016年5月，Coasta在英国共有2121家分店，在全球30个国家设有分店，英国以外分店数量为1280家.瑞幸基本是外卖店，很难撑得起咖啡价格，买杯差不多价格的咖啡，连个座位也没，中国人也不喜欢拿着咖啡满大街跑。个人觉得估值太高，外卖店不值这个价，定价差距不大，请说服不去星巴克的理由。品质跟全家7-11的一样，我不会花更多钱去瑞幸…听说外卖店的奶更好，所以我觉得估值过高，多少大家自己判断

我对这事儿有想法

抛出一个观点、一种看法，虽然不一定对，也想听听虎友怎么看！

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

爱发红包的虎妞
2019-06-04
爱发红包的虎妞
Hello，初次加精有小礼物送，欢迎加虎妞的微信领取，微信号tigerbrokers
A股专家
2019-05-25
A股专家
搞外卖啥的搞不过KFC麦当劳全家711的，客户粘性不高，

发表看法

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