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2025-04-18

$霸王茶姬(CHA)$ 都是智商税，资本搭台，圈子唱戏

2025-02-16

$Quantumscape Corp.(QS)$ 阿三的诈骗股

2024-05-25

陆没啥创业故事，都是事故

库迪推新店型，陆正耀终于急了？

2020-02-21

$瑞幸咖啡(LK)$ 瑞幸未来已经画好了[笑哭]

2020-06-09

$Extraction Oil & Gas Inc.(XOG)$啧啧啧

2022-03-21

$老虎证券(TIGR)$比富途的资金管理方便太多

2022-02-03

$Meta Platforms(FB)$有这么差吗，现在的财报，只要不到一点预期，就是情绪崩溃

2022-05-04

$Quantumscape Corp.(QS)$辛格啊，印度人忽悠傻白还是有一套的，晃着脑袋讲一遍ppt，钱到手

2020-07-13

$ELECTROCORE INC(ECOR)$撩啊撩

2020-07-22

$INTEC PHARMA LTD(NTEC)$(⊙o⊙)啥？

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athletica(LULU)$&nbsp;</a> 智商税","text":"$lululemon athletica(LULU)$ 智商税","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420659743945040","isVote":1,"tweetType":1,"viewCount":2900,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405739813044776,"gmtCreate":1740102282157,"gmtModify":1740103616552,"author":{"id":"3447477120405680","authorId":"3447477120405680","name":"cornpop","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3447477120405680","idStr":"3447477120405680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02256\">$和誉-B(02256)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/02256\">$和誉-B(02256)$ </a>&nbsp;","text":"$和誉-B(02256)$","images":[{"img":"https://static.tigerbbs.com/a001c39698e8fa707b812a8e722195d2","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405739813044776","isVote":1,"tweetType":1,"viewCount":2217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":404171790418392,"gmtCreate":1739699620739,"gmtModify":1739700392861,"author":{"id":"3447477120405680","authorId":"3447477120405680","name":"cornpop","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3447477120405680","idStr":"3447477120405680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QS\">$Quantumscape Corp.(QS)$&nbsp;</a> 阿三的诈骗股","listText":"<a href=\"https://laohu8.com/S/QS\">$Quantumscape Corp.(QS)$&nbsp;</a> 阿三的诈骗股","text":"$Quantumscape Corp.(QS)$ 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PLC(SMMT)$","images":[{"img":"https://static.tigerbbs.com/909813117714920ee535d10cbe511c57","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314175458865440","isVote":1,"tweetType":1,"viewCount":2108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":309523492065288,"gmtCreate":1716594916768,"gmtModify":1716594918728,"author":{"id":"3447477120405680","authorId":"3447477120405680","name":"cornpop","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3447477120405680","idStr":"3447477120405680"},"themes":[],"htmlText":"陆没啥创业故事，都是事故","listText":"陆没啥创业故事，都是事故","text":"陆没啥创业故事，都是事故","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309523492065288","repostId":"2437270892","repostType":2,"repost":{"id":"2437270892","kind":"news","pubTimestamp":1716428011,"share":"https://www.laohu8.com/m/news/2437270892?lang=zh_CN&edition=full","pubTime":"2024-05-23 09:33","market":"us","language":"zh","title":"库迪推新店型，陆正耀终于急了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2437270892","media":"蓝鲸财经","summary":"库迪，终于不再怼着瑞幸打，开始走属于自己的路。5月21日，库迪咖啡正式宣布推出便捷店型“COTTI Express”。据库迪相关人员介绍，该店型为店中店，具有占地面积小、投资小、盈亏平衡点低等三大特点，未来将广泛植入到便利店、连锁餐厅等各类业态和各种场景。放在其他品牌身上，做创新探索理所当然，但对于始终跟随瑞幸脚步的库迪而言，在瑞幸尚未涉水相同店型时，库迪的这番举动还真是大姑娘拜天地——头一遭。","content":"<html><body><blockquote>\n<p>作者|李梦冉</p>\n<p>编辑|吕鑫燚</p>\n</blockquote>\n<p>库迪，终于不再怼着瑞幸打，开始走属于自己的路。</p>\n<p>5月21日，库迪咖啡正式宣布推出便捷店型“COTTI Express”。据库迪相关人员介绍，该店型为店中店，具有占地面积小、投资小、盈亏平衡点低等三大特点，未来将广泛植入到便利店、连锁餐厅等各类业态和各种场景。</p>\n<p>放在其他品牌身上，做创新探索理所当然，但对于始终跟随瑞幸脚步的库迪而言，在瑞幸尚未涉水相同店型时，库迪的这番举动还真是大姑娘拜天地——头一遭。</p>\n<p>于库迪而言，店中店的尝试，绝不只是简单的求变，其背后透出两个风向：</p>\n<p>一是库迪亟需更灵活、抗风险能力更强的运营模式，这映射出库迪当下的日子并不好过；</p>\n<p>二是陆正耀和库迪开始放下对瑞幸的执念，想要找到属于库迪的解法。</p>\n<p><img src=\"https://img.jiemian.com/101/original/20240523/171642693181528600.png\"/></p>\n<p><em>图源：零售商业财经</em></p>\n<p>从新店型的运营成本来看，库迪咖啡首席策略官李颖波曾表示，门店变小后，房租成本从6元降至1.2元。相比于传统店面模式，这种店中店、便携式店型投资成本更小，联营商所承担风险也大大降低。</p>\n<p>以更灵活的经营模式入局，库迪此举有意降低加盟门槛，提升联营商经营效率，吸引更多联营商入局，进而提升库迪咖啡整体门店规模。</p>\n<p>如此谨慎的经营模式，着实不像陆正耀的风格。库迪风向的转变，一定程度上源自陆正耀观念的转舵。毕竟，创始人的性格底色才是一家品牌的真正基因。</p>\n<p>据悉，今年初陆正耀开始提出“风险意识”，这是陆正耀此前鲜少提及的观点，也并不是其作为连续创业者始终坚持的观念。在他的创业故事中，“速度”才是第一性原理，这点从瑞幸咖啡仅成立18个月就冲击美股上市的动作中也能看出。</p>\n<p>陆正耀的“风险意识”和库迪的经营情况息息相关，随着瑞幸9.9元活动缩水，这场咖啡界的荒唐战争已渐有熄火之势，而战争发起人陆正耀，也受9.9拖累，门店无法分摊成本，重金补贴下，库迪亟需更稳健的发展路线。</p>\n<p>当库迪布局“店中店”模式时，也透露出库迪不再以瑞幸为唯一对手。</p>\n<p>此举在库迪的发展中可谓是开创先河，毕竟纵览库迪以往行事风格，哪回行动不是上来就对瑞幸“贴脸开大”？</p>\n<p>从门店选址紧贴着瑞幸，到创新做店中店模式，库迪咖啡终于不再追着瑞幸打，而是聚焦自身发展，目光往盈利处看去。</p>\n<p>目前店中店这步棋，能撬动多少市场增量尚不得知，但可以肯定的是，其所面对的市场挑战众多。</p>\n<p>“零售商业财经”认为，陆正耀带领库迪所做的店中店创新，想要进军便利店业态，各大连锁便利店品牌是否接受还得打一个问号。</p>\n<p>毕竟在陆正耀的蝴蝶效应下，咖啡已成跨界“万金油”，便利店赛道的头部玩家，早已布局自有咖啡品牌，如7-ELEVEn便利店7-COFFEE、全家便利店湃客咖啡、罗森便利店L-café、唐久便利店“样咖啡”、昆仑好客便利店“好客咖啡”等。</p>\n<p>上班族作为庞大的消费群体，去连锁品牌便利店买早餐时顺带买一杯咖啡，市场需求量非常可观。但在这片红海中，库迪“COTTI Express”该如何落点值得进一步思考。</p>\n<p>陆正耀于2022年创办库迪，如今库迪的品牌声量和门店规模已在国内咖啡市场占据一席之地。可直到陆正耀有了“风险意识”，才预示着库迪拥有一个真正的开始。</p>\n<p>虽然这场关于低价的战争还远未结束，但库迪推出“COTTI Express”这一步棋似乎向国内咖啡市场释放出一个积极信号：“卷价格”不会是唯一的出路。</p>\n<p>库迪不再跟着瑞幸身后亦步亦趋，也不再将低价作为唯一武器，国内咖啡市场的畸形发展仿佛也将迎来终点。未来国内咖啡市场仍有增量，健康向好发展只是时间问题。</p>\n</body></html>","source":"lanjinger_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>库迪推新店型，陆正耀终于急了？</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库迪推新店型，陆正耀终于急了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-23 09:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/232473><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者|李梦冉\n编辑|吕鑫燚\n\n库迪，终于不再怼着瑞幸打，开始走属于自己的路。\n5月21日，库迪咖啡正式宣布推出便捷店型“COTTI Express”。据库迪相关人员介绍，该店型为店中店，具有占地面积小、投资小、盈亏平衡点低等三大特点，未来将广泛植入到便利店、连锁餐厅等各类业态和各种场景。\n放在其他品牌身上，做创新探索理所当然，但对于始终跟随瑞幸脚步的库迪而言，在瑞幸尚未涉水相同店型时，库迪的这番...</p>\n\n<a href=\"https://www.lanjinger.com/d/232473\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4209":"餐馆","LKNCY":"瑞幸咖啡"},"source_url":"https://www.lanjinger.com/d/232473","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2437270892","content_text":"作者|李梦冉\n编辑|吕鑫燚\n\n库迪，终于不再怼着瑞幸打，开始走属于自己的路。\n5月21日，库迪咖啡正式宣布推出便捷店型“COTTI Express”。据库迪相关人员介绍，该店型为店中店，具有占地面积小、投资小、盈亏平衡点低等三大特点，未来将广泛植入到便利店、连锁餐厅等各类业态和各种场景。\n放在其他品牌身上，做创新探索理所当然，但对于始终跟随瑞幸脚步的库迪而言，在瑞幸尚未涉水相同店型时，库迪的这番举动还真是大姑娘拜天地——头一遭。\n于库迪而言，店中店的尝试，绝不只是简单的求变，其背后透出两个风向：\n一是库迪亟需更灵活、抗风险能力更强的运营模式，这映射出库迪当下的日子并不好过；\n二是陆正耀和库迪开始放下对瑞幸的执念，想要找到属于库迪的解法。\n\n图源：零售商业财经\n从新店型的运营成本来看，库迪咖啡首席策略官李颖波曾表示，门店变小后，房租成本从6元降至1.2元。相比于传统店面模式，这种店中店、便携式店型投资成本更小，联营商所承担风险也大大降低。\n以更灵活的经营模式入局，库迪此举有意降低加盟门槛，提升联营商经营效率，吸引更多联营商入局，进而提升库迪咖啡整体门店规模。\n如此谨慎的经营模式，着实不像陆正耀的风格。库迪风向的转变，一定程度上源自陆正耀观念的转舵。毕竟，创始人的性格底色才是一家品牌的真正基因。\n据悉，今年初陆正耀开始提出“风险意识”，这是陆正耀此前鲜少提及的观点，也并不是其作为连续创业者始终坚持的观念。在他的创业故事中，“速度”才是第一性原理，这点从瑞幸咖啡仅成立18个月就冲击美股上市的动作中也能看出。\n陆正耀的“风险意识”和库迪的经营情况息息相关，随着瑞幸9.9元活动缩水，这场咖啡界的荒唐战争已渐有熄火之势，而战争发起人陆正耀，也受9.9拖累，门店无法分摊成本，重金补贴下，库迪亟需更稳健的发展路线。\n当库迪布局“店中店”模式时，也透露出库迪不再以瑞幸为唯一对手。\n此举在库迪的发展中可谓是开创先河，毕竟纵览库迪以往行事风格，哪回行动不是上来就对瑞幸“贴脸开大”？\n从门店选址紧贴着瑞幸，到创新做店中店模式，库迪咖啡终于不再追着瑞幸打，而是聚焦自身发展，目光往盈利处看去。\n目前店中店这步棋，能撬动多少市场增量尚不得知，但可以肯定的是，其所面对的市场挑战众多。\n“零售商业财经”认为，陆正耀带领库迪所做的店中店创新，想要进军便利店业态，各大连锁便利店品牌是否接受还得打一个问号。\n毕竟在陆正耀的蝴蝶效应下，咖啡已成跨界“万金油”，便利店赛道的头部玩家，早已布局自有咖啡品牌，如7-ELEVEn便利店7-COFFEE、全家便利店湃客咖啡、罗森便利店L-café、唐久便利店“样咖啡”、昆仑好客便利店“好客咖啡”等。\n上班族作为庞大的消费群体，去连锁品牌便利店买早餐时顺带买一杯咖啡，市场需求量非常可观。但在这片红海中，库迪“COTTI Express”该如何落点值得进一步思考。\n陆正耀于2022年创办库迪，如今库迪的品牌声量和门店规模已在国内咖啡市场占据一席之地。可直到陆正耀有了“风险意识”，才预示着库迪拥有一个真正的开始。\n虽然这场关于低价的战争还远未结束，但库迪推出“COTTI Express”这一步棋似乎向国内咖啡市场释放出一个积极信号：“卷价格”不会是唯一的出路。\n库迪不再跟着瑞幸身后亦步亦趋，也不再将低价作为唯一武器，国内咖啡市场的畸形发展仿佛也将迎来终点。未来国内咖啡市场仍有增量，健康向好发展只是时间问题。","news_type":1,"symbols_score_info":{"LKNCY":1}},"isVote":1,"tweetType":1,"viewCount":3897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659655159,"gmtCreate":1680046983471,"gmtModify":1680053373692,"author":{"id":"3447477120405680","authorId":"3447477120405680","name":"cornpop","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3447477120405680","idStr":"3447477120405680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/ALB.HK 20230330 85.00 CALL\">$ALB.HK 20230330 85.00 CALL$ &nbsp;</a>","listText":"<a href=\"https://laohu8.com/OPT/ALB.HK 20230330 85.00 CALL\">$ALB.HK 20230330 85.00 CALL$ 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09:33","market":"us","language":"zh","title":"库迪推新店型，陆正耀终于急了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2437270892","media":"蓝鲸财经","summary":"库迪，终于不再怼着瑞幸打，开始走属于自己的路。5月21日，库迪咖啡正式宣布推出便捷店型“COTTI Express”。据库迪相关人员介绍，该店型为店中店，具有占地面积小、投资小、盈亏平衡点低等三大特点，未来将广泛植入到便利店、连锁餐厅等各类业态和各种场景。放在其他品牌身上，做创新探索理所当然，但对于始终跟随瑞幸脚步的库迪而言，在瑞幸尚未涉水相同店型时，库迪的这番举动还真是大姑娘拜天地——头一遭。","content":"<html><body><blockquote>\n<p>作者|李梦冉</p>\n<p>编辑|吕鑫燚</p>\n</blockquote>\n<p>库迪，终于不再怼着瑞幸打，开始走属于自己的路。</p>\n<p>5月21日，库迪咖啡正式宣布推出便捷店型“COTTI Express”。据库迪相关人员介绍，该店型为店中店，具有占地面积小、投资小、盈亏平衡点低等三大特点，未来将广泛植入到便利店、连锁餐厅等各类业态和各种场景。</p>\n<p>放在其他品牌身上，做创新探索理所当然，但对于始终跟随瑞幸脚步的库迪而言，在瑞幸尚未涉水相同店型时，库迪的这番举动还真是大姑娘拜天地——头一遭。</p>\n<p>于库迪而言，店中店的尝试，绝不只是简单的求变，其背后透出两个风向：</p>\n<p>一是库迪亟需更灵活、抗风险能力更强的运营模式，这映射出库迪当下的日子并不好过；</p>\n<p>二是陆正耀和库迪开始放下对瑞幸的执念，想要找到属于库迪的解法。</p>\n<p><img src=\"https://img.jiemian.com/101/original/20240523/171642693181528600.png\"/></p>\n<p><em>图源：零售商业财经</em></p>\n<p>从新店型的运营成本来看，库迪咖啡首席策略官李颖波曾表示，门店变小后，房租成本从6元降至1.2元。相比于传统店面模式，这种店中店、便携式店型投资成本更小，联营商所承担风险也大大降低。</p>\n<p>以更灵活的经营模式入局，库迪此举有意降低加盟门槛，提升联营商经营效率，吸引更多联营商入局，进而提升库迪咖啡整体门店规模。</p>\n<p>如此谨慎的经营模式，着实不像陆正耀的风格。库迪风向的转变，一定程度上源自陆正耀观念的转舵。毕竟，创始人的性格底色才是一家品牌的真正基因。</p>\n<p>据悉，今年初陆正耀开始提出“风险意识”，这是陆正耀此前鲜少提及的观点，也并不是其作为连续创业者始终坚持的观念。在他的创业故事中，“速度”才是第一性原理，这点从瑞幸咖啡仅成立18个月就冲击美股上市的动作中也能看出。</p>\n<p>陆正耀的“风险意识”和库迪的经营情况息息相关，随着瑞幸9.9元活动缩水，这场咖啡界的荒唐战争已渐有熄火之势，而战争发起人陆正耀，也受9.9拖累，门店无法分摊成本，重金补贴下，库迪亟需更稳健的发展路线。</p>\n<p>当库迪布局“店中店”模式时，也透露出库迪不再以瑞幸为唯一对手。</p>\n<p>此举在库迪的发展中可谓是开创先河，毕竟纵览库迪以往行事风格，哪回行动不是上来就对瑞幸“贴脸开大”？</p>\n<p>从门店选址紧贴着瑞幸，到创新做店中店模式，库迪咖啡终于不再追着瑞幸打，而是聚焦自身发展，目光往盈利处看去。</p>\n<p>目前店中店这步棋，能撬动多少市场增量尚不得知，但可以肯定的是，其所面对的市场挑战众多。</p>\n<p>“零售商业财经”认为，陆正耀带领库迪所做的店中店创新，想要进军便利店业态，各大连锁便利店品牌是否接受还得打一个问号。</p>\n<p>毕竟在陆正耀的蝴蝶效应下，咖啡已成跨界“万金油”，便利店赛道的头部玩家，早已布局自有咖啡品牌，如7-ELEVEn便利店7-COFFEE、全家便利店湃客咖啡、罗森便利店L-café、唐久便利店“样咖啡”、昆仑好客便利店“好客咖啡”等。</p>\n<p>上班族作为庞大的消费群体，去连锁品牌便利店买早餐时顺带买一杯咖啡，市场需求量非常可观。但在这片红海中，库迪“COTTI Express”该如何落点值得进一步思考。</p>\n<p>陆正耀于2022年创办库迪，如今库迪的品牌声量和门店规模已在国内咖啡市场占据一席之地。可直到陆正耀有了“风险意识”，才预示着库迪拥有一个真正的开始。</p>\n<p>虽然这场关于低价的战争还远未结束，但库迪推出“COTTI Express”这一步棋似乎向国内咖啡市场释放出一个积极信号：“卷价格”不会是唯一的出路。</p>\n<p>库迪不再跟着瑞幸身后亦步亦趋，也不再将低价作为唯一武器，国内咖啡市场的畸形发展仿佛也将迎来终点。未来国内咖啡市场仍有增量，健康向好发展只是时间问题。</p>\n</body></html>","source":"lanjinger_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>库迪推新店型，陆正耀终于急了？</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库迪推新店型，陆正耀终于急了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-23 09:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/232473><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者|李梦冉\n编辑|吕鑫燚\n\n库迪，终于不再怼着瑞幸打，开始走属于自己的路。\n5月21日，库迪咖啡正式宣布推出便捷店型“COTTI Express”。据库迪相关人员介绍，该店型为店中店，具有占地面积小、投资小、盈亏平衡点低等三大特点，未来将广泛植入到便利店、连锁餐厅等各类业态和各种场景。\n放在其他品牌身上，做创新探索理所当然，但对于始终跟随瑞幸脚步的库迪而言，在瑞幸尚未涉水相同店型时，库迪的这番...</p>\n\n<a href=\"https://www.lanjinger.com/d/232473\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4209":"餐馆","LKNCY":"瑞幸咖啡"},"source_url":"https://www.lanjinger.com/d/232473","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2437270892","content_text":"作者|李梦冉\n编辑|吕鑫燚\n\n库迪，终于不再怼着瑞幸打，开始走属于自己的路。\n5月21日，库迪咖啡正式宣布推出便捷店型“COTTI Express”。据库迪相关人员介绍，该店型为店中店，具有占地面积小、投资小、盈亏平衡点低等三大特点，未来将广泛植入到便利店、连锁餐厅等各类业态和各种场景。\n放在其他品牌身上，做创新探索理所当然，但对于始终跟随瑞幸脚步的库迪而言，在瑞幸尚未涉水相同店型时，库迪的这番举动还真是大姑娘拜天地——头一遭。\n于库迪而言，店中店的尝试，绝不只是简单的求变，其背后透出两个风向：\n一是库迪亟需更灵活、抗风险能力更强的运营模式，这映射出库迪当下的日子并不好过；\n二是陆正耀和库迪开始放下对瑞幸的执念，想要找到属于库迪的解法。\n\n图源：零售商业财经\n从新店型的运营成本来看，库迪咖啡首席策略官李颖波曾表示，门店变小后，房租成本从6元降至1.2元。相比于传统店面模式，这种店中店、便携式店型投资成本更小，联营商所承担风险也大大降低。\n以更灵活的经营模式入局，库迪此举有意降低加盟门槛，提升联营商经营效率，吸引更多联营商入局，进而提升库迪咖啡整体门店规模。\n如此谨慎的经营模式，着实不像陆正耀的风格。库迪风向的转变，一定程度上源自陆正耀观念的转舵。毕竟，创始人的性格底色才是一家品牌的真正基因。\n据悉，今年初陆正耀开始提出“风险意识”，这是陆正耀此前鲜少提及的观点，也并不是其作为连续创业者始终坚持的观念。在他的创业故事中，“速度”才是第一性原理，这点从瑞幸咖啡仅成立18个月就冲击美股上市的动作中也能看出。\n陆正耀的“风险意识”和库迪的经营情况息息相关，随着瑞幸9.9元活动缩水，这场咖啡界的荒唐战争已渐有熄火之势，而战争发起人陆正耀，也受9.9拖累，门店无法分摊成本，重金补贴下，库迪亟需更稳健的发展路线。\n当库迪布局“店中店”模式时，也透露出库迪不再以瑞幸为唯一对手。\n此举在库迪的发展中可谓是开创先河，毕竟纵览库迪以往行事风格，哪回行动不是上来就对瑞幸“贴脸开大”？\n从门店选址紧贴着瑞幸，到创新做店中店模式，库迪咖啡终于不再追着瑞幸打，而是聚焦自身发展，目光往盈利处看去。\n目前店中店这步棋，能撬动多少市场增量尚不得知，但可以肯定的是，其所面对的市场挑战众多。\n“零售商业财经”认为，陆正耀带领库迪所做的店中店创新，想要进军便利店业态，各大连锁便利店品牌是否接受还得打一个问号。\n毕竟在陆正耀的蝴蝶效应下，咖啡已成跨界“万金油”，便利店赛道的头部玩家，早已布局自有咖啡品牌，如7-ELEVEn便利店7-COFFEE、全家便利店湃客咖啡、罗森便利店L-café、唐久便利店“样咖啡”、昆仑好客便利店“好客咖啡”等。\n上班族作为庞大的消费群体，去连锁品牌便利店买早餐时顺带买一杯咖啡，市场需求量非常可观。但在这片红海中，库迪“COTTI Express”该如何落点值得进一步思考。\n陆正耀于2022年创办库迪，如今库迪的品牌声量和门店规模已在国内咖啡市场占据一席之地。可直到陆正耀有了“风险意识”，才预示着库迪拥有一个真正的开始。\n虽然这场关于低价的战争还远未结束，但库迪推出“COTTI Express”这一步棋似乎向国内咖啡市场释放出一个积极信号：“卷价格”不会是唯一的出路。\n库迪不再跟着瑞幸身后亦步亦趋，也不再将低价作为唯一武器，国内咖啡市场的畸形发展仿佛也将迎来终点。未来国内咖啡市场仍有增量，健康向好发展只是时间问题。","news_type":1,"symbols_score_info":{"LKNCY":1}},"isVote":1,"tweetType":1,"viewCount":3897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":980862190,"gmtCreate":1582298092110,"gmtModify":1704346369150,"author":{"id":"3447477120405680","authorId":"3447477120405680","name":"cornpop","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3447477120405680","authorIdStr":"3447477120405680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>&nbsp;瑞幸未来已经画好了[笑哭]&nbsp;","listText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>&nbsp;瑞幸未来已经画好了[笑哭]&nbsp;","text":"$瑞幸咖啡(LK)$ 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