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勇往直前666
2022-08-29
瑞幸的一大成功是把咖啡奶茶化了,早知道奶茶市场更大,且咖啡是世界上少数合法的成瘾性食品。另外早知道东南亚甚至亚洲的口味,未来有机会出海和星巴克一较高下,中国已经拿下了。
@捷克Jack:瑞幸的反攻与星巴克中国的溃败
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中国却一塌糊涂刚刚过去的Q2,星巴克中国的同店销售下降了44%,如果分为“量”“价”两个方面的话,“价”上下降1%,而“量”下降了43%。为此,星巴克一如此前几个季度,把原因归结到了COVID-19的影响。事实上,星巴克中国的同店销售已经连续4个季度下降,而4个季度之前出现增长也纯粹是因为COVID-19后的复苏,如果没有这一因素,星巴克中国可能出现连续8个季度的下滑。一两个季度业绩下降,可能是偶然事件的影响,连续的下滑,一定意味着本质性的变化,即国内饮品市场格局的变化。瑞幸之所以在","images":[{"img":"https://static.tigerbbs.com/d252a6695116548d7971533d9655340d","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/ac263b1be39673ff66ec22e6175bf13c","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/367d8cdae2cd5bd6e2b010fbfcb29e34","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684919425","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1891,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000311","authorId":"9000000000000311","name":"低买高卖谁不会","avatar":"https://static.tigerbbs.com/90c36a09caab2ffd35267ac360780ce4","crmLevel":1,"crmLevelSwitch":0},"content":"现在 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的瑞幸想要跟星巴克掰手腕还是差点意思"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":660506735,"gmtCreate":1661785010529,"gmtModify":1661785313349,"author":{"id":"3471393630716540","authorId":"3471393630716540","name":"勇往直前666","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"瑞幸的一大成功是把咖啡奶茶化了,早知道奶茶市场更大,且咖啡是世界上少数合法的成瘾性食品。另外早知道东南亚甚至亚洲的口味,未来有机会出海和星巴克一较高下,中国已经拿下了。","listText":"瑞幸的一大成功是把咖啡奶茶化了,早知道奶茶市场更大,且咖啡是世界上少数合法的成瘾性食品。另外早知道东南亚甚至亚洲的口味,未来有机会出海和星巴克一较高下,中国已经拿下了。","text":"瑞幸的一大成功是把咖啡奶茶化了,早知道奶茶市场更大,且咖啡是世界上少数合法的成瘾性食品。另外早知道东南亚甚至亚洲的口味,未来有机会出海和星巴克一较高下,中国已经拿下了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/660506735","repostId":"684919425","repostType":1,"repost":{"id":684919425,"gmtCreate":1660040515377,"gmtModify":1660230270791,"author":{"id":"212008496769156","authorId":"212008496769156","name":"捷克Jack","avatar":"https://static.tigerbbs.com/7cc48e563d37c21562541a2874ce20e4","crmLevel":3,"crmLevelSwitch":0},"themes":[],"title":"瑞幸的反攻与星巴克中国的溃败","htmlText":"发了Q2财报后,<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a> 股价涨了11%。很可惜,它是一家有前科的“退市公司”,在机构无法大量参与场外市场交易,否则它可以涨更多。大部分投资者国内线下消费业务的公司的二季度业绩并没有很高的期望,比如说<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> ,物流受到冲击的情况下,增速为零。瑞幸的成绩单却很好整体Q2的收入达到史上最高的32.99亿元,同比增长72%,环比比Q1也增长了37%。很多人以为收入增长的主要因素是615家“新店”,其实不然。以“同店销售”(即平均到每家店铺当个季度的业绩,也是餐饮行业最常用的指标之一)的角度看,自营店在Q2的增长也达到了41.2%。更重要的是,瑞幸一改此前“流血不止”的局面,店铺层面的运营利润率达到了30.6%,比去年同期的23%又提高了7个百分点。整体净亏损约1.15亿元,其中包含对股权诉讼人拨备的2.77亿元及所得税费用1.02亿元。换句话说,瑞幸不但开始稳定盈利,而且有余粮来处理以前的破事了。相反地,<a href=\"https://laohu8.com/S/SBUX\">$星巴克(SBUX)$</a> 中国却一塌糊涂刚刚过去的Q2,星巴克中国的同店销售下降了44%,如果分为“量”“价”两个方面的话,“价”上下降1%,而“量”下降了43%。为此,星巴克一如此前几个季度,把原因归结到了COVID-19的影响。事实上,星巴克中国的同店销售已经连续4个季度下降,而4个季度之前出现增长也纯粹是因为COVID-19后的复苏,如果没有这一因素,星巴克中国可能出现连续8个季度的下滑。一两个季度业绩下降,可能是偶然事件的影响,连续的下滑,一定意味着本质性的变化,即国内饮品市场格局的变化。瑞幸之所以在","listText":"发了Q2财报后,<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a> 股价涨了11%。很可惜,它是一家有前科的“退市公司”,在机构无法大量参与场外市场交易,否则它可以涨更多。大部分投资者国内线下消费业务的公司的二季度业绩并没有很高的期望,比如说<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> ,物流受到冲击的情况下,增速为零。瑞幸的成绩单却很好整体Q2的收入达到史上最高的32.99亿元,同比增长72%,环比比Q1也增长了37%。很多人以为收入增长的主要因素是615家“新店”,其实不然。以“同店销售”(即平均到每家店铺当个季度的业绩,也是餐饮行业最常用的指标之一)的角度看,自营店在Q2的增长也达到了41.2%。更重要的是,瑞幸一改此前“流血不止”的局面,店铺层面的运营利润率达到了30.6%,比去年同期的23%又提高了7个百分点。整体净亏损约1.15亿元,其中包含对股权诉讼人拨备的2.77亿元及所得税费用1.02亿元。换句话说,瑞幸不但开始稳定盈利,而且有余粮来处理以前的破事了。相反地,<a href=\"https://laohu8.com/S/SBUX\">$星巴克(SBUX)$</a> 中国却一塌糊涂刚刚过去的Q2,星巴克中国的同店销售下降了44%,如果分为“量”“价”两个方面的话,“价”上下降1%,而“量”下降了43%。为此,星巴克一如此前几个季度,把原因归结到了COVID-19的影响。事实上,星巴克中国的同店销售已经连续4个季度下降,而4个季度之前出现增长也纯粹是因为COVID-19后的复苏,如果没有这一因素,星巴克中国可能出现连续8个季度的下滑。一两个季度业绩下降,可能是偶然事件的影响,连续的下滑,一定意味着本质性的变化,即国内饮品市场格局的变化。瑞幸之所以在","text":"发了Q2财报后,$瑞幸咖啡(LKNCY)$ 股价涨了11%。很可惜,它是一家有前科的“退市公司”,在机构无法大量参与场外市场交易,否则它可以涨更多。大部分投资者国内线下消费业务的公司的二季度业绩并没有很高的期望,比如说$阿里巴巴(BABA)$ ,物流受到冲击的情况下,增速为零。瑞幸的成绩单却很好整体Q2的收入达到史上最高的32.99亿元,同比增长72%,环比比Q1也增长了37%。很多人以为收入增长的主要因素是615家“新店”,其实不然。以“同店销售”(即平均到每家店铺当个季度的业绩,也是餐饮行业最常用的指标之一)的角度看,自营店在Q2的增长也达到了41.2%。更重要的是,瑞幸一改此前“流血不止”的局面,店铺层面的运营利润率达到了30.6%,比去年同期的23%又提高了7个百分点。整体净亏损约1.15亿元,其中包含对股权诉讼人拨备的2.77亿元及所得税费用1.02亿元。换句话说,瑞幸不但开始稳定盈利,而且有余粮来处理以前的破事了。相反地,$星巴克(SBUX)$ 中国却一塌糊涂刚刚过去的Q2,星巴克中国的同店销售下降了44%,如果分为“量”“价”两个方面的话,“价”上下降1%,而“量”下降了43%。为此,星巴克一如此前几个季度,把原因归结到了COVID-19的影响。事实上,星巴克中国的同店销售已经连续4个季度下降,而4个季度之前出现增长也纯粹是因为COVID-19后的复苏,如果没有这一因素,星巴克中国可能出现连续8个季度的下滑。一两个季度业绩下降,可能是偶然事件的影响,连续的下滑,一定意味着本质性的变化,即国内饮品市场格局的变化。瑞幸之所以在","images":[{"img":"https://static.tigerbbs.com/d252a6695116548d7971533d9655340d","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/ac263b1be39673ff66ec22e6175bf13c","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/367d8cdae2cd5bd6e2b010fbfcb29e34","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684919425","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1891,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000311","authorId":"9000000000000311","name":"低买高卖谁不会","avatar":"https://static.tigerbbs.com/90c36a09caab2ffd35267ac360780ce4","crmLevel":1,"crmLevelSwitch":0},"content":"现在 的瑞幸想要跟星巴克掰手腕还是差点意思","text":"现在 的瑞幸想要跟星巴克掰手腕还是差点意思","html":"现在 的瑞幸想要跟星巴克掰手腕还是差点意思"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}