【消费行业困境与突围:餐饮企业的起伏与估值重构】 消费行业面临“困境”,茶饮品牌多停止扩张、暂停加盟、冲击上市。已上市的茶百道、古铭估值不错,而奈雪的茶、海底捞、九毛九等经历漫长下跌,未等来估值重构。尤其是海底捞,业绩新高但遭遇“估值杀”,在港股市场明显。 海底捞 2024 年上半年营收 214.91 亿元,净利润 20.38 亿元,2023 年全年营收 414.53 亿元,净利润 44.99 ...
Source Link【消费行业困境与突围:餐饮企业的起伏与估值重构】 消费行业面临“困境”,茶饮品牌多停止扩张、暂停加盟、冲击上市。已上市的茶百道、古铭估值不错,而奈雪的茶、海底捞、九毛九等经历漫长下跌,未等来估值重构。尤其是海底捞,业绩新高但遭遇“估值杀”,在港股市场明显。 海底捞 2024 年上半年营收 214.91 亿元,净利润 20.38 亿元,2023 年全年营收 414.53 亿元,净利润 44.99 ...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.