商贸零售行业跟踪周报:蜜雪集团即将上市 招股书各项指标拆解

东吴证券股份有...
Mar 02

平价现制饮品龙头:公司聚焦单价6 元左右的平价现制果饮、茶饮、冰淇淋咖啡产品。截至2024 年9 月30 日,公司通过现制茶饮“蜜雪冰城”及现磨咖啡“幸运咖”以加盟模式在全国及东南亚发展了45302 家门店,其中中国内地/海外分别有门店40510/4792 家。2023 年公司以74亿杯、478 亿元人民币终端零售额位列中国第一大、全球第二大的现制饮品龙头。饮料现制趋势强化:1)全球现制饮品市场...

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