本报告重点研究目前现制茶饮赛道的上市公司:蜜雪冰城、古茗、茶百道、沪上阿姨以及奈雪的茶,各类可比数据。对茶饮赛道的商业模式和差异化竞争逻辑进行对比分析和梳理。整体看加盟模式因财务模型更优,未来仍将是投资人关注的重点领域。加盟模式中,头部品牌蜜雪冰城各项指标出众,规模优势短期内难撼动。加盟模式重规模,直营模式重门店运营现制茶饮品牌因战略思路不同,选择不同商业模式,以加盟为主的品牌为蜜雪冰城、古茗、...
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