从酒屋、茶院再到轻食 再试跨界布局,奈雪的茶困兽犹斗

新快报
18 Mar

奈雪的茶(下简称“奈雪”)又出“跨界新品”,在深圳开了一家轻食店,这是继此前开酒屋、茶院之后的新尝试。随着新茶饮赛道进入“分化与进化”的调整期,“健康风”成为新茶饮的主流方向,资本减持、业绩预亏约9亿元、遭港股通剔除、门店增长停滞……企业困境折射出商业模式的结构性缺陷,以及核心业务承压时的非理性扩张,暴露出管理层的战略迷失。即便轻食业务短期提振营收,也难以扭转投资者对其商业模式可持续性的质疑。■...

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