“翻倍”的蜜雪:海外还没“甜”,投资很难“蜜”

海豚投研
11 Jun

在海豚君的现制饮龙头蜜雪冰城的研究中,上篇阐述了蜜雪冰城商业模式、中篇测算国内空间。本篇侧重走出国内市场逐步成熟的情况下,探讨两个核心命题:1)海外市场能否再造蜜雪?2)上市三月即翻倍的情况下,当前这个价位到底隐含着怎样的风险收益比?废话不多,直接端正文:一、海外会是星辰大海么?随着各路新茶饮品牌在国内尤其是高线城市不断加密开店,市场饱和度逐步提升,为了寻求新的增量,开辟第二增长曲线,先知先觉的茶...

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