新茶饮行业因外卖平台百亿补贴迎来股价波动。补贴使奶茶价格大幅下降，吸引消费者囤货，带动奶茶外卖量同比增长120%。然而，这种繁荣被认为是短暂的。大部分奶茶股此前表现不佳，如茶百道2024年净利润同比下降58%，奈雪由盈转亏。行业增长已到顶，2024年奶茶店净减少1.78万家，单店加盟效率与盈利能力均下降。随着门店密度增加，加盟商流失率攀升，古茗、沪上阿姨等品牌流失率分别达73%和53.7%。...
Source Link新茶饮行业因外卖平台百亿补贴迎来股价波动。补贴使奶茶价格大幅下降，吸引消费者囤货，带动奶茶外卖量同比增长120%。然而，这种繁荣被认为是短暂的。大部分奶茶股此前表现不佳，如茶百道2024年净利润同比下降58%，奈雪由盈转亏。行业增长已到顶，2024年奶茶店净减少1.78万家，单店加盟效率与盈利能力均下降。随着门店密度增加，加盟商流失率攀升，古茗、沪上阿姨等品牌流失率分别达73%和53.7%。...
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