古茗:大众现制茶饮龙头 供应链赋能扩店推新

格隆汇
15 Jun

机构:东吴证券研究员:吴劲草/石旖瑄/王琳婧古茗是中国大众现制茶饮龙头。古茗2010 年成立于浙江台州,2025 年2 月在港交所上市,门店主要销售果茶、奶茶及咖啡等现制饮品。2024年公司收入为87.91 亿元,同比+14.5%,其中向加盟商销售商品及设备/加盟管理服务分别占比80%/20%。截至2024年底,全国门店数达9914家,2024 年公司GMV 达224 亿元。以2023 年GMV ...

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