解析东方茶的全球化叙事,霸王茶姬显然被低估了

中金在线
30 Jun

当纳斯达克交易员为星巴克35倍PE买单时,“像素级对标星巴克”的霸王茶姬却还处在15倍PE的洼地。这折射出东方茶全球化叙事背后的认知错位——霸王茶姬的价值锚点应铆在星巴克,而不在另一个茶饮品牌。即便参照传统茶饮品牌,在港股估值体系下,对比蜜雪冰城42倍PE及古茗40倍PE,霸王茶姬仍然被显著低估。近期霸王茶姬股价的低迷被市场归因为茶饮赛道增速放缓所造成的单店GMV波动,事实上,单店GMV的波动来自...

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