公司近况Q2 多数茶饮品牌保持较快同店增长;外卖平台价格竞争趋缓有望长期利好行业竞争格局改善。我们看好公司国内保持稳健较快同店和开店、对盈利能力保持较强掌控度。建议关注海外存量市场调整进展和新市场开拓。评论Q2 多数现制茶饮品牌同店高增长;外卖平台价格竞争趋缓短期或对同店造成扰动,但长期利好行业竞争格局改善。1)受益于去年同期低基数和外卖平台价格竞争等因素,Q2 多数现制茶饮品牌保持较快同店增长,...
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