新茶饮品类成为此轮外卖补贴的最大受益者,高盛上调古茗和蜜雪冰城今年盈利预测,上调幅度分别为9%和1%。高盛认为,补贴为表现不佳品牌提供支撑,减缓了门店关闭速度,打乱原有行业整合趋势。补贴退潮后,单店增长将承压,行业整合步伐将恢复,具备供应链和品牌优势的古茗和蜜雪等头部品牌将从中受益。外卖平台补贴大战正在重塑新茶饮行业格局。据追风交易台消息,8月5日高盛最新研报显示,得益于外卖补贴持续时间超预期,...
Source Link新茶饮品类成为此轮外卖补贴的最大受益者,高盛上调古茗和蜜雪冰城今年盈利预测,上调幅度分别为9%和1%。高盛认为,补贴为表现不佳品牌提供支撑,减缓了门店关闭速度,打乱原有行业整合趋势。补贴退潮后,单店增长将承压,行业整合步伐将恢复,具备供应链和品牌优势的古茗和蜜雪等头部品牌将从中受益。外卖平台补贴大战正在重塑新茶饮行业格局。据追风交易台消息,8月5日高盛最新研报显示,得益于外卖补贴持续时间超预期,...
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