外卖大战喂饱了瑞幸、蜜雪、库迪丨消费参考

21世纪经济报道
Aug 05, 2025

21世纪经济报道记者贺泓源、实习生李晴外卖大战对于平价咖啡市场推动是明显的。在今年二季度,瑞幸营收同比增长47.1%至123.6亿元;经调整归母净利润同比增长44.0%至 14.0亿元。当期,瑞幸自营门店收入同比增长44.9%至94.9亿元,在门店数量增长30%情况下,同店收入增长13.4%;加盟店收入28.7亿元,同比增长55%,受益于加盟店数量的增长(同比增长34%),门店分润和配送费收入增加...

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