高盛发表研报指,于昨日(16日)举办了一场关于中国鲜制饮品市场的专家会议,与会专家是一位在浙江及上海经营多家奶茶店的加盟商,品牌包括霸王茶姬(CHA.US) 、茶百道(02555.HK) 、周五乐等。主要结论包括专家预期中长期内补贴将会退场,消费者仍面临压力;新兴小品牌在激烈的竞争中,难以将门市规模扩大到1万家以上,但专家认为,对于发展势头强劲的小众品牌而言,在6至8个月内有望实现盈利等。高盛...
Source Link高盛发表研报指,于昨日(16日)举办了一场关于中国鲜制饮品市场的专家会议,与会专家是一位在浙江及上海经营多家奶茶店的加盟商,品牌包括霸王茶姬(CHA.US) 、茶百道(02555.HK) 、周五乐等。主要结论包括专家预期中长期内补贴将会退场,消费者仍面临压力;新兴小品牌在激烈的竞争中,难以将门市规模扩大到1万家以上,但专家认为,对于发展势头强劲的小众品牌而言,在6至8个月内有望实现盈利等。高盛...
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