规模狂飙的背后,是品控体系的全面失守,食品安全问题成为悬在鸣鸣很忙头顶的达摩克利斯之剑。顶着“港股量贩零食第一股”光环,鸣鸣很忙火速开启港股招股,腾讯、淡马锡等8家明星机构组成的基石阵容,看似为其估值筑牢护城河,实则难掩激进扩张背后的经营困局。两年狂开1.3万家门店的速度惊艳行业,但规模狂飙的另一面,是单店盈利腰斩、品控漏洞频发、低毛利难破局的三重危机,这场以规模换增长的游戏,正迎来边际效应崩塌的...
Source Link规模狂飙的背后,是品控体系的全面失守,食品安全问题成为悬在鸣鸣很忙头顶的达摩克利斯之剑。顶着“港股量贩零食第一股”光环,鸣鸣很忙火速开启港股招股,腾讯、淡马锡等8家明星机构组成的基石阵容,看似为其估值筑牢护城河,实则难掩激进扩张背后的经营困局。两年狂开1.3万家门店的速度惊艳行业,但规模狂飙的另一面,是单店盈利腰斩、品控漏洞频发、低毛利难破局的三重危机,这场以规模换增长的游戏,正迎来边际效应崩塌的...
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