8月3日晚瑞幸咖啡公布了第二季度财报单季实现收入158.9亿元人民币同比增长28.5%上半年新开了超过5000家门店。财

智通财经
Aug 03
8月3日晚瑞幸咖啡公布了第二季度财报单季实现收入158.9亿元人民币同比增长28.5%上半年新开了超过5000家门店。财报显示瑞幸咖啡业绩增长主要源于门店的增加以及月度交易客户数量的增长。瑞幸咖啡二季度月均交易客户数为1.127亿同比增长22.9%。不过受上年外卖大战高基数的影响第二季度瑞幸自营门店同店销售额增长率为-5.3%2025年同期则为13.8%。但随着市场恢复理性瑞幸二季度自营门店经营利润为24.7亿元同比增长25.9%门店经营利润率与上年持平。在回答分析师提问时郭谨一认为中国咖啡市场仍处于渗透率持续提升、消费频次稳步上涨的快速成长阶段咖啡市场门店天花板还非常高。随着咖啡人群渗透率和消费频次提升这一天花板还在不断上拓瑞幸将继续保持开店节奏以提升市场份额。

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