一图看懂瑞幸咖啡：互联网咖啡第一股

同人慧研

2019-05-17

$瑞幸咖啡(LK)$

免责声明：本文内容既不代表同方研究的推荐意见，也不构成所涉及的个别股票的买卖或交易要约。在作出任何投资决定前，投资者应根据自身情况考虑投资产品相关的风险因素，并于需要时咨询专业投资顾问意见。

IPO情报局

美港股新股第一手情报

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

bluestar
2019-05-17
bluestar
就是一个很low的烧钱拉客卖咖啡的，不用戴这么高大上的帽子吧
- bluestar回复卡拉克塔游侠:
  新吗？没看出来，旧瓶装新酒，用户粘性弱到爆，停止补贴分分钟没人的节奏。模式有效吗？没看出来，综合成本不比星巴克低，资本停止输血分分钟死翘翘的节奏
- 卡拉克塔游侠回复bluestar:
  你也没搞明白我在说啥，我说的是他为什么敢拿这么low的商业模式抢市场。并且有效的都是旧元素的新组合。
- bluestar回复卡拉克塔游侠:
  你连我说什么都没搞明白。。。
  我说的是瑞幸的商业模式很传统很烂大街，并不是说它价格低逼格不够。
- 卡拉克塔游侠:
  价格惹的祸，你觉得low正是瑞幸想达到的效果。就跟当年的小米一样。用苹果看不起用小米的，喝星巴克的看不起喝瑞幸的一样。只是从需求角度来说，使用价格杠杆满足你每天喝一杯比711好喝点的咖啡也是很多人停不下来的原因。并且在取咖啡的路上粘上点商务的气息岂不是快哉！
森林猎人
2019-05-18
森林猎人
这个履历上位很靠“技巧”哦
T2021121119
2019-05-18
T2021121119
就是一个圈钱游戏而已
卡拉克塔游侠
2019-05-17
卡拉克塔游侠
弄潮儿的开挂人生。。。
理财王道
2019-05-18
理财王道
不能做多了
夏夏夏
2019-05-17
夏夏夏
同方这系列的图超赞[比心]

发表看法

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\n ","text":"这个履历上位很靠“技巧”哦 \n ","html":"这个履历上位很靠“技巧”哦 \n ","likeSize":2,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1569525,"gmtCreate":1558118508259,"gmtModify":1558118508259,"authorId":3444043414101572,"author":{"id":3444043414101572,"authorId":3444043414101572,"name":"T2021121119","avatar":"https://static.tigerbbs.com/cf90b35f5017d4eb86746ba4951147be","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":908340577,"type":1,"supId":0,"prevId":0,"content":"就是一个圈钱游戏而已","text":"就是一个圈钱游戏而已","html":"就是一个圈钱游戏而已","likeSize":2,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1568679,"gmtCreate":1558107322612,"gmtModify":1558107322612,"authorId":3478946259798943,"author":{"id":3478946259798943,"authorId":3478946259798943,"name":"卡拉克塔游侠","avatar":"https://static.laohu8.com/40870921d3161ed2c9c1e72bc3ae0dab","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":908340577,"type":1,"supId":0,"prevId":0,"content":"弄潮儿的开挂人生。。。","text":"弄潮儿的开挂人生。。。","html":"弄潮儿的开挂人生。。。","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1569527,"gmtCreate":1558118581885,"gmtModify":1558118581885,"authorId":101423541623484,"author":{"id":101423541623484,"authorId":101423541623484,"name":"理财王道","avatar":"https://static.tigerbbs.com/b2e28a9d5fadfddcfce6db80fb2e07af","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":908340577,"type":1,"supId":0,"prevId":0,"content":"不能做多了","text":"不能做多了","html":"不能做多了","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1566331,"gmtCreate":1558089747622,"gmtModify":1558089747622,"authorId":163879441421586,"author":{"id":163879441421586,"authorId":163879441421586,"name":"夏夏夏","avatar":"https://static.tigerbbs.com/58ae2606862e6fc6213bbfb1de0eef2c","vip":1,"hat":"https://static.tigerbbs.com/a26386acf493bab3f5520021849bb50e","crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":908340577,"type":1,"supId":0,"prevId":0,"content":"同方这系列的图超赞[比心]","text":"同方这系列的图超赞[比心]","html":"同方这系列的图超赞[比心]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/908340577"}