茶百道(02555.HK)股价在本周三盘中出现大跌,最大跌幅达5.96%,引发市场的广泛关注。
分析人士指出,茶百道股价大跌可能与其近期经营状况出现恶化有关。包括以下几个主要问题:
一、公司销售收入和利润同比大幅下滑。2024年上半年,茶百道实现收入23.96亿元,同比下降10%,净利润则同比大跌近60%。
二、单店营收连年下降。分析显示2021年至2023年,茶百道单店日均零售额由7414.1元下滑至6887.2元,单店盈利能力不断走低。
三、供应链建设滞后同行,高度依赖少数供应商,存在潜在风险。半年报显示超过三分之一门店仍未实现统一配送,前五大供应商采购额占比高达36.6%。
四、加盟店网络增速放缓,同时闭店率持续走高。2024年上半年其新增门店数量增速较上年同期放缓,而闭店数和闭店率则有所上升。
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