天图太盟陆续减持,赵林彭心带着奈雪的茶进入新阶段

新浪财经
13 Dec 2024

如今的新式茶饮市场已不同于以往,奈雪的业绩表现不仅反映出公司自身经营困境,更折射出整个行业面临的结构性挑战。根据窄门餐眼数据显示,截至2024年11月12日,“奶茶饮品”门店数量总数达41.26万家,近一年新开14.23万家门店。产品同质化严重、价格战愈演愈烈、获客成本上升,让曾经红红火火的赛道如今雪上加霜。市场竞争的白热化已经开始蚕 食品 牌的利润空间,许多品牌不得不通过降价促销来维持市场份额。...

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