消费行业的“困境”,正在以另外一种方式“突围”。对于茶饮品牌而言,停止扩张,暂停加盟,冲击上市,成了当下的标准配置。尤其是已经上市的茶百道、古铭都获得了不错的估值。而那些已经上市的消费行业企业,例如奈雪的茶、海底捞、九毛九等,则经历了漫长的下跌,还未等来估值的重构。尤其是餐饮巨头海底捞,其在业绩创下新高的背景下,不但估值没有修复,还遭遇了一定程度的“估值杀”,这一点在港股市场表现得尤为明显。面对...
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