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星辰大海matthew
2025-07-18
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星辰大海matthew
2025-05-01
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@价值投资为王:零食很忙、赵一鸣零食背后公司要上市了,会是超级大牛股吗?
星辰大海matthew
2025-01-29
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2022-01-21
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2021-12-21
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2021-06-24
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2021-05-25
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2020-09-14
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2020-08-31
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2020-07-21
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2020-04-25
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根据弗若斯特沙利文报告,按2024年休闲食品饮料GMV计,鸣鸣很忙是中国最大的连锁零售商! “零食很忙”于 2017年3月在湖南长沙创立,“赵一鸣零食”于2019年1月在江西宜春创立。 尽管两个品牌发源和覆盖地域不同,但创立之初至今,两个品牌的定位分别是“打造人民的零食品牌”和“帮助老百姓实现零食自由”。不谋而合的理念促成“零食很忙”和“赵一鸣零食”于2023年11月完成合并,组成鸣鸣很忙集团。 截止2024年年底,鸣鸣很忙拥有由14,394家门店构成的销售网络,覆盖全国28个省份。 鸣鸣很忙的收入主要来自向加盟商销售商品及加盟服务费。 目前,鸣鸣很忙几乎100%的门店都是加盟店: 相比较传统的零售渠道,鸣鸣很忙核心竞争力在于减少了经销层级,25%的产品直接和厂家定制,把零食价格打下来,刚好碰上这几年消费降级,低价优质产品受到消费者的欢迎: 从利润率上看,鸣鸣很忙的毛利率只有7.6%,净利率2.1%,对比同样依赖加盟模式的奶茶店,后者的净利率能达到15%左右: 由此来看,鸣鸣很忙的产品性价比确实高。 因此,鸣鸣很忙店铺数量大肆扩张,2022年还只有1902家,2024年就增长至14394家。 店铺暴增下,鸣鸣很忙的业绩非常靓丽,去年的营收达到393亿,同比暴增282%,净利润8.3亿,同比暴增281%: 虽然业绩很靓丽,但截止2024年年底,鸣鸣很忙的店铺已经覆盖了1,224个县,在县城中覆盖率已达约66%,约58%的门店位于县城和乡镇,实现了对下沉市场的深入覆盖。 依赖于门店扩张的鸣鸣很忙,上市之后,成长性还能保持高增长吗? 作为对比,奶茶点的密度比零食量贩店要高很多,截止去年,全国最大的奶茶连锁企业蜜雪集团的店铺数量为41584家,同比增长25%: 个人实际感受,一条商业街,蜜雪冰城的店铺能达到2家,而","listText":"昨日,零食很忙、赵一鸣零食背后的公司鸣鸣很忙向港交所递交了招股书! 根据弗若斯特沙利文报告,按2024年休闲食品饮料GMV计,鸣鸣很忙是中国最大的连锁零售商! “零食很忙”于 2017年3月在湖南长沙创立,“赵一鸣零食”于2019年1月在江西宜春创立。 尽管两个品牌发源和覆盖地域不同,但创立之初至今,两个品牌的定位分别是“打造人民的零食品牌”和“帮助老百姓实现零食自由”。不谋而合的理念促成“零食很忙”和“赵一鸣零食”于2023年11月完成合并,组成鸣鸣很忙集团。 截止2024年年底,鸣鸣很忙拥有由14,394家门店构成的销售网络,覆盖全国28个省份。 鸣鸣很忙的收入主要来自向加盟商销售商品及加盟服务费。 目前,鸣鸣很忙几乎100%的门店都是加盟店: 相比较传统的零售渠道,鸣鸣很忙核心竞争力在于减少了经销层级,25%的产品直接和厂家定制,把零食价格打下来,刚好碰上这几年消费降级,低价优质产品受到消费者的欢迎: 从利润率上看,鸣鸣很忙的毛利率只有7.6%,净利率2.1%,对比同样依赖加盟模式的奶茶店,后者的净利率能达到15%左右: 由此来看,鸣鸣很忙的产品性价比确实高。 因此,鸣鸣很忙店铺数量大肆扩张,2022年还只有1902家,2024年就增长至14394家。 店铺暴增下,鸣鸣很忙的业绩非常靓丽,去年的营收达到393亿,同比暴增282%,净利润8.3亿,同比暴增281%: 虽然业绩很靓丽,但截止2024年年底,鸣鸣很忙的店铺已经覆盖了1,224个县,在县城中覆盖率已达约66%,约58%的门店位于县城和乡镇,实现了对下沉市场的深入覆盖。 依赖于门店扩张的鸣鸣很忙,上市之后,成长性还能保持高增长吗? 作为对比,奶茶点的密度比零食量贩店要高很多,截止去年,全国最大的奶茶连锁企业蜜雪集团的店铺数量为41584家,同比增长25%: 个人实际感受,一条商业街,蜜雪冰城的店铺能达到2家,而","text":"昨日,零食很忙、赵一鸣零食背后的公司鸣鸣很忙向港交所递交了招股书! 根据弗若斯特沙利文报告,按2024年休闲食品饮料GMV计,鸣鸣很忙是中国最大的连锁零售商! “零食很忙”于 2017年3月在湖南长沙创立,“赵一鸣零食”于2019年1月在江西宜春创立。 尽管两个品牌发源和覆盖地域不同,但创立之初至今,两个品牌的定位分别是“打造人民的零食品牌”和“帮助老百姓实现零食自由”。不谋而合的理念促成“零食很忙”和“赵一鸣零食”于2023年11月完成合并,组成鸣鸣很忙集团。 截止2024年年底,鸣鸣很忙拥有由14,394家门店构成的销售网络,覆盖全国28个省份。 鸣鸣很忙的收入主要来自向加盟商销售商品及加盟服务费。 目前,鸣鸣很忙几乎100%的门店都是加盟店: 相比较传统的零售渠道,鸣鸣很忙核心竞争力在于减少了经销层级,25%的产品直接和厂家定制,把零食价格打下来,刚好碰上这几年消费降级,低价优质产品受到消费者的欢迎: 从利润率上看,鸣鸣很忙的毛利率只有7.6%,净利率2.1%,对比同样依赖加盟模式的奶茶店,后者的净利率能达到15%左右: 由此来看,鸣鸣很忙的产品性价比确实高。 因此,鸣鸣很忙店铺数量大肆扩张,2022年还只有1902家,2024年就增长至14394家。 店铺暴增下,鸣鸣很忙的业绩非常靓丽,去年的营收达到393亿,同比暴增282%,净利润8.3亿,同比暴增281%: 虽然业绩很靓丽,但截止2024年年底,鸣鸣很忙的店铺已经覆盖了1,224个县,在县城中覆盖率已达约66%,约58%的门店位于县城和乡镇,实现了对下沉市场的深入覆盖。 依赖于门店扩张的鸣鸣很忙,上市之后,成长性还能保持高增长吗? 作为对比,奶茶点的密度比零食量贩店要高很多,截止去年,全国最大的奶茶连锁企业蜜雪集团的店铺数量为41584家,同比增长25%: 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根据弗若斯特沙利文报告,按2024年休闲食品饮料GMV计,鸣鸣很忙是中国最大的连锁零售商! “零食很忙”于 2017年3月在湖南长沙创立,“赵一鸣零食”于2019年1月在江西宜春创立。 尽管两个品牌发源和覆盖地域不同,但创立之初至今,两个品牌的定位分别是“打造人民的零食品牌”和“帮助老百姓实现零食自由”。不谋而合的理念促成“零食很忙”和“赵一鸣零食”于2023年11月完成合并,组成鸣鸣很忙集团。 截止2024年年底,鸣鸣很忙拥有由14,394家门店构成的销售网络,覆盖全国28个省份。 鸣鸣很忙的收入主要来自向加盟商销售商品及加盟服务费。 目前,鸣鸣很忙几乎100%的门店都是加盟店: 相比较传统的零售渠道,鸣鸣很忙核心竞争力在于减少了经销层级,25%的产品直接和厂家定制,把零食价格打下来,刚好碰上这几年消费降级,低价优质产品受到消费者的欢迎: 从利润率上看,鸣鸣很忙的毛利率只有7.6%,净利率2.1%,对比同样依赖加盟模式的奶茶店,后者的净利率能达到15%左右: 由此来看,鸣鸣很忙的产品性价比确实高。 因此,鸣鸣很忙店铺数量大肆扩张,2022年还只有1902家,2024年就增长至14394家。 店铺暴增下,鸣鸣很忙的业绩非常靓丽,去年的营收达到393亿,同比暴增282%,净利润8.3亿,同比暴增281%: 虽然业绩很靓丽,但截止2024年年底,鸣鸣很忙的店铺已经覆盖了1,224个县,在县城中覆盖率已达约66%,约58%的门店位于县城和乡镇,实现了对下沉市场的深入覆盖。 依赖于门店扩张的鸣鸣很忙,上市之后,成长性还能保持高增长吗? 作为对比,奶茶点的密度比零食量贩店要高很多,截止去年,全国最大的奶茶连锁企业蜜雪集团的店铺数量为41584家,同比增长25%: 个人实际感受,一条商业街,蜜雪冰城的店铺能达到2家,而","listText":"昨日,零食很忙、赵一鸣零食背后的公司鸣鸣很忙向港交所递交了招股书! 根据弗若斯特沙利文报告,按2024年休闲食品饮料GMV计,鸣鸣很忙是中国最大的连锁零售商! “零食很忙”于 2017年3月在湖南长沙创立,“赵一鸣零食”于2019年1月在江西宜春创立。 尽管两个品牌发源和覆盖地域不同,但创立之初至今,两个品牌的定位分别是“打造人民的零食品牌”和“帮助老百姓实现零食自由”。不谋而合的理念促成“零食很忙”和“赵一鸣零食”于2023年11月完成合并,组成鸣鸣很忙集团。 截止2024年年底,鸣鸣很忙拥有由14,394家门店构成的销售网络,覆盖全国28个省份。 鸣鸣很忙的收入主要来自向加盟商销售商品及加盟服务费。 目前,鸣鸣很忙几乎100%的门店都是加盟店: 相比较传统的零售渠道,鸣鸣很忙核心竞争力在于减少了经销层级,25%的产品直接和厂家定制,把零食价格打下来,刚好碰上这几年消费降级,低价优质产品受到消费者的欢迎: 从利润率上看,鸣鸣很忙的毛利率只有7.6%,净利率2.1%,对比同样依赖加盟模式的奶茶店,后者的净利率能达到15%左右: 由此来看,鸣鸣很忙的产品性价比确实高。 因此,鸣鸣很忙店铺数量大肆扩张,2022年还只有1902家,2024年就增长至14394家。 店铺暴增下,鸣鸣很忙的业绩非常靓丽,去年的营收达到393亿,同比暴增282%,净利润8.3亿,同比暴增281%: 虽然业绩很靓丽,但截止2024年年底,鸣鸣很忙的店铺已经覆盖了1,224个县,在县城中覆盖率已达约66%,约58%的门店位于县城和乡镇,实现了对下沉市场的深入覆盖。 依赖于门店扩张的鸣鸣很忙,上市之后,成长性还能保持高增长吗? 作为对比,奶茶点的密度比零食量贩店要高很多,截止去年,全国最大的奶茶连锁企业蜜雪集团的店铺数量为41584家,同比增长25%: 个人实际感受,一条商业街,蜜雪冰城的店铺能达到2家,而","text":"昨日,零食很忙、赵一鸣零食背后的公司鸣鸣很忙向港交所递交了招股书! 根据弗若斯特沙利文报告,按2024年休闲食品饮料GMV计,鸣鸣很忙是中国最大的连锁零售商! “零食很忙”于 2017年3月在湖南长沙创立,“赵一鸣零食”于2019年1月在江西宜春创立。 尽管两个品牌发源和覆盖地域不同,但创立之初至今,两个品牌的定位分别是“打造人民的零食品牌”和“帮助老百姓实现零食自由”。不谋而合的理念促成“零食很忙”和“赵一鸣零食”于2023年11月完成合并,组成鸣鸣很忙集团。 截止2024年年底,鸣鸣很忙拥有由14,394家门店构成的销售网络,覆盖全国28个省份。 鸣鸣很忙的收入主要来自向加盟商销售商品及加盟服务费。 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