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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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2021-06-24

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2021-06-05

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2021-06-05

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2021-06-04

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2021-05-25

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2021-05-25

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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。 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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