瑞幸卖得好，肯德基卖得不好吗？_老虎社区_美港股上老虎 - 老虎社区

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瑞幸卖得好，肯德基卖得不好吗？

捷克Jack
2023-11-02

同样是财报 $瑞幸咖啡(LKNCY)$ 高增长超预期大涨，而肯德基 $百胜中国(YUMC)$ 收入利润双双不及预期，且大跌。

肯德基必胜客涨价越涨约高，提升利润率，却没有继续开店，于此相争的华莱士却混得店面比它还要多，快餐外卖当主打。

就好像以前 $星巴克(SBUX)$ 和 $瑞幸咖啡(LKNCY)$ 之争：一个重视“第三空间”，高冷地保持高利润；另一个着重扩张店面，高效率运营，大部分店面都是即拿即走。

在中国这种快节奏的社会环境下，还真是后者有一定优势呢！

# 一句话点评财报

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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龙年炒龙
·2023-11-02
我觉得肯德基虽然洗脑但是现在真的没那么消费的
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龙年炒龙
·2023-11-02
很多瑞幸现在也是有第三空间的呀
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辛德瑞拉的眼泪
·2023-11-02
现在在星巴克里不消费的人也越来越多了
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