$霸王茶姬(CHA)_老虎社区_美港股上老虎

JTS
05-05

$霸王茶姬(CHA)$ 霸王茶姬过去大幅扩张，竞争对手茉莉奶白，爷爷不泡茶等也在大幅扩张，这种情况和之前瑞幸库迪的竞争有些类似，瑞幸大幅扩张，同店掉的也有点多，不过现在已经转正，股价也反应了，霸王去年四季度同店在负增长，考验霸王茶姬产品竞争力的时候来了，霸王估值不贵，但是目前的茶饮，雪王古茗沪上阿姨，要警惕泡沫了

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MadKing
·05-05
确实如此，那两家就跟在姬姐后面开店，我们这都是4月才开的新店
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