SiongZ
04-17

$MIXUE GROUP(02097)$ Honestly, $Chagee Holdings Limited(CHA)$ just can’t compete with MIXUE, especially when it comes to supply chain. In the tea industry, once it scales up, it’s not just about the taste, but the supply chain.

For chain businesses, competitors can easily copy and catch up. I’ve seen a lot of jasmine milk tea shops in Shanghai lately, and they’re just as good as Bawang Tea, but at a cheaper price.

However, I’ve never seen anyone do low-cost fresh fruit tea and milk tea as well as Mixue Ice City. With its low-cost advantage, successful overseas expansion, and strong supply chain, Mixue Ice City still reigns as the most competitive player in the industry.

Winning Trades
Share your positions with us! This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • deeee
    04-18
    deeee
    Great article, would you like to share it?
Leave a comment
1
282