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SeiLing
2021-07-06

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Ruixing is resurrected, and the stock price has risen by more than 50% in the past two weeks.

周二，瑞幸咖啡在美国粉单市场涨超10%，近两周涨幅已超50%！步入正轨的瑞幸时隔一年，瑞幸咖啡终于补发了2019年年报，经修正后，瑞幸当年的净收入为30.25亿元，总运营及成本费用62.37亿元

Ruixing is resurrected, and the stock price has risen by more than 50% in the past two weeks.

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":157591609,"tweetId":"157591609","gmtCreate":1625586779801,"gmtModify":1703744528446,"author":{"id":4087441318347290,"idStr":"4087441318347290","authorId":4087441318347290,"authorIdStr":"4087441318347290","name":"SeiLing","avatar":"https://static.tigerbbs.com/61706d20f94785010ef505c40d01e97e","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":10,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>???</body></html>","htmlText":"<html><head></head><body>???</body></html>","text":"???","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/157591609","repostId":1124973136,"repostType":4,"repost":{"id":"1124973136","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625584086,"share":"https://ttm.financial/m/news/1124973136?lang=en_US&edition=fundamental","pubTime":"2021-07-06 23:08","market":"us","language":"zh","title":"Ruixing is resurrected, and the stock price has risen by more than 50% in the past two weeks.","url":"https://stock-news.laohu8.com/highlight/detail?id=1124973136","media":"老虎资讯综合","summary":"周二，瑞幸咖啡在美国粉单市场涨超10%，近两周涨幅已超50%！\n\n步入正轨的瑞幸\n时隔一年，瑞幸咖啡终于补发了2019年年报，经修正后，瑞幸当年的净收入为30.25亿元，总运营及成本费用62.37亿元","content":"On Tuesday,<a href=\"https://laohu8.com/S/LUCKIN\">Luckin Coffee</a>In the U.S. pink sheet market, it rose by more than 10%, and the increase in the past two weeks has exceeded 50%!<img src=\"https://static.tigerbbs.com/ff8136d76fe4a8c43d95036ab360d11f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">Luckin on the right trackAfter a year,<a href=\"https://laohu8.com/S/LK\">Luckin Coffee</a>Finally, the 2019 annual report was reissued. After revision, Ruixing's net income for that year was 3.025 billion yuan, total operating and cost expenses were 6.237 billion yuan, and operating losses reached 3.212 billion yuan. This means that Ruixing had previously inflated its revenue by 2.119 billion yuan, inflated its costs by 1.211 billion yuan, and inflated its profits by 908 million yuan.Judging from Ruixing's active disclosure of data this time, this is also an introspection and correction of previous fraudulent behavior, and Ruixing also stated that it will release the 2020 financial report as soon as possible and gradually return to the normal financial report disclosure progress. It is not difficult to see that Ruixing, which has experienced financial data fraud, stock price plummets, trading suspensions, and huge lawsuits, has not been overthrown by the fraud incident, but has become more and more \"normal\".Taking this disclosure of the financial report as a node to put an end to the past, Ruixing also gave the latest store data. As of May 31, 2021, it has 3,949 self-operated stores, 1,175 franchised stores and 556 Ruixing units in China<a href=\"https://laohu8.com/S/EXPR\">Express</a>Self-service coffee machine, with a cumulative transaction customer of more than 73 million.In addition, Ruixing also announced in August last year that it had achieved positive cash flow for a single store; In December, it was announced that 60% of directly-operated stores were profitable; In April this year, it received US $250 million in financing from existing shareholders Centurium Capital and Joy Capital. Step by step, although the fraud incident has affected Ruixing's brand power, it has brought new opportunities to this company that relies on marketing to profit.Why quick resurrection?<a href=\"https://laohu8.com/S/LK\">Luckin Coffee</a>It has always been out of the circle with the myth of high growth. Even though it seems that there is more or less suspicion of fraud now, Ruixing's resurrection ability is undeniable, and its resurrection speed is extremely fast. In just one year, Ruixing has reversed its reputation from a company that has been criticized by public opinion and is at risk of losses, and once again captured consumers.On the whole, Ruixing's rapid resurrection is inseparable from its own accumulation and optimization in all aspects.First, long-term marketing goes out of the circle and gains consumer awareness. It first started by frantically subsidizing users and burning a lot of financing. It not only occupied market share, but also gained a very high reputation. In just a few years, it was recognized by consumers. Until now, compared to<a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>Waiting for the price of coffee brands, Ruixing is still the representative of affordable coffee.Although Ruixing's coffee discounts are getting smaller and smaller now, its marketing has not stopped. For example, it has signed a contract to endorse Li Luxiu, a popular player in the creation camp, and conducted cross-border co-branding with well-known IPs. Get a respite after the thunder explosion.Second, the rapid introduction of new products is conducive to opening up the market. In addition to marketing, Ruixing is also innovating at the product level. In addition to raw coconut latte, a popular product that broke Ruixing's new product sales record, Ruixing has also launched popular products such as thick milk latte, meteorite latte, and Rena Ice. The launch and accumulation of new products have also enabled Ruixing to deepen its product moat.Third, continue to expand and lay the foundation of stores. According to data previously released by Ruixing, even in the turbulent 2020, Ruixing still opened more than 2,000 new stores. However, after the thunder explosion, Ruixing's expansion method has changed a lot compared with before, mainly based on the cache store model, and the area has also been greatly reduced. In this way, it not only saves the cost of opening a store, but also quickly occupies the market.Is Ruixing completely alive?High-quality marketing, product innovation, and store expansion constitute a basic market for Ruixing's current development, and many consumers and investors sigh that \"Ruixing has finally come alive.\" It is undeniable that the current Ruixing is indeed growing and operating steadily, and it has also eliminated many previous negative news. But on the whole, the impact of previous fraud has not been completely eliminated, and there will still be many obstacles at some levels, such as the capital market.Although Ruixing once again received a financing from the old shareholder before, it does not mean that Ruixing has regained the recognition of the capital market. After all, Ruixing's previous breach of market rules has greatly hurt its own brand and labeled itself a \"shame\". \"label. Therefore, no matter how healthy Ruixing develops in the future, it is still difficult to re-enter the capital market in a short period of time.In addition, the rise of competitors should not be underestimated. The appearance of Ruixing has affected the previous<a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>The dominant position of the Chinese coffee market has not only revitalized the Chinese coffee market, but also made more companies focus on the coffee track. At present, Manner, a coffee unicorn brand, has been riding the dust and received three financings within half a year; New online retail brands such as Santon and Half and Sumida River are equally aggressive, which will be the resistance to Ruixing's future development.As far as Ruixing is concerned, although there has been constant good news and the company as a whole has been moving towards a relatively healthy state, Ruixing is still not completely profitable. With brand power damaged and competitors constantly encircling and suppressing, it will still take some time for Ruixing to fully survive.Stability is the main focus, growth is the supplementThe success of no enterprise is a fluke, and luck, strength, capital, operation, etc. are all indispensable. Rapid growth is a myth once created by Ruixing, and the return to life is the result of Ruixing's continuous self-help after a year. Undoubtedly, Ruixing itself has certain strength. But in the four years of constant twists and turns and high-rise buildings collapsing, Ruixing has become an extremely unstable person in the eyes of many people.Therefore, the key to Ruixing is no longer resurrection, but \"stability\". Although the capital market pays more attention to the growth of enterprises, long-term enterprises not only need growth, but also need stability. A stable enterprise indicates that the enterprise has core competitive products or qualities that are difficult for other competitors to copy, forming its own inherent \"moat\", such as Laoganma and Maotai.For Ruixing, only by maintaining steady development can an enterprise create long-term value for consumers, employees and shareholders, and it is truly \"brought back to life\". However, judging from the current situation of the coffee track where Ruixing is located, Ruixing still needs to start from the aspects of products and customer groups if it wants to be stable.At present, Ruixing no longer needs high growth to gain consumer awareness, and its focus has shifted from high-speed expansion to targeted expansion and improving profitability and cash flow. I believe Ruixing himself understands better that only by recharging his batteries and stabilizing the basics can he ensure long-term growth, and the market does not have much time left for Ruixing.","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ruixing is resurrected, and the stock price has risen by more than 50% in the past two weeks.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRuixing is resurrected, and the stock price has risen by more than 50% in the past two weeks.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n老虎资讯综合 \n2021-07-06 23:08\n</div>\n</a>\n</h4>\n</header>\n<article>\nOn Tuesday,<a href=\"https://laohu8.com/S/LUCKIN\">Luckin Coffee</a>In the U.S. pink sheet market, it rose by more than 10%, and the increase in the past two weeks has exceeded 50%!<img src=\"https://static.tigerbbs.com/ff8136d76fe4a8c43d95036ab360d11f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">Luckin on the right trackAfter a year,<a href=\"https://laohu8.com/S/LK\">Luckin Coffee</a>Finally, the 2019 annual report was reissued. After revision, Ruixing's net income for that year was 3.025 billion yuan, total operating and cost expenses were 6.237 billion yuan, and operating losses reached 3.212 billion yuan. This means that Ruixing had previously inflated its revenue by 2.119 billion yuan, inflated its costs by 1.211 billion yuan, and inflated its profits by 908 million yuan.Judging from Ruixing's active disclosure of data this time, this is also an introspection and correction of previous fraudulent behavior, and Ruixing also stated that it will release the 2020 financial report as soon as possible and gradually return to the normal financial report disclosure progress. It is not difficult to see that Ruixing, which has experienced financial data fraud, stock price plummets, trading suspensions, and huge lawsuits, has not been overthrown by the fraud incident, but has become more and more \"normal\".Taking this disclosure of the financial report as a node to put an end to the past, Ruixing also gave the latest store data. As of May 31, 2021, it has 3,949 self-operated stores, 1,175 franchised stores and 556 Ruixing units in China<a href=\"https://laohu8.com/S/EXPR\">Express</a>Self-service coffee machine, with a cumulative transaction customer of more than 73 million.In addition, Ruixing also announced in August last year that it had achieved positive cash flow for a single store; In December, it was announced that 60% of directly-operated stores were profitable; In April this year, it received US $250 million in financing from existing shareholders Centurium Capital and Joy Capital. Step by step, although the fraud incident has affected Ruixing's brand power, it has brought new opportunities to this company that relies on marketing to profit.Why quick resurrection?<a href=\"https://laohu8.com/S/LK\">Luckin Coffee</a>It has always been out of the circle with the myth of high growth. Even though it seems that there is more or less suspicion of fraud now, Ruixing's resurrection ability is undeniable, and its resurrection speed is extremely fast. In just one year, Ruixing has reversed its reputation from a company that has been criticized by public opinion and is at risk of losses, and once again captured consumers.On the whole, Ruixing's rapid resurrection is inseparable from its own accumulation and optimization in all aspects.First, long-term marketing goes out of the circle and gains consumer awareness. It first started by frantically subsidizing users and burning a lot of financing. It not only occupied market share, but also gained a very high reputation. In just a few years, it was recognized by consumers. Until now, compared to<a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>Waiting for the price of coffee brands, Ruixing is still the representative of affordable coffee.Although Ruixing's coffee discounts are getting smaller and smaller now, its marketing has not stopped. For example, it has signed a contract to endorse Li Luxiu, a popular player in the creation camp, and conducted cross-border co-branding with well-known IPs. Get a respite after the thunder explosion.Second, the rapid introduction of new products is conducive to opening up the market. In addition to marketing, Ruixing is also innovating at the product level. In addition to raw coconut latte, a popular product that broke Ruixing's new product sales record, Ruixing has also launched popular products such as thick milk latte, meteorite latte, and Rena Ice. The launch and accumulation of new products have also enabled Ruixing to deepen its product moat.Third, continue to expand and lay the foundation of stores. According to data previously released by Ruixing, even in the turbulent 2020, Ruixing still opened more than 2,000 new stores. However, after the thunder explosion, Ruixing's expansion method has changed a lot compared with before, mainly based on the cache store model, and the area has also been greatly reduced. In this way, it not only saves the cost of opening a store, but also quickly occupies the market.Is Ruixing completely alive?High-quality marketing, product innovation, and store expansion constitute a basic market for Ruixing's current development, and many consumers and investors sigh that \"Ruixing has finally come alive.\" It is undeniable that the current Ruixing is indeed growing and operating steadily, and it has also eliminated many previous negative news. But on the whole, the impact of previous fraud has not been completely eliminated, and there will still be many obstacles at some levels, such as the capital market.Although Ruixing once again received a financing from the old shareholder before, it does not mean that Ruixing has regained the recognition of the capital market. After all, Ruixing's previous breach of market rules has greatly hurt its own brand and labeled itself a \"shame\". \"label. Therefore, no matter how healthy Ruixing develops in the future, it is still difficult to re-enter the capital market in a short period of time.In addition, the rise of competitors should not be underestimated. The appearance of Ruixing has affected the previous<a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>The dominant position of the Chinese coffee market has not only revitalized the Chinese coffee market, but also made more companies focus on the coffee track. At present, Manner, a coffee unicorn brand, has been riding the dust and received three financings within half a year; New online retail brands such as Santon and Half and Sumida River are equally aggressive, which will be the resistance to Ruixing's future development.As far as Ruixing is concerned, although there has been constant good news and the company as a whole has been moving towards a relatively healthy state, Ruixing is still not completely profitable. With brand power damaged and competitors constantly encircling and suppressing, it will still take some time for Ruixing to fully survive.Stability is the main focus, growth is the supplementThe success of no enterprise is a fluke, and luck, strength, capital, operation, etc. are all indispensable. Rapid growth is a myth once created by Ruixing, and the return to life is the result of Ruixing's continuous self-help after a year. Undoubtedly, Ruixing itself has certain strength. But in the four years of constant twists and turns and high-rise buildings collapsing, Ruixing has become an extremely unstable person in the eyes of many people.Therefore, the key to Ruixing is no longer resurrection, but \"stability\". Although the capital market pays more attention to the growth of enterprises, long-term enterprises not only need growth, but also need stability. A stable enterprise indicates that the enterprise has core competitive products or qualities that are difficult for other competitors to copy, forming its own inherent \"moat\", such as Laoganma and Maotai.For Ruixing, only by maintaining steady development can an enterprise create long-term value for consumers, employees and shareholders, and it is truly \"brought back to life\". However, judging from the current situation of the coffee track where Ruixing is located, Ruixing still needs to start from the aspects of products and customer groups if it wants to be stable.At present, Ruixing no longer needs high growth to gain consumer awareness, and its focus has shifted from high-speed expansion to targeted expansion and improving profitability and cash flow. I believe Ruixing himself understands better that only by recharging his batteries and stabilizing the basics can he ensure long-term growth, and the market does not have much time left for Ruixing.\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3d12f820102df1859c1d25e4011ee104","relate_stocks":{"LKNCY":"瑞幸咖啡"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124973136","content_text":"周二，瑞幸咖啡在美国粉单市场涨超10%，近两周涨幅已超50%！\n\n步入正轨的瑞幸\n时隔一年，瑞幸咖啡终于补发了2019年年报，经修正后，瑞幸当年的净收入为30.25亿元，总运营及成本费用62.37亿元，经营亏损达32.12亿元。这意味着瑞幸此前虚增收入21.19亿元，虚增成本费用12.11亿元，虚增利润9.08亿元。\n对于瑞幸此次主动披露数据的行为来看，这也是为此前的造假行为做出的自省和改过，而瑞幸也表示将尽快发布2020年财报，并逐渐恢复至正常财报披露进度。不难看出，在经历了财务数据造假、股价暴跌、停牌、面临巨额诉讼的瑞幸，却并没有被造假事件打倒，反而越来越“正常”。\n以此次披露财报作为节点为过去划上了句号，瑞幸也给出了最新的门店数据。截至2021年5月31日，其在中国拥有3949家自营店、1175家加盟店和556台瑞幸Express自助咖啡机，累计交易客户超过7300万。\n除此以外，瑞幸还在去年8月宣布实现了单店现金流为正；12月宣布有60%的直营店实现了盈利；今年四月从现有股东大钲资本及愉悦资本处获得2.5亿美金融资。一步步看来，造假事件虽影响了瑞幸的品牌力，但却给这个靠营销获利的企业带来了新的机会。\n为何快速复活？\n瑞幸咖啡一直以高增长神话出圈，即便现在看来多多少少存在造假的嫌疑，但瑞幸的复活能力却不可否认，其复活的速度也极其快。短短一年时间，瑞幸便从一个备受舆论讨伐和承受亏损风险的企业逆转口碑，并再次俘获了消费者。\n整体来看，瑞幸能够快速复活离不开自身在各方面的积累和优化。\n其一，长期营销出圈，获得消费者认知。最早依靠疯狂补贴用户、烧掉大量融资起家，不但占据了市场份额，更收获了相当高的知名度，短短几年便获得了消费者的认可。直至目前，相比于星巴克等咖啡品牌的价格，瑞幸依然是平价咖啡的代表。\n虽然现在瑞幸的咖啡折扣越来越小，但其营销却并未停止，比如签约创造营人气选手利路修代言，和知名IP进行跨界联名等，持续攻占消费者心智，也使自己在爆雷后获得喘息之机。\n其二，产品推新快，利于打开市场。除了营销以外，瑞幸也在产品层面进行创新，除了生椰拿铁这一刷新瑞幸的新品销量纪录的爆款以外，瑞幸还推出了厚乳拿铁、陨石拿铁、瑞纳冰等人气产品，新品的推出和积累也使瑞幸加深了产品护城河。\n其三，不断扩张，奠定门店基础。根据瑞幸此前公布的数据看，即便是动荡的2020年，瑞幸依然开出了2000余家新门店。但爆雷后，瑞幸扩张的方式较此前多有改变，主要以快取店模式为主，面积也大大减小。这样一来，既节省了开店成本，还快速占据了市场。\n瑞幸完全活了吗？\n高质量营销、产品创新、门店扩张构成了瑞幸当下发展的一个基本盘，也令许多消费者和投资者深叹“瑞幸终于活了过来”。不可置否，目前的瑞幸的确在稳定的增长和运营中，也消除了许多此前的负面新闻。但整体来看，此前造假的影响并未完全祛除，在某些层面依然会受到重重阻力，比如资本市场。\n虽然此前瑞幸再次拿到了老股东的一笔融资，但并不代表瑞幸重新获得了资本市场的认可，毕竟此前瑞幸破坏市场规则极大地伤害了自己的品牌，给自身贴上了“耻辱”的标签。因此，即便瑞幸未来发展的如何健康，短时间内想要再次进入资本市场依旧是困难重重。\n此外，竞争对手们的崛起也不容小觑。瑞幸的出现影响了此前星巴克的主导地位，在盘活了中国咖啡市场的同时也使更多企业盯上了咖啡的赛道。目前，咖啡独角兽品牌Manner一骑绝尘，半年内拿到三次融资；三顿半、隅田川等线上新零售品牌同样气势汹汹，都将是瑞幸未来发展的阻力。\n对于瑞幸来讲，虽然一直好消息不断，企业整体也不断趋于一个较为健康的状态，但瑞幸目前仍未彻底盈利。在品牌力受损，竞争对手不断围剿的状况下，瑞幸想要彻底活过来仍需要一定的时间。\n稳定为主，增长为辅\n没有任何企业的成功是侥幸的，运气、实力、资金、运营等缺一不可。高速增长是瑞幸曾经创造出来的神话，起死回生是瑞幸历经一年不断自救的结果。无疑，瑞幸自身是有一定实力的。但在波折不断，高楼起大厦塌的四年中，瑞幸却变成了诸多人眼中的极不稳定者。\n因此，接下来瑞幸的关键不再是复活，而是“稳定”。虽然资本市场更看重企业的增长，但长期的企业不但需要增长，更需要稳定。稳定的企业预示着这个企业具备核心竞争产品或其它竞争对手难以复制的品质，形成自身固有的“护城河”，比如老干妈、茅台等。\n对于瑞幸来讲，企业只有保持稳健发展，才能为消费者、员工和股东创造长期价值，才是真正的“起死回生”。但针对瑞幸所处的咖啡赛道现状来看，瑞幸想要稳定依然需要从产品、客户群等层面入手。\n目前的瑞幸已经不需要高增长去获得消费者认知，其重点已经从高速扩张转向有针对性的扩张和提升盈利能力以及现金流。相信瑞幸自己更懂得，只有养精蓄锐，将基本盘坐稳，才能保证长期的增长，而市场留给瑞幸的时间不多了。","news_type":1,"symbols_score_info":{"LKNCY":0.9}},"isVote":1,"tweetType":1,"viewCount":1963,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}