宠物上市公司为什么股价腰斩

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路过一家宠物超市店

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进来看一看美国的宠物销售情况啊

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我最近看了看中国的宠物食品巨头

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股价那都暴跌啊

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一个是争宠

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一个是乖宝

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就他为什么跌这么狠啊

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股价呢都打了个3~4折

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一季度呢利润都是暴跌

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我看看中宠呢营业额收入很快啊

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增长39%

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利润下滑19%

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那乖宝呢销售额增长11%啊

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净利润跌了40%

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而且呢估值呢越来越贵了

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那估值的话现在到30多倍了

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其实两个原因啊

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比如说你做出海

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你会发现它关税啊

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把利润吃掉了

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因为美国的这个关税啊

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他他是让中国的供应商承担的

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你觉得这家店的生意怎么样

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现雅我发现东西都很贵很贵了

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就是因为关税涨的太多了

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我发现一只鱼就那种小型的观赏鱼

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也就2cm那么长

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你猜猜一只多少美金

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多少美金

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一只鱼25美金太贵了

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所以你就别买了

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为什么一只仓鼠演的不是这个

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实际上这家店呢这家店上市公司啊

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它股价已经跌了90%了哦

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中国的这个乖宝中宠还都是山东的啊

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都是出口他们这些猫粮狗粮

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乱七八糟的农用品

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但是呢这两年啊生意都不好关

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专家是一个

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第二个主要原因是什么

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你知道吗

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就是品牌营销费用啊

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比如说他不想受这个啊

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美国的这些巨头的质押

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他怎么办呢

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他就做品牌

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在这个抖音啊

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小红书啊

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还有各大渠道投流

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觉得你觉得投流效果怎么样

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其实我感觉一般般

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就是利润全让那些平台给吸走了

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跟化妆品一样

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化妆品的毛利七八十%

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但是算下来净利润涨10%

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然后这些宠物食品的毛利四五十%

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但算下来毛利纯利也不到10%

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就5~6个点的纯利润

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非常非常辛苦

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就是很多人说啊

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年轻人啊

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你发现这个白酒啊

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哈想想白酒的毛利90%多

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净利润四五十%

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宠物的毛利45%

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净利润5%

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你会选哪一个

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我肯定不会选这个养宠物的对呀

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大家都说年轻人都喜欢年轻人

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结果你还嫌年轻人没有钱

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年轻人钱不好赚

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对不对对呀

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这年轻人呢他花钱他太节省了是吧

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然后呢他每一毛钱还有他都算着花

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所以说呢而且宠物这个东西

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你觉得它有品牌力吗

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嗯其实没有对呀

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这个狗吃了什么狗粮

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它知道好不好吃啊

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他知道有什么用吗

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你觉得不知道说不出来啊

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狗眼说最多对啊

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所以说你发现猫粮狗粮做品牌是非常非常难的

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所以说中统盖保他们呢未来的估值

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你能到多少吗

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能到多少

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我估计也就是十倍左右吧

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嗯你看家电啊

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虽然毛利不高

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但净利润都不低

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你看美帝78%的净利润

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但是宠物毛利这么高

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为什么只有5%的净利润呢

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因为家电呢它的投入比例很低

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第二个它批发

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那第三个呢他们都是金融玩法

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这家电他把这些啊现金流拿过来呢啊

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一方面呢给供应商贷款

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那第二个呢他拿来做做理财

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所以实际上这个家电巨头

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早就从这个传统零售业转型金融公司了

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但是这些宠物食品公司

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你说他还做到这一点了吗

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所以说宠物食品啊未来还有很长的路要走

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这家公司跌了90%都已经破境了

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你会买他股票吗

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不买为什么不买

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太差了

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嘿嘿嘿

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一看没有人气

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是不是他家负债率很高

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这个公司一年光利息就1亿美金

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你知道一年赚多少钱吗

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多少呵呵呵呵

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去年利润是负的

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去年赚了900万

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到现在哈哈哈

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东西还卖这么贵

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对这么大的一个店一年挣900万

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很很惨

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是不是太惨

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所以投资啊一定要实际调研

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好好对比

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选商业模式顶尖的好吧

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