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復(fù)工后,瑞幸可能推出“買10贈10”

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2020年02月24日

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Luckin Coffee Inc, which is being touted as a serious threat to Starbucks Corporation in China, discussed concerns surrounding the COVID-19 outbreak's effect on the coffee chain in a conference call with analysts.

瑞幸咖啡現(xiàn)在在中國被視為星巴克的勁敵,他們在一次和分析人士進行的電話會議中,討論了對新冠肺炎爆發(fā)對該品牌影響的擔憂。

Luckin now expects first-quarter revenue to end at nearly half the current estimate of 2.2 billion yuan ($315.3 million) to 2.3 billion yuan.

瑞幸咖啡預(yù)計第一季度收益能達到當前估計的22億元(3.153億美元)至23億元的近一半。

The extension of the Chinese New Year break into February following the coronavirus outbreak — and low volumes at the 500 stores that are open — are to be blamed for the expected shortfall, KeyBanc Capital Markets analyst Eric Gonazalez said in a recent note.

KeyBanc Capital Markets公司的分析師Eric Gonazalez在近期的一份報告中說,受冠狀病毒疫情影響,中國的春節(jié)假期延長至2月份,營業(yè)的500家店交易量也不多,所以收益與預(yù)期有差距。

復(fù)工后,瑞幸可能推出“買10贈10”

Luckin expressed confidence in customers coming back once the virus abates, the analyst said.

分析人士說,瑞幸咖啡表示一旦疫情解除,他們對顧客回歸充滿信心。

The coffee chain expects most employers in the virus-hit region to keep offices shut until the week of Feb. 24, he said.

他說,這家咖啡連鎖店要求疫情區(qū)的大部分店鋪將恢復(fù)營業(yè)時間推遲至2月24日。

The non-affected areas will likely return to normalcy within one to two months, and those areas near the epicenter of the epidemic are likely to take up three to four months, Luckin said, according to KeyBanc.

KeyBanc公司稱瑞幸公司說未受影響地區(qū)可能會在一至兩個月內(nèi)恢復(fù)常態(tài),疫情嚴重地區(qū)可能需要三至四個月的恢復(fù)期。

The company's unmanned retail strategy is being rolled out at the right time, Gonzalez said.

Gonzalez說,該公司將在合適時間推出無人售賣服務(wù)。

The analyst said Luckin could enact a "Buy 10/Get 10" offer as customers return to work.

該分析師說顧客復(fù)工以后瑞幸會推出“買10贈10”的優(yōu)惠。

Luckin reiterated its expectations for achieving breakeven in the third quarter with the help of its unmanned retail strategy, as well as its 2021 development goals for both traditional and unmanned retail, Gonzalez said.

Gonzalez說,瑞幸重申了自己的預(yù)期,無人售賣服務(wù)有助于第三季度實現(xiàn)零虧損,同時還重申了2021年傳統(tǒng)售賣方式和無人售賣的發(fā)展目標。

The company expects no changes to its 2021 outlook, according to KeyBanc.

KeyBanc公司說瑞幸預(yù)計2021年的前景不會有任何變化。

KeyBanc, which is a market maker in the stock, has an Outperform rating and $56 price target for Luckin shares.

KeyBanc公司是股票莊家,給予瑞幸股票“增持”評級和56美元的目標價。

Luckin shares were slipping 1.99% to $37.98 at the time of publication.

截止發(fā)稿時,瑞幸股價下滑了1.99%,降至37.98美元。


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