海伦司走向三线城市 episode artwork

EPISODE · Sep 13, 2024 · 6 MIN

海伦司走向三线城市

from 虎嗅·商业有味道

去年刚扭亏为盈的海伦司,2024上半年跌幅惨重。8月29日,海伦司发布了2024年半年业绩报告,上半年公司营收为4.41亿元,同比减少37.85%;归母净利润6967.7万元,同比下降55.76%。海伦司的业绩下滑与当前酒类消费疲软有关。根据国家统计局数据,今年1-8月,居民消费价格整体同比上涨0.2%,而酒类消费价格却同比下降了1.2%。华润啤酒、百威亚太等8家上市啤酒厂的半年报也显示出行业增长放缓、销量下滑的趋势。那面对市场的疲弱和业绩的下滑,海伦司准备如何应对?本期,我们一起听听海伦司的“止血”策略。【时间轴】00:08 上半年跌幅惨重的海伦司01:23 酒饮收入缩水03:08 三线及以下城市成扩张重心04:47 加盟止损

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