EPISODE · May 10, 2026 · 9 MIN
乐尔乐上市，闪电仓该慌了吗？
from AI解研说
当下最火的即时零售闪电仓，遇上线下硬折扣天花板乐尔乐，谁会被时代淘汰？不靠生鲜引流、不做自有品牌、无豪华装修，乐尔乐仅凭极致低价和高效供应链，跑出了18天逆天周转、4%-5%稳定净利的神仙模型，如今正式冲刺上市。反观一众依附平台的闪电仓：高毛利虚有其表、平台扣点+履约成本吞噬利润、网采供应链极不稳定。本期深度对撞两大同款低价零售模式，告诉你闪电仓最大的危机从来不是同行内卷，而是弄丢了自己的赚钱逻辑！
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乐尔乐上市，闪电仓该慌了吗？
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