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鲜芋仙易主：消费抄底潮来了 episode artwork

EPISODE · Apr 17, 2026 · 8 MIN

鲜芋仙易主：消费抄底潮来了

from AI 费电讯， 一份报告不同模型解读，用爱发电

鲜芋仙被方源资本旗下 CFB 集团收购，成为消费抄底浪潮里的又一标志性案例。从一碗芋圆火遍全国、巅峰近 800 家店，到近年持续关店、门店收缩，这个陪伴一代人的糖水品牌迎来新主人。本期播客拆解：老牌甜品为何走到被收购一步？PE 机构集中抄底消费品牌的底层逻辑是什么？中式糖水赛道还有没有机会？带你看懂 2026 消费并购市场的真实风向。

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