瑞幸一年“输血”三次,喜茶无人排队,流量打法逐渐失效
4月18日,瑞幸咖啡已在完成的B轮融资基础上,额外获得共计1.5亿美元的新投资,其中贝莱德所管理的私募基金投资1.25亿美元,瑞幸咖啡投后估值29亿美元。
这是瑞幸迄今为止拿到的第三笔融资,根据其以往的融资记录,瑞幸几乎不到半年就“输血”一次,一年内完成了三次融资。
三次融资时间十分接近,表明瑞幸对资金的需求非常紧迫。而频繁融资目前并未换来实际的收益,反而是巨额亏损。2018年底流出的一份瑞幸咖啡B轮融资商业计划书显示,2018年前9个月,瑞幸咖啡净亏损达8.57亿元。
亏损严重主要与瑞幸烧钱补贴、大规模铺设线下门店等激进打法有关。
“一杯咖啡本身就赚个两三块钱,最后你还要用流量打法,赔钱做互联网”。一些内部人士对瑞幸互联网补贴的打法提出质疑,“千万别把自己定位成一个金融公司或者互联网公司,食品和快消品行业并不具备高净值属性,并不能产生高利润。好好做实业才是根本。”

4月,瑞幸上线茶饮系列产品——小鹿茶,以拓宽市场
除了咖啡市场外,新茶饮的互联网打法也开始失灵了。
这几年,以喜茶、奈雪、COCO为代表的网红茶饮行业崛起,流量运营功不可没,排队、话题、炒作、抖音…… 相信大家的记忆中都曾有过朋友圈被一杯喜茶刷屏的画面。
互联网红利趋近天花板之后,纯粹的流量营销已经逐渐掉队,茶饮品牌们也纷纷褪去了“皇帝的新装”,集体露出了庐山真面目。

无人排队的喜茶
对于靠营销起家的喜茶、瑞幸来说,如何提升产品体验,如何玩转包装形象,他们肯定都是一等一的行家。

今年3月,量喜茶宣布特选4家门店进军咖啡市场,希望分得一杯羹
但是,在同质化严重的茶饮咖啡市场中,消费者的口味越来越挑剔,越来越难以满足,他们的需求也由点扩展到了线、甚至是面。
所以,如何找到新的创收点,怎样探索新的盈利模式,具备自我造血能力显得更为重要。
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