In Shen Feng's view, the same is true of Shenzhou car rental. Lu Zhengyao, as the chairman of Shenzhou and Luckin, if he is not trusted, he can directly change the chairman, which is nothing more than a matter of fame, and he can still hide behind the scenes.

The so-called damage to the brand image will not have much impact on the business, consumers do not care about the capital level, as long as the quality of service, car rental and other key elements do not change, who to love.

However, Shenzhou is still different from Luckin, from a business point of view, the run on the capital market, and Shenzhou under the asset-heavy model may not be able to get out of the whole body.

This is the key reason for the cash-out exit of the surname Lu.

"Brother really won't make a move this time?" Bao Fan said curiously: "The fall of a giant is not something that happens every year. ”

"If you are interested, it is not Luckin of NASDAQ, nor Shenzhou of Hong Kong stocks, but ......"

Seeing Shen Feng smile mysteriously, a thought flashed through his mind, and blurted out: "Little deer tea?"

Shen Feng smiled slightly, if it weren't for the thunder of Luckin, Xiaolu Tea might be another capital story told by Shenzhou. Last year, it launched a series of Xiaolu tea products, and in less than two months, it announced that it would operate as an independent brand and launch a new retail partner model.

It has completely entered the trillion-dollar milk tea market, and so far more than 160 stores across the country have been operating, concentrated in first-tier cities, which is also remarkable.

"Fortunately, Luckin is thunderous, otherwise it would be ......" Bao Fan frowned: "It is the capitalist leeks that are harvested by Luckin Coffee, and the sickle of Xiaolu Tea is ......"

"A proper franchisee in second-, third- and fourth-tier cities!"

Shen Feng snorted coldly, how can he often stand by the river without getting his shoes wet, the big bald head is right, if Luckin is two years late for a thunderstorm, I don't know how many franchisees have been ruined by the surname Lu!

Do you know who was the keynote speaker at last year's Xiaolu Tea brand conference?

It is the hero of Shenzhou, Liu Jian!

They are all born in a mother's house, sharing a digital operation system, supply chain, warehousing and logistics......

The operation level of Xiaolu tea is exactly the same as that of Luckin!

"Do you want to play with tea?" Bao Fan pondered for a moment and guessed, "Put in the real taste?"

"There is this idea. Shen Feng said frankly: "Now more than 100 Xiaolu tea are directly operated stores, and they haven't had time to join yet, and the shareholders are still very clean." ”

"I can only say that the milk tea market is very deep, and the milk tea franchise water is even deeper. Bao Fan also said honestly: "Although various research reports claim that the market is not yet saturated, you look at the layout of all large supermarkets and university towns. ”

"Who else is there besides Coco, a little bit, and Michelle Ice City?"

"These brands have a mature franchise model, the brand is well-known to the public, and the expansion rate is very fast. ”

Shen Feng understands Bao Fan's worries, and has just studied the data, and the number of Coco stores nationwide has exceeded 4,000, and there are more than 2,300 stores a little bit......

There are more than 7,000 of them!

"This kind of mud leg is thankless, the supply chain is too troublesome, and you are not a leek cutter. ”

After getting along for so long, Bao Fan understands the principle and bottom line of this kid, all projects take the high-quality route, and make a platform in a down-to-earth manner, not to mention leeks, even the investor's money is not burned a penny.

"Let's take a look at it again, the main thing is to let Ke'er practice his hands. Shen Feng said indifferently: "Now the surname Lu is even more anxious, and even the biggest chip Shenzhou has been given away, it seems that he really wants to get out of the way." ”

Bao Fan nodded, there was a big brother Ruixin thunderstorm in front of him, and his father donated money and ran away......

Who can still see the fawn tea that is just waiting to be fed?

I am definitely not worried about this kid's investment vision, and there are names and surnames in the circle who count them on their fingers, and no one can really pit him.

The next day, I went to the company and asked Li Nanjun to bring over the research report that had been sorted out, and I had never considered Xiaolu tea, but after Bao Fan's reminder, it was really worth researching.

"This is the franchise program designed by Xiaolu Tea. Li Nanjun explained: "The initial investment is about 300,000 yuan, including 70,000 or 80,000 yuan for store decoration, 150,000 yuan for machinery and 50,000 yuan for deposit, and the store rent and labor costs need to be borne by the so-called partners." ”

"Compared with brands such as Coco and Yidian, the overall investment cost of Xiaolu tea seems to be lower. Coco adopts a joint venture and co-operation model, with a minimum of 1.5 million franchises. A little bit is completely a franchise model, at least sixty or seventy thousand. ”

"This is the template of the franchise contract that I asked someone to get, if it weren't for the Luckin thunderstorm, it is estimated that it will start to be implemented in two months. ”

Shen Feng took over the contract, not to mention anything else, the so-called new retail partner alone is a sinkhole.

Because Xiaolu Tea is not registered in accordance with the law, it claims to be a franchise business, and until now, there is not even a store that has been operating for more than a year.

To put it bluntly, it is a loophole in the law!

Clear-sighted people know that whether a proper capital operation project can be profitable has not been verified by the market, and it is not easy to say how long it will take to return to the capital.

But for franchisees, return on investment and profit are the line of life and death. The so-called sinking market positioning and subsidy-dependent marketing model, want to make a profit when the product competitiveness is insufficient?

Wash and sleep.

Li Nanjun understood the boss's thoughts, saying that he was researching Xiaolu tea, but in fact, he still took a fancy to the tea market behind it, and took out more information and said: "There is a Xiaolu tea near our group, and I went to see it in person in the morning." ”

"The store is more than 30 square meters, and there are only two clerks working, not even cashiers, or even cash registers, all of which are ordered through the Luckin online system. ”

"As soon as there is an order, the machine automatically prints the information, and the clerk just does it. Customers can scan the QR code to order on the spot, or they can order remotely in the App, choose self-pickup or delivery, and only need to scan the QR code when picking up the order. ”

"Here's my drink list, 45 products, including Bobo milk tea, fruit tea, milk tea, etc., and all the coffees of Luckin. ”

"According to the daily sale of 400 cups, coffee and milk tea five or five open, the official gross profit standard of 50%, the average unit price per cup is 27 yuan, with a six-fold discount, a monthly income of 150,000 yuan, and a gross profit of 75,000. ”

"Two employees, the cost is 15,000, the rent is 4, the decoration is 80,000, the equipment is 150,000, the monthly depreciation is 6,000, and the water and electricity are 3,000......"

Li Nanjun said with a smile: "The monthly net income is 15,000!"

Shen Feng pouted, this is the capital, it's hard work for a month, why don't you go to work?

The wishful thinking surnamed Lu is very shrewd, Luckin mainly lays out first- and second-tier cities, targeting office workers and white-collar workers in big cities, on the contrary, there are very few third-, fourth- and fifth-tier users.

Xiaolu tea is a sinking brand, and milk tea has a huge base of users in various regions, even at the junction of urban and rural areas.

What's more, coffee drinkers basically drink milk tea, especially women, and the audience is basically the same group of people.

Coffee is consumed in the morning and at noon, and milk tea is more aimed at the afternoon segment. For stores, coffee + milk tea can complement each other in time, increase business hours, and improve the ping efficiency ratio.

"Coffee + milk tea is an innovation, half of all CoCo stores across the country sell coffee, in addition to the basics of American and latte, there are even creative coffees with fruits. ”

Li Nanjun analyzed: "But judging from the data of the takeaway platform, the sales of coffee sold in bubble tea shops are not good, accounting for less than one-tenth. ”

Shen Feng laughed, people who even drink coffee for breakfast are 100% coffee controlled, and people also have their own chain of contempt, Miss Ben drinks specialty coffee is style, you are a milk tea seller?

ALONG!