Shen Feng nodded, even if he is a journeyman, the steady production of a drink in two minutes, and the maximum number of drinks is 180 when working effectively for six hours a day.

And there are usually only two employees on duty in a quick pickup store, who can guarantee six hours of non-stop rotation?

"I find a more irrational place. Li Nanjun walked to Shen Feng's side, found one of the pages of data, and displayed: "Look here, the average monthly rent expenditure of a single store is 43,000 yuan, even if we assume that the average store covers an area of 50 square meters, the average daily expenditure per square meter is as high as 48 yuan!"

"It's even much higher than the most core CBD area in the capital!"

Shen Feng frowned, so the average cost of a cup of coffee is 13.5, and a set of cups, paper bags, and bottom supports cost at least three yuan, plus half a cup of milk, and the last cup of coffee is only sold for seven yuan?

Takeaway pays more!

"So sell at least 220 cups of coffee a day to cover the cost of rent, other labor, water and electricity, raw materials, consumables, operation ......"

Li Nanjun concluded: "There must be internal management chaos and various problems, once the expansion team grabbed the store at a premium of 60% higher than the market, it can be approved by the headquarters, and even hundreds of thousands of transfer fees or introduction fees are not uncommon......

Shen Feng snorted lightly, sure enough.

It seems that the data is fake, but to put it bluntly, it is still too big a step.

In the process of frantically brushing data, there are a large number of irrational expenditures, and gradually detached from the most essential profit concept.

If it is burned, it is also burned in vain.

Shen Feng put down the report and asked Li Nanjun, "Do you think this style of play is valuable?"

"Although Luckin has gotten away this time, I think this business model still has something to learn from. ”

Li Nanjun said seriously: "Now even Starbucks has begun to try takeout and quick pickup, and I even think that Luckin is neither a specialty coffee, nor the next Starbucks, at most a convenience store that only sells coffee and light food." ”

Shen Feng nodded, this sentence is to the point, the area is small, the seats are few, the distribution is dense, the customers in the small area are concentrated, the customers stay for a short time, they are ready to go, and the product SKU is limited.

The reason why it runs so fast is to solve two major pain points: small self-pickup stores + automation equipment + hype specialty coffee as the core consumption concept, and various advocates replace experience with efficiency to save the time and cost of white-collar workers. ”

Then use digitalization to make offline stores, establish its own user reach channels through apps and small programs, reduce the dependence of offline merchants on traffic channels in the past, reduce costs and quickly occupy the market.

To put it bluntly, how many people can taste the good and bad of different coffees?

For busy office workers, is the coffee good, how is the café, and the environmental experience is good......

Takeacoffeebreak is what they need most.

As a leisure project between work, can the economy afford it, can it be consumed decently and quickly, so as not to run out for too long and be scolded by the boss......

is an important factor that affects them.

"So Luckin's biggest challenge actually comes from the rise of instant coffee and convenience stores. Shen Feng concluded: "In the past two years, the iterative upgrade of instant technology can fully compete with low-to-medium grade freshly ground coffee in terms of flavor, representing the emergence of more efficient and affordable solutions for consumer coffee demand." ”

"Convenience stores have both coffee and a large number of other options, and the essence is also developing in the direction of very small commercial complexes. ”

Li Nanjun nodded, no matter which direction, the Luckin model has faced great challenges in terms of efficiency.

It's just sad that in the end, the real threat to you is never the competitor you think you are.

Of course, the surname Lu is not stupid, and last year he hurriedly launched the second curve to save the country, such as the unmanned retail program Ruihuasuan and Rui Instant Purchase. ”

Shen Feng said with a smile: "Two kinds of vending machines, along this line of thought, if it weren't for today's thunderstorm, maybe one day you would really start making instant coffee?"

"It's still not a strong brand stickiness, and I can guarantee that if Starbucks offers competing products at the same price, no one will drink Luckin. ”

Li Nanjun said with some disdain: "There are overwhelming discount rolls every day, and the lowest point is 80% off, so Cheep's gameplay will not have a brand premium at all." ”

Shen Feng smiled dumbly, and his tone was really not small.

Think about it, all of Wanli's projects have always taken the boutique route, whether it is MCN, or hipsters, not to mention luxury time.

Even if the winner of a million is to burn his own money, he doesn't have to pay a penny to the user for all kinds of benefits, and it's a big deal to earn it back from the owner's father.

Which one of the people who dares to advertise here is not a local tyrant?

If the coffee is not good and the product itself is not too hard, it is equivalent to a dam burst, and there is no way to start user retention, you tell me where the flow pool is?

But any consumer who can be attracted by the discount is a price-sensitive traffic in itself, and will definitely not be attracted by your brand.

"Yesterday's close plummeted by 75 percent, and today it opened with another 16 percent. Li Nanjun joked: "In the past, it was said that you can buy Luckin coffee with a little 80% off, but now it has become a 10% discount to package Luckin stocks." ”

"I picked up their old bottoms, when Shenzhou rented a car, Jiang Nanchun blew all kinds of blows, and then went to Luckin to become Liu Erhai, the founder of Joy Capital, and Li Hui, Centurium Capital, eating and drinking all day long, known as the Iron Triangle. ”

If Qian Zhiya, the founder of Luckin, is the person in front of the stage, then Lu Zhengyao and these old friends are behind the scenes. ”

Shen Feng scoffed, he once listened to Bao bald head chatting, Sequoia Hillhouse, and even Tencent Ali seemed to want to invest in Luckin, but fortunately, Chairman Lu refused, and now they must be secretly happy.

Of course, Lu Zhengyao will not treat his old friends badly, only nine months after Shenzhou's listing, early investors sold 42% of their shares and cashed out $1.6 billion in style.

I have to say that in this number game that is carefully calculated and deduced, they cannot be the losers. Because the advantage of the numbers game is that it is simple and reproducible, like a set of formulas, they have the final interpretation in their hands.

As for Luckin?

A beautifully packaged story of an emerging coffee brand is just a new trap that rolls in hot money.

"Look at the circle of friends posted by the surname Lu today. Li Nanjun took out his mobile phone and displayed: "I have never seen such a brazen person!"

When Shen Feng saw it, he almost laughed, and it actually read: Today is more energetic, everyone work hard!

"From the news broke, all kinds of users who were worried about the collapse of Luckin and could not use coupons poured into the APP, and some people even posted orders, the original price of 270 drinks, after using coupons, six yuan to get!"

"Of course, the most pitiful thing is the store staff, who make people go around in the morning, there are long queues everywhere, there is not enough receipt paper, and the delivery riders are ...... one order after another."

"I guess I scolded my mother in my heart!"

Shen Feng took a deep breath and resisted the urge to burst into foul language, you should stay away from the others, don't involve others.

Fortunately, the life of a million winners is hard enough, the performance is real money, and there is Ali Tencent behind it, so it is difficult not to die, you look at other medium-concept stocks......

It doesn't matter if it falls for a while, I'm afraid that Lao Mei will be cold, and even dare to fake the financial report, what else can't you Chinese people do?

How can others isolate capitalist leeks in the future?

：。 ：