疫情叠加 2020 年开店过快,导致了跷跷板不平衡。但至少目前来看,跷跷板的另一端权重在加强,现有的优势没有被明显削弱。如果海底捞真的不行了,不是企业自身问题,更大程度上是中餐连锁赛道的天花板问题。
三周反弹逾 30%,海底捞即将困境反转?
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