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野人先生创始人否认港股IPO传闻,毛利确实是60%左右
3 6 Ke·2025-08-07 02:47

Company Overview - The founder of the ice cream brand "Mr. Yeren," Cui Jianwei, stated that the company is not planning for an IPO and focuses on sustainable development rather than setting specific store opening targets [1] - Mr. Yeren has recently accelerated its store openings, reaching over 900 stores by July 2023, a growth rate of 125% within five months [3] Financial Performance - Mr. Yeren claims a gross profit margin of no less than 60%, with a payback period of around 12 months for franchisees, comparable to competitors like Mixue Ice Cream [2] - The gross profit margin for domestic Gelato brands can exceed 50%, with mature brands maintaining margins of 65%-70% [5] Market Positioning - Mr. Yeren specializes in Italian-style Gelato, offering a price range of 20-40 yuan per serving, significantly lower than traditional Gelato brands that charge 50 yuan or more [4] - The company has entered 98 cities across China, including smaller cities, indicating a broad market reach [3] Industry Trends - The Chinese ice cream market is projected to reach 183.5 billion yuan in 2024, with Gelato expected to grow at a rate of 10%, surpassing 12 billion yuan in market size [5] - The shift towards domestic supply chains has made high-end Gelato more affordable and accessible to a wider audience [5]