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最新总门店数超过1.5万家,库迪缓了一口气?
36氪未来消费· 2025-06-25 13:05
库迪的规模之战还没停。 作者 | 钟艺璇 编辑 | 乔芊 从店中店到便利店,直到今天,库迪一直没有放弃规模之战。 36氪从多个信源了解到,库迪最新门店总数目前已经超过1万5千家,其中3千家待开业,上述门店数包括现存 标准店、店中店以及便利店所有业态。 另外,一位接近库迪的知情人士告诉36氪,库迪创始人陆正耀在近期一场内部会议中称,5月份库迪标准店净利 超过1万元(即绿灯率)的门店比例,"已经接近90%"。 如果上述"90%"的数字属实,这意味着,4月以来的外卖补贴对库迪来说,的确称得上一场"及时雨"。上半年以 来,库迪动作不断,外卖大战截止到今天,库迪已经在京东平台的外卖总销量超过上亿单。36氪此前曾报道, 多地加盟商因为这场补贴,门店单量甚至得以翻倍,"且毛利维持在45%左右,属于正常水平"。 频繁的联名也在为门店输血,不少加盟商告诉36氪,库迪的联名从今年开始基本"一月一换",且几乎为大热 IP,例如哪吒、蜡笔小新以及近期的小马宝莉等。尤其是3月以来的哪吒联名,单杯送周边的策略,为门店销量 增益不少。另外,36氪还从一位加盟商处了解到,库迪作为阿根廷国家足球队全球赞助商的身份合约,将会延 续到2026年第 ...
阿里虎鲸文娱旗下IP业务“锦鲤拿趣”关停|36氪独家
36氪未来消费· 2025-06-25 13:05
没有文娱公司不想在潮玩市场分一杯羹,但不是所有潮玩品牌都能成为泡泡玛特。 据36氪了解 , 本次业务关停和人员裁撤的动作整体都比较迅速, 团队成员中大部分当日就收到了裁 撤通知,只有少部分人善后,去留未定。 锦鲤拿趣与阿里鱼是大麦娱乐旗下的两大IP衍生业务,前者是依托大麦娱乐的IP矩阵以及自营和分销 渠道打造的潮玩品牌,后者是以IP运营、授权和商业化开发为核心的交易平台。 在关停之前的几年里,锦鲤拿趣在原创IP的和影视周边的开发上都付出了不少努力。端午假期期间还 参加了知名潮玩展会TOY HEART。 《甄嬛传》系列盲盒周边是 锦鲤拿趣 旗下最 热卖 的一款产品 。 2022年推出之际 ,这个 系列产品 曾多次登上天猫盲盒热销榜的前十。 除了开发热门影视剧的IP周边,据 公开信息 ,锦鲤拿趣已经积累了10余个原创潮玩IP 。但从结果 看,只有 《甄嬛传》 这种影视周边卖得不错, 原创IP 中并 没有爆款 诞生 。 据36氪了解 ,锦鲤拿趣 2024 年 的 收入不到5亿元人民币,而根据阿里发布的2025财年财报,大 文娱集团(如今的虎鲸文娱)的2025财年营收222.67亿元。换言之,锦鲤拿趣贡献的收入占比不 ...
亿都(国际控股)(00259) - 2025 - 年度业绩
2025-06-25 13:03
香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈之內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示概不就因本公佈全部或任何部份內容而產生或因倚賴 該等內容而引致之任何損失承擔任何責任。 YEEBO (INTERNATIONAL HOLDINGS) LIMITED 億都(國際控股)有限公司 (於百慕達註冊成立之有限公司) (股份代號:259) 截至二零二五年三月三十一日止年度 業績公佈 億都(國際控股)有限公司(「本公司」)董事會欣然公佈本公司及其附屬公司(「本 集團」)截至二零二五年三月三十一日止年度之經審核綜合業績概述如下: 綜合損益及其他全面收益表 截至二零二五年三月三十一日止年度 | | | 二零二五年 | 二零二四年 | | --- | --- | --- | --- | | | 附註 | 千港元 | 千港元 | | 收入 | 3 | 1,038,535 | 936,607 | | 銷售成本 | | (908,354) | (792,696) | | 毛利 | | 130,181 | 143,911 | | 其他收入 | | 60,927 | 23,690 | | 其他收益及虧損 ...
National Storage Affiliates Trust (NSA) Earnings Call Presentation
2025-06-25 13:02
Company Update November 2024 Forward-Looking Statements And Non-GAAP Financial Measures Forward-Looking Statements: We make forward-looking statements in this presentation that are subject to risks and uncertainties. These forward-looking statements include information about possible or assumed future results of our business, financial condition, liquidity, results of operations, plans and objectives. When we use the words "believe," "expect," "anticipate," "estimate," "plan," "continue," "intend," "should, ...
Dorian LPG(LPG) - 2022 Q3 - Earnings Call Presentation
2025-06-25 13:00
Investor Highlights DORIAN LPG February 2022 Disclaimer Forward-Looking Statements This presentation contains certain forward-looking statements including analyses and other information based on forecasts of future results and estimates of amounts not yet determinable and statements relating to our future prospects, developments and business strategies. Forward-looking statements are identified by their use of terms and phrases such as "anticipate," "believe," "could," "estimate," "expect," "intend," "may," ...
cbdMD (YCBD) Earnings Call Presentation
2025-06-25 13:00
The Industry Leader in CBD February 2024 Safe Harbor Statements & Disclaimers This presentation contains certain forward-looking statements that are based upon current expectations and involve certain risks and uncertainties within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. Such forward-looking statements can be identified by the use of words such as ''should,'' ''may,'' ''intends,'' ''anticipates,'' ''believes,'' ''estimates,'' ''projects,'' ''forecasts,'' ''expects,'' ''plan ...
Four Corners Property Trust (FCPT) Earnings Call Presentation
2025-06-25 13:00
Four Corners Property Trust NYSE: FCPT Four Corners Property Trust NYSE: FCPT INVESTOR PRESENTATION – BOSTON, MA MARCH 2025 FORWARD LOOKING STATEMENTS AND DISCLAIMERS Cautionary note regarding forward-looking statements: This presentation contains forward-looking statements within the meaning of the federal securities laws. Forward- looking statements include all statements that are not historical statements of fact and those regarding FCPT's intent, belief or expectations, including, but not limited to, st ...
Dorian LPG(LPG) - 2022 Q4 - Earnings Call Presentation
2025-06-25 13:00
Investor Highlights DORIAN LPG May 2022 Disclaimer Forward-Looking Statements This presentation contains certain forward-looking statements including analyses and other information based on forecasts of future results and estimates of amounts not yet determinable and statements relating to our future prospects, developments and business strategies. Forward-looking statements are identified by their use of terms and phrases such as "anticipate," "believe," "could," "estimate," "expect," "intend," "may," "pla ...
Lotus Technology(LOT) - 2025 Q1 - Earnings Call Transcript
2025-06-25 13:00
Lotus Technology (LOT) Q1 2025 Earnings Call June 25, 2025 08:00 AM ET Speaker0 Day, and thank you for standing by. Welcome to Lotus Technology Inc. First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. Please be advised that today's conference is being recorded. I would now like to hand the conference over to Ms. Demi Zhang from the company. Please go ahead. Speaker1 Thank you, operator. Good morning, good afternoon, and good evening, everyone. ...
Liberty Energy (LBRT) FY Earnings Call Presentation
2025-06-25 12:59
Energizing the World… Soberly Chris Wright, Chairman & CEO | Liberty Energy (LBRT) Piper Sandler 24th Annual Energy Conference | March 19, 2024 FORWARD LOOKING STATEMENTS The information in this presentation includes "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements, other than statements of historical facts, included herein concerning, among other things, statements abo ...