以下文章来源于表外表里 ，作者洞见数据研究院 表外表里 . 洞见数据研究院 作者 | 陈梓洁 来源 | 表里表外 (ID: excel-ers) "没有零食店业务撑着，我早就转行了。"商铺转让中介李曦，万分感谢零食店老板。 这 两 年 ， 他 的 生 意 肉 眼 可 见 地 难 做 ， 求 转 让 的 餐 馆 、 奶 茶 店 商 家 一 月 比 一 月 多 ， 但 某 音 、 某 书 一 通 推 广 猛 如 虎 ， 一 看 评 论 全 是 " 奸 商" "别想割我韭菜"的清醒发言。 幸好有零食集合店，能让他躺着赚钱：江浙乡镇店，53万打包，1天之内转让成功；10 0万整转的二线城市店，客户连夜打高铁去考 察…… 在加盟被祛魅、击鼓传花玩不动的年代里，持续创造着"年流水600W" "赚人生第一个千万"造富神话的量贩零食行业，仍吸引无数开店 人前赴后继。 2022- 2024年，量贩零食两大巨头鸣鸣很忙和万辰集团（好想来母公司），以近200%的营收年复合增长率，向市场演绎"暴力崛起"。 即将登陆港股的前者，去年更是血赚8亿，同比大增284%。 哪怕"转让潮"已经来袭，李曦不少客户也没放在心上，甚至反向抄底："上一 ...

Core Viewpoint - Wei Long, known as the "King of Spicy Strips," is preparing for an IPO in Hong Kong, with plans to raise less than $150 million, a significant decrease from the initial target of $1 billion [2][3]. Group 1: IPO Timeline and Fundraising - Wei Long has delayed its IPO multiple times, initially aiming to raise $1 billion in 2021, but the target has now dropped by 85% to $150 million [3][4]. - The company first submitted its IPO application in May 2021 but did not receive approval until November 2021, after which it postponed the listing due to unfavorable market conditions [4][5]. - The latest update on November 23, 2023, indicates a further reduction in fundraising goals, with a projected market valuation of around $1.4 billion, down from previous estimates [5][6]. Group 2: Financial Performance and Valuation - Wei Long's revenue growth has slowed, with a compound annual growth rate (CAGR) of 19.1% from 2019 to 2021, while net profit growth has stagnated [6][7]. - The company's valuation has plummeted from 600 billion RMB to approximately 100 billion RMB, raising questions about whether it was previously overvalued [6][7]. - Comparatively, other companies in the snack food sector, such as Tao Li Bread and Three Squirrels, have lower price-to-earnings ratios, suggesting that Wei Long's current valuation may still be high [10][11]. Group 3: Market Challenges and Product Strategy - Wei Long's revenue declined by 1.8% in the first half of 2022, attributed to pandemic impacts and a drop in sales of its main products [11][12]. - The company has raised prices to counteract rising raw material costs, which has improved profit margins but negatively affected sales volume [11][12]. - Wei Long faces the challenge of shedding its "junk food" image, as consumer preferences shift towards healthier options, necessitating product innovation and reformulation [14][15][16].

以下文章来源于表外表里 ，作者洞见数据研究院 表外表里 . 洞见数据研究院 本文来自微信公众号： 表外表里 ，作者：陈梓洁，编辑：曹宾玲、付晓玲，数据支持：洞见数据研 究院，题图来自：AI生成 "没有零食店业务撑着，我早就转行了。"商铺转让中介李曦，万分感谢零食店老板。 这两年，他的生意肉眼可见地难做，求转让的餐馆、奶茶店商家一月比一月多，但某音、某书一通推 广猛如虎，一看评论全是"奸商""别想割我韭菜"的清醒发言。 幸好有零食集合店，能让他躺着赚钱：江浙乡镇店，53万打包，1天之内转让成功；100万整转的二 线城市店，客户连夜打高铁去考察…… 在加盟被祛魅、击鼓传花玩不动的年代里，持续创造着"年流水600W""赚人生第一个千万"造富神话 的量贩零食行业，仍吸引无数开店人前赴后继。 2022~2024年，量贩零食两大巨头鸣鸣很忙和万辰集团 （好想来母公司） ，以近200%的营收年复合 增长率，向市场演绎"暴力崛起"。即将登陆港股的前者，去年更是血赚8亿，同比大增284%。 哪怕"转让潮"已经来袭，李曦不少客户也没放在心上，甚至反向抄底："上一家不会做生意，没找准 门道，我开肯定能挣钱。" 今年一季度，GeoQ ...