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胜利曙光

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- 胜利曙光胜利曙光
  ·04-29
  $Clover Health Corp(CLOV)$ [财迷] [财迷] [财迷]
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- 胜利曙光胜利曙光
  ·04-18
  $AMC院线(AMC)$ to the moon again[财迷]
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- 胜利曙光胜利曙光
  ·2025-05-20
  $高斯电子(KOSS)$ [财迷] [财迷] [财迷]
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- 胜利曙光胜利曙光
  ·2025-01-28
  $Senseonics Holdings,Inc.(SENS)$
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- 胜利曙光胜利曙光
  ·2025-01-24
  $Senseonics Holdings,Inc.(SENS)$
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- 胜利曙光胜利曙光
  ·2025-01-10
  $Bionano Genomics(BNGO)$
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- 胜利曙光胜利曙光
  ·2024-12-15
  Nice
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- 胜利曙光胜利曙光
  ·2021-09-13
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- 胜利曙光胜利曙光
  ·2021-06-06
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  Nayuki's tea, the "first tea beverage stock," passed the hearing and earned 62.17 million yuan for the whole year.
  随着奈雪的茶（以下简称“奈雪”）通过港交所聆讯，“新茶饮第一股”的脚步越来越近。无论是资本圈，还是从业者，似乎都在期待着新茶饮赛道的这声“发令枪”打响。心照不宣的是：如果奈雪能够“一炮而红”，全球化高
  Nayuki's tea, the "first tea beverage stock," passed the hearing and earned 62.17 million yuan for the whole year.
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- 胜利曙光胜利曙光
  ·2021-06-01
  Nice
  Earnings Preview: Will Zoom's earnings report exceed expectations for the ninth consecutive time?
  Zoom Video Communications（纳斯达克股票代码：ZM）定于 6月 1日星期二收市后公布第一季度收益结果。据seekingalpha报道，一致的每股收益估计为0.98美元，同比增长
  Earnings Preview: Will Zoom's earnings report exceed expectations for the ninth consecutive time?
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again[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/555070417470072","isVote":1,"tweetType":1,"viewCount":1557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":437030250635568,"gmtCreate":1747749428435,"gmtModify":1747749431178,"author":{"id":"3567570068519334","authorId":"3567570068519334","name":"胜利曙光","avatar":"https://static.tigerbbs.com/ef4fea1c9347fef2d43cbf3fa476b33e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567570068519334","authorIdStr":"3567570068519334"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/KOSS\">$高斯电子(KOSS)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/KOSS\">$高斯电子(KOSS)$&nbsp;</a><v-v 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20:52","market":"hk","language":"zh","title":"Nayuki's tea, the \"first tea beverage stock,\" passed the hearing and earned 62.17 million yuan for the whole year.","url":"https://stock-news.laohu8.com/highlight/detail?id=1156877497","media":"格隆汇","summary":"随着奈雪的茶（以下简称“奈雪”）通过港交所聆讯，“新茶饮第一股”的脚步越来越近。无论是资本圈，还是从业者，似乎都在期待着新茶饮赛道的这声“发令枪”打响。心照不宣的是：如果奈雪能够“一炮而红”，全球化高","content":"<p>With Nayuki Tea (hereinafter referred to as \"Nayuki\") passing the Hong Kong Stock Exchange hearing, the \"first new tea beverage stock\" is getting closer and closer.</p><p>Both the capital circle and industry practitioners seem to be eagerly awaiting the starting gun for the new tea beverage sector. The tacit understanding is that if Nayuki can become an overnight sensation, the incubation of global high-end tea beverage brands may accelerate, and a wave of new tea beverage launches will surely emerge.</p><p>Now, Nayuki is just one step away from going public. The market may soon find answers to many questions in the new tea beverage sector.</p><p>1<b>The \"loss mystery\" has been solved; still profitable despite the pandemic.</b></p><p>Why does Nayuki's IPO contain so many profound meanings, making it a good window for observing the industry?</p><p>The biggest question the market has always asked Nayuki is about profitability. With the disclosure of the prospectus after the hearing, its \"loss mystery\" finally received a clear and forceful response. The prospectus shows that<b>In accordance with IAS 17, Nayuki achieved an adjusted net profit of 62.17 million yuan for the full year of 2020.</b>This may mean that the market's perception of Nayuki's value, and even the industry ecosystem of new tea drinks, will be reshaped.</p><p>Over the past few years, Nayuki has maintained a relatively rapid expansion trend. According to the prospectus, as of the end of 2017, Nayukita had 44 stores. This figure was refreshed to 491 stores on December 31, 2020. Of these, 489 stores were located in 66 cities in mainland China, and two were located in Hong Kong and Japan. As of the Latest Practicable Date, the number of Nayuki stores had increased to 556. According to data from Frost & Sullivan, Nayuki's market share in China's high-end freshly made tea shop market reached 18.9% in 2020, based on total retail consumption.</p><p><b>Unlike many tea beverage brands that are open to franchising, all of Nayuki's stores are currently directly operated.</b>A purely direct-operation model also means high upfront investment, and the formation of underlying retail capabilities such as the supply chain usually requires \"long-termism\". Correspondingly, we also see that,<b>For Nayuki, material and labor costs have always been the main fixed expenses, rather than store rent as previously thought.</b>Among them, raw material costs accounted for the highest proportion for three consecutive years, from 2018 to 2020.<b>35.3%, 36.6%, and 37.9%, respectively, are nearly double the average proportion of raw materials in the coffee industry in 2020.</b></p><p>However, once the underlying capabilities are established, they can often empower the retail front end and rapidly amplify the company's competitiveness. During the same period, Nayuki's average sales per order remained around 43 yuan, higher than the industry average of 35 yuan. During the performance period,<b>The first break-even period for Nayuki stores is about 4 months, while the investment payback period for stores that opened in 2018 is only 10.6 months.</b>Market data shows that the cycle for Chinese restaurant brands to break even and achieve a return on cash investment for the first time is typically 3-6 months and 15-20 months, respectively. In comparison, Nayuki has a significant advantage.</p><p><img src=\"https://static.tigerbbs.com/4a4d8f37117cc89ba93a090ca0f187d3\" tg-width=\"933\" tg-height=\"536\" referrerpolicy=\"no-referrer\"></p><p>Reflected in financial performance,<b>From 2018 to 2020, Nayuki achieved revenues of RMB 1.087 billion, RMB 2.502 billion, and RMB 3.057 billion respectively, with a compound annual growth rate of 67.7%.</b>Subsequently, Nayuki's profitability continued to improve, achieving a turnaround from loss to profit. Nayuki's adjusted net profit (non-IFRS measured) turned from a loss of RMB 11.74 million in 2019 to a profit of RMB 16.64 million in 2020.<b>Furthermore, in accordance with IAS 17, Nayuki achieved an adjusted net profit of RMB 62.17 million for the full year of 2020.</b></p><p><img src=\"https://static.tigerbbs.com/7e3fe1dddb07b20aa53d8838d1a7183c\" tg-width=\"822\" tg-height=\"758\" referrerpolicy=\"no-referrer\"></p><p>Looking ahead, Nayuki made it clear that it would not cut raw material costs in response to cost issues. Therefore, the focus of future cost control may be on improving the level of the supply chain. If Nayuki's supply chain can achieve greater efficiency, it will not only significantly reduce its operating costs and increase profit margins, but will also continue to amplify its competitiveness at the retail front end and build a safer business moat. Meanwhile, considering that directly operated stores offer unified operating standards, facilitate brand management, and directly face consumers, giving them significant advantages in developing new products, Nayuki's pure direct-operated model is gradually \"running smoothly,\" and its future operating performance may be even more optimistic.</p><p>2<b>Choice and timing: seizing the minds of major consumers</b></p><p>Further discussion is worth noting: with new tea shops all over China and a constant stream of distinctive brand players emerging, how did Nayuki manage to \"keep the clouds open\" and capture consumers' minds?</p><p>In my view, the key reason lies in Nayuki's corporate DNA and the timing of its entry into the market. Since its inception, Nayuki's goal has been to build a high-end tea beverage brand. Amidst the iteration of young consumers who have high demands for quality and taste and are more willing to pay a premium for the brand, it has gradually formed strong brand loyalty and built competitive barriers.</p><p>On a more specific level,<b>Nayuki's combination of distinctive product innovation capabilities and social space scenarios has determined that it is gradually widening the gap with its competitors.</b></p><p>Currently, Nayuki's core menu features more than 25 classic tea drinks and more than 25 classic baked goods, and it continues to launch new distinctive products inspired by seasonal fresh fruits. According to incomplete statistics, since 2018, Nayuki has launched an average of one new drink every week, and has currently launched about 60 seasonal products.</p><p><img src=\"https://static.tigerbbs.com/56736f6fc446952add753bee71c2514e\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\"></p><p>Furthermore, high-end freshly made tea shops focus on using high-quality, fresh ingredients to produce freshly made tea beverages, and their chain enterprises require standardized quality control capabilities to ensure food safety and market compatibility of flavors. Nayuki has long-standing cooperative relationships with high-quality tea gardens and orchards in many places, and has also established in-depth cooperation with well-known suppliers, ensuring that the main raw materials are customized according to brand standards with its unique supply chain resources. Achieving this requires significant economies of scale and extremely strong corporate bargaining power as a foundation, which also makes it clear that the barriers to entry in the high-end freshly made tea beverage market are much higher than ordinary people imagine.</p><p>Ultimately, all service industries are based on trust. Whoever can win the ultimate trust of their customers will stand tall forever. Judging from Nayuki's consistently high raw material costs, Nayuki has always insisted on bringing consumers higher quality and healthier products, which is believed to be one of the key points for Nayuki to win the deep trust of customers.</p><p>In addition, Nayuki's digital membership system has ample potential and is expected to continue to optimize the customer experience.</p><p><b>To date, Nayuki's membership system has nearly 35 million registered members, with online order revenue accounting for nearly 70%.</b>In 2020, 49% of Nayuki's total orders came from members. This is a huge database containing valuable data on customer behavior and preferences.</p><p>Meanwhile, with the changing main consumer forces, new consumption trends are constantly emerging, which in turn places higher demands on brands' business acumen. In this dimension, data strength determines competitiveness and begins to influence the development direction of brands. The vast data assets accumulated over time allow Nayuki to more accurately judge changes in consumer demand. At the same time, the larger Nayuki's customer base will be in the future, the more accurate its understanding of consumers will be. This growing ecosystem of services will bring better service efficiency and customer experience.</p><p>3<b>The \"first new tea beverage stock\" may influence the development of global brands.</b></p><p>Looking at it from a broader perspective, what exactly is the significance of being the \"first new tea beverage stock\"?</p><p>First, China's freshly made tea beverage market, especially the high-end freshly made tea beverage market, is an undisputed golden track.</p><p>From 2015 to 2020, the retail value of high-end freshly made tea beverages in China increased to approximately RMB 12.9 billion, with a compound annual growth rate of 75.8%. At the same time,<b>This figure is expected to further increase to approximately RMB 52.2 billion in 2025 at a compound annual growth rate of 32.2%, accounting for approximately 24.8% of the total consumption value of freshly made tea beverage products in the same year.</b></p><p><img src=\"https://static.tigerbbs.com/57239b9d8a23d0247543238b6c1bab9b\" tg-width=\"929\" tg-height=\"592\" referrerpolicy=\"no-referrer\"></p><p>Correspondingly, a surge in new tea beverage entrepreneurship quickly emerged and is intensifying. According to data from Qichacha, there are currently 324,200 milk tea-related companies in China, and the number of such companies registered year by year is increasing significantly. However, looking at the market, there are actually very few tea beverage brands that are well-known to consumers, and even fewer can be called high-end freshly made tea beverage brands.<b>According to data from iiMedia Research, as of the first quarter of 2021, there were only three companies: Nayuki, Heytea, and Heytea.</b></p><p>This reflects that although the new tea beverage market is vast and seems to have low entry barriers, it carries huge competitive risks, is difficult to build a brand, and requires certain capital.<b>This also means that the new tea beverage sector, especially in the high-end segment, does not have low barriers to entry. Leading brands such as Nayuki have a first-mover advantage and are more likely to share in the industry's dividends, which may then incubate global high-end tea beverage brands and fill market gaps.</b>After being the first to enter the capital market, Nayuki will expand its advantages in brand building and capital strength, and its competitiveness will be further enhanced.</p><p>According to data from Frost & Sullivan, as of the end of 2020, there were approximately 3,000-4,000 high-end freshly made tea shops in China, with Nayuki stores accounting for 12.5%-17%. Meanwhile, the total number of stores, including Heytea, Heytea, and Modern China Tea Shop, is approximately 1,487, far less than the 5,000 stores Starbucks has in the Chinese market. Considering the new era of consumption as the main force, unprecedented national confidence, and a larger audience for tea culture, there is undoubtedly room for further store expansion.</p><p>It is also worth noting that Nayuki's next plan is to promote Nayuki's Tea PRO, with store areas ranging from 80 to 200 square meters. Compared to standard stores, it has stronger market penetration, higher replication efficiency, and a shorter return on investment cycle. Such a combination of stores may bring consumers a richer experience, facilitate expansion, and accelerate the seizure of growth in China's high-end freshly made tea beverage market.</p><p>From another perspective, brands in the consumer sector can be roughly divided into two categories: product categories and service categories. Among product categories, the most powerful are brands that can cultivate high consumer stickiness. These types of products often leave users with a very profound experience, guaranteeing business continuity and repurchase rate, and are not highly price-sensitive, resulting in good profit performance. For this reason, such consumer brands are often favored by the capital market.</p><p>For Chinese consumers, cigarettes, alcohol, and tea are indispensable products in their lives, and a large number of these brands have emerged. Typical examples of liquor include Moutai and Wuliangye, but typical examples of tea have not yet emerged. The culture carried by tea also needs to be promoted by the power of brands. The birth of the \"first new tea beverage stock\" is an excellent opportunity, and it is believed that Nayuki is a typical example of the first tea.</p><p>4<b>Ending</b></p><p>The core opportunity in the consumer sector lies in whether brands can build a completely new lifestyle that is accepted by the new generation. This new lifestyle is reflected in two aspects: first, whether new technological elements can be applied to enable consumers to have a better product and service experience; Secondly, can a new cultural element be created to reflect the values that consumers agree with?</p><p>If these two points can be achieved, the brand will generate huge incremental growth and may even become popular worldwide in the future. Currently, Nayuki is changing the tea consumption habits of young people. Cultural innovation and the integration of technology and fashion are driving Nayuki's continuous growth. With the company's emerging global business mindset, Nayuki may become a new calling card for Chinese tea culture in the international consumer market.</p><p>From a traditional cup of tea to a new style of tea drink, the Chinese people's love for tea has never changed.</p>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nayuki's tea, the \"first tea beverage stock,\" passed the hearing and earned 62.17 million yuan for the whole year.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNayuki's tea, the \"first tea beverage stock,\" passed the hearing and earned 62.17 million yuan for the whole year.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇</strong><span class=\"h-time small\">2021-06-06 20:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>With Nayuki Tea (hereinafter referred to as \"Nayuki\") passing the Hong Kong Stock Exchange hearing, the \"first new tea beverage stock\" is getting closer and closer.</p><p>Both the capital circle and industry practitioners seem to be eagerly awaiting the starting gun for the new tea beverage sector. The tacit understanding is that if Nayuki can become an overnight sensation, the incubation of global high-end tea beverage brands may accelerate, and a wave of new tea beverage launches will surely emerge.</p><p>Now, Nayuki is just one step away from going public. The market may soon find answers to many questions in the new tea beverage sector.</p><p>1<b>The \"loss mystery\" has been solved; still profitable despite the pandemic.</b></p><p>Why does Nayuki's IPO contain so many profound meanings, making it a good window for observing the industry?</p><p>The biggest question the market has always asked Nayuki is about profitability. With the disclosure of the prospectus after the hearing, its \"loss mystery\" finally received a clear and forceful response. The prospectus shows that<b>In accordance with IAS 17, Nayuki achieved an adjusted net profit of 62.17 million yuan for the full year of 2020.</b>This may mean that the market's perception of Nayuki's value, and even the industry ecosystem of new tea drinks, will be reshaped.</p><p>Over the past few years, Nayuki has maintained a relatively rapid expansion trend. According to the prospectus, as of the end of 2017, Nayukita had 44 stores. This figure was refreshed to 491 stores on December 31, 2020. Of these, 489 stores were located in 66 cities in mainland China, and two were located in Hong Kong and Japan. As of the Latest Practicable Date, the number of Nayuki stores had increased to 556. According to data from Frost & Sullivan, Nayuki's market share in China's high-end freshly made tea shop market reached 18.9% in 2020, based on total retail consumption.</p><p><b>Unlike many tea beverage brands that are open to franchising, all of Nayuki's stores are currently directly operated.</b>A purely direct-operation model also means high upfront investment, and the formation of underlying retail capabilities such as the supply chain usually requires \"long-termism\". Correspondingly, we also see that,<b>For Nayuki, material and labor costs have always been the main fixed expenses, rather than store rent as previously thought.</b>Among them, raw material costs accounted for the highest proportion for three consecutive years, from 2018 to 2020.<b>35.3%, 36.6%, and 37.9%, respectively, are nearly double the average proportion of raw materials in the coffee industry in 2020.</b></p><p>However, once the underlying capabilities are established, they can often empower the retail front end and rapidly amplify the company's competitiveness. During the same period, Nayuki's average sales per order remained around 43 yuan, higher than the industry average of 35 yuan. During the performance period,<b>The first break-even period for Nayuki stores is about 4 months, while the investment payback period for stores that opened in 2018 is only 10.6 months.</b>Market data shows that the cycle for Chinese restaurant brands to break even and achieve a return on cash investment for the first time is typically 3-6 months and 15-20 months, respectively. In comparison, Nayuki has a significant advantage.</p><p><img src=\"https://static.tigerbbs.com/4a4d8f37117cc89ba93a090ca0f187d3\" tg-width=\"933\" tg-height=\"536\" referrerpolicy=\"no-referrer\"></p><p>Reflected in financial performance,<b>From 2018 to 2020, Nayuki achieved revenues of RMB 1.087 billion, RMB 2.502 billion, and RMB 3.057 billion respectively, with a compound annual growth rate of 67.7%.</b>Subsequently, Nayuki's profitability continued to improve, achieving a turnaround from loss to profit. Nayuki's adjusted net profit (non-IFRS measured) turned from a loss of RMB 11.74 million in 2019 to a profit of RMB 16.64 million in 2020.<b>Furthermore, in accordance with IAS 17, Nayuki achieved an adjusted net profit of RMB 62.17 million for the full year of 2020.</b></p><p><img src=\"https://static.tigerbbs.com/7e3fe1dddb07b20aa53d8838d1a7183c\" tg-width=\"822\" tg-height=\"758\" referrerpolicy=\"no-referrer\"></p><p>Looking ahead, Nayuki made it clear that it would not cut raw material costs in response to cost issues. Therefore, the focus of future cost control may be on improving the level of the supply chain. If Nayuki's supply chain can achieve greater efficiency, it will not only significantly reduce its operating costs and increase profit margins, but will also continue to amplify its competitiveness at the retail front end and build a safer business moat. Meanwhile, considering that directly operated stores offer unified operating standards, facilitate brand management, and directly face consumers, giving them significant advantages in developing new products, Nayuki's pure direct-operated model is gradually \"running smoothly,\" and its future operating performance may be even more optimistic.</p><p>2<b>Choice and timing: seizing the minds of major consumers</b></p><p>Further discussion is worth noting: with new tea shops all over China and a constant stream of distinctive brand players emerging, how did Nayuki manage to \"keep the clouds open\" and capture consumers' minds?</p><p>In my view, the key reason lies in Nayuki's corporate DNA and the timing of its entry into the market. Since its inception, Nayuki's goal has been to build a high-end tea beverage brand. Amidst the iteration of young consumers who have high demands for quality and taste and are more willing to pay a premium for the brand, it has gradually formed strong brand loyalty and built competitive barriers.</p><p>On a more specific level,<b>Nayuki's combination of distinctive product innovation capabilities and social space scenarios has determined that it is gradually widening the gap with its competitors.</b></p><p>Currently, Nayuki's core menu features more than 25 classic tea drinks and more than 25 classic baked goods, and it continues to launch new distinctive products inspired by seasonal fresh fruits. According to incomplete statistics, since 2018, Nayuki has launched an average of one new drink every week, and has currently launched about 60 seasonal products.</p><p><img src=\"https://static.tigerbbs.com/56736f6fc446952add753bee71c2514e\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\"></p><p>Furthermore, high-end freshly made tea shops focus on using high-quality, fresh ingredients to produce freshly made tea beverages, and their chain enterprises require standardized quality control capabilities to ensure food safety and market compatibility of flavors. Nayuki has long-standing cooperative relationships with high-quality tea gardens and orchards in many places, and has also established in-depth cooperation with well-known suppliers, ensuring that the main raw materials are customized according to brand standards with its unique supply chain resources. Achieving this requires significant economies of scale and extremely strong corporate bargaining power as a foundation, which also makes it clear that the barriers to entry in the high-end freshly made tea beverage market are much higher than ordinary people imagine.</p><p>Ultimately, all service industries are based on trust. Whoever can win the ultimate trust of their customers will stand tall forever. Judging from Nayuki's consistently high raw material costs, Nayuki has always insisted on bringing consumers higher quality and healthier products, which is believed to be one of the key points for Nayuki to win the deep trust of customers.</p><p>In addition, Nayuki's digital membership system has ample potential and is expected to continue to optimize the customer experience.</p><p><b>To date, Nayuki's membership system has nearly 35 million registered members, with online order revenue accounting for nearly 70%.</b>In 2020, 49% of Nayuki's total orders came from members. This is a huge database containing valuable data on customer behavior and preferences.</p><p>Meanwhile, with the changing main consumer forces, new consumption trends are constantly emerging, which in turn places higher demands on brands' business acumen. In this dimension, data strength determines competitiveness and begins to influence the development direction of brands. The vast data assets accumulated over time allow Nayuki to more accurately judge changes in consumer demand. At the same time, the larger Nayuki's customer base will be in the future, the more accurate its understanding of consumers will be. This growing ecosystem of services will bring better service efficiency and customer experience.</p><p>3<b>The \"first new tea beverage stock\" may influence the development of global brands.</b></p><p>Looking at it from a broader perspective, what exactly is the significance of being the \"first new tea beverage stock\"?</p><p>First, China's freshly made tea beverage market, especially the high-end freshly made tea beverage market, is an undisputed golden track.</p><p>From 2015 to 2020, the retail value of high-end freshly made tea beverages in China increased to approximately RMB 12.9 billion, with a compound annual growth rate of 75.8%. At the same time,<b>This figure is expected to further increase to approximately RMB 52.2 billion in 2025 at a compound annual growth rate of 32.2%, accounting for approximately 24.8% of the total consumption value of freshly made tea beverage products in the same year.</b></p><p><img src=\"https://static.tigerbbs.com/57239b9d8a23d0247543238b6c1bab9b\" tg-width=\"929\" tg-height=\"592\" referrerpolicy=\"no-referrer\"></p><p>Correspondingly, a surge in new tea beverage entrepreneurship quickly emerged and is intensifying. According to data from Qichacha, there are currently 324,200 milk tea-related companies in China, and the number of such companies registered year by year is increasing significantly. However, looking at the market, there are actually very few tea beverage brands that are well-known to consumers, and even fewer can be called high-end freshly made tea beverage brands.<b>According to data from iiMedia Research, as of the first quarter of 2021, there were only three companies: Nayuki, Heytea, and Heytea.</b></p><p>This reflects that although the new tea beverage market is vast and seems to have low entry barriers, it carries huge competitive risks, is difficult to build a brand, and requires certain capital.<b>This also means that the new tea beverage sector, especially in the high-end segment, does not have low barriers to entry. Leading brands such as Nayuki have a first-mover advantage and are more likely to share in the industry's dividends, which may then incubate global high-end tea beverage brands and fill market gaps.</b>After being the first to enter the capital market, Nayuki will expand its advantages in brand building and capital strength, and its competitiveness will be further enhanced.</p><p>According to data from Frost & Sullivan, as of the end of 2020, there were approximately 3,000-4,000 high-end freshly made tea shops in China, with Nayuki stores accounting for 12.5%-17%. Meanwhile, the total number of stores, including Heytea, Heytea, and Modern China Tea Shop, is approximately 1,487, far less than the 5,000 stores Starbucks has in the Chinese market. Considering the new era of consumption as the main force, unprecedented national confidence, and a larger audience for tea culture, there is undoubtedly room for further store expansion.</p><p>It is also worth noting that Nayuki's next plan is to promote Nayuki's Tea PRO, with store areas ranging from 80 to 200 square meters. Compared to standard stores, it has stronger market penetration, higher replication efficiency, and a shorter return on investment cycle. Such a combination of stores may bring consumers a richer experience, facilitate expansion, and accelerate the seizure of growth in China's high-end freshly made tea beverage market.</p><p>From another perspective, brands in the consumer sector can be roughly divided into two categories: product categories and service categories. Among product categories, the most powerful are brands that can cultivate high consumer stickiness. These types of products often leave users with a very profound experience, guaranteeing business continuity and repurchase rate, and are not highly price-sensitive, resulting in good profit performance. For this reason, such consumer brands are often favored by the capital market.</p><p>For Chinese consumers, cigarettes, alcohol, and tea are indispensable products in their lives, and a large number of these brands have emerged. Typical examples of liquor include Moutai and Wuliangye, but typical examples of tea have not yet emerged. The culture carried by tea also needs to be promoted by the power of brands. The birth of the \"first new tea beverage stock\" is an excellent opportunity, and it is believed that Nayuki is a typical example of the first tea.</p><p>4<b>Ending</b></p><p>The core opportunity in the consumer sector lies in whether brands can build a completely new lifestyle that is accepted by the new generation. This new lifestyle is reflected in two aspects: first, whether new technological elements can be applied to enable consumers to have a better product and service experience; Secondly, can a new cultural element be created to reflect the values that consumers agree with?</p><p>If these two points can be achieved, the brand will generate huge incremental growth and may even become popular worldwide in the future. Currently, Nayuki is changing the tea consumption habits of young people. Cultural innovation and the integration of technology and fashion are driving Nayuki's continuous growth. With the company's emerging global business mindset, Nayuki may become a new calling card for Chinese tea culture in the international consumer market.</p><p>From a traditional cup of tea to a new style of tea drink, the Chinese people's love for tea has never changed.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.gelonghui.com/p/468993\">格隆汇</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/56736f6fc446952add753bee71c2514e","relate_stocks":{},"source_url":"https://www.gelonghui.com/p/468993","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"1156877497","content_text":"随着奈雪的茶（以下简称“奈雪”）通过港交所聆讯，“新茶饮第一股”的脚步越来越近。无论是资本圈，还是从业者，似乎都在期待着新茶饮赛道的这声“发令枪”打响。心照不宣的是：如果奈雪能够“一炮而红”，全球化高端茶饮品牌或加速孵化，新茶饮上市热潮亦必将奔涌而出。如今，奈雪离上市仅有一步之遥。新茶饮赛道的诸多问题，或许很快就会得到市场的答案。1“亏损迷局”解开，遭遇疫情依然盈利而奈雪上市何以蕴藏如此多的深意，成为不错的行业观察窗口？一直以来，市场对奈雪最大的拷问即是盈利。随着聆讯后招股书的披露，其“亏损迷局”终于得到明确而有力的回应。招股书显示，按照国际会计准则第17号，奈雪2020年全年实现经调整净利润6217万，这或许意味着，市场对于奈雪的价值认知，乃至新茶饮的行业生态将要重塑。过去几年，奈雪始终保持着较快的扩张态势。招股书显示，截至2017年底，奈雪茶饮店数量为44间，这一数据于2020年12月31日被刷新为491间，其中489间门店分布在中国大陆66个城市，还有两间分别位于香港特区和日本。截至最后实际可行日期，奈雪门店数量已经增至556间。根据灼识咨询数据，以2020年零售消费总值计，奈雪在中国高端现制茶饮店市场中的份额达到18.9%。区别于众多开放加盟的茶饮品牌，目前奈雪所有门店均为直营店。纯粹的直营模式同样意味着较高的前期投入，供应链等零售后端底层能力的形成通常需要“长期主义”。对应也看到，对奈雪来说材料和人工成本一直是最主要的固定支出，而非早前外界以为的店铺租金。其中，原料成本更是连续3年占比最高，2018年至2020年依次为35.3%、36.6%、37.9%，对比2020年咖啡行业原料占比均值，奈雪同年高出近一倍。但往往，底层能力一旦形成便能够赋能零售前端，迅速放大企业竞争力。同期，奈雪每单平均销售额保持在43元左右，高于行业均值的35元。业绩期内，奈雪门店首次盈亏平衡期约4个月，2018年开业的门店投资回收期仅为10.6个月。市场数据显示，中餐品牌首次达成盈亏平衡及现金投资回报的周期通常为3-6个月及15-20个月，相比之下奈雪具有显著优越性。映射到财务表现上，2018-2020年，奈雪分别实现营收10.87亿元、25.02亿元、30.57亿元，复合年增长达到67.7%。随之奈雪的盈利能力持续提升，实现扭亏为盈。奈雪经调整净利润（非国际财务报告准则计量）由2019年的亏损1174万元，转为2020年的盈利1664万元。且按照国际会计准则第17号，奈雪2020年全年实现经调整净利润6217万。后续而言，奈雪针对成本问题曾明确表态不会削减原料成本。那么，未来成本控制的重心或落在提升供应链水平等方面。而如果奈雪的供应链能够发挥出更大效能，不仅将大大压缩其经营成本，增加盈利空间，还将继续放大其零售前端的竞争力，构建起更安全的商业护城河。同时考虑到，直营门店为统一操作标准、方便品牌管理，且直面消费者，在开发新产品等方面具有明显优势，奈雪的纯直营模式逐渐“跑通”，其未来经营业绩可能会更加乐观。2选择与时机，抢占消费主力心智进一步值得探讨的是：当下新茶饮店遍布中国，各具特色的品牌玩家层出不穷，奈雪又是何以“守得云开”，抢占消费者心智的？笔者看来，关键原因在于奈雪的企业基因与进场时机。奈雪自成立之初所坚持的目标即是打造高端茶饮品牌，在对品质和口感要求较高，更愿为品牌付出溢价的年轻消费主力迭代中，其逐步形成了较强的品牌忠诚度，构筑出竞争壁垒。更具体的层面而言，奈雪兼具风格显著的产品创新能力和社交空间场景，决定其与一众竞争者逐步拉开差距。目前，奈雪的核心菜单拥有超过25种经典茶饮，25种以上的经典烘焙产品品类，并在基础之上以当季鲜果为灵感持续推出特色新品。不完全统计，自2018年以来，奈雪平均每周上新一款饮品，目前已推出约60种季节性产品。并且，高端现制茶饮店专注使用优质、新鲜配料生产现制茶饮，其连锁企业要求标准化品控能力，保障食品的安全性及口味的市场契合度。奈雪与多地的优质茶园、果园均有多年合作关系，且与知名供应商达成深度合作，以独有的供应链资源确保主要原料按品牌标准定制。实现这一点需要有显著的规模效应和极强的企业议价能力作为基础，也侧面明确高端现制茶饮赛道的门槛要比普通人想象的高得多。纵观之下，其实所有的服务业最终经营的都是一种信任，谁能够赢得客户的终极信任，就可以永远屹立。从奈雪居高不减的原材料成本来看，奈雪一直坚持给消费者带来更高品质、更健康的产品，相信这也会是奈雪能赢得客户深度信任的关键点之一。此外，奈雪的数字化会员体系势能充足，或有望继续优化客户体验。截至目前，奈雪会员体系的注册会员接近3500万，线上订单收入占比近7成。2020年，奈雪订单总数中有49%来自会员。这是一个庞大的数据库，其中包含着客户行为及偏好的宝贵数据。同时随着消费主力的更迭，新的消费趋势不断涌现，进而对品牌的商业嗅觉提出更高要求，在这个维度上，数据实力即决定竞争能力，开始左右品牌的发展走向。依靠时间积累出的庞大数据资产，则可以让奈雪更精准地判断消费者需求的变化。同时，未来奈雪服务的客户群体人数越多，它对消费者的理解也就越精准，这种具有生长力的生态服务体系将带来更好的服务效率和客户体验。3“新茶饮第一股”，或牵动全球性品牌发展放大视野来看，“新茶饮第一股”的意义究竟在哪？首先，中国现制茶饮市场，尤其高端现制茶饮市场，是为不争的黄金赛道。2015-2020年，中国高端现制茶饮所产生的零售价值增至约129亿元，复合年增长率达到75.8%。同时，这一数值预计将以32.2%的复合年增长率进一步增至2025年的约522亿元，将占同年现制茶饮产品消费价值总额的约24.8%。与之对应，新茶饮创业热潮迅速引发且愈演愈烈。企查查数据显示，目前中国共有32.42万家奶茶相关企业，这类企业年注册量逐年大增。但纵观市场，为消费者熟知的茶饮品牌其实为数不多，能称上高端现制茶饮品牌的更是寥寥。据艾媒咨询数据，截至2021年一季度，仅有奈雪、喜茶、乐乐茶三家。这反映出，新茶饮市场虽然广阔且看似入行门槛不高，但竞争风险巨大、品牌难塑、具有一定资本要求。也意味着新茶饮赛道尤其高端细分领域，并非低壁垒，奈雪等头部品牌占据先发优势，更有望分享产业红利，进而可能孵化全球化高端茶饮品牌，填补市场空白。奈雪率先登陆资本市场后，将在品牌塑造及资本实力等方面扩大优势，竞争力再度增强。灼识咨询数据显示，截至2020年底，中国高端现制茶饮店数量约为3000-4000间，奈雪门店占比在12.5%-17%之间；同时包含喜茶、乐乐茶及茶颜悦色在内的门店数量合共约1487间，远低于星巴克在中国市场所拥有5000家门店数量。考虑到新消费主力时代，民族自信空前，茶文化拥有更为庞大的受众，无疑存在进一步的门店扩容空间。且值得注意的是，奈雪下一步计划主推奈雪的茶PRO，店铺面积在80-200平。其较标准店而言的市场渗透力更强，复制效率更高，投资回报周期也更短。这样的门店组合或许能够为消费者带来更丰富的体验，利于扩张，使其有望加速抢占中国高端现制茶饮市场的增量。另外的角度来看，大消费领域的品牌大致可分为产品类和服务类两大类别，产品类中最为强大的是能使得消费者形成高粘度消费习惯的品牌。这类产品往往可以让用户留下非常深的体验，为业务持续性和复购率提供保证，且价格敏感度不高，利润表现较好。也是因此，这种消费品牌往往受到资本市场青睐。对中国的消费者来说，烟、酒、茶都是生活中不可缺少的产品，其中产生了大量的这种品牌。酒的典型案例如茅台、五粮液，但茶的典型案例却尚未出现。茶所承载的文化亦需要依靠品牌力量去推动，“新茶饮第一股”的诞生便是绝佳机会，相信第一个茶的典型案例很大可能会是奈雪。4尾声大消费领域的核心机会正是在于，品牌能否构建一个全新的、被新生代人群接受的生活方式。这种新的生活方式体现在两个方面：一是能不能应用到新的科技元素，以使消费者获得更好的产品体验和服务体验；二是能不能创造出一种新的文化元素，以使消费者认同的价值观得到体现。如果能够做到这两点，那么这个品牌就会产生巨大的增量，未来甚至可以风行全球。目前来看，奈雪正在改变年轻人的茶消费习惯，文化创新融合科技时尚驱动着奈雪的持续成长，在公司锋芒初现的全球化商业思维下，奈雪或将成为国际消费市场上，中国茶文化的一张新名片。从一杯传统清茶，到一杯新式茶饮，中国人对茶的喜爱从未改变。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119649115,"gmtCreate":1622545031337,"gmtModify":1704185997029,"author":{"id":"3567570068519334","authorId":"3567570068519334","name":"胜利曙光","avatar":"https://static.tigerbbs.com/ef4fea1c9347fef2d43cbf3fa476b33e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567570068519334","authorIdStr":"3567570068519334"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/119649115","repostId":"1115797550","repostType":4,"repost":{"id":"1115797550","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1622542066,"share":"https://ttm.financial/m/news/1115797550?lang=en_US&edition=fundamental","pubTime":"2021-06-01 18:07","market":"us","language":"zh","title":"Earnings Preview: Will Zoom's earnings report exceed expectations for the ninth consecutive time?","url":"https://stock-news.laohu8.com/highlight/detail?id=1115797550","media":"老虎资讯综合","summary":"Zoom Video Communications（纳斯达克股票代码：ZM）定于 6月 1日星期二收市后公布第一季度收益结果。据seekingalpha报道，一致的每股收益估计为0.98美元，同比增长","content":"<p>Zoom Video Communications (NASDAQ: ZM) is scheduled to release its first-quarter earnings results after the market closes on Tuesday, June 1.</p><p>According to seekingalpha, consensus earnings per share are estimated at $0.98, up 390.0% year-over-year, and consensus revenue is estimated at $907.95 million, up 176.7% year-over-year.</p><p>However, investors may be cautiously optimistic about Zoom's latest quarterly earnings report. On the one hand, in the last quarter, the company's revenue and profit both exceeded Wall Street's general expectations, and even before the outbreak of the pandemic, the company had already been releasing better-than-expected performance reports.</p><p>On the other hand, due to its success in vaccines, the market is beginning to worry about whether Zoom can continue to maintain strong growth as the pandemic in the United States and some other countries is receding.</p><p>Like many stocks that have benefited from the pandemic, Zoom's stock price has been on a downward trend since peaking last fall, when good news came from vaccine-related sources. Despite the sharp decline in stock price, the stock remained a winner in the year ending May 28: compared to the 41% return of the S&P 500, the stock still rose by about 103% during that period.</p><p><b>Guidance for the second fiscal quarter will be crucial.</b></p><p>According to Zoom's management guidance, the company expects Q1 revenue to be between $900 million and $905 million, representing a median year-over-year growth of 175%. In addition, the company expects adjusted earnings per share to be between $0.95 and $0.97, representing a median increase of 380% year-over-year.</p><p>Compared to the same period last year, the company will easily achieve high growth rates, as its performance was only driven by the pandemic for about a month and a half in the same period last year. Around mid-March, the pandemic forced the closure of many workplaces, schools and entertainment venues in the United States and around the world.</p><p>In the last quarter, Zoom's revenue increased by 369% year-over-year to $882.5 million, exceeding Wall Street's expectations of $811.8 million. Meanwhile, GAAP earnings per share surged from $0.05 to $0.87, and adjusted earnings per share jumped 713% to $1.22, exceeding analysts' consensus expectations of $0.79.</p><p>It is reported that since its IPO in April 2019, Zoom's results for eight quarters have easily exceeded Wall Street's expectations. Therefore, given this momentum, Zoom's first fiscal quarter earnings report is expected to continue its better-than-expected growth trend.</p><p>Therefore, Zoom's guidance for its second fiscal quarter will be very important. In fact, relative to Wall Street estimates, any movement in the stock after the earnings release is likely to depend more on the company's second-quarter guidance than on its first-quarter results.</p><p>For the second fiscal quarter, analysts expect the company to report adjusted earnings per share of $0.94 and revenue of $931.6 million, representing year-over-year growth of 2% and 40%, respectively.</p><p><b>Key highlights of the first quarter</b></p><p>In the upcoming reporting quarter, Zoom announced the establishment of a $100 million venture capital Fund called the Zoom Apps Fund, which aims to stimulate the growth of Zoom's Zoom Apps, integrations, developer platform, and hardware ecosystem.</p><p>Additionally, this quarter, Zoom and Formula One announced a new, extensive multi-year partnership for the upcoming 2021 FIA Formula One World Championship and beyond.</p><p>In addition, in February, Zoom announced the launch of Zoom Rooms, which will help company employees safely re-enter the office and maintain an “ubiquitous workforce.”</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earnings Preview: Will Zoom's earnings report exceed expectations for the ninth consecutive time?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEarnings Preview: Will Zoom's earnings report exceed expectations for the ninth consecutive time?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-01 18:07</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Zoom Video Communications (NASDAQ: ZM) is scheduled to release its first-quarter earnings results after the market closes on Tuesday, June 1.</p><p>According to seekingalpha, consensus earnings per share are estimated at $0.98, up 390.0% year-over-year, and consensus revenue is estimated at $907.95 million, up 176.7% year-over-year.</p><p>However, investors may be cautiously optimistic about Zoom's latest quarterly earnings report. On the one hand, in the last quarter, the company's revenue and profit both exceeded Wall Street's general expectations, and even before the outbreak of the pandemic, the company had already been releasing better-than-expected performance reports.</p><p>On the other hand, due to its success in vaccines, the market is beginning to worry about whether Zoom can continue to maintain strong growth as the pandemic in the United States and some other countries is receding.</p><p>Like many stocks that have benefited from the pandemic, Zoom's stock price has been on a downward trend since peaking last fall, when good news came from vaccine-related sources. Despite the sharp decline in stock price, the stock remained a winner in the year ending May 28: compared to the 41% return of the S&P 500, the stock still rose by about 103% during that period.</p><p><b>Guidance for the second fiscal quarter will be crucial.</b></p><p>According to Zoom's management guidance, the company expects Q1 revenue to be between $900 million and $905 million, representing a median year-over-year growth of 175%. In addition, the company expects adjusted earnings per share to be between $0.95 and $0.97, representing a median increase of 380% year-over-year.</p><p>Compared to the same period last year, the company will easily achieve high growth rates, as its performance was only driven by the pandemic for about a month and a half in the same period last year. Around mid-March, the pandemic forced the closure of many workplaces, schools and entertainment venues in the United States and around the world.</p><p>In the last quarter, Zoom's revenue increased by 369% year-over-year to $882.5 million, exceeding Wall Street's expectations of $811.8 million. Meanwhile, GAAP earnings per share surged from $0.05 to $0.87, and adjusted earnings per share jumped 713% to $1.22, exceeding analysts' consensus expectations of $0.79.</p><p>It is reported that since its IPO in April 2019, Zoom's results for eight quarters have easily exceeded Wall Street's expectations. Therefore, given this momentum, Zoom's first fiscal quarter earnings report is expected to continue its better-than-expected growth trend.</p><p>Therefore, Zoom's guidance for its second fiscal quarter will be very important. In fact, relative to Wall Street estimates, any movement in the stock after the earnings release is likely to depend more on the company's second-quarter guidance than on its first-quarter results.</p><p>For the second fiscal quarter, analysts expect the company to report adjusted earnings per share of $0.94 and revenue of $931.6 million, representing year-over-year growth of 2% and 40%, respectively.</p><p><b>Key highlights of the first quarter</b></p><p>In the upcoming reporting quarter, Zoom announced the establishment of a $100 million venture capital Fund called the Zoom Apps Fund, which aims to stimulate the growth of Zoom's Zoom Apps, integrations, developer platform, and hardware ecosystem.</p><p>Additionally, this quarter, Zoom and Formula One announced a new, extensive multi-year partnership for the upcoming 2021 FIA Formula One World Championship and beyond.</p><p>In addition, in February, Zoom announced the launch of Zoom Rooms, which will help company employees safely re-enter the office and maintain an “ubiquitous workforce.”</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4789d612304f16a4e5cca0626bd51170","relate_stocks":{"ZM":"Zoom"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115797550","content_text":"Zoom Video Communications（纳斯达克股票代码：ZM）定于 6月 1日星期二收市后公布第一季度收益结果。据seekingalpha报道，一致的每股收益估计为0.98美元，同比增长 390.0%，一致的收入估计为 9.0795亿美元，同比增长 176.7%。然而，投资者可能会对Zoom最新一季的财报持谨慎乐观态度。一方面，在上个季度，该公司营收及利润均超出了华尔街的普遍预期，甚至在疫情爆发前，该公司就已经不断拿出超出预期的业绩报告。另一方面，由于在疫苗方面取得的成功，美国和其他部分国家疫情正在消退的环境下，市场开始担心Zoom能否继续保持强劲增长。和许多受益疫情的股票一样，自去年秋季见顶以来，Zoom的股价一直呈现下跌趋势，而当时正是疫苗相关方面传出了好消息。尽管股价大幅回落，但在截至5月28日的一年时间里，该股仍是赢家：与标普500指数41%的回报率相比，该股在该期间的涨幅仍然达到了约103%。第二财季的指引将非常重要根据Zoom管理层的业绩指引，该公司预期Q1营收将在9-9.05亿美元之间，按中位数计算，该公司预计同比增长175%。另外，该公司预期调整后每股收益将在0.95-0.97美元之间，按中位数计算，则同比增长380%。与上年同期的数值相比，该公司将轻松取得高增长率的业绩表现，因为在上年同期，该公司业绩仅有约一个半月的时间受到了疫情的推动，当时大约3月中旬的时候，疫情迫使美国和世界各地的多处工作场所、学校和娱乐场所关闭停业。而在上个季度，Zoom营收同比增长了369%，达到8.825亿美元，超出了华尔街预期的8.118亿美元。同时，GAAP每股收益从0.05美元飙升至0.87美元，调整后每股收益飙升713%至1.22美元，这一结果也超出了分析师普遍预期的0.79美元。据悉，自2019年4月IPO以来，Zoom八个季度所公布的业绩均轻松超出了华尔街的预期。因此，在此势头下，Zoom第一财季财报有望继续保持超预期的增长趋势。因此 Zoom对其第二财季的指导将非常重要。事实上，相对于华尔街的估计，收益公布后股票的任何变动都可能更多地取决于公司第二季度的指导而不是第一季度的业绩。对于第二财季，分析师预计该公司的调整后每股收益为 0.94美元，收入为 9.316亿美元，同比分别增长 2%和 40%。第一季度的主要亮点在即将报告的季度中，Zoom宣布成立1亿美元的风险基金，名为 Zoom Apps Fund，旨在刺激 Zoom的 Zoom Apps、集成、开发者平台和硬件生态系统的增长。此外，在本季度，Zoom和一级方程式赛车宣布，他们在即将到来的 2021年国际汽联一级方程式世界锦标赛及以后的赛季中建立了新的广泛的多年合作伙伴关系。此外，在 2月份，Zoom宣布推出 Zoom Rooms，这将帮助公司员工安全地重新进入办公室并维持“无处不在的劳动力”。","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"tweetType":1,"viewCount":5152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}