$MIXUE GROUP(02097)$

Mixue's low-cost model and rapid international expansion give it a stronger growth runway than Luckin. Its presence in over 20 countries, especially in Southeast Asia, highlights its scalable franchise model. Mixue’s affordable pricing and efficient supply chain drive strong margins and customer loyalty. While Luckin dominates domestically, Mixue’s global strategy sets it apart. Long-term, Mixue’s international reach could fuel higher growth potential.

# ​Mixue Tea vs. Pop Mart IP Mania: Whose Earnings Will Burn?

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  • Interesting perspective
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  • blinxz
    ·03-19
    Great analysis
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