三隻松鼠(300783.SZ):全品類全渠道擴張,零食賽道大有可為
格隆匯APP--會員專區--個股研究板塊於2019年11月29日覆蓋該只股票。


自發布日至今統計數據區間漲幅超20%!今總市值:275.89億元!


(數據來源:wind)
下面一起來看部分付費精彩內容:
三隻松鼠能走多寬,能走多遠?
1.“線上電商、線下直營+聯盟”
雙渠道快速滲透;
2.
行業集中度穩步提升,休閒零食電商第一股前景樂觀;
12年章燎原創立三隻松鼠品牌,通過OEM+電商模式,7年時間就實現銷售額70億,穩坐休閒零食電商的霸主寶座。自今年7月12日正式登陸創業板以來,其股價較發行價已上漲285%。
三隻松鼠從市場需求出發,通過打造供應鏈平台的核心競爭力,不斷滿足消費者對產品和服務的需求。

公司以OEM/ODM方式實現輕資產運營,對產品原料供應、加工、分裝及倉儲配送進行精細化管理,逐步形成供應鏈管理的競爭優勢。
伴隨着消費升級、零食行業電商渠道滲透加快,休閒零食細分品類百花齊放,行業格局初步形成,以三隻松鼠、良品鋪子、百草味為代表的電商龍頭有望進一步沉澱品牌,提升市佔率。

我們認為,在零食賽道上,三隻松鼠的供應鏈、品牌核心競爭力初具雛形,長遠看具有較高的投資價值。
零食市場“加量”快於“加價”;
休閒食品行業競爭分化加劇;
零食產業鏈分化明顯;
消費渠道在轉變,消費人羣年輕化。
想要查看更多文章內容,歡迎加入格隆匯會員大家庭,我們在格隆匯APP—會員專區—研報掘金板塊等你來!
格隆匯會員專欄由資本市場中的豐富經驗的研究員精心打造,重點覆蓋A股、美股、港股三大市場,深度挖掘醫藥醫療保健行業、新能源汽車產業鏈、半導體行業、人工智能產業鏈、愛奇藝、嗶哩嗶哩等精神文化娛樂產業鏈中的中長期投資價值。
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