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打新直播間 | 海倫司,被年輕人喝上市的中國線下酒館第一股
格隆匯 08-24 19:01

黑蟻資本管理合夥人何愚在2018年就對海倫司表現出了濃厚的興趣,他拜訪了海倫司的創始人徐炳忠,並且表露了融資意向。而徐炳忠第一次見到他的時候給出了這樣的回覆:“你是我見的第一個投資人,交個朋友,但是在上市之前我們不需要融資。”

何愚並沒有因此放棄投資海倫司。在今年上市前夕,海倫司完成3300萬美元首次融資,由新消費基金黑蟻資本領投,投資銀行中金公司跟投。

中國的酒館行業是一個高度分散的行業,主要由大量獨立酒館和少數連鎖酒館網絡組成,目前行業 CR5 僅佔約 2.2%,而海倫司居其首佔約1.1%;其門店數量也一直高居榜首,在2020年年底已經擁有351家門店。若成功上市,海倫司成為香港資本市場上的酒館第一股。

海倫司小酒館主要面對的客户羣體是大學生到28歲,產品主打性價比,平均不到10塊錢一瓶啤酒對囊中羞澀的大學生羣體非常友好,加其選址大多位於高校附近,獲得了一定程度上具有較強黏性的客户。

海倫司能夠做到低價售酒並且能夠保證盈利 ,主要通過直營模式和規模效應來降低採購成本和固定費用攤銷。海倫司的自有產品也很受顧客歡迎,這一部分的毛利率達到了78.4%,而第三方品牌啤酒的毛利率也達到了51.5%。

毫無疑問,若海倫司能夠成功上市,其將成為國內“酒館第一股”。隨着海倫司被討論的熱度不斷上升,這家小酒館被賦予了各種各樣的稱呼,“拼多多版小酒館”、“酒館界的蜜雪冰城”,以及海倫司給自己對標的“夜間星巴克”。

目前,海倫司目標於2023年底前將酒館總數增加至約2200家,海倫司在快速擴張的壓力下是否能保持其現金流穩定,能否維持現有的高盈利,運營能力是否能跟上都是海倫司需要關注的問題。 

想要解更多關於它的信息,就來格隆匯新股直播間吧!

直播亮點:

1. 平價小酒館,客流量和高盈利從何而來

2. 海倫司能一直“年輕”下去嗎

3. 企業未來的發展戰略

 來不及細説了,快快掃碼上車!

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