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YanKer Shop Food Co.,Ltd (SZSE:002847) Could Be Riskier Than It Looks
There wouldn't be many who think YanKer shop Food Co.,Ltd's (SZSE:002847) price-to-earnings (or "P/E") ratio of 28.9x is worth a mention when the median P/E in China is similar at about 31x. While th
Yanjin store (002847.SZ): The product has now covered several CVS systems in Meiyijia and other chains
Gelonghui, April 26 | Yanjin Shop (002847.SZ) said on the investor interactive platform that the company's products have now covered several CVS systems in Meiyijia and other chains. In addition to maintaining the advantages of the original KA and AB supermarkets, the company focuses on developing e-commerce, snack mass stores, CVS, campus stores, etc., and has in-depth cooperation with today's popular snack mass sales brands such as Snack Very Busy, Zhao Yiming, and Snack Youming, to cultivate and distribute resources with anchors on the Douyin platform and develop in all channels.
Snack mass sales channels helped Yanjin store's performance increase but gross margin declined
“Investor Network” Zhang Wei's leading casual snacks store in Yanjin (002847.SZ) published its 2023 report. In recent years, the company's revenue and net profit have increased year-on-year, but the problem that gross margin has continued to decline has attracted attention. As for the reason why gross margin continues to decline, Yanjin Shop told “Investor Network” that it is mainly affected by factors such as changes in channel structure, logistics costs concentrated into operating costs, and fluctuations in raw material prices, which has led to a marked decline in the company's gross margin in recent years compared with 2020. The Yanjin store also mentioned that the company adheres to the principle of ultimate cost performance. The product is positioned as tasty and not expensive, and we are committed to the lowest possible price,
Are Investors Undervaluing YanKer Shop Food Co.,Ltd (SZSE:002847) By 46%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, YanKer shop FoodLtd fair value estimate is CN¥136 YanKer shop FoodLtd is estimated to be 46% undervalued based on current share price of CN¥7
Huachuang Securities: As channel transformation enters the 2.0 stage, reducing costs and increasing efficiency in the supply chain is the key to victory for snack companies
In recent years, opportunities for a new round of channel transformation on the retail side have surged. One is the rise of cost-effective consumption, and the other is the shift in online traffic. As channel transformation entered the 2.0 stage in '24, reducing costs and increasing efficiency in the supply chain is the key for snack companies to win.
Yanjin store (002847.SZ): The upgrade of the company's logistics center is progressing normally
Gelonghui April 8 | Yanjin Shop (002847.SZ) said on the investor interactive platform that the upgrade of the company's logistics center is progressing normally. After the upgrade, the company's logistics center has improved the company's overall operating efficiency and can fully meet the expansion needs of mass sales companies and e-commerce businesses.
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