I have a traffic system

Chapter 183 Surprising February Results

"I finally understand why so many medical staff thanked Mr. Wu. It's so delicious." This review has the most likes. It is the first thing most consumers see when they open the review page.

This is the review.

"The quality is really good. It's the same Qiaofei quality as always. The packaging is very good. It's very delicious and nutritious. I like it very much."

“It’s really good. It tastes good and the portion is sufficient. The first time I made it, I mixed a portion of sauerkraut and bamboo shoots with a portion of cured meat. It tastes great.”

"I thought that the pre-made dishes were those that were high in salt, oil and spiciness, but Qiao Fei's pre-made dishes broke my original perception."

“The rice and chicken nuggets are all real and taste good, I like them very much.”

"I bought it after watching the review video. I bought it right. No wonder so many friends around me like to buy your stuff. It's really good. The only drawback is the price. Of course, I'm self-aware, but I'm just poor."

"It will be great when the 'Qiaofei family' can be free."

"If more of this dish comes out, and if my pocket gets better, I think I won't have to worry about having three meals a day."

There are many good reviews, but of course there are also a few negative reviews mixed in.

"I think that's it. The taste is just okay, not that exaggerated."

"I read what other reviews said. All of them are too exaggerated. They are all drag."

"The quantity is small, the taste is mediocre, and the price-performance ratio is low. The maximum value is fifty. The fifty is for the sake of thoughtfulness."

Sales of prepared dishes finally began to pick up quickly on the fourth day, with 5,011 units sold that day.

Day 5: 5210 copies.

Day 6: 5510 copies.

Day 7: 5382 copies.

Daily sales are stable at just over 5,000.

And as time goes by, we see more and more comments from regular customers repurchasing in the comment area.

Part of the reason is that there are some new dishes, and part of the reason is that there are some dishes that I didn’t try last time.

No matter how you put it, pre-made dishes, products with a minimum price of 99 and a maximum price of 999, are considered to be very popular.

There were some previous comments that mocked the Waterloo of Qiao Feijia’s new product.

Immediately some people started digging into my grave, making sarcastic remarks, and just to save my face, I deleted my comment directly.

As for being shameless, he was happy to see so many people replying to him. After all, in real life, few people paid attention to him.

During this period, one after another food review accounts are continuing to review.

However, because there are too many reviews, subsequent reviews need to be more detailed and distinctive.

The direct result is that this product is peeled off more and more finely.

The big blogger, who was not short of money, directly sent the product for quality inspection to see if it was as advertised by Qiao Fei's family.

The results, however, were slightly different.

But the big V guy wasn’t talking nonsense.

"I have already obtained the test report. How should I put it? The results are within expectations. Some details are not consistent with what Qiao Fei's family marked."

"But I think this is normal."

"These things are actually the primary processing of agricultural products. As a child in rural areas, I know very well that the same dish, picked at different times, has completely different tastes. And if it is reflected at this micro level, it will be these trace elements

of nuances.”

"To give a simple example, there was a sudden frost this morning, and the sugar content in vegetables increased. Therefore, although the results of this test report are slightly different from those officially issued by Qiao Fei's family, they are all within the acceptable range.

It’s a normal phenomenon. After all, this is not an industrial product.”

"Of course, in fact, I know that these are not what everyone is most concerned about. What they are most concerned about is whether these things are really organic and whether they really have no pesticide residues. Well, I will not talk nonsense and directly announce the answer. It is organic.

There are really no pesticide residues.”

"Okay, no more words. It's lunch time. I'm going to eat. See you next time, friends."

As the popularity of prepared dishes becomes higher and higher, the disadvantages of Qiao Feijia's products are becoming clearer and clearer. Price is its biggest disadvantage. As for the quality, there is no doubt that it is as strong as ever.

"Does anyone still remember that some time ago in Wu City, Qiao Fei's family has been providing free three meals a day to the frontline medical staff and some sick people. If calculated according to the selling price of Qiao Fei's family, then

The price of the meals provided every day is sky-high, and the Qiaofei family insisted on delivering it for more than 20 days."

"It has been reported before that the average number is about 1 million copies a day. According to the lowest watch, it is 100 million a day. After 23 days of delivery, a rough estimate is 2.3 billion."

"I haven't read the Qiao Fei family's propaganda so much."

"This is only part of it. Almost all hospitals in Wu City have received medical equipment donated by the Qiaofei family. The Qiaofei family has not announced the specific market value, and we don't know, but it must be a few hundred million at least.

of."

"Ji Cao, Ji Cao, don't forget that last year when my boss donated 14 billion in one go, he didn't say anything about it, and it was only exposed by the media."

"It's so easy to make money. We donated billions or even tens of billions as soon as we asked. The richest man in China, for example, has a net worth of 200 to 300 billion, but he didn't donate as much as Wu Zhou."

"Why else would Wu Zhou be the best?"

March is here in a blink of an eye.

Ending in February.

Throughout February, mask sales were 6.3 billion, with 3.9 billion ordinary medical masks and 130 million N95 masks shipped.

Mainly sales through online channels, supplemented by offline channels.

ZF purchase orders have dropped significantly, and the total purchase quantity has slumped to 1.2 billion, mainly orders in early February, which is greatly insufficient compared with January.

At the end of February, I received less than 2 government purchase orders for March.

However, at the moment, sales through online channels have not yet shown any signs of weakness, and most of the masks produced by the company can be sold as much as they are produced.

And the food industry.

Snacks and instant meals both achieved explosive growth.

Snacks alone sold 6.7 billion.

A total of 7.2 billion of instant snacks were sold.

Offline channels began to purchase goods one after another in mid-February, with 900 million worth of goods purchased.

A total of 21.1 billion were sold.

In fact, the company and major financial groups thought that January would be the peak of the Aiying Group.

After all, 20.89 billion was sold, which was more than last year, but surprises kept coming no matter where you expected it.

In February, revenue actually rose again.

The net profit from sales in January was 15.8 billion.

The preliminary estimate of February sales profit is 13.3 billion.

The main reason for the decline in profit margins is due to the special issue of masks and the rapid increase in costs throughout the supply chain.

In January, we were able to maintain cost superiority due to the reserves of inventory and raw materials, but in February, we had to face the situation directly.

But even so, due to Wuzhou Company's in-depth horizontal and vertical mergers and acquisitions last year, these cost increases are within an acceptable range.

After all, compared with other competitors in the industry, it is definitely better to have cost increases of several times or even dozens of times, not too much.

In the past two months, the company's total sales profit reached 29.1 billion.

'Crazy, completely crazy.'

Many heads of consortia felt their foreheads heat up when they saw this profit.

They know that last year's investment made a lot of money, but how could it be sold at such a low price with a valuation of 370 billion?

We must know that the current number one stock in the big food industry, Moutai, has a net profit of only 41.2 billion in 2019.

But this is already the best quality stock in the entire snack market.

The Qiao Fei family has nearly 30 billion in just these two months. If Wu Zhou had not wasted a lot of money on random acquisitions and donations, the money would be a real net profit after paying taxes and the like.

And there are still ten months left in 2020?

"If this is a listed company, the stock will not be able to take off where it is. Without ten or eight daily limits, it is impossible to stop."

In the following ten months, even if we prepared for the worst, Aiying Group's sales of protective equipment such as masks continued to plummet, and the food industry also suffered a sharp decline.

But no matter how it declines, it cannot be lower than last year. This is because the original company's fundamentals are many times thicker than last year.

This can be seen from the overall social level's recognition of the Qiao Fei family.

Last year, although there were already many Qiao Fei's stores and their sales were very good, the crowd was still very narrow, mainly online.

And now, among the young, old, women and children, no matter online consumers or offline consumers, who doesn’t know about Qiao Fei’s family?

And everyone has a very positive impression of the influence of the Qiaofei family.

For example, in many offline supermarkets and convenience stores, when consumers go shopping and see something from Qiao Fei's family, they will pick one up and put it in their shopping cart.

The reason is: You will only know if it tastes good or not, but this kind of good company and conscientious enterprise must be supported.

Therefore, the preliminary analysis result is:

As long as Wu Zhou doesn't act like a monster in 2020 and just develops normally and doesn't do sensitive things, no matter what the conservative sales estimate is, according to the market inertia, he can sell at least another 50 to 60 billion. If it is higher, it will be 1,000.

A success rate of 100 million is also very possible.

By then, the total will be 70 billion or even 80 billion in profits a year.

If it goes public this year, use the comparative method for valuation.

Look at the valuations of similar companies in the industry.

For example, if you look at the current listed snack brands, they have price-to-earning ratios of fifty or sixty times.

"4 trillion." When someone thought of this number, they couldn't help but almost spit out the water in their mouths.

"It's too outrageous, it's too outrageous. Let's compare it with Moutai, it's more than 20 times. That's about 1.5 trillion."

"The market will not recognize it. If this year's special market situation needs to be ruled out, then masks must be ruled out."

When Gao Lei saw this financial report, he was stunned for a long time.

But in my mind, I thought of the scene during the financing and investment a few months ago.

I remember that at that time, Wu Zhou talked about the sales target for 2020.

Corresponding to 30 billion and 50 billion respectively, there is also a goal in my heart.

In fact, at that time, not many people present believed that Wu Zhou could achieve the 50 billion goal.

But who would have thought that half of the 50 billion has been completed in just two months?

"It's really amazing."

(End of chapter)