The ability to raise prices and keep most buyers.
定价权
| Move变动 | Where it appeared出现位置 | What it means这句话在说什么 |
|---|---|---|
| 32.5% | Pricier coats, fewer shoppers 定价权 · 第 1 张术语卡 | Canada Goose raised prices, and China sales still rose 32.5%. 定价权不是「想涨就涨」，而是「涨了之后人还在」。判断它有没有，看三件事：提价之后销量有没有掉、毛利率有没有升、折扣有没有变多。加拿大鹅这一季前两条都过了——毛利率升到 66.8%，大中华区销售还涨 32.5%；但第三条出现裂缝：全球同店销售跌 7.5%，进店的人少了。所以更准确的说法是：它有定价权，但没有「客流权」。 |
| — | Apple's best year ever comes with a memory bill that will not stop growing 定价权 · 第 5 张术语卡 | Apple raised prices twice in four months and still guided margin down — a rare public measurement of where its pricing power ends. 定价权来自三样东西：转换成本（换机麻烦）、品牌溢价、生态锁定。苹果三项都强，所以它能把 iPhone 提价 100 美元、把 Mac 与 iPad 一起提价，仍然卖出创纪录的销量。但定价权不是无限的：当成本涨幅超过消费者能接受的价格涨幅，公司只能自己吞下差额——这一次，差额就写在指引里。 |
| — | Toshiba just announced a $400 million factory plan. Seagate lost billions in market value. 定价权 · 第 3 张术语卡 | Why it matters here ▸ Seagate and Western Digital only had pricing power because nobody was adding capacity. One new factory line threatens exactly that. 定价权最直观的证据是「单位价格」而不是「总收入」：西部数据的每 TB 价格同比涨了十几个百分点，同时出货量也没有掉，这才是真提价。股价对此极度敏感——因为定价权一旦被打破，收入增速和利润率会同时下滑，估值往往要双杀。 |
“Canada Goose raised prices, and China sales still rose 32.5%.”
“Apple raised prices twice in four months and still guided margin down — a rare public measurement of where it…”
“Why it matters here ▸ Seagate and Western Digital only had pricing power because nobody was adding capacity.…”