Borsheim’s operates on a gross margin that is fully twenty percentage points below that of its major rivals, even before the shareholders’ discount. Last year, business over the weekend increased 73% from 2003, setting a record that will be tough to beat. Show me it can be done.
特斯拉刚发布了三季度财报，而且这是第一次没有马斯克的电话会（上季度电话会就有预告），有5个关键点值得重点关注：
1、有史以来最好的生产和交付量+经营现金流+毛利+营业利润+净利润，如果再仔细看，特斯拉的车毛利润率（Automotive gross margin）竟然达到30.5%，突破30%的车毛利率可以说是个小里程碑，说明特斯拉依然有很大的降价空间。对比蔚来上个季度车毛利润率为20.3%，可以关注下之后蔚来财报数据。
2、今年特斯拉的毛利率持续上升，还是在车降价的基础上实现的（三季度售价同比下降了6%），说明特斯拉的成本持续降低，越来越挣钱。
3、特斯拉“产品销售组合持续转向定价更低的车型”，说白了就是Model 3+Model Y的销量占比持续增高，已经达到96%以上，高情商说法“让更多人享受科技的乐趣”，低情商说法“离高端品牌越来越远”。
4、特斯拉从今年10月开始給更多“安全分高”的部分车主推送FSD City Streets beta，不过我从朋友的体验来看，开起来还是太虎，我建议不要依靠太多，不过FSD之后的进步速度更值得关注。
5、其他几个消息：4680电池计划明年初交付；25000美金车型还得再等等（芯片限制+优先级在已有车型和Cybertruck之后）；目标每年卖200万辆，每年增长50%。
回归到车友最关注的问题：特斯拉会不会继续降价？我认为长期来看一定还会降，毕竟车毛利率都那么高了，而且还在持续走高，但由于缺芯片、疫情出海拥堵、停电等原因，交付的增长速度也有所限制，所以我觉得降价不会像之前那么快、那么猛了，除非之后芯片问题解决，德克萨斯、柏林等工厂的产量跑起来，所以好戏还在后面，欢迎你和我一起关注特斯拉之后进度如何。#特斯拉##财报#@特斯拉#特斯拉三季度营收和净利润均创新高#
In its fiscal 1984 10-K, the largest independent specialty retailer of home furnishings in the country, Levitz Furniture, described its prices as enerally lower than the prices charged by conventional furniture stores in its trading area. Levitz, in that year, operated at a gross margin of 44.4% (that is, on average, customers paid it $100 for merchandise that had cost it $55.60 to buy). The gross margin at NFM is not much more than half of that. NFM‘s low mark-ups are possible because of its exceptional efficiency: operating expenses (payroll, occupancy, advertising, etc.) are about 16.5% of sales versus 35.6% at Levitz.
To get the discount, you must make your purchases on Thursday, May 2 through Monday, May 6 and also present your meeting credential. The period’s special pricing will even apply to the products of several prestigious manufacturers that normally have ironclad rules against discounting but that, in the spirit of our shareholder weekend, have made an exception for you. We appreciate their cooperation. NFM is open from 10 a.m. to 9 p.m. on weekdays and 10 a.m. to 6 p.m. on Saturdays and Sundays.
Borsheim’s the largest jewelry store in the country except for Tiffany’s Manhattan store will have two shareholder-only events. The first will be a cocktail reception from 6 p.m. to 10 p.m. on Friday, May 3. The second, the main gala, will be from 9 a.m. to 5 p.m. on Sunday, May 5. Shareholder prices will be available Thursday through Monday, so if you wish to avoid the large crowds that will assemble on Friday evening and Sunday, come at other times and identify yourself as a shareholder. On Saturday, we will be open until 6 p.m. Borsheim’s operates on a gross margin that is fully twenty percentage points below that of its major rivals, so the more you buy, the more you save (or at least that’s what my wife and daughter tell me). Come by and let us perform a walletectomy on you.