出品/茶咖观察 作者/蒙嘉怡 编辑/木鱼 随着全国气温逐渐下降，各类有浓烈秋冬氛围的饮品正式上架。 据茶咖观察统计，今年10月，全国门店数量排名前十的茶咖品牌合计推出77款新品，较8月增加8款，环比上涨11.59%。其中，茶饮品牌共上新36款产品， 包含11款回归产品；咖啡品牌上新41款产品，包含2款回归产品。 茶饮品牌中，茶百道位于上新数量榜首，推出6款新品，其次是古茗，推出5款新品；益禾堂和CoCo都可紧随其后，均上新4款；咖啡品牌中，幸运咖上新最 为活跃，有10款新品上市；瑞幸紧跟其后，上新7款产品。霸王茶姬、沪咖已连续2个月没有上新。 在品类趋势上，随着天气转凉，口感醇厚、风味浓郁的饮品成为共同选择。 茶饮板块，适合热饮的奶茶品类实现爆发式增长，10月共推出30款奶茶新品，占茶饮新品总量的83.33%，而果茶仅上新3款，热度明显回落。 咖啡领域同样呈现出厚重化倾向，奶咖类产品成为推新重点，当月共推出22款奶咖新品（含2款回归），占咖啡新品总量的52.38%。 值得关注的是，茶咖之间的品类界限持续模糊，双向跨界已成常态。沪上阿姨、古茗均推出咖啡产品，而瑞幸、星巴克、幸运咖等咖啡品牌也纷纷布局非咖 啡类饮 ...

One of the names, Dick Sporting Goods, was on the ledger today. They beat on the top and the bottom line. Shares were down though because the company is closing some Foot Locker stores to protect profits.Um, the stock has come back. It's up 2%. Silence that.Thank you. As Stephanie Link buys this name. >> Yeah, first time ever, by the way.>> Yeah. What What was the big draw for you. >> Could I just go back on retail sales.I mean, I know it's September data, but it was up 5.7% year-over-year. So, it's still q ...

2021 Getty Images / Getty Images News via Getty Images Today, we start a list of the worst CEOs in America. There will be an all-time winner later in the year. The way these CEOs are picked stems from major strategy stumbles. It also included a series of decisions we made that affect three groups. These are shareholders, customers, and employees. Some of these CEOs are fairly new to the public corporations they run. Others have had their jobs for years. Quick Read Starbucks CEO Niccol Has Damaged The C ...

作者 | 观潮新消费 陈能杰 星巴克中国易主，汉堡王被收购，麦当劳改姓"中"……这不仅是资本所有权的变更，更是一场残酷的市场规则重 构。 为什么昔日的"老师"如今需要"学生"来救场？背后是决策链失灵、数字化代差与后发优势的彻底逆转。 我们将深度拆解这场本土化涅槃，用资深投资人的视角，为你揭示：这不再是水土不服，而是一场生存之战。 2025年下半年，中国消费市场迎来了一场静悄悄的所有权转移。 星巴克中国60%股权易主博裕资本，汉堡王中国被CPE源峰收入囊中——国际消费品牌正在集体换上中国舵手。 2024年，星巴克在中国市场的份额跌至14%，不及巅峰时期的一半。更残酷的是，它被本土品牌瑞幸全面反超 ——后者用短短几年时间，完成了对这一全球咖啡巨头的精准狙击。 这个数字背后，是国际消费品牌在中国市场的集体困境。但比困境更值得关注的是解决方案： 这不是普通的所有权更迭，而是一场关乎生存的本土化涅槃。过去凭借品牌光环就能轻松盈利的时代已经结束， 深陷增长困境的国际品牌们，如今纷纷向中国资本敞开大门，正寄望于中国资本的手术刀，为自己重塑竞争力。 这背后揭示是一场彻底的市场规则重构。 | | | | | 近年来中国投资机构 ...

The operator of Starbucks in Malaysia says business is gradually recovering after the Gaza conflict-triggered boycotts led to store closures and steep losses https://t.co/XmQOmK3drW ...

【导读】 星巴克中国易主，汉堡王被收购，麦当劳改姓"中"……这不仅是资本所有权的变更，更是一场残酷的市场规则重构。 为什么昔日的"老师"如今需要"学生"来救场？背后是决策链失灵、数字化代差与后发优势的彻底逆转。 我们将深度拆解这场本土化涅槃，用资深投资人的视角，为你揭示：这不再是水土不服，而是一场生存之战。 作者 | 陈能杰 编辑｜杜仲 来源 | 观潮新消费（ID：TideSight） 2025年下半年，中国消费市场迎来了一场静悄悄的所有权转移。 星巴克中国60%股权易主博裕资本，汉堡王中国被CPE源峰收入囊中——国际消费品牌正在集体换上中国舵手。 这不是普通的所有权更迭，而是一场关乎生存的本土化涅槃。过去凭借品牌光环就能轻松盈利的时代已经结束，深陷增长困境的国际品牌们，如今纷纷向 中国资本敞开大门，正寄望于中国资本的手术刀，为自己重塑竞争力。 这背后揭示是一场彻底的市场规则重构。 | | | | | 近年来中国投资机构控股外资品牌(据不完全统计) | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 品牌/项目 | 交易时间 | 买方 | 卖 ...

Key Takeaways BROS is driving growth through new shop development, digital enhancements and its expanding food program.Starbucks is working through throughput issues, uneven service and softer U.S. traffic trends.BROS stock is up 4.7% YTD, while SBUX shares have declined 6.5% over the same period.Dutch Bros Inc. (BROS) and Starbucks Corporation (SBUX) are two influential players in the specialty coffee market, each positioned to capture evolving consumer demand across the beverage landscape. After a period ...

星巴克中国易主，汉堡王被收购，麦当劳改姓"中"……这不仅是资本所有权的变更，更是一场残酷的市场规则重构。 为什么昔日的"老师"如今需要"学生"来救场？背后是决策链失灵、数字化代差与后发优势的彻底逆转。 我们将深度拆解这场本土化涅槃，用资深投资人的视角，为你揭示：这不再是水土不服，而是一场生存之战。 星巴克中国60%股权易主博裕资本，汉堡王中国被CPE源峰收入囊中——国际消费品牌正在集体换上中国舵手。 这不是普通的所有权更迭，而是一场关乎生存的本土化涅槃。过去凭借品牌光环就能轻松盈利的时代已经结束，深陷增长困境的国际品牌们，如今纷纷向 中国资本敞开大门，正寄望于中国资本的手术刀，为自己重塑竞争力。 这背后揭示是一场彻底的市场规则重构。 | | | | | 近年来中国投资机构控股外资品牌(据不完全统计) | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 品牌/项目 | 交易时间 | 买方 | 卖方 | 交易金额 | 股权比例 | 控股权 | 并购成效 | | 汉堡王中国 | 2025年11月 | CPE源峰 | RBI集团 | 3.5亿美元/2 ...

11月4日，全球最大咖啡连锁品牌星巴克宣布与博裕投资达成战略合作，双方将成立合资企业，共同运 营星巴克在中国市场的零售业务；6天后，RBI集团宣布将与CPE源峰成立合资公司，意在提振汉堡王中 国的业绩。 洋品牌引入本土资本，进行中国业务分拆的模式并不陌生，8年前的"金拱门"已成为类似调整的受益 者。眼下具有高度确定性与成长性的中国超大规模市场既是各国经营主体的发展机遇，跨国企业的积极 调整也是应对激烈竞争的务实之举。 业务分拆实现可持续发展 记者了解到，目前星巴克与博裕投资初步宣布达成战略合作，具体业务调整、策略规划等后续将再逐步 商讨。 无论星巴克还是汉堡王，此番调整都意在更深入地参与中国市场。星巴克咖啡公司董事长兼首席执行官 倪睿安在2025财年三季度财报电话会议上就回应表示，在中国市场寻求战略合作伙伴的核心并非资本运 作，而是在于通过与星巴克共享使命、价值观的合作伙伴，提升中国本土市场运营效率，确保星巴克在 中国获得长足发展。倪睿安表示，合作协议达成后，博裕投资在本地市场的经验与专长，将有力加速星 巴克在中国市场、特别是中小城市及新兴区域的拓展。 根据协议，双方目标是将星巴克在中国的门店规模逐步拓展至2 ...

Core Insights - Starbucks has announced a strategic partnership with Boyu Capital to establish a joint venture for retail operations in China, aiming to enhance local market efficiency and expand its store count to 20,000 [1][2] - RBI Group is forming a joint venture with CPE Yuanfeng to boost Burger King's performance in China, with an initial investment of $350 million aimed at expanding its store count from approximately 1,250 to over 4,000 by 2035 [1][2] - The trend of foreign brands partnering with local capital to restructure their operations in China reflects the growing competition and the need for sustainable development in the Chinese market [1][3] Starbucks Specifics - The partnership with Boyu Capital is not primarily about capital but about shared mission and values to improve operational efficiency in China [2] - As of September 28, 2025, Starbucks had 8,011 stores in China, with 415 new stores opened in the fiscal year [2] - The goal is to leverage Boyu's local expertise to accelerate expansion, particularly in smaller cities and emerging regions [2] Burger King Specifics - CPE Yuanfeng's $350 million investment will support restaurant expansion, marketing, menu innovation, and operational improvements for Burger King in China [2] - The target is to increase Burger King's store count in China to over 4,000 by 2035 [2] Market Dynamics - The adjustments by foreign brands like Starbucks and Burger King are responses to the competitive landscape in China, where local companies are rapidly growing [4][6] - The experience of McDonald's in localizing operations has set a precedent, with its store count in China tripling since 2017 [4] - The Chinese market is seen as a critical opportunity for multinational companies, especially in the context of rising local competition and consumer demand [5][6] Financial Performance - Starbucks reported a 2% increase in same-store sales in China, outperforming the global average, with Q4 revenue of $832 million, a 6% year-on-year growth [7] - The growth is attributed to innovations in non-coffee beverages and price adjustments, alongside a surge in demand for its delivery service [7] Investment Climate - The current foreign investment landscape in China is characterized by reinvestment of profits rather than new capital inflows, reflecting a long-term commitment to the market [8] - Recent policies have been introduced to support foreign companies in reinvesting their profits, enhancing confidence in long-term operations in China [8]