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25年首次“大砍价”,打工人嗨了
凤凰网财经· 2025-06-10 14:37
Core Viewpoint - Starbucks has initiated a significant price reduction for its non-coffee beverages, marking its first large-scale price adjustment in 25 years in China, with discounts reaching up to 6 yuan, making drinks start from 23 yuan [2][9][12]. Group 1: Price Reduction Details - The price of large non-coffee drinks has been notably reduced, such as the large iced berry blackcurrant tea from 31 yuan to 26 yuan, and the large white peach frappuccino from 41 yuan to 35 yuan [9]. - The average price drop for three major product categories is around 5 yuan, enhancing the appeal of afternoon tea for consumers [11]. Group 2: Market Context and Competition - The price cut is a strategic response to increasing market pressures and competition from brands like Heytea and Luckin Coffee, which have significantly lowered their prices [12][13]. - The non-coffee beverage market in China is projected to reach 368.9 billion yuan by 2025, surpassing the fresh coffee market by over 100 billion yuan, indicating a lucrative opportunity for Starbucks [17]. Group 3: Strategic Intentions - The price reduction aims to regain market share lost to competitors and expand the consumer base by appealing to lower-tier markets, where tea drinks are more accepted [18][19]. - Starbucks plans to open 166 new stores in county-level markets in the 2024 fiscal year, nearly doubling its expansion efforts compared to 2023 [22]. Group 4: Financial Performance and Challenges - Despite the price cuts, Starbucks has faced stagnant revenue growth, with a slight increase of only 0.56% in fiscal year 2024, and a significant drop in net profit by 8.82% [26][30]. - The Chinese market has become a major drag on overall performance, with revenues declining from 36.75 billion yuan in fiscal year 2021 to 30.08 billion yuan in fiscal year 2024 [31]. Group 5: Competitive Landscape - Starbucks is struggling against local competitors who are rapidly expanding their market presence, such as Mixue Ice Cream and Luckin Coffee, which have opened thousands of stores in a short time [37][39]. - Internal challenges, including leadership changes and organizational restructuring, add to the difficulties Starbucks faces in maintaining growth in the competitive landscape [40][41].
星巴克入华25年首降价,更多调整在路上
经济观察报· 2025-06-10 14:01
此次星巴克对星冰乐、冰摇茶、茶拿铁三大非咖系列产品实施降价,最高降幅达6元。调整后,多 款饮品价格进入20元区间。星巴克希望以价换量,打开下午茶市场,并适配下沉市场开店战略。 餐饮连锁专家王冬明指出,咖啡茶饮行业"内卷"已十分严重,星巴克不得不被动卷入竞争。但作为 头部品牌需维持形象,因此选择先对非咖啡产品降价,这是相对体面的价格调整方式。他预判,未 来星巴克很可能会对咖啡产品进行降价。 咖啡茶饮行业"内卷"已十分严重,星巴克不得不被动卷入竞 争。但作为头部品牌需维持形象,因此选择先对非咖啡产品降 价,这是相对体面的价格调整方式。他预判,未来星巴克很可 能会对咖啡产品进行降价。 作者:郑淯心 封图:图虫创意 6月10日是星巴克非咖产品降价的首日,这也是星巴克进入中国25年来首次主动下调产品价格。 早上9点多,北京望京凯德MALL商场尚未正式营业,商场一层的星巴克门店已有不少顾客。工作 人员在询问点单需求时,会主动提及非咖产品降价信息,并帮助顾客累计积分、查看优惠券。 店里一位工作人员说,当天早上客流量不错,点非咖产品的消费者明显增多。她预计下午单量提升 会更显著,通常早上以咖啡类消费为主,下午则是非咖饮品的消 ...
星巴克入华25年首降价,更多调整在路上
Jing Ji Guan Cha Wang· 2025-06-10 13:34
店里一位工作人员说,当天早上客流量不错,点非咖产品的消费者明显增多。她预计下午单量提升会更显著,通常早上以咖啡类消费为主,下午则是非咖饮 品的消费高峰。 此次星巴克对星冰乐、冰摇茶、茶拿铁三大非咖系列产品实施降价,最高降幅达6元。调整后,多款饮品价格进入20元区间。星巴克希望以价换量,打开下 午茶市场,并适配下沉市场开店战略。 餐饮连锁专家王冬明指出,咖啡茶饮行业"内卷"已十分严重,星巴克不得不被动卷入竞争。但作为头部品牌需维持形象,因此选择先对非咖啡产品降价,这 是相对体面的价格调整方式。他预判,未来星巴克很可能会对咖啡产品进行降价。 首次产品直降 6月10日是星巴克非咖产品降价的首日,这也是星巴克进入中国25年来首次主动下调产品价格。 早上9点多,北京望京凯德MALL商场尚未正式营业,商场一层的星巴克门店已有不少顾客。工作人员在询问点单需求时,会主动提及非咖产品降价信息, 并帮助顾客累计积分、查看优惠券。 6月10日,星巴克中国门店的价签迎来历史性变化:星冰乐、冰摇茶、茶拿铁三大系列共10款产品集体降价,以大杯规格计算,消费者平均每杯能省下5元。 这是星巴克入华25年来首次直接下调产品价格,打破以往仅通过 ...
星巴克罕见降价,杀入茶饮价格战
华尔街见闻· 2025-06-10 10:46
以下文章来源于信风TradeWind ,作者刘艺晨 信风TradeWind . 关注资本市场的趋势与发展 作者刘艺晨 编辑松壑 星巴克中国正式杀入现制饮品的夏日厮杀。 即日起,星巴克对星冰乐、冰摇茶、茶拿铁等"非咖"饮品降价,降价幅度在2-6元。 若以大杯为标准计算,平均降幅达到5元左右。 调价后,单杯最低单价低至23元,与主流中端奶茶品牌处在同一价格水平。 曾在诸多场合表示"不打价格战"的星巴克,首次以直接降价,而非发券的方式降低价格。 星巴克中国表示,6月17日,将联动《疯狂动物城》推出3款全新联名冰摇茶。 此外,茶拿铁也将迎来更多全新口味。 密集官宣背后,不难看出星巴克加码午后茶饮时段的决心。 今年以来星巴克本土化动作频频,经营策略一改往日的克制。 产品层面,迎合无糖化、低糖化的市场消费需求,在全国的所有门店都落地0糖的风味咖啡。打破鲜少与明星合作的惯例,与五月天的联名在社交媒体引起广 泛关注。 这家曾被认为克制、保守的咖啡巨头,正在直面中国市场的竞争。 在国内咖啡茶饮的疯狂竞争面前,星巴克的"以价换量"算盘没有成功。 2024年,星巴克中国同店销售额连续四个季度同比下滑,进入业绩低谷期。 打折后依旧" ...
不打价格战的星巴克降价了,立志抢滩“下午茶”
3 6 Ke· 2025-06-10 10:43
Core Viewpoint - Starbucks is implementing a price reduction on several non-coffee beverages starting June 10, aiming to enhance its "morning coffee, afternoon tea" strategy to cater to diverse consumer needs throughout the day [1][3][12] Group 1: Pricing Strategy - Starbucks is officially reducing prices on over ten products in its Frappuccino, iced tea, and tea latte categories, with price cuts ranging from 2 to 6 yuan [3][6] - The price of large iced drinks previously ranged from 29 to 41 yuan, with 73.68% priced above 35 yuan; post-reduction, prices for specific drinks have been adjusted to align with high-end tea brands [6][12] Group 2: Market Positioning - The company is focusing on capturing the non-coffee market, which is essential for its growth strategy, especially in the context of increasing competition from brands like Luckin Coffee [6][13][16] - Starbucks aims to leverage its extensive store network, which exceeds 7,758 locations by mid-2025, to attract consumers in lower-tier markets where demand for sweet beverages is higher [17][19] Group 3: Product Innovation - Starbucks has introduced a "True Flavor No Sugar" system, allowing customers to customize their drinks with over 500 flavor combinations, enhancing the appeal of non-coffee products [10][12] - The company plans to launch new flavors and collaborations, such as a partnership with Disney for new iced tea products, to further engage consumers [10][12] Group 4: Financial Performance - In the second fiscal quarter, Starbucks reported a revenue increase of 5% to 739.7 million USD, indicating positive momentum in its business strategy [17] - The CEO highlighted the potential for growth in the Chinese market, emphasizing the brand's strength and the ongoing efforts to enhance customer experience [17][20]
全线爆发!医药牛市这次真来了?丨南财号联播
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-10 10:29
Group 1 - Xiaomi's executives, including Lei Jun, issued a statement denying rumors of a fatal accident during a high-level driving training for Xiaomi cars, labeling the claims as malicious rumors [1] - The international spot gold price experienced fluctuations, dropping to $3301 per ounce before rebounding to $3328.7 per ounce, while domestic gold jewelry prices also saw a decline [1] - The Guizhou "Village Super" event faced rumors of being halted by the football association, which the organizing committee refuted, stating that such claims were misleading and harmful to the event's reputation [1] Group 2 - The pharmaceutical sector in A-shares has seen significant growth, with the Shenwan Pharmaceutical and Biological Index rising by 2.3% on June 9, leading all industry indices [2] - The pharmaceutical sector has shown a year-to-date increase of 10.29%, with the innovative drug index up 27.62%, outperforming major A-share indices [2] - Starbucks China announced a price reduction on several beverage categories, with prices dropping by 2 to 6 yuan, indicating a strategic shift to enhance competitiveness in the coffee market [2] Group 3 - The e-commerce platform's relationship with books is complex, as traditional reading is declining, yet some titles, like "The Right Bank of the Erguna River," have achieved significant sales [3] - Despite a slowdown in online book sales growth, platforms like Douyin and Pinduoduo are increasingly valuing book sales [3] - The market for smart guitars is projected to grow from 1.4 billion yuan in 2024 to 3.23 billion yuan by 2030, with a CAGR of 13.9% from 2025 to 2030 [4]
星巴克罕见降价,高举攻入夏日茶饮战
Hua Er Jie Jian Wen· 2025-06-10 09:23
星巴克中国正式杀入现制饮品的夏日厮杀。 即日起,星巴克对星冰乐、冰摇茶、茶拿铁等"非咖"饮品降价,降价幅度在2-6元。 若以大杯为标准计算,平均降幅达到5元左右。 调价后,单杯最低单价低至23元,与主流中端奶茶品牌处在同一价格水平。 曾在诸多场合表示"不打价格战"的星巴克,首次以直接降价,而非发券的方式降低价格。 星巴克中国表示,6月17日,将联动《疯狂动物城》推出3款全新联名冰摇茶。 此外,茶拿铁也将迎来更多全新口味。 密集官宣背后,不难看出星巴克加码午后茶饮时段的决心。 今年以来星巴克本土化动作频频,经营策略一改往日的克制。 在双杯卡、多次卡等常态化活动套餐下,星巴克单杯饮品价格不超过25元。 2023年起,星巴克中国客单价同比持续下滑。 在国内咖啡茶饮的疯狂竞争面前,星巴克的"以价换量"算盘没有成功。 2024年,星巴克中国同店销售额连续四个季度同比下滑,进入业绩低谷期。 打折后依旧"性价比"不足。 不仅面对9.9咖啡时代招架无力。传统拿铁、玛奇朵,在风味咖啡的时代缺乏对年轻人的吸引力。 与其被绵延不绝的低价拖累,不如高调入局,吸引更多的流量关注。 产品层面,迎合无糖化、低糖化的市场消费需求,在全国的所 ...
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创业邦· 2025-06-10 00:08
Group 1 - Wang Ning of Pop Mart has become the new richest person in Henan with a net worth of $20.3 billion, surpassing Qin Yinglin [3] - Pop Mart's Labubu character has gained popularity due to its ten-year history and storytelling, which has helped build a strong fan base [3] Group 2 - BYD's brand and public relations manager, Li Yunfei, deleted a controversial Weibo post after being advised by Chairman Wang Chuanfu to maintain harmony [6] - The post received significant engagement, with 13,000 likes and over 4,000 shares within hours, indicating its importance [6] Group 3 - Apple announced several updates at WWDC 2025, including the premiere of its first original film "F1" and enhancements to its software systems [8][9] - New features for Apple CarPlay and AI-driven functionalities were introduced, including a phone answering feature and a new gaming application [8][9] Group 4 - Xiaomi has undergone personnel changes, with Vice President Wang Xiaoyan taking on additional responsibilities as the general manager of Xiaomi Home [9] - The restructuring follows the departure of the previous general manager, indicating a consolidation of leadership roles within the company [9] Group 5 - SHEIN denied rumors of plans to sell Indian-made clothing overseas in collaboration with Reliance, clarifying that their partnership is limited to brand licensing [9] Group 6 - Midea has initiated a recall of its U-shaped air conditioning units in North America due to reports of mold on fan blades, affecting 152 cases out of over 1.7 million sold [14] - The recall is voluntary and not due to any major defects, with Midea offering various remedies to affected customers [14] Group 7 - Starbucks China is reducing prices on several non-coffee beverages, with an average price drop of around 5 yuan, as part of a strategy to enhance its market presence [15] Group 8 - JD.com is expanding into the travel and hospitality sector, reportedly offering three times the salary to attract talent from competitors [12] - The company has begun hiring for various roles related to this new business line, indicating a strategic push into the travel industry [12] Group 9 - OpenAI has achieved an annual recurring revenue of over $10 billion, driven by the popularity of ChatGPT and its commercial products [17] Group 10 - Canalys predicts that the penetration rate of AI smartphones will reach 34% by 2025, driven by advancements in chip technology and model efficiency [37] - The growth in AI smartphone adoption is expected to continue rapidly, supported by new chip releases capable of running advanced models [37]
星巴克首次降价,想放弃“溢价空间”撬动茶饮市场?
Hu Xiu· 2025-06-09 23:45
单靠品牌力的"星巴克",撬不动千亿茶饮市场? 据悉,从今日(6月10日)起,星巴克数十款产品将集体"降价"。 此次调价主要围绕三大王牌品类——星冰乐、冰摇茶、茶拿铁,都是"非咖"产品。 平均价格降幅在2~6元左右,顾客最低23元就可以买一杯。 曾一度抵制"价格战"的星巴克,为何这次开启大幅降价? 而此次降价,似乎也在表明,光靠品牌力,似乎已经很难让年轻人为40元一杯的星巴克非咖饮品买单了。 一、星巴克降价!数十款产品均价降幅约5元 昨天星巴克降价的消息,迅速引爆餐饮圈。 今天起,星巴克中国7685家门店的数十款非咖啡饮品,都将换上新的价格标签。 1、"非咖"产品集体降价,最高降6元 此次调价中,星巴克非咖品类的单品,率先打破 "30元价格带"。 在调价前,星巴克非咖饮品价格带集中在 30~40 元区间,仅少数单品如冰摇柠檬茶触及 29 元。 | ( | | (0) 专星送 | < | 专星送 | | --- | --- | --- | --- | --- | | | 选择更换配送门店 | × | 选择更换配送门店 | × | | ●管庄: | | | ● 管庄: | | | | 北京常通路第一咖啡店 = 立即 ...
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Mei Ri Jing Ji Xin Wen· 2025-06-09 22:03
Group 1 - Apple announced at the WWDC 2025 that AI features for Siri will not be launched in the short term, but new functionalities under Apple Intelligence will be introduced to developers [28] - The company is set to redesign its operating system and will support more languages in its AI offerings [28] - Apple published a paper criticizing existing AI reasoning models, suggesting they lack stable and understandable thought processes, which has sparked debate in the AI community [29][30] Group 2 - BYD has integrated Alibaba Cloud's Tongyi model into its smart cockpit, enhancing user experience with online services [14] - The company continues to demonstrate its leadership in the smart vehicle sector through this collaboration [14] Group 3 - Evergrande Group has listed 12 non-performing debts totaling approximately 11.3 billion yuan on the JD asset trading platform, which may impact its financial stability [15] - The debts are held by China Great Wall Asset Management Co., with projects located in various cities including Beijing and Tianjin [15] Group 4 - WeChat has recently removed nearly 100 short films for violating content guidelines, reflecting its commitment to maintaining a healthy platform [16][17] - This action aims to enhance user experience and uphold market order [17] Group 5 - Gree Electric Appliances reported progress in its legal actions against defamatory online content, receiving administrative penalties against several individuals [19] - The company is actively protecting its reputation and employee rights through these measures [19] Group 6 - Starbucks announced a price reduction for several beverage categories in China, aiming to attract more customers and increase market share [26] - The average price drop is around 5 yuan, with some drinks starting as low as 23 yuan [26]