把门店做成"景点"，成品牌出圈新路径 饮品店型从标准化连锁到"打卡景点"的转化，背后是消费习惯的变迁。 在新一代游客心中，旅游目的地不再是胜地，而是获取独特体验和情绪资源的途径。 品牌通过绑定在地文化，把门店做成"景点"，本质是"商业空间的文化转译"，其价值不仅在于短期流量，更在于将品牌从"功能提供者"进化为"意义创造 者"。 一家店带火一个街区，"景点式门店"全国走红 昨天，第N次去蜜雪全球总部旗舰店的我，再次被这家店强大的引流能力震惊了。 早上八点还没开始营业，店门口就已经聚集大批顾客，有刚下高铁拖着行李的旅人、有精心装扮的cosplay爱好者、有专程带孩子来打卡的年轻父母…… 八点半一开门，限定饮品区就开始排队，刚到九点，每一条点单动线都被人流占满。 到了高峰期，店员甚至会拿着大喇叭"好言相劝"，希望排队的顾客改天再来。 清明节假期3天，这家店营收突破了100万，目前日均营收能做到20万+。进入5月，这家店再创新高，单日业绩突破了60万，被网友喻为"河南6A级景 点"。 而同样成为"上海地标景点"的星巴克烘焙工坊，2017年一面市就直接拉高咖啡圈审美，而且一火就是7年，成为饮品业难以被超越的"现象级地标 ...

以下文章来源于螺旋实验室 ，作者螺旋君 螺旋实验室 . 公众情绪瞭望者 来源丨螺旋实验室（ID：spiral_lab） 作者丨铁手 编辑丨坚果 图源丨Unsplash 沉寂已久的外卖江湖，在这个初夏，又再次陷入了火热的战局之中。 继京东美团就"二选一"、商家佣金、骑手福利等问题大打口水仗后，京东还宣布与动画IP猪猪侠联动，刘 强东本人也亲身上阵送外卖，将这场外卖大战再一次送上热搜。 一向波澜不惊的饿了么，也再也无法稳坐钓鱼台，启动了"饿补超百亿"外卖补贴计划，并表示不打竞争 口水仗，"只发真福利"。 此外，阿里还宣布即时零售业务"小时达"正式升级为"淘宝闪购"，消费者在淘宝APP内即可进入"闪购"页 面，链接到饿了么的配送服务。 不仅如此，淘宝闪购还发放了一亿张奶茶免单卡，仅6天时间，饿了么来自淘宝闪购的单日外卖订单量已 经超过1000万单。 几大互联网平台短兵相接，消费者们喜闻乐见地围观这场"神仙打架"，毕竟如今个位数价格的咖啡奶茶 已经不多见，这波羊毛"不薅白不薅"。 不过，外卖大战的高歌猛进，也让本来已经快摆脱价格战的咖啡奶茶品牌再次内卷起来。 对于加盟商家而言，咖啡奶茶的"二次战争"却未必一定是好事， ...

Core Points - The United Steelworkers union (USW) has successfully ratified the first collective agreements at five Starbucks locations in Ontario, marking a significant milestone for workers' rights [2][3] - The ratification is seen as a powerful step forward for Starbucks workers, with ongoing efforts to expand union representation across Ontario and the Atlantic provinces [3][4] - The USW emphasizes the importance of solidarity among workers, encouraging more Starbucks employees to join the movement for better working conditions and fair treatment [4][8] Summary by Sections Collective Agreements - Five Starbucks locations in Ontario have ratified their first collective agreements, including stores in Waterloo, Ajax, Kitchener, and Toronto [2][5] - This achievement follows the successful efforts of workers to form a union with the USW, highlighting the growing momentum for unionization in the region [2][3] Worker Empowerment - USW District 6 Director Kevon Stewart stated that baristas are organizing and winning improvements in their workplaces, which reflects the power of collective action [3] - The union is committed to supporting workers at other locations in their efforts to unionize and secure fair contracts [4] Union Growth - The USW aims to expand its representation at Starbucks stores throughout Ontario and Canada, reinforcing the message that solidarity leads to better working conditions [3][4] - The union encourages Starbucks employees from other stores to join the movement, emphasizing the importance of collective efforts in achieving rights and respect at work [4][8]

5月6日，茶咖日报的主要内容有： 茶百道："五一"假期整体销售额环比增长50% 5月6日，淘宝闪购联合饿了么推出1亿杯奶茶咖啡赠送活动，8点正式开抢。 据了解，此次活动是淘宝闪购于5月5日宣布的长期福利，消费者可领免单卡和请客卡。每天在淘宝App 闪购频道搜索"奶茶免单"，就有机会抢到免单卡，总计1亿杯，咖啡、茶饮均可。 据悉，"淘宝闪购"自4月30日上线之初即引发市场热潮，5月2日淘宝闪购提前4天完成全国全量上线，多 地茶饮门店订单量呈几何级增长。 数据显示，茶饮品牌茉莉奶白多城市在饿了么外卖订单量日均增长近3倍；奈雪的茶全国核心城市门店 配送运力满负荷运转，饿了么外卖订单日同比增长超200%；库迪咖啡销量快速上升至饿了么咖啡类目 第一，较日常订单增长近10倍。 奈雪的茶：五一假期部分门店订单量环比节前激增超300% 5月6日，奈雪的茶"五一"假期销售数据公布，全国门店销售火爆，部分门店订单量环比节前激增超 300%。 5月6日消息，今年"五一"假期，新茶饮消费在"假日经济"的带动下迎来强劲增长。 数据显示，"五一"期间，茶百道旗下"东方植物鲜养果茶""山茶碧螺春系列"等多款产品销售火爆，茶百 道整体销售额 ...

日前，星巴克2025年第二季度财报发布，中国市场的各项关键财务指标均表现良好，营业收入、同店交易 量、公司利润率均取得同比增长，同店销售额继续大幅改善。星巴克中国在重振增长的正向轨道上又迈出 了坚实的一步。 实现重振增长的关键，在于星巴克中国坚持聚焦业务核心，以高品质的创新饮品、优质的门店服务、触发圈层 共鸣的品牌联名和高质量、本地化的特色门店拓展，持续赢得顾客的心。 一线深耕与下沉拓展并行，推动高质量发展 2025财年第二季度，星巴克中国聚焦核心业务，在各项关键财务的指标上均表现良好。星巴克中国在第二季度 实现重振增长，营业收入达7.397亿美元，同比增长5%。 与上一季度相比，在各类商圈、不同城市层级、各个营业时段，同店交易量同比攀升，实现4%的增长，同店 销售额继续大幅改善。在稳固的运营基础与强劲韧性的支撑下，门店经营利润率始终保持两位数，公司利润率 取得同比增长。 能获得良好表现，首先源于高质量的门店拓展，截至第二季度末，星巴克中国门店总数达到7758家，覆盖超过 1000 个县级市场。 南通如皋拾锦里宠物友好门店 星巴克如今正是在聚焦高品质的匠心饮品，持续突破创新边界。第二季度，星巴克中国再度加码， ...

最近，又有品牌因为碰瓷营销火了：奥乐齐广告暗戳戳内涵山姆，思加图携杨幂"逛"阿迪达斯，京东洗衣筒硬蹭全家桶。三个品牌都凭借碰瓷狠狠赚了一 波热度，为消费者提供了社交话题。 有网友评论：这就是朴实无华的商战吗？ 细数各行各业的营销策划，总能发现品牌之间"碰瓷"的身影。比如茶饮行业，瑞幸、霸王茶姬屡次碰瓷"老大哥"星巴克；又比如快餐行业，50年来汉堡王 锲而不舍地"追求"麦当劳，而麦当劳和肯德基经常上演相爱相杀的大戏；再看看小米，无论手机还是汽车，总是不忘提一嘴"友商"。 那么，为何品牌之间总爱"碰瓷"式营销，做广告也不忘拉上友商呢？ 碰瓷营销拿捏流量密码：小蹭大，强碰强 一般而言，碰瓷营销指的是实力相对弱的品牌向实力相对强劲的品牌或明或暗地发起挑战，制造话题，借对方已有的知名度提高自己的曝光度。 比如香港女鞋品牌思加图延续去年的碰瓷套路，让阿迪达斯的前任代言人杨幂"坐"在阿迪达斯门店上方，广告文案"我又来了啊，思加图编织鞋的确好 穿"，其中"啊"和"的"一上一下，谐音"阿迪"。 这个广告的巧妙之处在于，一方面在场景上精准选择户外广告的投放地点，吸引阿迪的消费者关注到思加图，实现引流；另一方面在文案上一语双 关， ...

Core Insights - Starbucks reported disappointing second-quarter fiscal 2025 results, leading to a 9.6% decline in stock price before market open on April 30, although it has since recovered by approximately 6.6% as of May 1 [1][3] Financial Performance - Adjusted earnings per share decreased by 39.7% year over year, from $0.68 to $0.41, missing the Zacks Consensus Estimate of $0.49 by 16.3% [3] - Total revenue increased by 2.3% year over year to $8.76 billion, but fell short of the Zacks Consensus Estimate of $8.79 billion [3] - Global comparable store sales declined by 1% year over year, driven by a 2% decrease in comparable transactions, partially offset by a 1% increase in average tickets [4] Operational Highlights - The company opened 213 net new stores, bringing the total store count to 40,789 [4] - Non-GAAP operating margin contracted by 4.60% to 8.2% due to deleverage and increased labor costs associated with the "Back to Starbucks" initiative [4] Segment Performance - North America segment net revenues were $6.47 billion, up 1% year over year, but operating margin contracted by 6.4% to 11.6% [5] - International segment net revenues increased by 6% year over year to $1.87 billion, with operating margin contracting by 1.7% to 11.6% [5] Strategic Initiatives - CEO Brian Niccol expressed optimism regarding the "Back to Starbucks" plan, which focuses on enhancing atmosphere, improving throughput, and boosting customer satisfaction through increased staffing and digital engagement [2]

The market is a greedy machine with many objectives, one of which is to transfer money from impatient and short-sighted investors into the hands of the savvy and patient. In today’s uncertainty and volatility, born out of President Trump's recent trade tariff rollouts, there are new opportunities for savvy and patient investors to lock in great deals. Knowing that tariff fears will inevitably subside and that discounts can be had pretty much all over the marketplace today, investors can start to look into s ...

Group 1: Walmart - Walmart's stock has outperformed the market over the past year, with a 5% revenue increase and a 3% rise in store traffic in fiscal Q4, building on a previous year's 4% boost [4][5] - E-commerce sales increased by 16%, and digital advertising grew by 24%, showcasing Walmart's technological advancements and investments in AI for efficiency [4][5] - Operating profit rose by 8%, leading to a 13% increase in the annual dividend for 2025, marking the largest hike in over a decade [5][6] Group 2: Micron Technology - Micron Technology is positioned strongly in the AI hardware market, being the only provider of low-power memory chips for data centers, which is crucial for large computing systems [7][9] - The company is trading over 50% below its all-time highs, with a modest valuation of 7 times forward earnings estimates, presenting a potential buying opportunity [10] - CEO Sanjay Mehrotra stated that Micron is in its best competitive position in history, with its products firmly integrated into high-value customer roadmaps [10] Group 3: Starbucks - Starbucks reported a 2% increase in consolidated revenue but missed earnings estimates, with non-GAAP EPS down 40% and operating margins at 8.2% [11][12] - The company faces challenges in consumer spending and performance in China, but management remains optimistic about long-term strategies focused on employee investment and customer experience [12][15] - Despite current struggles, Starbucks has a dividend yield of 3% and a history of 14 consecutive years of dividend increases, making it attractive for patient investors [16] Group 4: NextEra Energy - NextEra Energy operates Florida Power & Light, the largest utility in the U.S., and is a leader in renewable energy, with a 9% growth in adjusted EPS reported for Q1 [18][19] - The company plans to invest $8 billion to $8.8 billion in FPL this year and aims for a renewables generation and storage capacity of 70 GW by the end of 2027 [19][20] - NextEra Energy expects adjusted EPS growth of 6% to 8% through 2027 and a dividend growth of around 10%, with a current yield of 3.4% [20] Group 5: Enbridge - Enbridge's shares have increased nearly 10% year-to-date, building on an 18% rise in 2024, attributed to the stability of its business model [21][22] - The company has met or exceeded financial guidance for 19 consecutive years, providing predictable cash flows despite market volatility [22] - Enbridge anticipates a 7% to 9% increase in adjusted EBITDA through 2026, supported by growth drivers such as toll escalators and contributions from its natural gas utilities [24][25]

Core Viewpoint - Starbucks has faced stagnant stock returns over the past five years, but some investors are optimistic about a turnaround under new CEO Brian Niccol, who has a strong operational background [1][2]. Financial Performance - In Q2 2025, Starbucks reported a 2% year-over-year increase in net revenue but a concerning 50% drop in earnings per share (EPS), which Niccol acknowledged as disappointing [3][8]. - The current valuation of Starbucks stock is approximately 2.5 times trailing sales, close to its lowest level in over a decade, indicating that the market has already discounted the stock due to its recent performance [8][10]. Turnaround Plan - Niccol's turnaround plan for Starbucks focuses on providing fast and friendly service in an inviting atmosphere, which is seen as achievable and necessary for improving customer experience [4][6]. - The plan includes scrapping expensive real estate projects inherited from previous management and seeking more cost-effective ways to enhance coffeehouse operations [7]. Management and Execution - Niccol's track record in the restaurant industry is viewed positively, and there is cautious optimism about his ability to drive profitable growth compared to the previous management team [12]. - Recent tests of a new ordering system have shown promising results, with average wait times decreasing by about two minutes, suggesting that operational improvements may be underway [13]. Future Outlook - Starbucks aims to open thousands of new locations in the long term and believes profit margins will improve, which could lead to increased shareholder value [14].