库迪咖啡官宣：大力推出专项补贴，现行补贴延长至2028年底

Core Insights - Kudi Coffee announced an extension of its current store subsidy policy until December 31, 2028, along with a new subsidy for "high rent, low cup volume" stores [1] - The new policy includes additional subsidies for new stores opened between May 6 and June 30, with a maximum subsidy of 4 RMB per cup for high rent and 2 RMB per cup for stores in lower-tier markets [1] - Kudi Coffee has achieved a scale of 10,000 stores through a franchise model and has been profitable since May 2024 [2] Subsidy Policy - The existing store subsidy policy will be extended to 2028, with new subsidies introduced for high rent and low cup volume stores [1] - New stores will receive additional subsidies, with specific amounts allocated based on location and market tier [1] Market Performance - Kudi Coffee's collaboration with "Nezha 2" resulted in over 1 million cups sold on the first day of the product launch on Meituan [1] - The company has expanded into the convenience store sector, with multiple locations established across various cities [1] - Kudi Coffee's sales on delivery platforms have surged, with a reported 10-fold increase in orders on Taobao Shangu and over 40 million orders on JD Delivery [1] Strategic Positioning - The adjustment in subsidy policy reflects Kudi Coffee's strong operational performance and sufficient funding for franchisee support [2] - The growth in orders on delivery platforms validates the advantages of Kudi Coffee's franchise model [2] - The combination of B-end franchisee subsidies and a competitive pricing strategy is expected to reshape growth dynamics in the coffee industry [2]