补贴大战库迪咖啡顺势加码：时间延长，力度加大，夯实万店基本盘

Core Insights - The ongoing competition in the food delivery market has led all platforms to prioritize subsidies for beverages like milk tea and coffee, driven by increased consumer demand as summer approaches [1] - Kudi Coffee has seen significant growth in store performance following JD's coupon issuance, with sales on Ele.me skyrocketing nearly tenfold within 24 hours of Taobao Flash Sale's full launch [3] - Kudi Coffee has extended its current store subsidy policy until December 31, 2028, demonstrating its commitment to long-term market cultivation and providing reassurance to its franchisees [3][4] Company Strategy - Kudi Coffee's decision to enhance its subsidy policy is supported by several advantages, including high repurchase rates for coffee, a focus on quality through a self-built supply chain, and a competitive pricing strategy that enhances consumer perception of value [4] - The company operates over 10,000 stores, ensuring nationwide coverage from first to fifth-tier markets, allowing for rapid scaling once partnerships with platforms are established [4] - Kudi Coffee's consistent pricing strategy of 9.9 yuan without hidden fees, combined with platform subsidies, results in lower final prices for consumers, increasing brand recognition and loyalty [4] Market Impact - The enhanced subsidy policy not only benefits consumers but also creates favorable conditions for franchisees, solidifying Kudi Coffee's position in the coffee market [5] - With the ongoing implementation of subsidy policies and market expansion, Kudi Coffee is expected to maintain its competitive edge and contribute to the broader recognition of domestic coffee brands [5]