新茶饮消费进入旺季多家品牌加速扩张 茉莉奶白三天开业百家门店

Group 1: Market Trends - The new tea beverage market is experiencing significant growth as the weather warms up, leading to increased consumer demand and brand expansion [1] - Multiple new tea brands are actively expanding, with Jasmine Milk White opening 100 new stores simultaneously across 68 cities [1] - The overall market remains stable despite intensified competition, with brands optimizing supply chains and innovating products to capture market share [1] Group 2: Company Performance - Jasmine Milk White reported over 460,000 cups sold and total sales exceeding 10 million yuan within three days of opening new stores, with an average sales per store surpassing 100,000 yuan [1] - The brand has expanded to over 1,300 stores nationwide since its first store opened in Shenzhen in 2021, covering 193 cities [1] - Tea Baidao, another leading brand, opened its first store in Macau, experiencing long queues and strong sales during the recent holiday period [2] Group 3: Seasonal Demand - The "May Day" holiday saw a significant increase in sales for new tea products, with some stores reporting sales growth of over 300% compared to pre-holiday levels [2][3] - Jasmine Milk White's nationwide sales exceeded 5 million cups during the holiday, with a single-day record of 21 million yuan in sales [3] - The demand for summer-themed beverages, such as fruit and matcha drinks, has surged, with search volumes increasing by 110% week-on-week [3]