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一杯最低不到两块钱,济南咖啡市场“战事”升级
Qi Lu Wan Bao Wang·2025-06-15 02:58

Core Viewpoint - The coffee market in Jinan is experiencing an intensified price war, with major brands like Starbucks, Luckin Coffee, and Kudi Coffee significantly reducing their prices to attract customers [1][5][11]. Price War Dynamics - The price war has been ongoing for two years, with recent escalations noted in April and June 2023, as Starbucks joined the trend of lowering prices [1][5]. - Starbucks has reduced prices on several non-coffee products by an average of 3-5 yuan, with some items now priced as low as 23 yuan per cup [1][3]. - Luckin Coffee is offering promotional prices, with some drinks available for as low as 6.9 yuan per cup, leading to increased order volumes [3][4]. Market Competition - Jinan's coffee market is highly competitive, with over 2,600 coffee-related enterprises, including 366 established in the past year [9][11]. - The presence of multiple brands, including Starbucks, Luckin, Kudi, and local cafes, contributes to a dense market environment, particularly in commercial areas [9][11]. Consumer Behavior - Consumers are increasingly price-sensitive, often comparing prices across various platforms before making purchases, with some drinks now cheaper than bottled beverages [5][6]. - The trend of low-priced coffee has attracted new customers who previously did not consume coffee [5][6]. Business Strategies - Kudi Coffee has stated that the 9.9 yuan price point has become a significant price range in the industry, and they plan to maintain this pricing strategy for at least three years [6]. - Industry experts indicate that while low prices may boost sales, they also pose challenges related to supply chain management, service efficiency, and product quality [8][11]. Long-term Outlook - The ongoing price war is reshaping consumer expectations and brand loyalty, with a potential return to rational pricing in the long term [11]. - The industry may face a process of elimination, where only brands that can maintain quality and operational efficiency will survive [11].