咖啡，5月开店1792家

Core Insights - The coffee shop industry experienced significant growth in May, with a total of 1,792 new stores opened, representing a month-on-month increase of 24.62% and a year-on-year increase of 53.03% [1][4] - The total number of coffee shops reached 62,916, with a month-on-month growth of 3.50%, indicating that the growth in new openings may be accompanied by adjustments in existing stores [1][4] - Leading brands such as Luckin Coffee, Kudi Coffee, and Lucky Coffee contributed significantly to the new openings, accounting for 83.93% of the total new stores in May [4][5] Brand Performance - Luckin Coffee opened 785 new stores in May, a 76.80% increase from April, maintaining its position as the market leader [4][5] - Kudi Coffee saw the fastest growth with 419 new stores, while Lucky Coffee opened 300 stores, maintaining its previous month's count [4][5] - Starbucks opened 34 new stores, reflecting a 70% month-on-month increase, but its existing store count only grew by 0.36%, indicating a strategic adjustment in store layout [8] Product Innovation - A total of 85 new SKUs were launched across 27 brands in May, with Lucky Coffee leading with 14 new products [8][10] - The focus of new product development has shifted towards refreshing flavors suitable for summer, with an emphasis on fruit and sparkling coffee beverages [11][12] - Brands are increasingly extending their product lines to include non-coffee beverages to capture a share of the afternoon tea market, with notable launches from Luckin and Kudi [11][12] Marketing Strategies - The coffee industry is witnessing a shift from aggressive co-branding to a focus on product quality and uniqueness, with a total of 14 co-branding activities in May, a decrease from previous months [12] - Brands are prioritizing the alignment of co-branding partners with their market positioning, as seen in collaborations like Starbucks with Mayday and NOWWA with Miraculous [12] - The competitive landscape is evolving, with domestic leading brands leveraging their scale and innovation capabilities, while international brands and smaller players are adjusting their strategies for survival and growth [12]