Group 1 - Guming has announced its entry into the coffee market, with a promotional price of 8.9 yuan for all coffee products from June 23 to July 4, 2025 [1] - As of mid-June, Guming's fresh coffee business has expanded to over 7,600 stores [1] - Guming's pricing strategy targets the market segment dominated by Kudi, which is known for its 9.9 yuan coffee offerings [1][2] Group 2 - Kudi has over 14,000 stores and has achieved over 100 million orders through its JD.com delivery channel [2] - Kudi's strategy includes plans to reach 50,000 stores by the end of 2025, benefiting from economies of scale [2][3] - Kudi's coffee business has become profitable since May 2024, indicating a sustainable competitive advantage in the coffee price war [3] Group 3 - Guming has shown profitability with net profits of 0.20 billion, 3.67 billion, and 10.80 billion yuan from 2021 to 2023, and a projected profit of 14.79 billion yuan for 2024 [4] - The coffee market is experiencing high growth rates, supported by declining milk prices which provide cost advantages [5][6] - Industry executives note that while milk prices are currently low, they may not remain so indefinitely, emphasizing the need for rapid scale expansion among coffee giants [7][8]
古茗推8.9元咖啡时，库迪已低至3.99元丨消费参考
2 1 Shi Ji Jing Ji Bao Dao·2025-06-23 23:56