3 6 Ke·2025-07-18 03:21Core Insights - The coffee shop industry is experiencing significant growth, with a total of 2,053 new stores opened in June, representing a 2.14% month-over-month increase and an 89.39% year-over-year increase, bringing the total number of stores to 65,468 [1][2][3] Brand Performance - Luckin Coffee opened 661 new stores in June, a year-over-year increase of 38%, while Kudi Coffee led with 903 new stores, marking a staggering 498.01% increase [2][3] - Starbucks saw a decline in new openings, with only 17 stores opened in June, a decrease of 76.71% year-over-year, while maintaining a total of 7,824 existing stores [2][3] - Kudi Coffee's existing store count surpassed 15,000, reflecting rapid expansion, while Luckin Coffee's store count exceeded 6,000, having doubled in the past year [5][13] Product Innovation - A total of 79 new SKUs were launched across 27 brands in June, with Starbucks leading with 12 new products, followed by Kudi Coffee and Luckin Coffee with 11 and 10 new products, respectively [7][9] - Seasonal flavors and health-oriented products are trending, with many brands introducing fruit-infused coffee options to cater to summer preferences [10][11] Marketing Strategies - Collaborative marketing is becoming a norm, with 19 partnerships in June, notably increased activity from Luckin Coffee, which engaged in four collaborations, including popular IPs like SpongeBob [11][12] - The focus on animated IP collaborations is evident, with brands like Starbucks and Kudi Coffee targeting family-friendly and youth demographics through strategic partnerships [12][13] Industry Outlook - The coffee industry is shifting towards refined operations and product differentiation, with local brands gaining traction against international competitors [13]