一年闭店20万+？2025饮品上半场：“活着就是最大胜利”

Core Insights - The beverage industry is facing significant challenges, with many businesses struggling to survive amidst a wave of closures and market adjustments [1][4][9] Group 1: Market Overview - In the past year, 157,000 milk tea shops and 52,000 coffee shops have exited the market, indicating a severe contraction in the beverage sector [2][7] - The total number of milk tea shops in China is currently 426,000, with a net decrease of 39,225 shops over the past year, while the coffee shop count stands at 228,000, with 5,200 closures [7][9] - The industry is undergoing a significant reshuffle, with the "Matthew Effect" intensifying, leading to a concentration of market share among top brands, which may capture up to 80% of the market [10][12] Group 2: Impact of Subsidies - The ongoing wave of delivery subsidies has temporarily boosted market activity but has also restructured the survival logic of the industry, favoring larger brands with established delivery systems [12][16] - The average price of coffee under 10 yuan has increased by over 25% compared to last year, while milk tea sales in the same price range have risen by over 10% [16][18] - This shift towards lower price points is compressing profit margins, with many businesses reporting significant drops in profitability despite increased sales volume [20][22] Group 3: Strategies for Survival - Industry experts suggest focusing on differentiated innovation and avoiding price wars to navigate the current market challenges [24][28] - Enhancing product experience and creating perceived value beyond just price is crucial for brand survival [28][30] - Improving operational efficiency across supply chains and store management is essential for brands to endure the ongoing market pressures [30][31]