Group 1 - The service industry is experiencing a consumption boom as summer transitions to autumn, with strong performance in transaction volume across various categories, cities, and brands [1] - The phenomenon of "the first cup of milk tea in autumn" has reignited consumer enthusiasm, with lemon water unexpectedly surpassing pearl milk tea as the most popular item on Taobao's flash purchase platform, leading to a 255% week-on-week increase in new customer numbers for tea beverage merchants [1][3] - The overall growth rate in lower-tier markets has outpaced that of first and second-tier cities, indicating a shift in consumer behavior and market dynamics [1][3] Group 2 - Cities like Shanghai and Hangzhou continue to lead in consumer spending, while the rankings of cities such as Chengdu, Beijing, Suzhou, and Guangzhou reflect a trend towards market diversification, with many third and fourth-tier cities performing exceptionally well [3] - On the day of the autumn festival, over 300,000 small restaurants experienced peak transaction volumes, with a significant proportion being family-run businesses, and 80,000 non-food stores achieving over 100% transaction growth [3] - The rise of new business models has not only stimulated market prosperity but also created more job opportunities, as evidenced by the significant increase in active delivery riders on platforms like Ele.me [6][7] Group 3 - A case study of a couple in Zhengzhou who transitioned from interior design to running a coffee and milk tea shop illustrates the potential for small businesses to thrive through online platforms, achieving a tenfold increase in order volume and monthly revenue exceeding 100,000 yuan [6] - The number of delivery riders on Ele.me reached 3.5 times that of the previous year on the day of the autumn festival, with average earnings for riders in direct-operated cities doubling [7] - High-performing riders are contributing positively to the economy, with examples of riders achieving significant personal milestones while working in the delivery sector [7]
立秋奶茶热,三四线城市领跑消费增速,30余万餐饮小店外卖成交创新高
Sou Hu Cai Jing·2025-08-11 12:55