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Core Viewpoint - The tea and coffee industry is experiencing a significant "takeaway battle" driven by platform subsidies, social media promotion, and competition for traffic, marking a notable shift in consumer behavior and market dynamics [1] Group 1: Industry Dynamics - The tea and coffee sector has successfully overcome two major operational challenges in the takeaway industry: limited supply and peak delivery times, making it a prime candidate for integration with takeaway platforms [1] - The characteristics of high standardization, operational flexibility, and all-day transaction rhythms in the tea and coffee industry align well with the operational logic of takeaway platforms [1] Group 2: Financial Implications - Despite the surge in orders driven by increased traffic, different cities and business models within the tea and coffee sector are experiencing inconsistent revenue outcomes [1] - The rapid expansion of takeaway orders is leading to a continuous decline in actual revenue rates, raising concerns among brands about sustainability [1] - Brands are reluctant to rely on subsidies for survival, and stores are facing the harsh reality of low revenue rates in the long term [1]