Core Insights - The article discusses the enduring popularity of iced black tea in China, highlighting its affordability and mass appeal despite the rise of healthier beverage options [1][3][8] - The market for sweetened iced tea remains robust, with sales expected to reach 350 billion yuan by 2025, significantly outpacing unsweetened varieties [6][14] Market Dynamics - The sweetened iced tea market maintains a 60:40 share over unsweetened tea, with brands like 康师傅 (Kang Shifu) and 统一 (Uni-President) leading the segment [1][6] - New entrants like 元气森林 (Yuanqi Forest) and 农夫山泉 (Nongfu Spring) are innovating within the iced tea space, with Yuanqi Forest reporting a 150% year-on-year growth in market share [1][6] Consumer Behavior - Iced black tea is perceived as a "common man's drink," appealing to budget-conscious consumers who prioritize value over brand prestige [3][15] - The recent price increase from 康师傅 has sparked consumer backlash, indicating a strong sensitivity to price changes among its core demographic [11][13] Competitive Landscape - 康师傅's price hikes have led to a decline in sales, with a reported 6.3% drop in tea beverage sales, while competitors like 统一 have seen growth [13][14] - The article notes that the iced tea market is shifting towards larger packaging sizes, reflecting consumer preferences for cost-effective options [13][14] Brand Positioning - Iced black tea brands have not attempted to position themselves as status symbols, instead focusing on the refreshing and enjoyable aspects of their products [17][18] - Despite health trends favoring low-sugar options, traditional iced black tea remains favored for its taste and affordability, with consumers expressing a preference for the original sweetened versions [17][18]