一眼望不到头，奈雪“快闪”纽约排长龙，网友称“老家来亲戚了”

Core Insights - Nayuki Tea launched a pop-up store in Flushing, New York, generating significant consumer interest and long lines, indicating strong market engagement [1] - The store is strategically located in a high-traffic area with over 100,000 daily visitors and lower rental costs compared to Manhattan, contributing to its potential success [1] - The U.S. ready-to-drink tea market is growing at an annual rate of 9.1%, with substantial expansion opportunities, as no single brand holds more than 5% market share [1] Company Insights - Nayuki Tea is currently the only publicly listed company in the new-style tea beverage sector, but it remains one of the few brands experiencing ongoing losses [2] - In the first half of 2025, Nayuki reported revenue of 2.18 billion yuan, a year-on-year decline of 14.4%, with an adjusted net loss of 118 million yuan [2] - The company's international expansion is a key strategic focus as it seeks to transform its business model [2] Industry Insights - The U.S. tea beverage market is becoming increasingly competitive, with major players like Starbucks closely monitoring trends and ensuring supply chain stability [2] - The market is seeing a rise in the popularity of Asian-inspired ingredients, with black sugar milk tea sales increasing by 48.7% year-on-year [1] - Over 36% of tea shops are adopting a "tea + light food" model, indicating a trend towards product diversification within the tea beverage industry [1]