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外卖补贴战让奶茶品牌狂赚,霸王茶姬却卖不动了?
Hu Xiu·2025-09-28 10:06

Core Insights - The takeaway from the article highlights the contrasting performance of various tea brands in the competitive delivery subsidy war, with brands like Mixue Ice City and Gu Ming experiencing significant revenue and profit growth, while Ba Wang Tea Ji, which maintains a high-end positioning and refrains from price cuts, only saw a 10% increase in revenue despite opening thousands of new stores [1] Group 1 - The delivery subsidy war has led to explosive revenue and profit growth for brands such as Mixue Ice City and Gu Ming, with stores experiencing a surge in orders [1] - Ba Wang Tea Ji's strategy of not participating in price cuts and focusing on high-end offerings has resulted in a modest revenue increase of only 10% despite the opening of several thousand new stores [1] - The article raises questions about the sustainability of Ba Wang Tea Ji's approach in a highly competitive market where aggressive pricing strategies are yielding better results for other brands [1]