“便宜大碗”冰红茶，要悄悄抛弃穷鬼吗？

Core Insights - The leading brand in the iced tea market, Kang Shifu, is facing challenges despite the long-standing popularity of iced tea, which has been a favorite for 30 years [1] - Since raising prices by 0.5 to 1 yuan in March last year, Kang Shifu's revenue from tea beverages has dropped by 6.3% in the first half of this year [1] - The company has reduced its number of distributors by over 10,000 since the beginning of 2024, indicating a significant shift in its distribution strategy [1] Company Performance - Kang Shifu's iced tea revenue decline highlights the sensitivity of consumers to price changes in this segment [1] - The brand's long-standing success is contrasted by its current struggles, raising questions about future growth and market positioning [1] Market Dynamics - The iced tea market remains popular, but price sensitivity among consumers is a critical factor affecting sales performance [1] - The reduction in distributors suggests a strategic response to market challenges, potentially aiming to streamline operations and improve profitability [1]