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农夫山泉、怡宝入局,巨头抢滩即饮咖啡赛道
Bei Jing Shang Bao·2025-11-09 12:49

Core Insights - The recent launch of new coffee products by Nongfu Spring and Yibao indicates a strategic move by beverage companies to enter the ready-to-drink coffee market, which has significant growth potential despite competition from freshly brewed coffee [1][4] Product Launches - Nongfu Spring's new coffee brand, Tanxi, has introduced two products: a sugar-free Americano and a low-sugar latte, focusing on high-quality coffee [1] - The new 400ml Tanxi coffee is priced at approximately 5 yuan per bottle, making it more affordable compared to previous offerings [3] - Yibao has launched the "Yanhui Xiaoruan Can" series, featuring two flavors priced at 1.98 yuan per bottle in a 180ml format, which is competitive against Tanxi's offerings [3] Market Dynamics - The ready-to-drink coffee market is experiencing a concentration of brands, with the top five brands increasing their market share from 84.32% to 85.35% between 2023 and 2024 [5] - Traditional coffee giants like Nestlé, Starbucks, and Coca-Cola dominate the market, while Nongfu Spring aims to penetrate the mid-to-high-end coffee segment [5] Strategic Considerations - Beverage companies are entering the ready-to-drink coffee market due to its rapid growth and potential for new revenue streams, with a focus on product differentiation and appealing to younger consumers [4] - The competitive landscape is influenced by the rise of freshly brewed coffee, which has pressured ready-to-drink coffee brands to adopt competitive pricing strategies [6] Emerging Trends - The trend of "Chinese herbal coffee" is gaining traction, with products incorporating traditional Chinese medicinal ingredients like ginseng and goji berries, appealing to health-conscious consumers [7][8] - Brands like Jiangren Liuyin and Most Coffee are introducing products that combine coffee with herbal ingredients, although there are concerns about potential health risks associated with such combinations [8]