喝奶茶也要配货？ 茶百道被指“吃相难看”

Core Insights - The new product "solid mango sago" from Cha Bai Dao has gained significant popularity, with reported sales of nearly 250,000 cups on its launch day [3] - However, the company faces criticism for alleged bundling sales and hunger marketing tactics, as many outlets have set the product as "not available for single order" [5][3] - Cha Bai Dao has also quietly increased the price of this product from 19 yuan to 22 yuan, citing rising costs of core ingredients [7] Financial Performance - In the first half of 2024, Cha Bai Dao reported a revenue decline of 10% and a net profit decrease of 59.7% compared to the previous year [8] - The company has shown signs of recovery in 2024, with total revenue reaching 2.5 billion yuan, a 4% year-on-year increase, and net profit rising to 333 million yuan, a 40% increase [8] - Cost-cutting measures have included a reduction in R&D expenses from 14.5 million yuan to 14.1 million yuan, and a decrease in employee count from 2,319 to 2,133 [8] Store Expansion and Strategy - Cha Bai Dao's store expansion has significantly slowed, with only 59 new stores added in the first half of 2024, compared to a 20.6% increase in the same period last year [8] - The company has closed over 100 stores in first and second-tier cities while expanding in lower-tier cities [10] - The majority of Cha Bai Dao's stores are franchises, with 14 direct-operated stores, and the company has opened 21 overseas locations in markets such as South Korea and Malaysia [10][11]