古茗卖爆糖水，茶饮下半场的赚钱信号是它？

Core Insights - Guming's new slow-cooked dessert series has become a top seller, leading to widespread consumer interest and product shortages across multiple stores [1][4][6] - The introduction of these products marks a significant exploration into the dessert category for Guming, which aims to establish its unique brand identity within this segment [7][15] Group 1: Product Launch and Consumer Response - Guming launched two new products: Peach Gum Tapioca Milk and Taro Mochi Milk, priced at 16 yuan and 18 yuan respectively, which quickly sold out in many locations [1][3] - The new offerings have generated a DIY trend among consumers, with social media filled with positive reviews highlighting the rich ingredients and flavors [1][6] - The packaging of the new products features information about the origin and preparation of ingredients, enhancing consumer engagement [3] Group 2: Industry Trends and Competitor Actions - Other tea brands, such as Cha Bai Dao and CoCo, are also entering the dessert market, indicating a growing trend among tea shops to diversify their offerings [7][11] - Brands like Ji Dong Shao Xian Cao have reported significant sales increases after transitioning to a "tea + dessert" model, with some stores seeing revenue growth exceeding 200% [7][9] - The dessert category is becoming a second growth curve for beverage shops, as evidenced by the popularity of solid desserts like Mango Pomelo Sago [15][19] Group 3: Market Dynamics and Consumer Behavior - The overlap in consumer demographics between tea and dessert products allows tea shops to leverage existing customer bases without extensive marketing efforts [15] - The core ingredients for tea and dessert products are often similar, which helps reduce inventory pressure and enhances ingredient utilization [15][17] - The boundaries between tea and dessert offerings are blurring, as both types of establishments increasingly incorporate each other's products to enhance competitiveness and consumer experience [19]