10月，咖啡开店3341家

Core Insights - In October, 27 tracked coffee chain brands opened a total of 3,341 new stores, representing a month-on-month decrease of 10.31% but a year-on-year increase of 94.47% [2] - The total number of coffee stores in China surpassed 80,000, reaching 80,962, with a net increase of 3,158 stores month-on-month, reflecting a growth rate of 4.06% [2] Brand Performance - Luckin Coffee led the new store openings with 905 stores, followed by Kudi Coffee with 597, and NOWWA Coffee with 516 [4] - Luckin Coffee's new openings accounted for over one-third of the total new stores, indicating its strong market presence [4] - Starbucks continued its steady expansion with only 13 new stores, maintaining a conservative growth strategy [7] Market Structure - The Chinese coffee market has established a stable tiered structure, with Luckin Coffee leading with nearly 30,000 stores, followed by Kudi Coffee with over 15,000 stores, and Luckin Coffee reaching 9,800 stores [10] - Starbucks maintains around 8,000 stores, while NOWWA Coffee has 7,875 stores, with a significant portion being franchise locations [10] Growth Trends - Kudi Coffee's store count increased from 8,723 at the end of 2024 to 15,323, showing a recovery after a brief adjustment period [10] - Luckin Coffee and NOWWA Coffee demonstrated strong expansion, with Luckin doubling its store count from 4,500 to 9,800 within a year, and NOWWA increasing from 3,258 to 7,875 stores in just four months [10]