又一家平价咖啡加入“万店俱乐部” 赛道渗透率持续提升丨新消费观察

Group 1 - The core point of the article is that Luckin Coffee has officially surpassed 10,000 stores globally, marking it as one of the few domestic coffee chains to enter the "10,000 store club" and reflecting the rapid penetration of affordable coffee in the Chinese market [2] - Luckin Coffee, founded in 2017 and under the Mixue Group, focuses on providing "high-quality affordable" coffee products, with main product pricing between 6-8 yuan [2] - Since 2025, Luckin Coffee has accelerated its national market expansion, achieving a doubling of store numbers in about 10 months, positioning it among the top brands in terms of store growth in the coffee market [2] Group 2 - The coffee market in China is currently experiencing rapid growth, with a projected overall market size of nearly 250 billion yuan by 2024, and an expected growth rate of nearly 20% [3] - The number of consumers of freshly brewed coffee in China is expected to increase from 130 million in 2023 to 260 million by 2028, indicating significant market development potential [3] - The affordable coffee segment, where Luckin Coffee operates, is seen as the main engine of innovative growth in the Chinese coffee market, aligning with consumer demand for "value for money" in coffee consumption [3]