爷爷不泡茶新品翻车，林里LINLEE估值10个亿

Core Insights - The tea and coffee brands are actively expanding their store presence, adjusting strategies, innovating scenarios, and exploring overseas markets [1][2][3] Store Expansion and Adjustments - Luckin Coffee opened 190 new stores, while Kudi opened 75 in China. Kenyue Coffee launched its 100th store in Beijing, and Cuonai Xiaojuan Village opened 9 new stores in cities like Nanjing and Hangzhou after a contraction period [1] - Lele Tea clarified that it is not exiting the Zhengzhou market but is adjusting its stores and preparing for new types of outlets [1] - Tea Yanyue's parent company is hiring in Beijing, Shenzhen, and Shanghai, indicating potential new store openings [1] Overseas Expansion - Kudi opened 8 new stores in Canada and Germany, while Ice Pure Tea signed global agreements for over 4,000 stores, with more than 1,000 overseas [2] - Tea Baidao signed a strategic cooperation agreement with Singapore's well-known supermarket brand, aiming to accelerate its market entry in Singapore [2] - Jasmine Milk plans to open 80-100 stores in North America by 2026 and expand into Indonesia with 40-50 stores [2] Performance Goals and Franchise Models - Linli plans to achieve an annual GMV of 800 million yuan by 2025, with a target of 3,000 stores by 2026 and 5,000 stores by 2027, aiming for a GMV of 6 billion yuan [3] - Gu Ming announced a new franchise policy for 2026, with a total franchise fee of approximately 250,000 yuan, allowing for installment payments [3] Product Innovations and Marketing - New product launches include Bawang Tea's matcha-based drinks, CoCo's black sugar pearl latte, and Starbucks' truffle chocolate-flavored lattes [4] - Collaborative marketing activities are ongoing, such as Gu Ming's collaboration with Xian Ni and Luckin Coffee's partnership with the animated series Mo Dao Zu Shi [4] Quality Control and Industry Practices - A post from a Shuyi Shao Xian Cao employee highlighted a fine for not following product standards, reflecting the industry's focus on quality control and food safety management [5] - Reports of Starbucks removing charging sockets were clarified as remnants from store upgrades [5] Financial Developments - Linli completed a multi-million A round financing, with a valuation of nearly 1 billion yuan, aimed at brand and supply chain upgrades [6] - Hu Shang A Yi projected a profit of approximately 495 million to 525 million yuan for the previous year, a year-on-year increase of 50% to 60% [6] - Coca-Cola abandoned plans to sell Costa Coffee due to unsatisfactory bids, with a target price of 2 billion pounds [6] - Keurig Dr Pepper initiated a full acquisition of JDE Peet's, offering 31.85 euros per share, totaling 18 billion dollars [6]