Group 1 - Kudi Coffee announced the cancellation of its "all products at 9.9 yuan unlimited" promotion, effective January 31, 2026, with a new special price section starting February 1, 2026, where some products will still be available at 9.9 yuan unlimited [1][3] - Starting February 1, 2026, Kudi's new store promotion will change from 8.8 yuan to 3 vouchers of 8.8 yuan for all drinks, and the new user reward will also be adjusted from 3 vouchers of 8.8 yuan to 3 vouchers of 9.9 yuan [1][3] - Kudi Coffee's brand store count has exceeded 18,000, attributed to the success of the 9.9 yuan promotion launched in February 2023, which was later adjusted to 8.8 yuan in May 2023 [3] Group 2 - KFC has adjusted the prices of some delivery products by an average of 0.8 yuan, while dine-in prices remain unchanged, indicating a response to rising operational costs [4] - McDonald's announced a price increase of 0.5 to 1 yuan for some menu items starting December 15, 2025, with a similar adjustment for delivery [4] - The price of lemons, a common ingredient in tea drinks, has nearly doubled from 7.84 yuan per kilogram to 14.87 yuan per kilogram year-on-year, reflecting broader trends in rising raw material costs [6] Group 3 - The recent price increases across various brands are primarily driven by rising upstream costs, particularly in raw materials like fruits and tea [5] - The increase in order volume does not necessarily lead to profit growth, highlighting the need for companies to adjust their profit structures, especially as subsidies decrease [6]
库迪宣布取消全场9.9元，公司回应！肯德基、麦当劳、瑞幸、奈雪的茶此前已经涨价