外卖大战后，茶饮商家“大逃杀”

Core Viewpoint - The article discusses the challenges and transformations in the tea and coffee industry, highlighting the impact of subsidy cuts and changing consumer behavior on business viability and profitability [4][5][12]. Group 1: Industry Challenges - The cessation of subsidies has led to a significant decline in sales for many tea and coffee shop owners, with daily revenues often falling below 1,000 yuan, which is considered a critical threshold for profitability [5][12]. - The rapid increase in the number of tea and coffee shops, with 26,000 new stores opened in the third quarter alone, has intensified competition, leading to a "survival of the fittest" scenario in the industry [5][20]. - The shift in consumer behavior towards lower-priced options has resulted in a "new normal" where products priced above 10 yuan are increasingly viewed as expensive, pressuring businesses to adapt [23][24]. Group 2: Business Strategies - Some entrepreneurs are successfully navigating the market by focusing on high-frequency, low-cost offerings, positioning tea and coffee as essential daily consumables rather than luxury items [12][14]. - The article highlights the importance of brand selection and location in achieving business success, with some operators finding lucrative opportunities by aligning with well-regarded local brands [39][40]. - The trend towards chain operations is increasing, with the chain penetration rate in the tea and coffee sector reaching 51% in 2024, indicating a consolidation of market power among established brands [20][21]. Group 3: Financial Performance - The financial performance of the tea and coffee sector has shown resilience, with revenue growth rates for coffee and tea outpacing other food and beverage categories, such as fast food and traditional dining [16]. - Despite the overall market challenges, some brands have reported impressive revenue growth, with companies like Gu Ming and Mi Xue Ice City seeing significant increases in sales due to aggressive marketing and pricing strategies [28][29]. - The article notes that while some businesses are thriving, the pressure on profit margins is severe, with many operators experiencing squeezed profits due to rising marketing costs and competitive pricing [31][32].