外卖大战后，茶饮商家“大逃杀”

Core Insights - The article discusses the challenges and transformations within the tea and coffee industry, highlighting the impact of market dynamics on business operations and consumer behavior [2][4][12]. Group 1: Market Dynamics - The tea and coffee industry is experiencing a significant downturn, with many businesses struggling to maintain profitability as consumer preferences shift towards lower-priced options [4][24]. - The number of new store openings in the tea and coffee sector has surged, with 26,000 new stores launched in the third quarter alone, nearly doubling from the previous year [4][20]. - The industry's growth phase is transitioning from rapid expansion to a more competitive landscape, leading to a "survival of the fittest" scenario [6][7]. Group 2: Business Strategies - Some entrepreneurs are adapting by focusing on high-frequency, low-cost offerings, positioning tea and coffee as essential daily consumables rather than luxury items [12][14]. - Successful operators are leveraging brand partnerships and centralized supply chains to reduce costs and enhance profitability, even amidst fierce competition [27][36]. - The article emphasizes the importance of location and brand selection in determining business success, with some operators experiencing rapid growth while others face significant losses [40][41]. Group 3: Consumer Behavior - Consumer spending habits are shifting towards lower-priced beverages, with many now viewing prices around 10 yuan as the psychological ceiling for tea and coffee products [24][28]. - The demand for tea and coffee is evolving, with these beverages increasingly seen as affordable indulgences that provide immediate satisfaction [14][35]. - The article notes that despite the current challenges, the fundamental desire for quality beverages remains strong, suggesting potential for recovery and growth in the future [35][41].