Group 1 - Luckin Coffee has surpassed 10,000 stores globally, doubling its store count from over 4,500 in just over 10 months [1] - As of the end of Q3, Luckin Coffee has 29,214 stores, while its competitor, Kudi, has 18,000 stores [1] - Luckin Coffee's stores are now present in over 300 cities across China, including more than 1,000 in first-tier cities and 100 in Beijing [1] Group 2 - The growth of Luckin Coffee has been significantly driven by the competition in the takeaway market, with a 164% year-on-year increase in new store openings in Q2 [1] - There is a noted decline in takeaway subsidies since July, which may impact the sales growth of coffee brands, including Luckin Coffee [2] - The coffee price war is expected to stabilize, with prices likely settling in the 6-8 yuan range, as brands like Kudi maintain their pricing strategy [2]
幸运咖10个月狂开5000店,咖啡价格战还得打
21世纪经济报道·2025-11-25 06:41