Luckin Coffee(US:LKNCY) 东京烘焙职业人·2025-12-28 08:33Core Viewpoint - The rise of "Instagrammable" spaces in beverage shops, particularly in tea and coffee stores, is becoming a significant factor in attracting customers, as seen in the popularity of Luckin Coffee's store in Pizhou, which gained attention for its aesthetic appeal rather than product promotions [2][4]. Group 1: Thematic Stores and Consumer Experience - Beverage brands are increasingly focused on creating "thematic stores" and "third spaces" that enhance the consumer experience beyond just the drinks offered [5][7]. - For instance, Heytea's new store in Huizhou features minimalist design elements that provide a serene environment, appealing to consumers seeking relaxation [5]. - The design evolution of brands like Guming Coffee reflects a continuous exploration of consumer scenarios and sensory experiences, with their sixth-generation store showcasing this trend [7]. Group 2: Independent Cafés and Atmosphere - Independent coffee shops excel at creating narrative atmospheres, using simple elements like lighting and decor to evoke specific feelings and experiences [11]. - Examples include a retro café in Shanghai that uses a sunset lamp to create a sought-after "dusk warmth" ambiance, and a Chengdu café that offers a laid-back vibe with natural elements like trees and bamboo chairs [11][13]. - The value of a café or tea shop often extends beyond the beverages served, as the overall experience and atmosphere contribute significantly to customer satisfaction and memory [13].