库迪核心单品涨价超30%，取消全场9.9元，店员称对生意影响不大

Core Viewpoint - Kudi Coffee has ended its "all products at 9.9 yuan" promotion earlier than expected, with plans to adjust prices and maintain profitability starting February 2024 [1][4]. Group 1: Pricing Strategy Changes - Starting February 1, 2026, Kudi will retain 3-7 products at the promotional price of 9.9 yuan, while other products will see price increases to 11.9-16.9 yuan, with some core items rising by 30%-60% [1][4]. - The new store opening coupon has increased from 6.9 yuan to 8.8 yuan, and the new user gift coupon has risen from 8.8 yuan to 9.9 yuan, with continued participation in various delivery platform subsidies [1][4]. Group 2: Market Dynamics and Competition - The end of the 9.9 yuan promotion is attributed to a cooling off in the delivery market, which previously fueled Kudi's growth [4][6]. - Kudi's pricing strategy was influenced by intense competition in the delivery market, where brands like Luckin and Mixue benefited from significant subsidies [4][6]. - The coffee market is experiencing a shift as the necessity for aggressive price wars diminishes, with Kudi's expansion reaching a potential bottleneck, having 18,000 stores, which is below original targets [8][10]. Group 3: Consumer Behavior and Sales Performance - Despite the price adjustments, Kudi's stores remain busy, with peak sales observed during specific hours, indicating that consumer demand is still strong [10]. - The impact of low pricing on overall sales appears to be declining, as evidenced by the limited contribution of the lowest prices to total sales figures [10].