以下文章来源于36氪未来消费 ，作者钟艺璇 36氪未来消费 . 在这里看到消费的未来。36氪旗下官方账号。 一杯京东3.9元的生椰拿铁，到库迪加盟商手上，究竟能到手多少钱？ 文 ｜ 钟艺璇 编辑 ｜ 乔芊 来源｜ 36氪未来消费（ID：lslb168） 封面来源 ｜ 品牌官网 外卖平台大战还在硝烟四起，但第一批受益者已经出现——库迪加盟商。 早在京东外卖补贴的号角吹响前，平台发券补贴的行为已经默默开始，高频率、低决策成本的茶饮咖啡品类向来是外卖补贴的第 一战场，这次轮到了库迪。一位北京库迪加盟商陈星注意到，自己的京东订单在3月中旬开始，突然出现了第一个峰值，此后带动 总销量一路上扬。 这也意味着，对于加盟商们来说，京东这场掀起的外卖补贴，真正利好的不是单杯毛利，而是销量的提升。 作为一个从诞生以来就固定9块9，定价贴地飞行的咖啡品牌，门店销量和运营支出一直是库迪加盟商们最重要的两个利润考核指 标。"总体来看，就算单杯毛利没上去，单量多的话，原材料损耗也就降低了，反过来利润也能提升"，前述加盟商说。 但一些加盟商也表达了不同的想法。陈星告诉36氪，从长期来看，加盟商收入还得靠到店订单，目前自己的到店订单补贴线在 ...

在中国咖啡市场的红海中，一场以"法治"为名的创新浪潮正悄然兴起。 从郑州的"庭外咖啡"到贵阳的"LAW COFFEE"，从"诉讼美式"到"无效婚姻拿铁"，法律主题咖啡馆以独特的场景设计和功能融合，成为年轻人争相打卡 的"第三空间"。 01 现象与创新 法律主题咖啡馆的"出圈密码" 法律主题咖啡馆的走红，首先源于其鲜明的场景创新。走进这些店铺，法治元素无处不在：法官台、传票样式的杯套、盖着"无罪"印章的纸袋，甚至咖啡 名称也被赋予"诉讼美式""公正拿铁"等诙谐的法律术语。 小红书上相关笔记已突破72万篇，话题热度堪比网红奶茶店。 图片源自小红书 这场"咖啡+法律"的风潮究竟是昙花一现的营销噱头，还是咖啡赛道突围的新趋势？背后又有哪些商业逻辑与潜在风险？跟随「克劳锐」的视角，一起来 看看。 图片源自小红书 例如，贵阳的"LAW COFFEE"将海盐玫瑰拿铁命名为"无效婚姻"，西安的"法岛咖啡馆"推出"合约摩卡"，深圳的"解是茶啡"则在店内摆放法律书籍供顾客 翻阅。 图片源自小红书 除了视觉与命名的创意，法律咖啡馆还尝试将咖啡消费与实用服务结合。许多店铺由律师或法律从业者开设，选址法院或律所附近，精准锁定法律从业 ...

作者： Mamo 咖啡市场"烈火烹油"，而作为行业的"待爆咖"，即饮咖啡也已迈入200亿规模的大门[1]。看似风光无 两，但实则暗潮涌动。 同样瞄准外出消费场景，OOH街饮咖啡（Out of Home）市场"妙招"频出，规模增长迅速，2024年已 达到1920.6亿元，同比增长18.3%。[2]但街饮咖啡很卷，以瑞幸为例，仅2024年，瑞幸就推出了119 款新品，合作了20多位"代言人"。[3] 街饮咖啡不断推陈出新，消费者对即饮咖啡的需求也正在发生变化。根据飞瓜数据调研显示，消费者对 即饮咖啡的偏好主要集中在口感、味道和健康成分上。[4]这也对即饮咖啡赛道的玩家们提出了更高的 要求。创新能力，已然成为即饮咖啡品牌们的必答题。而在咖啡这一相对成熟、竞争激烈的赛道中，头 部品牌的动向，往往也意味着行业创新的风向转变。而品牌越大，却也越容易陷入"创新者窘境"，即受 限于成功路径与固有思维，难以灵活回应市场变化。但目前看来，雀巢咖啡并未受困，而是跑出了一条 属于自己的产品与品牌创新路径。 仅在今年前四个月内，雀巢咖啡即饮便接连向行业发出多个变化信号弹，迈出了三大新变化：第一，推 出2款王炸风味奶咖新爆款；第二，焕新 ...

Core Viewpoint - The ceiling for coffee consumption in China is far from being reached, with current annual consumption at only 20 cups per urban resident compared to over 300 cups in Japan and the US, indicating significant growth potential in the market [1][4]. Company Strategy - Luckin Coffee has launched the "Coffee+" strategy, with a focus on "Coffee + Hainan" to expand investments in Hainan, leveraging the advantages of the Hainan Free Trade Port to establish it as a key international hub [1][2]. - The company plans to increase its store presence and investment in the supply chain in Hainan, which is seen as a strategic point for international expansion [2]. - Luckin Coffee has already opened stores in Malaysia and Singapore, with over 50 locations in Singapore, and aims to enhance its operations in Hainan post the Free Trade Port's closure [2]. Market Trends - The coffee industry is experiencing a trend of "Coffee+" innovations, integrating coffee with various elements such as flowers, health, and local specialties, reflecting a broader industry development trend [3]. - The Chinese coffee market has seen a 167% increase in consumption over the past decade, reaching 350,000 tons, with expectations for the fresh coffee market to exceed 220 billion yuan by 2025 [4]. Competitive Landscape - The coffee market is facing intense competition, particularly from the ongoing "9.9 yuan price war," which has pressured Luckin Coffee's performance, although the company is gradually reducing its discounted offerings [4]. - The rise of new tea beverage companies, which share a similar consumer base with coffee, adds to the competitive pressure in the beverage market [4]. Procurement Strategy - Luckin Coffee has signed a five-year agreement to purchase 240,000 tons of Brazilian coffee beans, marking the largest coffee bean procurement plan between Brazil and a Chinese company [5].

Core Viewpoint - The 2025 Hainan Coffee Consumption Month was launched with the theme "Fei Xiang Free Trade Port, Coffee Aroma Chains Globally," focusing on promoting consumption and the coffee industry chain [1][2]. Group 1: Event Overview - The event will run from April 12 to May 12, featuring diverse coffee-themed cultural activities [1]. - A strategic cooperation agreement was signed by multiple coffee enterprises to advance the coffee industry towards clustering, diversification, and branding [2]. Group 2: Industry Development - Hainan has prioritized coffee as a key industry in tropical high-efficiency agriculture, initiating a three-year action plan for the full coffee industry chain [2]. - The province has developed 10 suitable coffee varieties, established 10 provincial-level shared coffee farms, and created a national coffee industry strong town and a provincial coffee industry cluster [2]. - Hainan's coffee brands, such as "Fushan Coffee" and "Xinglong Coffee," have received national geographical indication protection [2]. Group 3: Future Prospects - The Hainan Provincial Department of Agriculture and Rural Affairs aims to support the coffee industry through event planning, brand promotion, agricultural-tourism integration, and enterprise services [5].

Core Insights - Luckin Coffee has officially announced the discontinuation of its seasonal hit "Apple C Americano," which has sparked widespread consumer lament on social media [1][2][6] - Competitor KFC's coffee brand, K Coffee, has quickly capitalized on this opportunity with aggressive marketing campaigns [1][6] Company Actions - Luckin Coffee confirmed the removal of "Apple C Americano" from its menu, with plans to reintroduce "Sakura Latte" [2] - The drink was part of the "Fruit Coffee C Series" and had gained significant popularity since its launch in late October last year [6] - The discontinuation is attributed to the seasonal nature of the product and a shortage of the required apple concentrate [6] Market Response - Consumers expressed their disappointment on social media, with comments reflecting a strong attachment to the product [6] - K Coffee's marketing strategy includes slogans like "Good apples never say goodbye" to attract former Luckin customers [1][6] Industry Trends - The coffee industry in China is characterized by seasonal product offerings, with brands adjusting their SKUs based on fruit availability [12] - The supply chain for coffee includes both bulk commodities and agile components to support rapid product development [12] Competitive Landscape - K Coffee benefits from a strong supply chain and shared resources with its parent brand KFC, allowing it to maintain healthy profit margins despite competitive pricing [13] - As of the end of 2024, K Coffee plans to expand its store count to approximately 700 locations across 30 provinces in China, with further growth expected to reach 1,300 stores by 2025 [13]

以下文章来源于源Sight ，作者源Sight 源Sight . 源Sight，关注互联网前沿生态和新兴商业。 来源丨源Sight（gh_95838c8306c1） 作者 | 安然 图源丨摄图网 时尚品牌们越来越不务正业了。 26个男模排排站？全场半价折扣？这些坊间疯传福利，Zara通通都没有。但是，这并不影响它新店开张时 人满为患。 近日，南京宇宙中心新街口的Zara全新亚洲旗舰店开业。新店将Zara的"大店策略"贯彻到底，共计两层 楼、面积超过2500平方米。 在服饰体验外，Zara新店还引入了亚洲首家Zacaffè。这次与Zara联手的是南京本地咖啡品牌UNIUNI，全 线产品在20-40元之间，与星巴克咖啡主力价格带有所重合。 其中，带有南京当地文化元素的创意咖啡"梅花三弄"和"印象南京"受到追捧，其中杯价格为35元，大杯价 格为38元。 开业当天，Zacaffè外大排长龙，有消费者向源Sight表示，需排队半小时以上甚至一个多小时，才能喝上 一杯小小的Zara咖啡。 截图来源于小红书 无独有偶，近来时尚品牌们又在国内掀起"服饰+咖啡/餐饮"的热潮，其中也包括"高高在上"的奢侈品牌。 比如，与导演王家 ...

在新茶饮赛道经历三年冷遇后，茶百道于2024年成功上市，此后古茗、蜜雪冰城接连登陆港股市场，蜜雪冰城甚至 成为港股冻资王，打破新茶饮品牌上市首日破发"魔咒"。 而霸王茶姬此次选择闯荡美股，不仅将成为新茶饮品牌在资本市场的另一标志事件，或也将成为霸王茶姬这一东方 消费品牌走向全球的开端之一。 01 作者 | 远禾 数据支持 | 勾股大数 据（www.gogudata.com） 资本市场终于等到了霸王茶姬。 3月26日凌晨，霸王茶姬公开递交IPO招股书，计划在美国纳斯达克上市，股票代码为CHA，也即是"茶"的拼音。 去年以来，新茶饮在资本市场颇受关注。 高质扩张： 激烈市场竞争下的发展奇迹 过去几年间，霸王茶姬飞速发展。 根据招股书数据，2022至2024年间，霸王茶姬营收规模分别为4.92亿元、46.40亿元和124.06亿元，几乎每年登上 一个新台阶，三年间增长了超24倍。 | | | | | For the Year Ended December 31, | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 2022 | | 2023 | ...

Core Viewpoint - The rise of domestic coffee brands in China is highlighted, showcasing the innovative development path of the Shenzhen Airbus Star Wanjia Coffee Chain Management Co., Ltd. and its chairman Zhu Shiyao, who integrates Yunnan Dali's coffee beans into his coffee vision [1][2]. Company Overview - Shenzhen Airbus Star Wanjia Coffee Chain Management Co., Ltd. is led by Zhu Shiyao, who transitioned from a nuclear physics professor to a coffee chain entrepreneur at the age of 80, marking a significant cross-industry entrepreneurial journey [2][4]. - The company emphasizes product innovation and brand building as core principles to stand out in a competitive coffee market [6][10]. Product Development - The product line includes both online and offline offerings, such as canned coffee drinks, solid coffee beverages, and upcoming functional coffee products, catering to diverse consumer needs [8]. - The coffee beans used, known as Zhu Kula coffee beans, are sourced from Dali, Yunnan, benefiting from the region's unique climate and soil conditions, which enhance the flavor and aroma of the coffee [6][8]. Market Positioning - Zhu Shiyao aims to position Airbus Star Coffee as a "little Huawei" in the coffee industry, aspiring to become a Chinese equivalent of Starbucks and promote the national brand globally [10]. - The company is actively involved in promoting coffee culture through various activities, aiming to deepen consumer engagement and appreciation for coffee [11]. Future Plans - The company plans to continue enhancing product quality and service levels while promoting coffee culture, ensuring a better coffee experience for consumers [11].

以下文章来源于图数室 ，作者图数室 新浪新闻出品《图数室》栏目。 关注我们，用数据读懂热点。 咖啡豆 涨幅超黄金。 作者 | 图数室 来源 | 图数室 （ID： sina-tushushi ） 2025年刚拉开序幕，国际咖啡市场便迎来了一波迅猛的价格飙升。2024年，美国ICE 咖啡期货年内累计涨幅约为70%，甚至超过黄金。 咖啡豆价格的疯涨引发了广泛关注，咖啡的香气依旧浓郁，但价格的苦涩却愈发明显。 咖啡馆的价目表悄然更新，九块九的咖啡曾是打工人的日常标配，如今却显得岌岌可 危。 图数室 . 消费者们发现，手中的那杯咖啡正变得越来越"昂贵"。 咖啡豆价格为何疯涨？涨价的咖啡豆真的会重塑咖啡市场吗？ 01、咖啡豆涨幅超过黄金 2025年刚拉开序幕，国际咖啡市场便迎来了一波迅猛的价格飙升。咖啡的香气依旧浓 郁，但价格的苦涩却愈发明显。 咖啡豆涨价在去年就开始了。 2024年以来，咖啡豆价格一路高走——5月，交割的阿拉比卡咖啡豆期货价格在近期曾 出现显著上涨，一周内飙升12.5%，这是自2021年7月以来最大的当周涨幅，收盘价达 到每磅2.12美元。11月25日，纽约市场上阿拉比卡咖啡期货价格上涨1.54%，达到 ...