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继续爆单!“做不完,根本做不完!”台州店家都干懵了……
Huan Qiu Wang Zi Xun· 2025-07-11 00:04
Core Viewpoint - The recent "subsidy war" in the food delivery market has led to unprecedented discounts, significantly increasing order volumes and consumer excitement in Taizhou, with platforms like JD, Meituan, and Ele.me competing aggressively [1][2][7]. Consumer Experience - Consumers have reported experiencing substantial discounts, with offers such as "18 yuan off 18 yuan" and even zero-cost meals becoming common [2][4]. - One consumer shared that they spent only 0.4 yuan on a drink and 8.3 yuan on a meal due to these discounts, highlighting the extreme affordability during this period [5][6]. Market Dynamics - The food delivery platforms have seen a surge in order volumes, with Taobao Flash Purchase and Ele.me reporting over 80 million daily orders, including more than 13 million non-food orders [9]. - Despite the initial high level of subsidies, there has been a noted decrease in discount intensity as of July 9, yet order volumes remain high, particularly for popular chain restaurants and beverage shops [7][9]. Industry Impact - The surge in orders has overwhelmed many businesses, with some reporting daily orders increasing by 20 to 30 [9]. - While the profit margins for coffee shops have remained stable, the competition has pressured the profit margins of chain restaurants and other food services [10].
沸腾!美团免单,热搜第一
Zhong Guo Ji Jin Bao· 2025-07-10 10:11
Core Viewpoint - The takeaway from the recent news is that the food delivery giants are engaged in a new round of subsidy wars, with Meituan's "免单" (free order) promotion gaining significant attention on social media, indicating a competitive landscape in the food delivery market [1][3][4]. Group 1: Meituan's Promotion - Meituan's "免单" promotion quickly rose to the top of Weibo's trending topics, with users sharing their experiences and strategies for obtaining free orders [1][4][6]. - The promotion allows users to receive a free order of up to 20 yuan, which will be credited to their Meituan wallet [6][10]. - The promotional period for Meituan's free order campaign is from July 1 to July 31, 2025, with limited daily quotas available [10][12]. Group 2: Competitive Landscape - The summer of 2023 has seen food delivery giants like Meituan and JD.com engage in aggressive subsidy strategies to capture market share, with JD.com announcing a plan to invest over 10 billion yuan in subsidies [13][14]. - As of July 8, JD.com reported that nearly 200 restaurant brands had achieved over 1 million sales on its platform, indicating a growing competitive environment [14]. - The market is evolving into a three-player competition among Meituan, Ele.me, and JD.com, marking a shift from a duopoly to a more competitive landscape [14]. Group 3: Impact on New Tea Beverage Market - The current subsidy campaigns have significantly benefited the new tea beverage sector, with many consumers opting for low-cost items like tea due to the abundance of no-threshold coupons [15][17]. - Data from Nayuki Tea indicates that the number of takeaway orders surged to over 1 million within 48 hours, reflecting a 50% increase compared to previous periods [17]. - The promotional strategies are particularly effective for smaller players in the tea and low-cost fast food segments, as they can quickly gain market share through targeted subsidies [17].
沸腾!美团免单,热搜第一!
中国基金报· 2025-07-10 09:52
Core Viewpoint - The article discusses the ongoing "subsidy war" among food delivery giants in China, highlighting Meituan's recent promotional campaign that has gained significant attention on social media, particularly through its "free meal" initiative [1][2][4]. Group 1: Meituan's Promotion - Meituan's "free meal" campaign quickly became a trending topic on Weibo, with users sharing their experiences and strategies for obtaining free meals [1][4]. - The promotional period for Meituan's campaign is from July 1 to July 31, 2025, with limited daily free meal slots available [9]. - During the promotional week from July 8 to July 13, 2025, Meituan offered 10,000 free meals daily, with a special allocation of 100,000 meals on July 9 [11]. Group 2: Competitive Landscape - The food delivery sector is experiencing a new round of subsidy wars, with major players like Taobao and JD.com also launching aggressive promotional strategies [12][13]. - Taobao announced a plan to distribute 50 billion yuan in subsidies over the next 12 months to attract consumers and merchants [13]. - JD.com has initiated a "Double Hundred Plan," committing over 10 billion yuan to support brand sales, with significant growth in order volumes reported [14]. Group 3: Impact on New Tea Beverage Market - The current subsidy initiatives are particularly beneficial for the new tea beverage market, as consumers are increasingly opting for low-cost items like tea during this promotional period [16]. - The demand for tea beverages has surged, with some stores reporting overwhelming order volumes due to the "0 yuan purchase" promotions [17]. - Nai Xue's Tea reported a 50% increase in order volume within 48 hours of the subsidy launch, with some stores experiencing a 230% increase in sales [18].
奶茶接到外卖大战的泼天富贵:茶饮店爆单,股价飘红但未持续
Nan Fang Du Shi Bao· 2025-07-10 04:32
Core Viewpoint - The tea beverage industry experienced a significant surge in sales over the weekend of July 5-6, driven by increased subsidies from delivery platforms, leading to record-breaking order volumes and revenue for many brands [1][12][21]. Group 1: Sales Performance - A tea beverage brand reported total sales exceeding 63 million yuan over the weekend, with individual store daily sales reaching a record of 54,000 yuan [12][14]. - Several brands achieved over 1 million orders within the same two-day period, indicating a substantial increase in consumer demand [12][17]. - The average sales volume for a tea shop increased by approximately 30% to 50% compared to the previous month, with some stores experiencing a staggering 499% increase in sales [8][20]. Group 2: Market Dynamics - The surge in online orders has led to a noticeable decline in in-store customer traffic, as consumers prefer the convenience and lower prices offered by delivery platforms [6][11]. - Major delivery platforms reported a total of over 200 million orders in a single day, reflecting the heightened activity in the food and beverage sector [21][23]. - The competitive landscape intensified with platforms like Taobao launching a substantial subsidy program, resulting in a 190% increase in orders for restaurant brands [21]. Group 3: Stock Market Reaction - Following the sales boom, stock prices for several publicly listed tea companies rose sharply on July 7, although this upward trend was not sustained in the following days [4][21]. - Specific stock price increases included a 5.74% rise for Mixue Ice City and an 11.04% increase for Tea Baidao, although many stocks later experienced declines [24]. Group 4: Operational Challenges - The rapid increase in order volume has put significant pressure on staff and operational capacity, with some stores needing to increase staff numbers to manage the workload [8][11]. - Despite the revenue growth, the reliance on discounts and promotions raises concerns about long-term sustainability and brand loyalty within the industry [25].
平台“补贴战” 火了新茶饮 多家茶饮品牌门店爆单股价飙升
Shen Zhen Shang Bao· 2025-07-09 16:34
Core Viewpoint - The recent "takeout subsidy war" initiated by Alibaba and Meituan has significantly boosted the new tea beverage consumption across the country, leading to a surge in stock prices of tea beverage companies in the Hong Kong market [1][2]. Group 1: Market Impact - The introduction of various no-threshold coupons such as "25 yuan off 21 yuan" and "25 yuan off 20 yuan" has ignited a consumption boom in new tea beverages [1]. - As of July 8, 2023, tea beverage stocks saw notable increases, with Cha Bai Dao rising by 5.82% to 11.28 HKD, Nayuki's Tea increasing by 2.53% to 1.62 HKD, and Gu Ming up by 0.36% to 27.7 HKD [1]. - The stock prices of tea beverage brands remained high, with Gu Ming rising by 2.17% to 28.30 HKD and Mi Xue Group increasing by 0.74% to 543.00 HKD as of July 9, 2023 [1]. Group 2: Operational Dynamics - Many tea beverage brands experienced a "surge in orders," with Nayuki reporting multiple stores facing "explosive order" situations, particularly in cities like Shenzhen [2]. - The "takeout war" has positioned tea and coffee consumption as major beneficiaries due to their high frequency, low average transaction value, and stable preparation processes [2]. - Supply chain efficiency has become a core competitive factor, with leading brands like Heytea and Cha Bai Dao leveraging digital supply chain technologies to reduce waste, while smaller brands struggle with technological capabilities [2].
平台外卖大战,新茶饮门店迎爆单潮!补贴退潮后,将倒逼品牌优化成本结构
Sou Hu Cai Jing· 2025-07-09 11:12
Core Viewpoint - The recent "takeout subsidy blitz" initiated by Alibaba and Meituan has significantly boosted the new tea beverage market, leading to a surge in orders and stock prices of tea brands in the Hong Kong market [1][5]. Group 1: Market Impact - The promotional campaigns included substantial discounts such as "25 off 21" and "25 off 20," which ignited a consumption boom in new tea beverages [1]. - On July 8, tea beverage stocks saw notable increases, with Cha Bai Dao rising by 5.82% to HKD 11.28, Nayuki's Tea up by 2.53% to HKD 1.62, and Gu Ming increasing by 0.36% to HKD 27.7 [1]. - As of July 9, despite fluctuations, the enthusiasm for tea beverage stocks remained high, with Gu Ming's stock rising by 2.17% to HKD 28.30 and Mi Xue Group up by 0.74% to HKD 543.00 [1]. Group 2: Order Volume Surge - The subsidy war led to a "surge in orders" for tea brands, with Nayuki reporting a threefold increase in order volume at some locations [4]. - On July 5, Nayuki's nationwide orders exceeded 1 million within 48 hours, marking a 50% increase compared to previous periods, with some stores experiencing a 230% rise in orders [4]. - Other tea brands like Mi Xue Bing Cheng, Gu Ming, and Cha Bai Dao also reported similar "explosive order" scenarios, with some stores' order receipts extending several meters [4]. Group 3: Industry Trends - Analysts predict that the end of the subsidy war will drive industry consolidation, with leading brands likely to capture a larger market share [5]. - The tea beverage industry is characterized by high standardization, which may lead to further concentration among top brands [5]. - Supply chain efficiency is becoming a core competitive factor, with leading brands utilizing digital tools to enhance operational efficiency, while smaller brands may struggle to keep up [5].
外卖大战!奶茶店员和骑手干“冒烟”了
第一财经· 2025-07-08 02:45
2025.07. 08 本文字数:2895,阅读时长大约5分钟 作者 | 第一财经 陈杨园 陆涵之 揭书宜 刘佳 封图 | 蜜雪冰城门口外卖小哥在等待取货,摄影 揭书宜 美团阿里外卖商战,奶茶店员和外卖骑手干"冒烟"了。 "入职以来最累的一天。"小票如雪片般堆在地上,超负荷运转的机器轰鸣不止,打包台上纸袋成山, 凌晨三点还在做奶茶……史无前例的爆单让店员们忙到"崩溃"。 "5号夜里很多顾客看到优惠下了预订单,早上我们骑手去取餐的时候,看到的预订单就已经800多单 了。"重庆骑手廖泽萌从后台看到,很多奶茶订单只要0.01元。 风暴始于巨头们真金白银的厮杀。上个周末,突如其来的补贴大战,成功点燃了消费者"奶茶自由、 咖啡自由"的热情。各种"薅羊毛"战利品塞满冰箱的晒图刷屏社交平台,平台交出破纪录的成绩单。 在这背后,门店与骑手经历了一场极限压力测试。累,是他们最深刻的周末记忆。 奈雪门店爆单(奈雪供图) 爆单了!奶茶店员找亲属帮忙 在上海挪瓦咖啡由由世纪广场店,咖啡机超负荷运转,打包台堆满待取的外卖单,店员们脚步带风。 门店负责人王睿(化名)见证了周末单日外卖订单的翻倍增长,最繁忙的周末整体订单量环比激增 30% ...
平台外卖大战门店爆单!新茶饮股集体上涨,消费者:“我实在喝不下了”
第一财经· 2025-07-07 14:38
Core Viewpoint - The recent competition between Alibaba and Meituan in the food delivery sector has significantly boosted the sales of tea beverage companies, leading to a surge in orders and market activity [3][9]. Group 1: Market Performance - On July 7, tea beverage stocks experienced a collective rise, with notable increases: Cha Bai Dao up 11% to HKD 10.66, Nai Xue's Tea up 3.95% to HKD 1.58, Gu Ming up 6.15% to HKD 27.6, Hu Shang A Yi up 5.68% to HKD 141.3, and Mi Xue Group up 5.74% to HKD 543.5 [1]. - During the weekend of July 5-6, Nai Xue's Tea reported over 1 million delivery orders, a 50% increase compared to the previous period, with some stores seeing a 230% increase in orders [8]. Group 2: Competitive Landscape - The intense competition between Alibaba and Meituan led to the issuance of substantial discount coupons, resulting in a nationwide surge in food delivery orders, with Meituan reporting over 1.2 billion orders on July 5 [3][5]. - The "takeaway war" has been beneficial for the ready-to-drink tea market, as platforms like JD, Meituan, and Ele.me have increased their delivery subsidies since April, making tea and coffee consumption the biggest beneficiaries of this traffic boom [9].
史诗级外卖大战!大量网友晒单“零元购 ”,店员忙到怀疑人生…茶饮板块意外爆发
YOUNG财经 漾财经· 2025-07-07 11:30
Core Viewpoint - The recent massive competition in the food delivery market, driven by significant subsidies from Alibaba and Meituan, has led to an unprecedented surge in orders, particularly in the tea beverage sector, causing operational challenges for delivery platforms and restaurants [1][14][15]. Group 1: Market Dynamics - On July 7, 2023, Alibaba's Taobao Flash Sale and Ele.me reported over 80 million daily orders, with non-food orders exceeding 13 million, marking a significant increase from over 10 million orders on May 4 [1]. - The tea beverage sector saw a collective surge in stock prices, with companies like Cha Bai Dao, Gu Ming, and Nai Xue's Tea rising over 10% on July 7, 2023 [2]. - Meituan's stock fell by 1.49% while Alibaba's stock saw a slight increase of 0.29% amid the intense competition [3]. Group 2: Subsidy Impact - On July 2, 2023, Taobao announced a substantial subsidy plan of 50 billion yuan, leading to a significant increase in orders across various retail categories, particularly in prepared foods and beverages [5]. - The introduction of "zero-cost purchases" for certain items led to overwhelming demand, causing Meituan's platform to experience outages due to the unprecedented order volume [6][11]. Group 3: Operational Challenges - Many tea shops reported a dramatic increase in daily orders, with some locations handling 300-500 orders compared to their usual volume, leading to staff working up to 14 hours a day [8]. - Delivery personnel reported record earnings due to the high volume of orders and increased delivery fees, with some earning over 1,700 yuan in a single day [10][12]. - The intense competition has resulted in longer wait times for customers, as tea shops struggle to keep up with the surge in demand [11][12]. Group 4: Competitive Strategies - The competition intensified as Alibaba aimed to surpass Meituan's order volume, targeting 90 million to 100 million orders on July 5, 2023 [15]. - Meituan responded with aggressive coupon promotions to retain market share against Alibaba's subsidy initiatives [16].
新茶饮股集体上涨,平台外卖大战门店爆单
Di Yi Cai Jing· 2025-07-07 10:22
7月5日至7月6日,阿里、美团外卖大战白热化。 7月7日,茶饮股集体高开。截至发稿,茶百道(02555.HK)涨11%,报10.66港元;奈雪的茶(02150.HK)涨4%,报1.58港元;古茗(01364.HK)涨6%,报27.6港 元;沪上阿姨(02589.HK)涨6%,报141.3港元;蜜雪集团(02097.HK)涨6%,报543港元。 7月5日至7月6日,阿里、美团外卖大战白热化。两个平台分别发放外卖大额券,其中包括"满25减21""满25减20""满16减16"等多张无门槛的外卖券。7月5 日,"美团崩了"登上热搜。7月5日夜间,美团发布了战报,表示截至当日22时54分,美团即时零售当日订单已经突破了1.2亿单。其中,餐饮订单已超过1亿 单。 在此背景下,多家茶饮店迎来爆单。奈雪的茶方面数据显示,7月5日至7月6日周末两天外卖订单破峰值,两天突破100万单,环比增长50%,单店最高环比 增长230%。7月7日下午,第一财经记者在上海市浦东新区一家蜜雪冰城门口看见外卖小哥不断进出,送出一单又一单。不过店员表示,外卖生意已经不如 刚过去的周末,但比上个工作日好些。 华西证券在一份公开研报中指出,"外卖大 ...