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奈雪美国首店落地纽约:百米长队绕街角,三天营业额近 8.7 万美金
Ge Long Hui· 2025-10-09 09:40
近日,健康茶饮领导者奈雪的茶正式登陆美国市场,首店位于纽约华人/亚裔最集中商业区域——法拉盛,奈雪凭借健康茶饮产品和品牌号召力,开业首日 便迎来排队狂潮,店外百米长队蜿蜒至街角,热闹景象成了法拉盛最吸睛的风景。据悉,奈雪美国首店开业三天营业额近8.7万美金(约62万人民币),三日售 出近1.3万份产品,刷新奈雪门店开业纪录。 与此同时,适逢国庆长假,奈雪国内门店也引来消费热潮,全国门店店均订单量与营收同比实现双增长,多地门店环比节前增长超700%,其中不乏成都、 大连、横店等热门旅游城市门店。 纽约"奈雪热":排队2小时,三日营收创海外新高 Naisno Naisnow N Naisnov 法拉盛作为纽约核心华人聚集区,日均人流量超10万人次,奈雪门店坐落于法拉盛王子街主路口,门店上下复式两层近120平米,延续明亮、温馨的现代东 方设计风格。优越的区位和出色的产品体验共同助推门店表现:开业三天营业额近8.7万美金(约62万人民币),客流量与销售额双双创下奈雪海外门店的新 高。 三日售超1.3万份产品,小绿瓶成"爆款王" 据悉,奈雪美国首店开业三日售出近1.3万份产品,健康茶饮备受海外消费者喜爱,"小绿瓶""超 ...
奈雪的茶美国首店落地纽约:百米长队绕街角 三天营业额近8.7万美金
Zhi Tong Cai Jing· 2025-10-09 09:37
近日,健康茶饮领导者奈雪的茶(02150)正式登陆美国市场,首店位于纽约华人/亚裔最集中商业区域——法拉盛,奈雪凭借健康茶饮产品和品牌号召力,开 业首日便迎来排队狂潮,店外百米长队蜿蜒至街角,热闹景象成了法拉盛最吸睛的风景。据悉,奈雪美国首店开业三天营业额近8.7万美金(约62万人民币), 三日售出近1.3万份产品,刷新奈雪门店开业纪录。 与此同时,适逢国庆长假,奈雪国内门店也引来消费热潮,全国门店店均订单量与营收同比实现双增长,多地门店环比节前增长超700%,其中不乏成都、 大连、横店等热门旅游城市门店。 纽约"奈雪热":排队2小时,三日营收创海外新高 国庆期间,纽约法拉盛主街道被"奈雪绿"包围,每天早晨九点不到,店外就已排起蜿蜒长队,最长等待时间超2小时。队伍中除了华裔面孔,更有不少肤色 各异的本地"老外","之前已经刷到NaiSnow美国店即将开业的消息,听说是非常有名的茶饮品牌,今天特地提早过来看看,计划三款'绿色'产品都试一 试!"排队中的大学生Judy笑着说。原来这场火爆早有铺垫:此前奈雪为开业预热举办的快闪活动引发广泛关注,相关话题#奈雪快闪纽约排长龙#更是冲上微 博多个热搜高位,为正式开业攒足 ...
奈雪的茶(02150)美国首店落地纽约:百米长队绕街角 三天营业额近8.7万美金
智通财经网· 2025-10-09 09:35
智通财经APP获悉,近日,健康茶饮领导者奈雪的茶(02150)正式登陆美国市场,首店位于纽约华人/亚裔最集中商业区域——法拉盛,奈雪凭借健康茶饮产 品和品牌号召力,开业首日便迎来排队狂潮,店外百米长队蜿蜒至街角,热闹景象成了法拉盛最吸睛的风景。据悉,奈雪美国首店开业三天营业额近8.7万 美金(约62万人民币),三日售出近1.3万份产品,刷新奈雪门店开业纪录。 与此同时,适逢国庆长假,奈雪国内门店也引来消费热潮,全国门店店均订单量与营收同比实现双增长,多地门店环比节前增长超700%,其中不乏成都、 大连、横店等热门旅游城市门店。 纽约"奈雪热":排队2小时,三日营收创海外新高 国庆期间,纽约法拉盛主街道被"奈雪绿"包围,每天早晨九点不到,店外就已排起蜿蜒长队,最长等待时间超2小时。队伍中除了华裔面孔,更有不少肤色 各异的本地"老外","之前已经刷到NaiSnow美国店即将开业的消息,听说是非常有名的茶饮品牌,今天特地提早过来看看,计划三款'绿色'产品都试一 试!"排队中的大学生Judy笑着说。原来这场火爆早有铺垫:此前奈雪为开业预热举办的快闪活动引发广泛关注,相关话题 #奈雪快闪纽约排长龙# 更是冲上 微博多个 ...
奈雪,雪崩
凤凰网财经· 2025-09-19 12:35
Core Viewpoint - The article discusses the contrasting fortunes of new tea beverage brands, particularly focusing on the rise of brands like Mi Xue Ice City and the decline of Nayuki, highlighting the challenges faced by Nayuki in a competitive market [4][12][39]. Group 1: Market Overview - The new tea beverage market is experiencing a wealth wave, with brands like Mi Xue Ice City achieving a market capitalization of 178 billion, while Nayuki's market value has plummeted over 90% from 300 billion to approximately 2 billion HKD [4][12]. - The overall market for ready-to-drink tea beverages in China is projected to grow from 3,127 billion in 2024 to 3,689 billion in 2025, with a growth rate of about 17.97% [39]. Group 2: Nayuki's Journey - Nayuki's tea was launched in November 2015, aiming to create a high-end tea experience inspired by Starbucks' "third space" concept [5][6][7]. - Despite initial success and becoming the first unicorn in the new tea beverage sector with a post-investment valuation of 6 billion in 2018, Nayuki's fortunes reversed after its IPO in 2021 [11][12]. - From 2018 to 2024, Nayuki's revenue grew from 1.087 billion to 4.921 billion, but it incurred a cumulative net loss of nearly 6.2 billion during the same period [14]. Group 3: Challenges Faced by Nayuki - Nayuki's heavy reliance on a direct sales model has led to high operational costs, with labor and rent accounting for 41.7% of total costs, while the operating profit margin is only 7.8% [20][21]. - The brand's market share has drastically declined from 17.7% in 2021 to 1.2% in 2024, with single-store sales dropping from 30,000 to less than 10,000 [14][24]. - Nayuki's high-end positioning has become a liability as consumer preferences shift towards cost-effective options, leading to a significant drop in foot traffic and sales [24][26]. Group 4: Competitive Landscape - Other brands like Mi Xue Ice City and Ba Wang Cha Ji have successfully adopted a franchise model, allowing for rapid expansion and lower operational costs, contrasting with Nayuki's struggles [27]. - Nayuki's attempt to open franchise opportunities came too late, with high initial fees deterring potential franchisees, resulting in a closure of nearly 350 stores in the past year [28][37]. Group 5: Recent Developments and Future Strategies - Nayuki is attempting to pivot towards health-focused products and has launched a new line of sugar-free beverages, but competitors quickly matched these offerings, diluting Nayuki's unique selling proposition [39][40]. - The company is also exploring the light meal segment and has initiated a brand upgrade, simplifying its name and logo in an effort to rejuvenate its market presence [39][41].
喜茶「超级植物茶」上新一周年卖出1亿杯,消耗新鲜羽衣甘蓝近300万斤
Bei Jing Shang Bao· 2025-09-19 06:44
9月19日,喜茶「超级植物茶」迎来上新一周年。据官方数据显示,「超级植物茶」全系列产品已售出 超1亿杯,喜茶坚持采用新鲜的羽衣甘蓝每日现榨,截至目前已使用近300万斤的新鲜羽衣甘蓝,而喜茶 首创的系列产品「羽衣纤体瓶」与「去火纤体瓶」持续热卖至今,成为新茶饮菜单上的经典产品选项。 作为喜茶的新晋人气品类,「超级植物茶」自去年以来持续引发消费热潮。延续系列灵感,喜茶深入探 寻全球超级植物,不断为消费者打造差异化的健康茶饮选择,不仅推出了多款人气单品,持续引领新茶 饮的产品研发趋势,还推动了健康小众原料的普及与品质升级。在「超级植物茶」的带动下,羽衣甘蓝 成为当下最炙手可热的明星原料之一。 基于品类探索,喜茶不断研发拓展产品形态的边界,将人气现制茶饮的产品灵感延续到了瓶装产品中, 带来了首款瓶装「超级植物茶」—— 羽衣甘蓝青瓜,上新后迅速成为山姆酒水饮料品类新品销量第一 名,并连续登上山姆各类热销榜单,成为继喜茶特浓抹茶、50%果汁茶后的又一款爆款瓶装产品,为消 费者带来超越场景限制的「超级植物茶」体验。在社交媒体平台上,喜茶羽衣甘蓝青瓜也频频占据消费 者热议话题,被许多消费者列入"山姆必买清单"。 持续差异化引 ...
奈雪的茶2025年中期业绩分析:健康战略转型与财务表现评估
Xin Lang Zheng Quan· 2025-09-05 10:06
Core Insights - The company reported a significant reduction in adjusted net loss by 73.1%, from 438 million to 118 million yuan year-on-year [1] - Operating cash flow increased by 33.1% to 138 million yuan, maintaining positive inflow for three consecutive reporting periods [1] - Revenue decreased by 14.4% to 2.178 billion yuan, primarily due to the closure of 132 underperforming stores [1][2] Financial Performance: Loss Reduction and Cash Flow Improvement - The company showed improvements in various financial metrics, with a notable reduction in loss and stable cash flow [2] - Revenue structure adjusted with a 14.4% year-on-year decline, resulting from proactive optimization of the store network [2] - As of June 30, cash reserves stood at 2.79 billion yuan, supporting business operations and development [2] Operational Data: Store Efficiency and Membership Growth - Average daily sales per store increased by 4.1%, from 7,300 yuan to 7,600 yuan, while average daily order volume rose by 11.4% [3] - Performance varied across city tiers, with new first-tier cities seeing over 9% growth in daily sales per store [3] - Membership continued to expand, reaching 111 million, with an increase of 8.3 million members, and a higher proportion of young consumers [3] Product Strategy: Health Positioning and Market Feedback - The company established a health-focused product strategy, launching the "No Sugar Natural Nutrition+" initiative [4] - The "Little Purple Bottle" series achieved sales of 500,000 cups within three days of launch, becoming a top-selling item [4] - Testing of new store formats, such as "Nai Xue Green," aimed at covering various consumption scenarios, showed promising early sales [4] Development Strategy: Store Optimization and Product Innovation - The company plans to advance business development through three main directions in the second half of 2025 [5] - Continued adjustment and optimization of store models, with an expansion of the "Nai Xue Green" format [5] - Ongoing product development will focus on health, with plans to introduce more products using natural ingredients [5] Membership Operations and International Market - The company aims to deepen precise marketing through its existing membership system while cautiously advancing international expansion [6] Industry Environment and Future Outlook - The ready-to-drink tea industry remains competitive, with the market size projected to reach 374.93 billion yuan by 2025 [7] - The company faces challenges such as homogenization, cost control, and changing consumer preferences [8] - Plans for the second half of 2025 include further optimization of the store network and exploration of new store models [8] - The shift in the tea industry from scale expansion to quality improvement is evident, with the company attempting to establish a differentiated competitive advantage [8]
茶乙己创始人张小秋:新茶饮的最大趋势是健康化 | 2025 新观茶
Nan Fang Nong Cun Bao· 2025-08-28 03:31
Group 1 - The core trend in the new tea beverage industry is health-oriented products, with a focus on reducing sugar and carbohydrates while enhancing nutritional value [9][17][56] - The company has introduced a new brand image "Yue Ji," inspired by traditional culture, to align with its health-focused philosophy [12][17] - The use of dietary fiber sugar and 997L - Arabinose is a key innovation, which can suppress 80% of sugar absorption, making the beverages healthier [13][17][21] Group 2 - The overseas market shows a higher consumer awareness of health, with different preferences compared to the domestic market, such as the acceptance of certain ingredients like plant-based creamers [14][25][56] - The company has successfully established a presence in Southeast Asia, the US, and the Middle East, with significant sales figures and a focus on local consumer preferences [31][33][39] - Challenges in the US market include high operational costs and stringent food safety standards, requiring careful management of supply chains and local regulations [36][38] Group 3 - Cost control in the supply chain is crucial, with a focus on minimizing waste and establishing long-term relationships with suppliers to ensure quality and pricing [45][49] - The current state of the new tea beverage supply chain in China is relatively mature but faces issues of over-concentration in certain product categories and severe homogenization among brands [53][54][56] - The future of the industry may involve a shift towards more specialized products and a need for rational pricing strategies to ensure sustainable growth [54][56] Group 4 - The company observes that regions like Guizhou and Yunnan have strong potential for becoming core sources for the new tea beverage supply chain due to their quality raw materials and supportive government policies [62][63]
日均订单量同比提升11.4%!奈雪2025上半年靠“健康产品”打开增长空间
Ge Long Hui· 2025-08-27 11:43
Core Viewpoint - Naixue's Tea has shown significant improvement in its mid-2025 performance report, indicating the success of its health strategy with a substantial reduction in adjusted net loss and positive growth in key operational metrics [1][3][12] Financial Performance - Adjusted net loss narrowed by 73.1% year-on-year, from 438 million to 117 million [1][12] - Operating cash flow increased by 33.1% year-on-year to 138 million [1][3] - Cash on hand as of June 30 reached 2.79 billion, indicating strong financial stability [3] Sales and Operational Metrics - Average daily sales per store increased by 4.1% compared to the same period in 2024 [3] - Daily order volume rose from 265.9 to 296.3, a year-on-year increase of 11.4% [3] - Same-store sales grew by 2.3% year-on-year to 1.76 billion [3] Membership and Customer Engagement - Registered membership increased to 111 million, with 8.3 million new members, predominantly from younger demographics [3][12] - The shift in consumption scenarios from "immediate thirst" to "daily light nutrition" reflects changing consumer preferences [3] Product Innovation and Market Strategy - The launch of the "No Sugar Natural Nutrition+" initiative marks a shift towards healthier product offerings [4][10] - The "Little Purple Bottle" series achieved over 500,000 sales within three days of launch, showcasing strong market acceptance [6] - The introduction of "Nai Xue Green" stores aims to cover all-day dining scenarios, enhancing consumer engagement [8][10] Future Strategic Directions - The company plans to optimize store models and explore new market scenarios, focusing on health-oriented products [10][12] - Emphasis on digital membership strategies for precise customer engagement and expansion into overseas markets [10][12]
专业营养师力荐!奈雪这款姜黄酸奶昔靠“健康”撕开茶饮竞争缺口
Sou Hu Wang· 2025-08-18 08:17
Core Insights - The article highlights the success of Nayuki's "Natural Nutrition+" strategy, particularly with the launch of the "Sunshine Golden Pineapple Turmeric Smoothie," which topped sales charts on its first day [1][6] - This product is part of Nayuki's initiative to promote healthier beverage options, reinforcing the brand's commitment to "natural, nutritious, and low-burden" offerings [1][11] Product Details - The "Sunshine Golden Pineapple Turmeric Smoothie" combines turmeric, known as "plant gold," with imported Philippine golden pineapple and passion fruit, creating a dual-effect nutritional system focused on "antioxidation and anti-inflammation" [3][5] - The smoothie contains approximately 8.2mg of Vitamin C per 100g, providing about 50% of the daily Vitamin C requirement in one serving, and includes over 100 billion CFU of active probiotics per 100g for gut health [5][6] Market Performance - The product has shown strong market performance, with 85% of repurchase users recognizing its health benefits, indicating significant market appeal [6][9] - Nayuki's health product matrix has consistently gained traction, with previous products like the "Little Purple Bottle" series achieving over 500,000 cups sold within three days of launch [8][9] Strategic Development - Nayuki's health strategy is characterized by a clear path, having launched the "Fresh Fruit Tea No Sugar Natural Nutrition+" plan in June, in collaboration with various nutrition experts [9][11] - The company aims to continue exploring the value of superfoods and deepen its "Natural Nutrition+" initiative by introducing more products with clear health benefits [11]
行业三强扎堆赴港IPO 新茶饮赛道竞争加剧
Xin Hua Wang· 2025-08-12 05:47
新年伊始,港股IPO市场又迎来新茶饮赛道"新选手"。蜜雪冰城股份有限公司(简称"蜜雪冰城")和古 茗控股有限公司(简称"古茗")双双披露了申请版本的招股文件。加之此前已递表港交所的四川百茶百 道实业股份有限公司(简称"茶百道"),以门店数量排名的国内新茶饮赛道"三强"均已踏上冲刺港股 IPO之路。 《经济参考报》记者注意到,从截至2023年第三季度末的财报数据来看,蜜雪冰城实现收入153.93亿 元,实现期内利润24.53亿元,毛利率达29.7%;古茗实现收入55.71亿元,实现期内利润10.02亿元,毛 利率达31%。多家颇为引人注目的新茶饮企业"同台竞技",让近期港股新茶饮赛道竞争更加激烈。 瞄准供应链能力 新茶饮拼"内功" 对于新茶饮企业而言,规模化、高效的供应链体系是提高运营效果和效率的基础。上述计划进军港交所 的新茶饮企业,均把此次募资拟投向的重点方向定为提升供应链能力和加码数字化。 蜜雪冰城招股文件显示,此次部分募资将用于提升公司端到端供应链的广度和深度。具体而言,包括投 资于国内自产门店物料与设备的产能扩张,如计划在海南生产基地建造专门生产冷冻水果、咖啡、糖浆 和小料等产品的新设施。作为国内现制 ...