Group 1 - The core narrative highlights how the Norwegian salmon industry transformed Japanese eating habits through a robust supply chain, illustrating the power of supply chain capabilities in shaping consumer preferences [1][4] - The current beverage industry is experiencing a similar trend, where companies like Luckin Coffee are redefining consumer expectations and habits through stable, high-quality, and low-cost raw material supply [2][3] Group 2 - The Chinese ready-to-drink beverage market is projected to reach a scale of 627.9 billion yuan in 2024, with a compound annual growth rate of 23% over the past five years [5] - Intense competition has led to a price war, with brands facing challenges due to product innovation stagnation and rising consumer demands for quality and health [7][8] Group 3 - Luckin Coffee has established a global supply chain strategy, creating an "origin cluster" that ensures quality and stable supply of raw materials from regions like Brazil, Ethiopia, and Indonesia [8][14] - The company has secured significant procurement agreements, including a five-year contract for 240,000 tons of coffee from Brazil, positioning itself as a leader in the domestic coffee import market [15] Group 4 - Luckin Coffee's "Origin Festival" campaign emphasizes its supply chain advantages, allowing it to define quality and lead market demand, creating a competitive edge that is difficult for other brands to replicate [11][12] - The company's supply chain strategy includes a positive feedback loop that enhances cost control and market expansion, solidifying its market position [13] Group 5 - The competition in the beverage industry is shifting from merely discovering new ingredients to controlling the supply chain, with companies needing to build efficient and sustainable supply systems to maintain a competitive advantage [26][27] - Luckin Coffee's extensive supply chain network, which spans global agricultural sources, is its true competitive moat, enabling it to navigate market challenges effectively [28][29]