寄生模式
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“寄生咖啡”门店突破1万家,独立加盟商遭“背刺”?
阿尔法工场研究院· 2025-12-16 05:23
以下文章来源于每日商业必读 ,作者余生 12 月 11 日,挪瓦咖啡正式宣布全球门店总数已突破 10000 家,覆盖国内超过 300 座城市,并在澳洲、东南亚等海外多地落地。 业内人士分析,以挪瓦咖啡的拓店速度和创新模式,公司很有可能冲击连锁咖啡行业第二的地位。 而更加引人注目的是,这家成立于 2019 年的年轻品牌,在 2025 年实现了同比增长幅度达 4 倍以上的惊人增长速度。 挪瓦咖啡单月开店数最高达 1800 家,这一速度堪称全球第一。公司高层透露,实际上在 10 月底签约门店数就已破万,当时并未急于对外发布。 "万店规模只是起点,公司更看重如何助力合作伙伴和加盟商更好的生意与利润增长,为下一步再上新台阶打好基础。" "寄生模式"扩张 挪瓦咖啡成立于 2019 年。 每日商业必读 . 商业世界的前沿阵地 导语:挪瓦的四位创始人没有线下开店经验,因此选择"店中店"模式。 继瑞幸咖啡、库迪咖啡和幸运咖之后,中国又一家万店咖啡品牌诞生了。 当时咖啡市场早已不是一片蓝海,星巴克稳坐高端咖啡市场的龙头宝座,瑞幸则凭借互联网思维和疯狂补贴在平价咖啡领域迅速崛起,众多精品咖 啡品牌也在各自的细分赛道上努力耕耘。 这 ...
拆解挪瓦7800家店:用“寄生”抢规模,与便利店共舞
Ge Long Hui· 2025-11-15 20:10
Core Insights - The rapid expansion of Nova Coffee is primarily driven by its "parasitic model," which allows the brand to embed its coffee business within existing commercial entities, significantly reducing costs and leveraging established customer traffic [4][19] - As of November 3, 2025, Nova Coffee has opened 7,235 parasitic stores, accounting for 91.9% of its total stores, with a strong focus on convenience stores [5][6] - The brand's partnership with Meiyijia convenience stores is crucial, with 3,635 stores featuring Nova Coffee, representing 46.2% of its total outlets [8][12] Store Distribution - New first-tier cities have become a key focus for store distribution, with 2,246 stores, making up 28.5% of the total [1] - Lower-tier cities (fourth-tier and below) have seen significant penetration, with 1,423 stores, representing 18.1% of the total [1] Parasitic Model Advantages - The parasitic model offers three main advantages: low cost and asset-light operations, shared customer traffic, and rapid market testing capabilities [4] - Nova Coffee has successfully utilized this model to achieve remarkable growth, opening an average of 56 stores per day over the past three months [4] Convenience Store Dominance - Convenience stores are the primary venue for Nova Coffee's parasitic model, with 7,164 stores located within various convenience store chains, making up 99.0% of its parasitic outlets [6] - The alignment of convenience store locations with coffee consumer demographics enhances customer access and increases sales potential [8] Operating Hours - Over 70% of Nova Coffee's stores operate 24 hours, with 5,561 stores open around the clock, providing a competitive edge in the market [12][15] - The 24-hour operation aligns well with the convenience store model, allowing Nova Coffee to meet consumer demand across all times of the day [18] Online Expansion - Nova Coffee is also expanding its online presence, with 7,425 stores offering delivery services through mini-programs, achieving a 94.2% activation rate [18]