以下文章来源于咖门 ，作者国君 咖门 . 聚焦茶饮、咖啡行业，关注饮品新风潮 饮品新风口来了：一大波茶饮老板集体做糖水。 有的在原来的茶饮店＋糖水，业绩飙升 200% ，月营收冲到七八十万；有的创糖水副牌，已开出数百家门店，老板说"回本周期比茶饮店更短"。 对茶饮人来说，糖水是门好生意吗？ 一大波茶饮老板杀入糖水 有人赚得盆满钵满 "茶饮 + "的路上，永远有新风口。 "茶饮 + 咖啡"趋势下，幸运咖万店在即、古茗把咖啡铺到近 8000 店；"茶饮 + 零售"模式下，茶颜把周边卖到海外， 蜜雪打造出月营收1500万的神店 。 内蒙品牌鲜芒多， 在新开的旗舰店上架"日式刨冰"，销售占比达到了 20% ，一天最多卖出 200 多份，"茶饮供给过盛，竞争激烈，糖水产品相对稀缺， 业绩不错。"鲜芒多创始人程晓峰表示。 成都一位茶饮老板新创糖水食铺， 专注豆花和芝麻糊，已经打入社区 ，俘获了大批中老年顾客，生意持续增长。 还有不少品牌拿到了糖水成绩单： 轻茶里投资孵化的"糖叙"糖水铺，目前在营门店 160 家 ，签约门店突破 300 家，预计 9 月新开 100 家店。糖叙创始人廖伟灿透露：在营单店日均营收 7000 ...

Core Viewpoint - The new Chinese-style dessert market is experiencing rapid expansion, particularly in the East China region, with many brands opening hundreds of stores within a year, indicating a significant growth trend in this sector [4][5][6]. Expansion of New Chinese-style Dessert Brands - Several new Chinese-style dessert brands have opened over 300 stores in the past year, with a notable concentration in East China. For instance, 麦记牛奶公司 has over 400 stores, with nearly 350 opened in the last year, marking a growth rate exceeding 700% [5]. - 糖叙手作糖水铺 has also expanded rapidly, surpassing 100 stores, with nearly 70% opened this year. Brands from Guangdong are increasingly targeting the Jiangsu-Zhejiang-Shanghai market [5][6]. - Established brands like 赵记传承 are accelerating their expansion in East China, adding nearly 100 new stores in the past year [6]. Market Trends and Consumer Behavior - The popularity of dessert shops is rising, with significant engagement on social media platforms regarding "dessert training" and "dessert franchising," indicating a growing interest in this business model [7]. - The average price of desserts has increased to around 20 yuan, with many brands focusing on enhancing product presentation and visual appeal to attract consumers [8][16]. Changes in Store Strategy and Product Offering - New dessert brands are shifting from street-side locations to shopping centers, which offer higher foot traffic and visibility. This strategic change is evident in the locations of new stores for brands like 麦记牛奶公司 and 赵记传承 [8][10][11]. - The store designs emphasize a modern aesthetic, incorporating elements that enhance the dining experience, such as greenery and warm lighting, while also focusing on the quality of ingredients used [12][15]. - The product offerings have diversified, with many brands introducing fusion items alongside traditional desserts, catering to evolving consumer preferences [16][18]. Economic Viability and Investment Potential - The dessert category shows strong profitability potential, with gross margins typically exceeding 65%. Some stores report monthly revenues of up to 160,000 yuan, with net profits exceeding 50,000 yuan [22]. - The investment required for opening a dessert shop is significant, often exceeding 500,000 yuan, but the low technical barriers make the market attractive for new entrants [25]. Regional Market Dynamics - East China is seen as a critical market for dessert brands due to its strong consumer spending power, with per capita disposable incomes in Shanghai, Zhejiang, and Jiangsu exceeding 50,000 yuan [21]. - The local preference for sweet flavors provides a favorable environment for dessert brands, contrasting with the competitive landscape in Guangdong, where established brands dominate [21]. Challenges in Expansion - Despite the growth potential, dessert brands face challenges in expanding beyond their initial regions, including high initial investment costs and seasonal demand fluctuations, particularly in winter [24][26].

Core Insights - The new-style sugar water brands are experiencing rapid expansion, particularly in the East China region, with some brands opening over a hundred stores within a year [1][3][19] - The average price of sugar water has increased to around 20 yuan per serving, with a diverse product structure that includes both traditional and innovative offerings [12][13][15] Expansion Trends - New sugar water brands are focusing on high-traffic locations such as shopping malls instead of traditional street-side shops, enhancing visibility and customer flow [5][7][8] - Brands like 麦记牛奶 and 赵记传承 have significantly increased their store counts in East China, with 麦记牛奶 opening nearly 350 new stores in the past year [1][19] Consumer Preferences - There is a noticeable shift in consumer preferences towards unique and visually appealing products, as younger consumers seek emotional value and experiential consumption [16][18] - The sugar water category aligns with the rising health trends among the younger generation, incorporating ingredients that are perceived as nutritious and beneficial [18] Market Dynamics - East China is seen as a fertile ground for brand growth due to its strong consumer spending power, with per capita disposable income in Shanghai, Zhejiang, and Jiangsu exceeding 50,000 yuan [19] - The sugar water segment is attracting many franchisees due to its high profit margins, with gross margins often exceeding 65% [19][21] Operational Challenges - Despite the high initial investment required for opening stores in prime locations, the low technical barriers in the sugar water category make it susceptible to competition [22] - Seasonal challenges, particularly in winter, pose a risk for sugar water brands in East China, as the colder climate affects the demand for cold dessert products [23]