Core Viewpoint - The emergence of "solid mango sago" reflects the new tea beverage industry's struggle to differentiate itself in a saturated market, seeking new growth points through innovative product forms [3][5]. Industry Trends - The solid mango sago has gained significant popularity, with brands like Tea Baidao reporting sales of nearly 250,000 cups on its first day of launch [4]. - Various brands, including Tea Baidao, Hushang Ayi, and others, have introduced their versions of solid mango sago, indicating a trend of cross-industry collaboration and product diversification [4][5]. - The competition in the new tea beverage sector is intensifying, leading to a phenomenon of "old products with new forms" as brands innovate to capture consumer interest [5]. Product Innovation - The solid mango sago features fresh mango, live yogurt, and various toppings, enhancing the product's flavor profile and consumer appeal [4]. - The shift from liquid to solid forms is seen as a necessary evolution in a highly competitive market, allowing brands to extend their product offerings and create new consumption scenarios [5][9]. Market Dynamics - Despite the initial success, the profit margins for solid mango sago are relatively low, with costs associated with ingredients and preparation impacting profitability [7]. - Industry experts express caution regarding the solid mango sago trend, suggesting that while it may offer short-term benefits, it could dilute brand focus and quality in the long run [8][9]. - The transition to solid forms may complicate supply chains and operational efficiency, potentially leading to a decrease in scale advantages for brands [9].

近日，甜品界的"新晋网红"——"固体杨枝甘露"刷屏各大社交平台热榜，不仅带动网友纷纷动手DIY， 更引得全行业品牌跟进。 半切开的芒果做底，铺一层厚实的酸奶，最后点缀上西柚、西米、爆爆珠等小料，便是固体杨枝甘露的 做法。 看似是新的流量密码，实则映照出新茶饮行业在同质化红海中，为讲出新故事、寻找新增长点而进行的 艰难突围。 流量密码 业内也有观点对固体杨枝甘露持审慎态度。 董鹏认为，饮品固体化、甜品化对赛道而言是一把双刃剑，但长期来看，利大于弊。短期内，一些品牌 可能因为盲目跟风而分散精力，影响在核心饮品上的深度打磨，甚至可能出现产品质量参差不齐的情 况，这确实可能稀释部分品牌的垂直度。然而，从更宏观的视角来看，这种创新是赛道成熟和升级的标 志。它拓宽了茶饮品牌的边界，使其从单一的"解渴"或"提神"功能，向"场景化"、"体验化"、"社交 化"等多元价值延伸。 不仅是茶百道。沪上阿姨、益禾堂、七分甜、宝珠奶酪、满记甜品等茶饮/甜品品牌也上线了固体杨枝 甘露。烘焙、水果赛道的企业也来分一杯羹，包括切果now、德罗心、鲜果派对、四记糖水；甚至零售 商超赛道的盒马鲜生也推出了固体杨枝甘露。就连海底捞也推出了相关活动， ...

能把甜品做成"招牌插件"而非"第二曲线"的品牌极少，多数门店会在新鲜感退潮后面临SKU瘦身，到时候谁优先砍掉固体，谁才能把杯量、毛利、品牌定位 重新拉回主航道。 近日，甜品界的"新晋网红"——"固体杨枝甘露"刷屏各大社交平台热榜，不仅带动网友纷纷动手DIY，更引得全行业品牌跟进。 半切开的芒果做底，铺一层厚实的酸奶，最后点缀上西柚、西米、爆爆珠等小料，便是固体杨枝甘露的做法。 看似是新的流量密码，实则映照出新茶饮行业在同质化红海中，为讲出新故事、寻找新增长点而进行的艰难突围。 流量密码 "热度高的时候固体杨枝甘露一天能卖100-200杯。"江西南昌的茶百道店长王豪表示。 茶百道方面的数据显示，固体杨枝甘露系列产品上市首日全国总销量接近25万杯。茶百道相关负责人告诉记者，此次推出的固体版在保留网友DIY的核心创 意基础上进行了升级：选用新鲜芒果块，搭配活菌酸奶，小料方面加入芋圆、布丁、西米和西柚，进一步丰富产品的口感层次。 不仅是茶百道。沪上阿姨、益禾堂、七分甜、宝珠奶酪、满记甜品等茶饮/甜品品牌也上线了固体杨枝甘露。烘焙、水果赛道的企业也来分一杯羹，包括切 果now、德罗心、鲜果派对、四记糖水；甚至零售商超赛 ...