以下文章来源于投中网 ，作者蒲凡 投中网 . 投中网是领先的创新经济信息服务平台，拥有立体化传播矩阵，为创新经济人群提供深入、独到的智识 和洞见，在私募股权投资行业和创新商业领域拥有权威影响力。官网：www.chinaventure.com.cn 来源丨 投中网 作者丨 蒲凡 在餐饮领域里，一提到 " 连锁 " ，人们就会本能地想到工业化、标准化，大众化，认为能够买到的 东西一定和美味无关，胜在品控稳定、价格低廉。如果再将 " 连锁 " 与提神醒脑的 " 咖啡 " 联系在 一起，人们的评价体系甚至会完全脱离 " 味觉 " 的范畴，会本能地去思考是否有足够的场地适合商 务洽谈，是否有稳定的 wifi 支持移动办公。 当然，这也不是人们的刻板偏见。数十年如一日，以星巴克为代表的连锁咖啡品牌们一直将自己定 位为都市人群的 " 第三空间 " ，告诉人们自己是 " 家里 " 和 " 公司里 " 之外最适合消磨时间，承接 日常生活的地方。可以说，如今兴盛的咖啡店主理人文化，也脱胎于 " 第三空间 " 概念的深入人 心。不少咖啡老饕们笃信，好喝、耐喝的精品咖啡，只会出现在个体经营的小店里。 但蓝瓶咖啡（ Blue Bott ...

Core Viewpoint - Blue Bottle Coffee represents a significant shift in the coffee industry, symbolizing the "third wave of specialty coffee" and challenging traditional perceptions of chain coffee brands like Starbucks [4][10]. Group 1: Company Overview - Founded in 2002, Blue Bottle Coffee has expanded to over 100 locations globally, entering the Chinese market in 2022 [4]. - The brand is known for its unique store designs, coffee bean selection, and brewing techniques, emphasizing a high-quality coffee experience [4][10]. - Nestlé acquired a 68% stake in Blue Bottle Coffee for $425 million in 2017, allowing the brand to maintain its independent operations [16][17]. Group 2: Market Context - The U.S. coffee beverage market reached a retail scale of $2.9 billion in 2017, with a growing trend towards specialty and high-end coffee [17]. - Competitors like Starbucks have also shifted focus towards premium offerings, indicating a competitive landscape for specialty coffee brands [17][18]. Group 3: Business Strategy and Challenges - Blue Bottle Coffee's emphasis on quality has led to operational challenges, such as the "48-hour rule" for coffee bean freshness, which can limit scalability [18][19]. - The company has pursued acquisitions to strengthen its supply chain, including the purchase of coffee roasting suppliers [19]. - Nestlé's strategic shift towards divesting non-core businesses, including potential plans to sell Blue Bottle Coffee, reflects broader industry trends [20][21].