精品咖啡市场

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茶咖日报|停牌风波后澜沧古茶补交“答卷”:2024年亏损逾3亿元
Guan Cha Zhe Wang· 2025-07-02 12:42
Group 1: 澜沧古茶 - 澜沧古茶's H-shares resumed trading after a suspension due to management and operational adjustments, with a reported loss of over 300 million yuan for 2024 [1] - The company's revenue for 2024 was 361 million yuan, a year-on-year decline of 31.5%, while gross profit fell to 188 million yuan, down 46.8% [1] - The shift from a profit of 80 million yuan in 2023 to a loss of 308 million yuan in 2024 was attributed to slow market recovery and challenges faced by physical stores due to the rise of e-commerce and private label products [1] Group 2: 元气森林 - 元气森林's iced tea series has entered the Indonesian market, marking its second product line to launch in the country after sparkling water [2] - The brand has achieved coverage of over 30,000 retail outlets in Indonesia and has also entered 591 Costco stores in the US and 109 in Canada, indicating steady global expansion [2] Group 3: 港股茶饮股 - Hong Kong's tea beverage stocks saw significant gains, with 奈雪的茶 rising by 33.33%, 古茗 by 4.31%, and others also showing positive performance [3] - A report from 中泰证券 highlighted that the beverage sector maintained strong growth in the fast-moving consumer goods category, with soft drinks outperforming other categories [3] - The upcoming peak season for the soft drink industry is expected to drive further growth, with companies increasing promotional activities [3] Group 4: 猫屎咖啡控股 - 猫屎咖啡控股 announced the resignation of chairman 梁乃铭, effective June 30, 2025, while appointing 梁嘉慧 as the new chairman and executive director [4] - The new chairman, aged 27, holds a business degree and is currently the CEO of another company, with an annual director's remuneration of 148,800 HKD [4] - Other board appointments included 崔志强 as an executive director and major shareholder, and 冯伟嬋 as a non-executive director, with respective annual remunerations [4] Group 5: Mosska - Coffee retail brand Mosska has completed a 30 million yuan Series A financing round led by 深圳市晟商创展投资有限责任公司 [5] - Mosska, established in September 2022, focuses on a differentiated approach combining premium coffee, creative flavors, and a multi-store model [5] - The financing will be used to accelerate the expansion of physical stores, enhancing its competitive edge in the premium coffee market [5]
当咖啡节成“网红主理人签名会”,精品咖啡赚钱路子变了
Hu Xiu· 2025-04-21 00:12
在瑞幸与Manner的夹缝中,精品咖啡领域的生存可谓冰火两重天。 一边是火爆异常、持续升级的咖啡市集。近期北京、成都、重庆等地的咖啡市集接连举办,巴浪树林、熊煮咖啡、蒸戲咖啡、UNIQUE......这些店铺的主 理人们,不是正在咖啡节上,就是在去咖啡节的路上。 而且相比前几年,如今从堪比爱豆的网红主理人到乐队演出、从各大比赛冠军到海外团队,市集的阵容和玩法已经卷向新的LEVEL。 在不久前的颐堤港咖啡节上,剁椒Spicy被一位网红咖啡店主理人的热度小小震撼到了。在海内外多位人气主理人云集的现场,巴西韩裔Boram Um无疑是 全场最耀眼的明星,不仅店铺位于整个市集最中心的位置,距离摊位1米的位置,更是挤满了慕名前来的粉丝,有人举起相机、有人排队合照,俨然一 场"爱豆见面会"。 而另一边,则是对行业祛魅、黯然离场的主理人,甚至隔段时间就有精品咖啡店闭店的消息。 佳佳之前就在大厂工作,在2020年国内咖啡市场崛起之时,抱着对咖啡的热情和对"诗和远方"的向往入局,然而"真正到这个行业之后,就发现所谓的有 趣都是包装,很多店主根本不懂咖啡,很累、也赚不到钱",最终佳佳选择重回职场。 自9.9的瑞幸侵入每个"咖啡星人 ...