11月，壹览商业监测的30个连锁茶饮品牌，合计现有门店总量13.43万家，单月新开3190家、关闭2692 家，净增长498家，共有19个品牌实现正增长。 其中，沪上阿姨10月、11月都是净增门店数量最多的品牌，10月净增271家，11月净增231家；古茗、一 点点也保持着可观的增长，分别净增142家、190家。 当然，其他茶咖品牌们也在积极开新店。Tims咖啡将有12家新店于年底开业；Grid Coffee上周在广州开 设2家新店；BONJOUR本就山东菏泽首店将于12月31日正式营业。 也有品牌在收缩门店。位于郑州绿地新田360广场的乐乐茶门店将于2026年1月3日闭店，该店目前是乐 乐茶在郑州市的最后一家门店，如果该店永久关闭，则意味着乐乐茶或将全面退出郑州市场。 一些特殊形态的门店也在落地。 与店有关的事 各大品牌也在积极出海。 喜茶香港K11 Art Mall店重装开业，据品牌小红书官号评论其在上环也即将开设新店；奈雪的茶芭提雅 首店于12月26日开业，这也是其在泰国解锁的第3座城市；12月24日，WILLchá未来茶·京都左京店开启 试营业；12月26日，TANING挞柠加州首店开启试营业。 除此 ...

Expansion of Stores - Domestic store expansion continues to heat up, with Luckin Coffee opening 171 new stores and other brands like Blueglass Yogurt and BeanStar also launching new locations [2] - Yee3 has signed contracts for over 300 stores, with celebrity endorsement from Hou Minghao [2] Overseas Market Development - Cha Yan Yue Se has announced its entry into the North American market through e-commerce, launching nearly 40 products [3] - Ba Wang Cha Ji plans to enter the Philippine market with three new stores in Metro Manila by August [3] New Product Launches - Multiple tea and coffee brands have introduced new seasonal products, including Gu Ming's summer grapefruit series and CoCo's green bean ice series [4] - Starbucks has launched a new soft snow frappuccino series, while NOWWA Coffee has introduced a kale lemon water series [4] Brand Collaborations - The collaboration between Jasmine Milk White and the animated IP "Mo Dao Zu Shi" resulted in over 450,000 cups sold within four hours [5] - Sweet Lala and the game IP "Qiu Qiu Da Zuo Zhan" launched a new vitality fruit and vegetable tea series [5] Growth in Delivery Sales - Tea Hua Nong's delivery orders saw a 153% month-on-month increase in May and June, with peak orders reaching nearly 3,000 per store [6] - Mei Xue Bing Cheng faced food safety concerns, while changes in tariffs may impact coffee prices in the U.S. [6][7] Corporate Developments - Starbucks China is attracting bids from nearly 30 private equity firms, with a business valuation of up to $10 billion [9] - Thai President Foods has invested over 142 million Thai Baht in Ba Wang Cha Ji, acquiring a 51% stake [9] Financial Performance - MANNER COFFEE is projected to achieve a net profit of approximately 300 million RMB in 2024, while Cha Yan Yue Se's parent company expects revenues of around 3 billion RMB and a net profit of 450 million RMB [10]