茶饮全球化战略
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国民茶饮路在何方?为你心中的茶饮年度人物点赞!
Xin Lang Cai Jing· 2025-12-23 09:40
专题:为中国经济点赞——企业家之夜2025 "为中国经济点赞——企业家之夜"已于12月17日正式启动,目前点赞活动正在火热进行中。 新消费浪潮汹涌澎湃,茶饮行业正式其中的先锋军,但面对价格战白热化、同质化严重、出海竞争加剧 等多重挑战,各大品牌纷纷亮出"王牌",以创新、效率与文化重塑行业格局。 点击链接进入专题,为优秀企业家点赞 追求极致性价比还是致力产品创新,国民茶饮路在何方?蜜雪冰城张红超、奈雪的茶彭心、瑞幸咖啡黎 辉、喜茶聂云宸、霸王茶姬张俊杰,谁是你心中的茶饮届年度人物?点击链接为TA点赞。 蜜雪冰城创始人、董事长张红超,他带领蜜雪冰城在2025年继续高歌猛进。这一年,蜜雪冰城全球门店 数量突破5万家,不仅在国内市场持续深耕,在海外市场也取得了亮眼成绩,东南亚多国门店数量大幅 增长。12月20日,蜜雪冰城洛杉矶好莱坞店正式营业。这也是蜜雪冰城在美洲市场开出的首家门店,标 志着其全球化战略再迈出关键一步。 奈雪的茶创始人、CEO彭心,她在2025年带领奈雪的茶持续引领品质茶饮潮流。业绩方面,奈雪的茶会 员数量突破8000万,线上订单占比持续攀升。创新上,奈雪的茶推出了"茶+轻食+社交空间"的全新概 念店 ...
茶咖日报|国内关店收缩,奈雪的茶开始押注美国?
Guan Cha Zhe Wang· 2025-09-23 12:11
Group 1: Naixue Tea's Expansion and Challenges - Naixue Tea will open its first store in the United States on October 3, marking a significant step in its global strategy after entering Southeast Asian markets like Thailand and Singapore [1] - The brand's recent pop-up event in Flushing, New York, attracted long queues, indicating strong initial interest from both Chinese expatriates and local consumers [1][2] - Despite the overseas expansion, Naixue Tea faces significant challenges in the domestic market, where competition has intensified, leading to a 14.4% year-on-year decline in revenue to 2.178 billion yuan in the first half of the year [1] - The company reported a net loss of 118 million yuan, although this was a 73.1% improvement compared to the previous year [1] - As of June 30, 2025, Naixue Tea had 1,321 stores across 111 cities, a decrease of 132 stores from the end of the previous year, indicating a total of 160 store closures in the first half of the year [1] Group 2: Challenges in the U.S. Market - The U.S. market presents various challenges for Naixue Tea, including high operational costs, local supply chain issues, and differing consumer habits [2] - The location of the new pop-up store is surrounded by competitors like Heytea and Hu Shang Ayi, making it crucial for Naixue to convert initial interest into sustained customer loyalty [2] Group 3: Coffee Market Developments - U.S. lawmakers are proposing a bill to exempt imported coffee products from tariffs, which has led to a decline in Arabica coffee futures prices by up to 5.9% [3][4] - The proposed exemption would apply to various coffee products, including roasted coffee and decaffeinated coffee, but requires presidential approval to take effect [3] - Recent price fluctuations in the coffee market are attributed to supply uncertainties, particularly due to tariffs imposed on Brazilian coffee imports [3][4] Group 4: Innovations in Coffee Products - Nova Coffee has launched a zero-fat latte made from high-quality raw milk, utilizing membrane concentration technology to reduce fat while maintaining protein content [5] - The company has over 7,000 stores and has expanded into Southeast Asia and Australia, with significant sales growth reported in recent months [5] Group 5: Regulatory Issues in the App Market - The Ministry of Industry and Information Technology in China has reported 29 apps, including Tims Coffee, for infringing on user rights, necessitating compliance and potential penalties [6] Group 6: Logistics Developments - Kudi Coffee has established logistics and transportation companies in Anhui, focusing on low-temperature storage and general cargo services [7]