据第一财经，6月30日，中国咖啡连锁品牌瑞幸咖啡在美国纽约曼哈顿核心商圈同步开设两家门店，标 志着其国际化战略迈出关键一步。首店分别位于毗邻纽约大学的百老汇大道755号及帝国大厦商圈的第 六大道800号，精准覆盖中国留学生、游客及白领群体。开业首日推出1.99美元/杯限时优惠，主打生椰 拿铁等经典产品，并采用无收银员自助取餐模式，强化数字化体验。此前，瑞幸通过联合广场、SOHO 区的快闪车活动预热，以"一年免费喝咖啡"等福利吸引超万人次参与，社交媒体曝光量破千万。瑞幸联 合创始人郭谨一表示，纽约作为全球咖啡文化高地是探索北美市场的起点。未来将依托供应链优势，以 高性价比产品和本地化运营拓展更多城市，挑战传统巨头。 7月1日，茶咖日报的主要内容有： 瑞幸咖啡纽约首店开业 皮爷咖啡母企500万欧元开设研发创新工厂 据小时代，皮爷咖啡母企JDE Peet's在荷兰Joure开设了一座全球咖啡研发创新工厂。Joure是咖啡品牌 Douwe Egberts的诞生地。该工厂投资500万欧元，位于速溶咖啡厂旁，旨在缩短产品上市时间，更快推 出优质咖啡产品。它连接实验室与大规模生产，是原型设计、测试新技术、挑战风味、质量和可 ...

Group 1 - Hillhouse Capital has shown interest in acquiring Starbucks' China business, which is valued at approximately $5 to $6 billion, with the transaction expected to continue until 2026 [1] - Starbucks believes in the significant growth opportunities in the Chinese market and is evaluating the best ways to capture future growth, focusing on revitalizing its business in China [2][3] - Starbucks' global CEO, Brian Niccol, mentioned that there is considerable interest from potential investors regarding the sale of minority stakes in Starbucks China, highlighting the brand's value and the coffee market's growth [2][3] Group 2 - Starbucks China recently announced a price reduction for non-coffee products, which reflects a cautious approach to pricing while maintaining its premium coffee positioning [3][9] - The company aims to expand its store count from 8,000 to 20,000, with strategies to attract consumers in lower-tier markets [4][17] - The non-coffee product price adjustments are intended to enhance performance and broaden the brand's price range, thereby increasing transaction volumes [14][20] Group 3 - Starbucks China has experienced a decline in same-store sales for ten consecutive quarters, but recent data shows a 4% increase in transaction volume despite a 4% decrease in average ticket price [15][16] - The company is focusing on the lower-tier market, where membership sales are growing at twice the rate of higher-tier cities, indicating significant potential [17][18] - The dual product strategy of coffee and non-coffee beverages is becoming increasingly common in the industry, with competitors also expanding their offerings [18][19] Group 4 - The current market dynamics suggest that Starbucks must balance its high-end brand positioning with the need to appeal to a broader consumer base [21][22] - The coffee industry has seen a downward trend in pricing, prompting Starbucks to consider potential changes in its pricing strategy to remain competitive [23]

以下文章来源于氢消费 ，作者文林 氢消费 . 新消费，新空间，新青年。冷静观察，理性热爱~ 撰文｜文林 红海咖啡战场外，非咖饮品成破局关键 过去十年间，中国咖啡市场呈现爆发式增长，从最初以国际品牌为主导的市场格局，逐渐演 变为本土品牌与国际品牌并存的多元化竞争态势。 编辑｜杨勇 来源 | 氢消费出品 ID | HQingXiaoFei 自 6 月 10 日起，消费者走进任何一家星巴克中国门店，或许会注意到菜单板上悄然变化的 价格：星冰乐、冰摇茶、茶拿铁 共计数十款非咖啡饮品 集体下调售价， 价格降幅为 2-6 元 ；多款产品价格降至 20 元区间，最低价为 23 元。 （图源：星巴克） 这并非简单的促销活动，而是星巴克入华 26 年来首次对核心产品实施大范围直接降价，一 改过去仅通过优惠券间接让利的策略。 更值得玩味的是，此次降价精准锁定非咖啡品类，与 "上午咖啡，下午非咖"的全天候消费场 景战略同步推出，其以价格杠杆撬动下午茶市场的意图不言而喻。 从固守高端咖啡市场，到主动进军非咖增量阵地，在愈发严峻的竞争现实面前，这位传统咖 啡巨头终究还是 "学乖"了。 然而，市场虽然规模庞大且增速较快，但竞争也达到了白 ...

6月24日，针对昨日传出的高瓴资本拟收购星巴克中国业务的消息，星巴克方面回应南都记 者称，可以确认的是，星巴克目前没有考虑完全出售中国业务。"星巴克坚信中国市场蕴藏 的巨大增长机遇。我们正在评估把握未来增长机遇的最佳方式。我们将继续专注于实现中国 业务的重振增长，保持积极正向的发展趋势。" 外部强敌环伺难抵价格战压力 星巴克本身业务承压，外部也面临着强敌环伺的局面。不可否认，像瑞幸咖啡、库迪咖啡这类擅长以价 格战搅动市场的中国本地竞争对手给星巴克带去了不小的压力。 据悉，6月23日，有消息称，高瓴资本近日参与了星巴克中国区的反向管理层路演，表达了对收购星巴 克中国业务的兴趣，但交易尚未敲定。南都记者向业内有关人士了解到，相关事项的确在展开商讨，但 暂未有更新的进展。再结合星巴克在24日否认考虑"完全"出售中国业务的声明，态度着实是有些微妙。 其实，在此之前已经有多次市场传闻指星巴克要"卖掉"中国业务自救。去年11月南都记者曾报道，有消 息称，星巴克正研究中国业务的各种选择，包括出售股权的可能性，其中包括国内的私募股权公司，另 外不排除可能会引入本土合作伙伴，星巴克目前正在评估各个选项。 当时，星巴克方面的态度 ...

高瓴资本参与竞购星巴克中国业务 星巴克2024年在中国实现净收入30亿美元，拥有7685家门店，正面临瑞幸咖啡、蜜雪冰城等本土品牌的 激烈竞争。(智通财经记者 李哲) 智通财经6月23日电，据知情人士透露，高瓴资本近日参与了星巴克中国区的反向管理层路演，表达了 对收购星巴克中国业务的兴趣。此次路演还吸引了凯雷投资、信宸资本等多家投资机构参与。据悉，目 前交易结构尚未敲定。星巴克中国业务估值约为50至60亿美元，由高盛担任独家财务顾问。该交易预计 将持续到2026年。 ...

Core Viewpoint - Starbucks has initiated a price reduction on several non-coffee beverages, which has led to mixed sales performance across its stores, indicating a strategic move to penetrate lower-tier markets while facing challenges in boosting overall sales without reducing coffee prices [1][5]. Group 1: Sales Performance - Some Starbucks locations have reported a significant increase in sales following the price cuts, with certain non-coffee drinks like the Ice Shaken Red Plum Blackcurrant and Tea Latte experiencing high demand, leading to stock shortages [2][3]. - In contrast, other stores have not observed a notable change in sales, with coffee products remaining the primary revenue source for these locations [2][3]. Group 2: Pricing Strategy - The price reduction, which is the first in 25 years, affects dozens of non-coffee beverages with price cuts ranging from 2 to 6 yuan, and the actual discount can be more substantial when combined with promotional offers [2][5]. - For example, the price of a large Red Tea Latte has decreased from 35 yuan to 29 yuan, and with additional discounts, customers can pay as little as 20.3 yuan [2]. Group 3: Market Challenges - Analysts suggest that without a corresponding price reduction on coffee products, the overall impact on Starbucks' sales will be limited, as non-coffee beverages are not the company's strong suit [5]. - The competitive landscape is intensifying, with brands like Bawang Chaji offering similar "third space" experiences and appealing to consumers who may not prefer coffee, posing a challenge to Starbucks [5]. Group 4: Financial Performance - Starbucks China is at a critical stage of performance improvement, reporting approximately $740 million in revenue for Q2 of fiscal year 2025, a 5% year-over-year increase, with comparable store transactions up by 4% [6]. - In contrast, the first quarter of fiscal year 2025 showed a slight revenue increase of 1% but a 6% decline in same-store sales, highlighting the volatility in performance [6].

以下文章来源于金错刀 ，作者张一弛 金错刀 . 科技商业观察家。爆品战略提出者。 作者： 张一弛 来源：金错刀 进入中国 20 多年以来，星巴克终于首次大规模调价 。 前几天，星巴克中国宣布将发力非咖啡饮品市场，为了让中国用户看到自己的诚意，决定"咬牙 降价"： 自 6 月 10 日起，星巴克三大王牌品类——星冰乐、冰摇茶、茶拿铁，共计数十款产品集体降 价，平均价格降幅达到 5 元左右。 ---------------------------------- | 心动价23 快乐到手 | | | --- | --- | | 冰摇茶 ICED SHAKEN TEA BY TEAVANA® | 中元 大 mar 超大 son | | 冰摇红莓黑加仑茶 Blackcurrant Raspberry IST | 23 / 26 / 29 | | 冰摇柠檬茶 Lemon IST | 23 / 26 / 29 | | 冰摇桃桃鸟龙茶 Peach Oolong IST | 29 / 32 / 35 | | 茶拿铁 TEA LATTE BY TEAVANA® IZ | 中:265ml / 大 472ml /超大500ml | ...

Core Insights - Starbucks China has implemented a price reduction on several non-coffee beverages, marking the first official price adjustment in its 25-year history in China, with reductions ranging from 2 to 6 yuan [2][3] - The price cuts are seen as a strategic response to increasing competition from local brands like Luckin Coffee and Heytea, which have been expanding rapidly and offering lower prices [2][4] Pricing Strategy - The price reduction focuses on non-coffee drinks, reflecting a deep market consideration as consumer preferences evolve towards a more diverse beverage market [3][4] - Starbucks aims to capture market share in the non-coffee segment during peak tea consumption seasons, leveraging psychological pricing to enhance perceived value [4][8] Market Performance - In the 2024 fiscal year, Starbucks China reported revenues of $2.958 billion, a 1.4% year-over-year decline, with the fourth quarter showing a 7% year-over-year drop [8][9] - The company has experienced a continuous decline in average transaction value for ten consecutive quarters, with a notable drop of 9% to 4% in recent quarters [9][10] Competitive Landscape - Local competitors like Luckin Coffee have shown significant growth, with a 41.2% year-over-year increase in total net revenue for the first quarter of 2025, widening the performance gap with Starbucks [9][10] - Starbucks is facing challenges not only in China but also globally, with a 1% decline in same-store sales in North America, which contributes nearly 70% of its revenue [9][10] Strategic Adjustments - Starbucks has made several strategic moves, including appointing a Chief Growth Officer to enhance product innovation and marketing strategies in response to slowing growth [12][13] - The company is also exploring potential partnerships and investments to optimize its operations and enhance its market position in China [10][11] Digital Transformation - Starbucks is collaborating with Microsoft Azure to launch an AI assistant aimed at improving operational efficiency in stores, which is part of a broader digital transformation strategy [18][19] - The company has received positive market reactions, with RBC Capital raising its target price for Starbucks shares, reflecting confidence in its digital initiatives [19][20]

以下文章来源于华商韬略 ，作者华商韬略 华商韬略 . 聚焦标杆与热点、解构趋势与韬略 不再像自己，但也不像瑞幸。 作者：陈乐高 来源：华商韬略出品（ID：hstl8888） 这是入华25年来，星巴克第一次直接大规模降价。 6月10日，星巴克对旗下星冰乐、冰摇茶、茶拿铁三大非咖系列产品，做了一轮价格下调，调整后，多款饮 品价格回到了20元以下。 忘掉自己 这一切背后的动因，是中国市场剧烈震荡的业绩。 2024财年，星巴克中国营业收入约210.55亿元，同比下降1.4%，同店销售额同比下降8%，而这还是中国市 场调整后反弹的结果。 事实上改变早已开始，在最近五六年，除了门口的绿色美人鱼商标，星巴克亲手摘掉的金科玉律，远不止 于此。 第三空间，是星巴克极力打造的一种体验。在它看来，生活在大城市快节奏生活中的人，在家庭和职场 外，还应该有一个获得松弛感的栖息之所。 为了这个体验，星巴克管住的不止是三明治，还有家具材质、屋顶灯光、店内音乐，甚至是店员和顾客的 交流方式。 但随着互联网商业时代的到来，空间的传统被打破了。 2019年，星巴克推出了主打"在线点，到店取"的"啡快"服务，又很快全面接入阿里巴巴的商业平台。 当 ...

他怎么总有让年轻人反复走入的魔力？ 撰文｜ 深海 对很多年轻朋友来说，近期喜大普奔的好消息必然是——星巴克部分饮品降价了。 虽然比不上疯狂星期四效应，但在年轻人心头也是引起了不小的号召力。 午后去星巴克转一圈，似乎在这闲聊或"上班"的人是越来越多了——自然，他们手边都不约而同地放 着一杯五彩缤纷的"非咖"类饮品。 星巴克气氛组，再次扩容。 客观来说，星巴克的价格在连锁咖啡店中偏高，但为何下午的星巴克依旧找不到座位，他怎么总有让 年轻人反复走入的魔力？ 这不得不提到，一直以来，星巴克给年轻人提供的"隐性价值感"之足，甚至让价格都变成了小事。 星巴克成了年轻人的优秀"乙方" 这可能是许多都市白领的生活模板——清晨，睡眼朦胧地按掉闹钟，半梦半醒地经历漫长的通勤，来 到公司就是对着电脑发懵；下午，也不知道忙了什么时间就过得飞快，人才刚来了点精神就要下班 了。至于晚上加班，那就是另一个故事了…… 被困在办公室的早八人，似乎总在追求"唤醒情绪"，让麻木的脑神经重新活跃起来——一杯饮品，正 是一把扭转当下负面状态的钥匙。 2025年的饮品市场，可以说万"卷"齐发。一边是上午需要"人间清醒"咖啡因、下午需要"防止晕 碳"快乐 ...