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门店称兼职员工“长得比我姥姥年纪都大”?奈雪的茶介入处理
Nan Fang Du Shi Bao· 2025-07-06 10:09
7月5日,一名在奈雪的茶深圳门店兼职的员工发帖投诉,她被无故通知离职,并被店员辱骂"不直接叫你走是给你面子""长得比我姥姥年纪都大""18岁这么 显老""我第一次见你以为你26岁呢"等等,此事迅速引发热议。 7月6日,南都湾财社记者尝试联系该网友及涉事门店,但截至发稿前均未得到回应。同日下午,该网友更新发文称,已收到两名员工的电话及文字道歉。 同日,南都湾财社记者获悉,奈雪的茶高度重视此事并已介入处理。 近一个月没被排班后无故被通知离职? 深圳一门店兼职员工投诉被职场霸凌 据该网友发布的帖子,她是一名在职学生,今年5月来到奈雪的茶深圳宝安和健店兼职,但只上过四次班,今年6月,排班经理都没有给她排班,她给经理发 微信称周末能来上班,但经理都没有回复。据其发布的聊天记录,排班经理近日突然跟她说,以后不会再排她的班,让她直接提交离职申请。 该网友认为,如果门店不需要更多的兼职员工,应提前和她说明情况,这样的话她就会去找其他新工作。聊天记录显示,一名店员对此告知她,门店认为该 网友做事的速度太慢,而且门店员工也没时间带新人。 随着两人争论,前述店员随即表示"不直接叫你走是给你面子""你自己不爽自己提离职不就好了""早 ...
柠檬价暴涨,压力给到蜜雪冰城
盐财经· 2025-07-06 09:48
以下文章来源于财经天下WEEKLY ,作者财经天下 财经天下WEEKLY . 本文转载自财经天下WEEKLY 值班 编辑| 宝珠 视觉 | 顾芗 柠檬自今年4月一路猛涨:以前1.99元能买两个,现在两个要花8元。这让无数消费者大呼"买不起"。柠 檬价格疯涨像一面镜子,照出中小茶饮品牌的冷暖:有的连夜涨价,有的连夜下架。网友最担心的是, 自己最爱的蜜雪冰城柠檬水会不会跟着涨价? 今年夏天柠檬涨疯了 北京的李岚是茶饮爱好者,在炎热夏天尤其喜欢柠檬水。在她看来,柠檬水是一个平价解暑神器。除了 在奶茶店购买柠檬水,李岚还经常自制柠檬水。但近段时间以来,她明显觉察到:喝柠檬水变成了一种 奢侈。 《财经天下》周刊官方账号,提供有品质的深度报道,讲述中国企业在时代浪潮中的精彩故事。 经常光顾的街边柠檬水开始涨价了。李岚自制柠檬水需要用的黄柠檬,两个大一点的要花费将近10 元。"以前的柠檬放烂都不觉得心疼,现在的柠檬贵得让我舍不得买。"李岚抱怨道。7月初,《财经天 下》走访多家连锁超市发现,这轮价格疯涨的主要是黄柠檬、香水柠檬,这是国内常见的柠檬品种。 从零售端看来,黄柠檬、香水柠檬已是新水果"贵族"。以北京朝阳东坝地区的一 ...
中国公司全球化周报|比亚迪搁置墨西哥建厂计划/瑞幸在美国首开两店,单杯最高57元
3 6 Ke· 2025-07-06 04:14
Group 1: Company Developments - Luckin Coffee has opened its first two stores in the United States, with drink prices ranging from $3.45 (approximately ¥24.71) to $7.95 (approximately ¥56.94) [3] - BYD has suspended its plan to build a large factory in Mexico due to geopolitical tensions and uncertainties from U.S. trade policies, although it still aims to expand in the Americas [3] - Jin Jiang International Hotel has submitted its IPO application to the Hong Kong Stock Exchange, with plans to use the funds for capital expenditures to enhance its overseas hotel business [4] - TikTok has launched an in-app shopping feature in Japan, allowing users to buy products directly through shopping videos and live streams [4] - Genki Forest has entered the Indonesian market with its iced tea series, expanding its global footprint [7] Group 2: Industry Trends - The Ministry of Commerce of China will strengthen guidance on the export of used cars to promote healthy and orderly development in this sector [8] - Former U.S. President Trump announced that new tariffs will begin on August 1, with rates potentially ranging from 10% to 70% [9] - Hong Kong's IPO fundraising has ranked first globally this year, reflecting strong market dynamics [9] - Saudi Arabia's foreign direct investment inflow reached $6.4 billion in the first quarter, marking a 24% year-on-year increase [9] Group 3: Investment and Financing - Zhihui Technology has secured a strategic investment of 1 billion yuan from Pudong Venture Capital and Zhangjiang Group [10] - Shinke Industrial has completed a financing round exceeding 100 million yuan, aimed at technology upgrades and international expansion [10] - Lingchuan Technology has raised several hundred million yuan in its Series A financing round, focusing on next-generation chip development [10]
头部品牌海外门店合计超5000家,解读茶饮品牌出海的“中国密码”
Mei Ri Jing Ji Xin Wen· 2025-07-05 10:37
每经记者|徐肖逍 每经编辑|董兴生 据央视新闻报道,蜜雪冰城、霸王茶姬等中国茶饮品牌正在走出国门,成为海外民众的消费新宠。外媒评价称,中国产品已经告别复刻西方品牌的时代。7 月2日,外交部发言人毛宁对此回应表示:中国品牌凭借科技含量、文化底蕴、设计灵感以及融通中外的情感价值,正在赢得越来越多海外消费者的青睐。 从"中国制造"到"中国品牌",为什么当下引人瞩目的是茶饮品牌?中国食品产业分析师朱丹蓬在接受《每日经济新闻》记者采访时表示,中国茶饮行业在供 应链整合、产品创新、数字化运营等方面已达到全球领先水平;茶饮出海不仅是企业行为,更是中国消费升级与产业链升级的具象化体现,成为大国品牌输 出的重要载体。 对于中国品牌出海营销的具体实践,清华大学国家形象传播研究中心城市品牌研究室执行主任眭谦建议,中国企业应该善于借助当地文化符号,巧妙利用当 地文化资源策划传播主题,输出受众感兴趣的、能接受的内容,"到哪个坡,唱哪个歌",实现精准传播,提高传播效能。 图片来源:每日经济新闻 资料图 在眭谦看来,茶饮作为快消品,准入门槛较低、市场扩张快,更容易在海外渗透进当地民众的日常生活,形成日常的传播效应和更高的感知度。这些茶饮品 ...
贵州甜品,正在“霸屏”北上广
东京烘焙职业人· 2025-07-05 00:39
以下文章来源于餐饮O2O ,作者专注餐饮业创新的 餐饮O2O . 餐饮O2O是中国专注餐饮产业链新媒体,每天分享餐饮产业上下游新鲜资讯+干货案例,以媒体为入口,为餐饮业提供咨询培训、投融资、供应链、开店 选址、创业加盟等行业深度服务。 在上海陕西北路的梧桐树荫下,年轻人排起了长队,手中捧着古朴的土陶碗,享受着冰浆带来的清凉;而在广州夜市的霓虹灯光里,辣椒瓶造型的青瓜冰浆 成为了众人争相打卡的焦点。 谁能料到,这款带着苗侗风情的贵州冰浆,凭借 " 冰块 + 糯米 + 水果 " 的绝妙组合,正在北京、上海、广州的街头掀起 一场甜蜜又清凉的美食热潮 。 01 ■ 贵州甜品, 正在 " 霸屏 " 北上广 冰浆是贵州传统的消暑甜品,由冰块、水果、糯米等主料混合打制成冰沙,再搭配花生碎、黄豆粉而成。 冰浆的起源可追溯到宋代 " 羁縻州 " 时期,当时当地气候湿热,百姓便将水果和冰块混合捶打,用于消暑暖瘴气。 到了明清时期,中原制冰技术与苗侗民族的果酸发酵技艺相融合,初步形成了冰浆 " 以果制浆,以冰镇之 " 的初始版本。 正如清代《黔南识略》记载: " 黔中夏日,以杨梅、李子捣汁,和以井水,入瓷瓮冰镇,谓之 ' 冰浆 ' ...
茶咖日报|瑞幸纽约开店是在“抢钱”?专家:再难的路也得走下去
Guan Cha Zhe Wang· 2025-07-04 13:23
7月4日,茶咖日报的主要内容有: 专家:郭瑾一自称出海是抢钱,瑞幸在纽约开店要很大勇气 睿见Economy7月4日消息,2025 DEMO WORLD开放式创新大会于7月3日-4日在上海举办。中欧国际工 商学院会计学荣誉退休教授苏锡嘉谈及企业出海东南亚的教训时表示,瑞幸在纽约开店要很大勇气。 苏锡嘉透露,瑞幸咖啡首席执行官郭瑾一曾表示,公司在国内开店是"捡钱",在海外开店则是"抢钱"。 他解释说,因为西方国家已经有很长期的咖啡文化,对当地品牌已经形成认知。瑞幸咖啡想要改变人家 的品牌习惯太难了。对比而言,中国的茶饮走出去,就相对容易。 同时,JDE Peet's还明确了一系列规划,包括:简化投资组合与组织模型;提高运营效率和生产力;实 现5亿欧元净成本的节约,且超过一半的节约额在2027年底前完成;计划将节约成本的50%投入到具有 高潜力的增长项目及关键能力提升上,其余50%用于增强盈利能力;同时,通过新的增长途径扩大公司 的全球影响力。 "当然,再难,你该走的路还是得走。"苏锡嘉感慨,最近瑞幸在纽约开了两家门店,"在这种寸土寸金 地方,你开出咖啡馆,这是要多大的勇气?" 不过他也强调,企业做到一定规模,就必 ...
排队3000杯,这个去茶山非喝不可么
Ge Long Hui· 2025-07-04 13:10
李彦丨作者 木鱼丨编辑 茶咖观察丨出品 6月28日,贵阳茶饮品牌去茶山在杭州开出浙江首店。开业当天上午,社交平台上就被"排队盛况"刷屏。有网友表示,当天排队数量超过3000杯。 创立于贵州贵阳的去茶山,是近年新茶饮行业典型走"地方食材特色"路线的品牌。招牌产品是贵州铜仁抹茶、刺梨气泡水、干酪普洱鲜奶茶等,整体价格带 位于20-30元。装修将黑灰色系与原木风相结合,试图营造出"贵州山野"的氛围。小程序显示,去茶山目前全国直营门店有55家。过去几年,他们在重庆、 成都、深圳、上海等地开首店时,都曾出现过类似的"开业爆单"场景。 那么,这家店究竟是真火爆还是营销做到了极致?开业后的第三天,茶咖观察到杭州中心商场首店现场看了看。 线上排队3000杯,线下设置8张凳 一小时出杯400 不过,相较于产品,茶咖观察认为,去茶山的「爆单机制」更值得关注。 新茶饮界"网红品牌"来杭州,前期爆单是常态。例如上海的红茶公司、阿嬷手作。按照以往看,这类品牌更偏爱"限定数量截单",例如排队300杯后台就会 停止接单,还想点单的消费者需要等到单量减少至200杯左右,门店重新开放下单,才能重新点单去"抢剩下100杯"的额度。 去茶山没有给 ...
古茗:慢就是快!茶饮界也有“Costco”?
海豚投研· 2025-07-04 11:19
Core Viewpoint - The article analyzes the competitive landscape of the tea beverage industry, focusing on four major players: Gu Ming, Cha Bai Dao, Hu Shang A Yi, and Mi Xue Bing Cheng, particularly examining their business models and supply chain strategies to identify potential winners in the market [1][4]. Group 1: Business Model Analysis - Gu Ming, Cha Bai Dao, and Hu Shang A Yi were initially regional brands that expanded nationally through a franchise model, with nearly 10,000 stores each by 2024 [4][5]. - The core product offerings of these brands are similar, focusing on fresh milk tea and fresh fruit tea, with prices generally between 10-20 yuan [4][5]. - All four brands utilize a franchise model, generating revenue primarily through franchise fees and sales of ingredients and materials to franchisees [7][11]. Group 2: Supply Chain Comparison - Mi Xue Bing Cheng has the strongest supply chain, leveraging direct sourcing and self-production to minimize costs, while Gu Ming follows closely with a robust supply chain and its own cold chain logistics [13][15]. - Cha Bai Dao and Hu Shang A Yi have weaker supply chains, relying heavily on third-party logistics, which limits their cost control and can lead to quality inconsistencies [16][18]. - The supply chain capabilities significantly impact the brands' resilience during market pressures, with Mi Xue Bing Cheng and Gu Ming showing stability, while Cha Bai Dao and Hu Shang A Yi face declining same-store sales [16][18]. Group 3: Expansion Strategies - Gu Ming employs a unique regional densification strategy, focusing on achieving critical scale within provinces before expanding to neighboring areas, contrasting with the national spread of its competitors [19][20]. - This strategy allows Gu Ming to maintain a high density of stores in key provinces, enhancing supply chain efficiency and reducing logistics costs [24][25]. - Gu Ming's approach has resulted in a significant market share in its initial provinces, with over 25% in Zhejiang, Fujian, and Jiangxi, and a dominant position in the mid-range price segment [28][29]. Group 4: Product Development Strategy - Gu Ming adopts a fast-fashion approach to product development, quickly introducing and iterating on popular items while maintaining a high research and development investment [30][31]. - This strategy allows Gu Ming to respond effectively to changing consumer preferences, achieving a high acceptance rate for new products and a quarterly repurchase rate of 53% [31][32]. - The competitive advantage lies in the ability to provide high-quality products at competitive prices, driven by an efficient supply chain [32][36].
何愚×曹曦×胡博予:新造的人
36氪· 2025-07-04 10:34
以下文章来源于暗涌Waves ,作者暗涌 暗涌Waves . 钱的流向,人的沉浮。36氪旗下投资报道账号。 新造的人,新在哪? 来源| 暗涌Waves(ID:waves36kr) 封面来源 | 《洛城机密》剧照 人是万物的标尺。 某些方面,记者和投资人的工作是相像的:都是在寻找人、观察人、研究人,并得出结论。只是投资人要比记者更往前一步:他们还要为他们对人的判断 买单。 所以,在本届的WAVES2025上,我们邀请了三位投资人:黑蚁资本管理合伙人何愚、Monolith创始合伙人曹曦,以及XVC合伙人胡博予,和"暗涌 Waves"一起来聊聊"人"。 之所以在此刻探讨这个话题,因为新一代的创业周期正在开启——无论你称之为AI还是科技,理论上将有更多素未谋面的创始人们,逐渐被识别、被所 知。 这也是我们邀请这三位投资人一个原因。何愚投资的泡泡玛特王宁、曹曦投资的宇树科技王兴兴、胡博予投资的霸王茶姬张俊杰,都是过去几年才大范围 浮现的创业者。而在投资之初,后者们也都只是芸芸众生中的有志青年而已。所以,这三组投资故事,都充分证明了投资行业最美妙的"人的流淌"的发 生。 对话里,他们还透露了一些与这三位明星创始人的相处细 ...
奈雪的茶5月6月业绩双位数提升!股价暴涨34.92%!
Sou Hu Wang· 2025-07-04 04:17
Core Insights - Nayuki's Tea has achieved steady growth in performance through a series of innovative measures and health strategies, with significant market performance noted [1] - The launch of the new grapefruit matcha series has contributed to a substantial increase in stock price, reflecting positive market reception [1][3] Performance Metrics - In May, Nayuki's Tea saw a 35% year-on-year increase in average order volume per store, followed by a 26% increase in June, marking two consecutive months of double-digit growth [1] - The stock price surged by 34.92% following the launch of the new product line on July 2 [1] Product Innovation - The new grapefruit matcha series includes two beverages and one baked good, utilizing healthy ingredients such as South African white grapefruit and matcha [3] - Nayuki's Tea has introduced a "no added sugar natural nutrition+" initiative, emphasizing fresh ingredients and low-calorie options, marking a shift in the tea beverage industry towards a focus on natural nutrition [5] Marketing and Community Engagement - The "Little Snowflake Charity" initiative aims to support animals in need, showcasing Nayuki's commitment to social responsibility [7] - The "One Day Store Manager" events, featuring popular idols, have successfully engaged consumers and enhanced brand interaction [9] Strategic Positioning - Nayuki's Tea has effectively combined health concepts with youthful marketing strategies, aligning with the preferences of Generation Z consumers who seek both taste and health [11] - The company's focus on "light nutrition and low burden" product philosophy signifies a transition in the tea beverage industry from competition based on traffic to competition based on value [11]