Core Insights - The core point of the article is that Heytea has experienced significant growth in store numbers but is now facing challenges with its franchise model, leading to a strategic shift towards maintaining quality and high-end positioning while managing franchisee pressures [1][9][29]. Expansion and Franchise Strategy - Heytea's store count increased from under 900 to over 3200, with more than 2300 being franchise stores, marking a successful phase in its franchise strategy [1]. - The franchise model was initiated in November 2022 to expand into more markets [2]. - However, the expansion faced difficulties, leading to a suspension of the franchise business in February 2023 and franchisees expressing the need for more support from the brand [3][19]. Store Closures and Challenges - Over the past year, Heytea closed more than 650 stores, indicating a high closure rate within the industry [4][6]. - The reasons for store closures include contract expirations and poor performance, with franchisees facing significant pressure due to high standards and a competitive market [6][10]. - Monitoring data shows a rapid shift from expansion to contraction, with a net closure of 680 stores projected by October 2025 [9][10]. Franchisee Experience and Pressure - Franchisees report high entry costs and operational pressures, with some considering not to renew contracts due to financial strains [12][19]. - The operational demands from Heytea, including strict adherence to quality standards, have led to high turnover rates among employees, further complicating franchisee operations [17][19]. Market Position and Competition - Heytea's market position has weakened compared to competitors, with other brands like Mixue and Gu Ming rapidly expanding their store counts [24][25]. - The company is exploring alternative expansion strategies, including smaller store formats and international markets, to maintain its brand quality while adapting to market conditions [26][28]. High-End Positioning and Product Strategy - Heytea aims to return to a high-end market position, focusing on product quality and customer experience, despite the challenges of competing in a price-sensitive market [29][33]. - The company has introduced new products with high-quality ingredients, but faces difficulties in maintaining premium pricing due to market competition [34][36]. - The brand's commitment to high standards is evident in its operational practices and product offerings, although achieving this in a competitive landscape remains challenging [39].

周延龙表示，目前，"好的鸭"已经在全聚德北京26家门店（含四川饭店）上架。"老字号不能只停留在 记忆里，更要走进年轻人的日常生活。我们还在全聚德和平门总店7层打造了博物馆，消费者可在吃完 烤鸭后参观博物馆，再把凝聚百年历史的文创产品带回家，全方位感受全聚德烤鸭的匠心传承与创新表 达。" "我们的战略是让这种体验系统化、长效化。"刘飒介绍，服贸会的市集是一个引爆点，目前，西游主题 套餐、盲盒赠品、卡牌游戏等已经融入多家老字号门店的日常经营。 中国经济网北京12月17日讯（记者朱晓倩）中国国际服务贸易交易会"服贸大咖谈"之区域篇——走进西 城宣传活动于昨日在北京西城车车科技集团举行。围绕企业创新发展故事、参与服贸会收获等内容，中 国全聚德（002186）（集团）股份有限公司党委书记、董事、总经理周延龙，北京张一元茶叶有限责任 公司总经理刘家博，北京华天饮食控股集团有限公司总经理助理刘飒分别进行了分享。 "张一元聚焦打造国家级茉莉花茶领导品牌，2025年成立子品牌'元来是茶'进军新茶饮赛道，坚持选用 张一元茶叶和优质鲜牛奶，给年轻人带来高品质的茶饮享受。"刘家博表示。 全聚德"好的鸭"文创产品在今年的服贸会现场受到 ...

Core Insights - The article discusses how Chinese companies are navigating uncertainty to find growth opportunities, emphasizing the importance of cultural, technological, and demand-driven strategies in achieving success in a changing global landscape [1] Group 1: Cultural Strategy - The evolution of Eastern culture from a marketing tool to a solid business foundation is highlighted, with the example of Wangba Tea, which established a strategic positioning of "Modern Eastern Tea" and developed a replicable global operating system. Its GMV increased from 1.2 billion to over 29.5 billion in three years, with projected revenue of 12.4 billion in 2024 and a 20% year-on-year growth in the first half of 2025, demonstrating the cultural value's ability to transcend regions and become a global currency [6] Group 2: Technological Strategy - The article notes that Chinese technology has evolved from merely addressing availability issues to defining quality standards. The case of Pantum printers is presented, which established itself as a "Chinese printer leader" and achieved continuous market expansion. In 2024, Pantum's revenue reached 4.6 billion, marking eight consecutive years of the highest global growth rate, with a 21% growth from January to July 2025, positioning "Chinese standards" as a fundamental industry cornerstone [9] Group 3: Demand Strategy - The shift from conceptual innovation to demand reconstruction in smart technology is discussed, with the example of Shufude smart beds, which created a new category in the intelligent sleep market. The brand achieved a scale of 1 billion in three years and received the world's first L4-level smart bed certification, expanding its stores from 0 to 200, successfully elevating "smart" from a product feature to a core value in health [11] Group 4: Consulting Firm Achievements - Leverage Consulting has successfully developed notable cases for brands like Wangba Tea, Shufude smart beds, and Pantum printers, assisting 62 companies in achieving breakthrough growth over the past decade. The firm is recognized as a global innovator in strategic positioning and has received the "Management Science Award" in China, with its unique "Positioning Equation" theory published in the MIT Sloan Management Review [13]

天眼查App显示，近日，洛阳觅果茶饮有限公司成立，法定代表人为侯先达，注册资本20万人民币，经 营范围为一般项目：食品销售（仅销售预包装食品）；供应链管理服务；食品互联网销售（仅销售预包 装食品）；保健食品（预包装）销售；信息咨询服务（不含许可类信息咨询服务）；采购代理服务；日 用品销售；日用百货销售（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

茶百道 20251216 摘要 茶百道 2025 年一季度受高基数影响同比下滑，但二、三季度受益于产 品和门店调整以及外卖补贴，同比增长 20%。四季度预计同比增长 10%以上，且单月增幅加速，显示出复苏势头。 茶百道预计 2026 年一季度将实现双位数同店增长，二、三季度可能因 外卖补贴减少而持平或略降，四季度预计持平或微增。核心策略包括拓 宽价格带进入下沉市场，提高新品占比至 30%以上，恢复舆情事件流失 的消费者，并增加咖啡和下午茶品类。 茶百道 2025 年上半年开店节奏保守，门店数量基本持平，共 8,444 家。 公司重点进行终端调改和加盟商质量梳理，下半年净增门店数有所改善。 未来计划每年新增四位数门店，重点布局下沉市场。 茶百道通过利用现有供应链优势，如鲜果配送和低温奶供应，以及海外 进口全自动咖啡机，在咖啡品类扩张上实现差异化竞争，并注重产品品 质，整体实付价格保持在 10 元以上。 茶百道通过市场洞察小组和数据复盘，捕捉消费者需求并优化产品。供 应链管理上，提升灵活性和反应速度，计划引入 HPP 果汁果浆工厂，保 证产品风味标准化。 Q&A 茶百道在 2025 年第四季度的表现如何？对 20 ...

Group 1 - Nanjing Tianhuilong Tea Beverage Co., Ltd. has been established with a registered capital of 1 million RMB [1] - The legal representative of the company is You Xin [1] - The business scope includes food sales, retail of publications, and internet sales of food, subject to approval by relevant authorities [1] Group 2 - The company is permitted to engage in general projects such as internet sales of pre-packaged food, cosmetics retail, and sales of daily necessities [1] - Additional activities include technical services, cultural and artistic exchange activities, and sales of daily glass products [1] - The company is also involved in the sale of non-medical daily masks and various toys and arts and crafts [1]

Industry Overview - The service consumption sector in China has significant growth potential, with the current GDP per capita exceeding $13,000, indicating a shift from goods to service consumption as the economy matures [4][7][24] - The proportion of development-oriented and enjoyment-oriented service consumption in China is relatively low, particularly in cultural, leisure, and health sectors, suggesting substantial room for improvement [4][7][24] - Recent government policies at both central and local levels have been introduced to support service consumption, focusing on the needs of the elderly and Generation Z, which are expected to drive growth in health, tourism, and new consumption sectors [4][7][24] Tourism and Travel - The domestic tourism market is projected to grow significantly, with 4.998 billion trips expected in the first three quarters of 2025, reflecting an 18% year-on-year increase [8][46] - The government has implemented various supportive policies to enhance tourism, including the issuance of travel vouchers and promotional activities to stimulate demand [8][58] - The tourism industry is undergoing consolidation, with companies optimizing resources and enhancing operational efficiency to drive high-quality development [8][58] Local Lifestyle - The restaurant industry is expected to see steady growth, although there is significant market differentiation, with high-end dining facing challenges while mass dining remains robust [10][10] - The tea beverage sector is experiencing growth driven by delivery services, with leading brands expanding their store presence despite potential challenges from subsidy reductions [10][10] - Meituan is facing increased competition in the delivery market, with a focus on improving operational efficiency and service quality to enhance long-term value [10][10] Education and Employment - The education sector is gradually recovering, with leading institutions expected to gain market share due to their brand strength and resource capabilities [11][11] - The human resources sector is seeing structural demand recovery, with AI technology providing opportunities for cost reduction and efficiency improvements [11][11] Summary of Investment Opportunities - Investment opportunities are concentrated in sectors that combine valuation safety margins with growth logic, particularly in health, tourism, and new consumption areas driven by demographic changes [4][7][24]

四川日报全媒体记者 赵泽宇 12月15日晚，茶百道自营咖啡品牌咖灰发布停业公告称：咖灰（航中路店）将于即日起进行经营调整。16日上午10点，川观新闻记者走访该店时看到，工 作人员正在打包和搬运店内物品，其中一位工作人员介绍，目前因为公司战略调整，该门店进行停业调整，还有1家位于孵化园的门店可以点外卖。 咖灰小程序相关页面。 咖灰成都航中路店停业公告。图据咖灰微信公众号 随后，记者通过外卖平台搜索咖灰位于成都的另一家门店时，均无检索结果。咖灰官方小程序也显示：在成都，当前地区暂未开放门店。仅一家第三方生 活消费点评平台显示，成都另有一家咖灰门店位于孵化园片区的嘉煜金融科技中心。 茶百道小程序相关页面。 公开资料显示，咖灰是茶百道于2023年推出的咖啡子品牌，首店于2023年12月在成都正式落地，即桐梓林片区航中路。据了解，咖灰是属于茶百道新茶饮 业务之外的独立业务，首店为直营店，在开业后并未拓展新店。 记者在走访中注意到，目前部分茶百道门店上线了新茶饮之外的现磨咖啡新业务。在茶百道官方小程序中，销售咖啡产品的门店有专门的"现磨咖啡"标识 注明。截至记者发稿，前述停业公告已在咖灰官方微信公众号上删除。 两张现场照 ...

新茶饮行业步入存量竞争期，门店更迭已成为市场常态。当蜜雪冰城、古茗等品牌持续巩固规模优势时，喜茶门店却进入收缩期——过去一年间，其新开 门店数量远不及关店数量，门店总量大幅下滑。 喜茶的加盟商们，正因盈利困局，开始撤场。 喜茶与加盟商之间的关系，正迎来新一轮"大考"：第一批加盟商的三年合约，将陆续到期。在现有生态下，双方是否会选择续约，尚不清晰。 "赚钱就干，亏钱就关。"喜茶加盟商李华（化名）接受大河财立方记者采访时这样说，他已经主动关停了一家商场店，亏损达100多万元。 事实上，过去一年间，全国范围内不少喜茶都关店落幕。据媒体报道及社交平台信息，今年以来，喜茶在山东、广东、河北、江苏等地门店出现闭店。极 海品牌监测数据显示，10月份，上海、重庆等一线城市也有喜茶门店关闭。 大河财立方记者进一步走访河南市场了解到，2025年，河南区域多家喜茶关店。在郑州，喜茶郑州正弘汇店、郑州大学店、郑州西亚斯学院店等消失；此 外，在县域市场，淮滨奥斯卡店也已撤场。 据极海品牌监测数据，2024年10月，喜茶全国总门店数为4610家；至2025年10月，门店总数减少至3930家，一年间门店净减少680家。另据壹览商业统计 数 ...

2025 年，消费行业正呈现出 "市场两极分化、组织精简重构、行业多点爆发、人才韧性突围" 的全景态势。无论是企业经营者、投资者，还是职场从业者， 读懂这些趋势背后的逻辑，方能在不确定性中把握确定性机遇。本文将基于《2025 消费行业年度趋势报告》核心内容，拆解四大核心趋势，解锁行业未来 发展密码。 一、消费品市场新趋势：分化中孕育新机遇 消费市场的变革从未像今天这样剧烈，"中间价格带" 遇冷，理性消费崛起，银发经济爆发，三大趋势共同勾勒出 2025 年消费市场的核心轮廓。 1. 消费两极分化：升级与降级并行，中间地带承压 疫情后，消费者收入与财富状况的差异进一步放大，直接导致消费市场呈现 "两极分化" 的显著特征 —— 高收入群体追求品质升级，中低收入群体侧重性价 比降级，曾经拥挤的 "中间价格带" 成为竞争最激烈、增长最乏力的区域。 | 品牌 | 价格区间 | 产品特色 | 选址策略 | 净利润 (亿元) * | 同比变化 | | --- | --- | --- | --- | --- | --- | | 蜜雪冰城 | 低价(约6元) | 果饮、茶饮、 冰淇淋、咖啡 | 街边店 | 44 | 利润增超40 ...