价格大战，一杯咖啡低至不到两元 行业协会呼吁"别卷了"，本土咖啡盼"突围" □ 南京日报/紫金山新闻记者 王国俊 "真没想到，一大杯咖啡只要不到两块钱，太便宜了。"市民常利英接过外卖小哥送来的一杯美式咖啡感 叹。 6月，随着天气越来越热，也到了茶饮咖啡消费旺季。与以往不同的是，在各大外卖平台的"补贴狂 欢"下，今年咖啡价格大幅下跌，甚至卖出了矿泉水的价格。 消费者之"乐"：实现咖啡"自由" 平台竞争之"热"：击穿底价的外卖大战 这一轮的咖啡价格大幅下跌，其中一个特别重要的原因是"外卖大战"及巨额补贴。 今年2月，京东杀入外卖赛道，亮出了巨额补贴的"杀手锏"，直接和美团"开打"，用户最欢迎的是咖啡 奶茶品类。饿了么和淘宝在4月也加入这场外卖大战，同样给了咖啡奶茶品类很多优惠补贴。 京东曾发布战报称，库迪咖啡在京东外卖的销量累计突破4000万单。淘宝闪购当时上线后的24小时内， 库迪咖啡的销量快速上升至平台咖啡类目第一。 6月9日上午9时30分的非高峰时段，记者在南京南站附近一家知名品牌连锁咖啡店前发现，10分钟内， 就有9名快递小哥送走了14份咖啡；而店内，4名店员正在不停忙碌，眼前备餐台上还有七八份待取外卖 ...

Funding and Expansion - Plush, a DTC personal care brand, has raised 470 million INR (approximately 4.7 million USD) in its latest funding round, led by Rahul Garg with participation from several strategic investors [3] - The funds will be used to expand offline operations, enhance brand building, and increase market influence [3] - Plush, founded in 2019, focuses on women's care and personal care products, including menstrual care, intimate health, hair removal, and personal hygiene [3] Corporate Control and Shareholding - The Persson family, through their investment tool Ramsbury, has increased their stake in H&M Group from 35.5% to nearly 64% over the past nine years, now controlling about 70% of the capital and 85% of the voting rights [6] - This increase in shareholding indicates the family's intent to regain more control over the company [6] Acquisitions and Strategic Moves - Kering Eyewear has announced the acquisition of Italian manufacturer Lenti from Safilo, which specializes in mold forming and surface treatment for various applications [8] - The acquisition aims to enhance Kering Eyewear's internal R&D capabilities for developing innovative high-performance Italian-made sunglasses [8] - Coupang Group is integrating Farfetch with R.Lux to enter the luxury goods market in South Korea, leveraging local services and operations to expand Farfetch's business [10] Market Entry and Expansion - Didi's brand 99Food has launched its delivery service in Goiânia, Brazil, marking its return to the Brazilian market after a previous exit [12] - Didi has a strong foundation in Brazil, with approximately 700,000 active riders and 50 million active users across over 3,300 towns [12] - Luckin Coffee plans to open a store in downtown Manhattan, New York, as part of its international expansion strategy [15][16] Sustainability Initiatives - Chanel has launched Nevold, a B2B center focused on developing circular materials to promote sustainability in the luxury goods and broader apparel industry [18] - The project aims to transform waste textiles into new materials, enhancing the economic competitiveness of recycled materials [18] Market Expansion Plans - Korean fashion e-commerce platform Musinsa plans to enter the Chinese and Japanese markets by opening physical stores as part of its global expansion strategy [21] - Musinsa currently offers around 8,000 Korean fashion brands and aims to tap into China's vast consumer market [22] Corporate Developments - Authentic Brands Group has established its Asia-Pacific headquarters in Shanghai, covering nearly 2,000 square meters to support business expansion in the region [24] - Woolrich has appointed its CFO Lorenzo Flamini as the new CEO, following a strategic partnership with a local operator for its business in Greater China [27]

Group 1: Luckin Coffee Expansion - Luckin Coffee, China's largest coffee chain, is planning to expand into the U.S. market, with its store count in mainland China already more than double that of Starbucks [1] - Despite a previous financial scandal that led to its delisting from NASDAQ, Luckin Coffee has made a strong comeback, leveraging unique flavors and significant discounts [1] - The company is set to open its first store in downtown Manhattan, which is seen as a critical test market for international brand expansion, particularly for Chinese brands [1][2] Group 2: Business Model and Challenges - Luckin Coffee's business model is centered around technology, allowing Chinese consumers to order via WeChat, which enhances efficiency compared to traditional coffee shop experiences [2] - Analysts estimate that while prices in the U.S. will still be lower than Starbucks, the price gap will be smaller than in China [2] - The high cost of labor and the need for diverse payment methods in New York could increase operational costs for Luckin Coffee [2] Group 3: Tea Industry Developments - Tea Baidao launched a new lychee drink series that sold 50,000 cups within an hour of release, showcasing strong consumer demand [3] - The company utilizes fresh lychee fruit from Guangdong, employing modern supply chain techniques to ensure freshness during transportation [3] - Tea Baidao has improved its supply chain efficiency, with 92% of stores achieving next-day delivery and 95% receiving multiple deliveries per week [4] Group 4: Campus Market Potential - Bawang Chaji opened its first campus store at Tsinghua University, achieving over 2,200 cups sold on the opening day, indicating strong potential in the student market [5] - The brand has established a presence in nearly 200 universities across China, with popular products making up a significant portion of sales [5] Group 5: Investment in Tea and Coffee Industry - Zhejiang Fino Group has initiated a tea and coffee industrial park project with an investment of approximately 4 billion yuan, expected to generate an annual output value of 5 billion yuan upon completion [6] - The project includes a smart factory focused on various beverage products, with a planned annual capacity exceeding 180,000 tons [6] Group 6: Lavazza's Strategic Partnerships - Lavazza has renewed its collaboration with Lamborghini, following a successful initial partnership, to create a unique coffee product tailored for the luxury automotive brand [7] - The brand has established a significant presence in China, opening over 100 stores in major cities since its entry into the market [7]

Core Insights - Mo's Coffee has been recognized as the "Pioneer of Chinese Milk Coffee" by iiMedia Research, a leading third-party data mining and analysis agency in the new economy sector [1][6] - The coffee industry in China is experiencing rapid growth, with the market size projected to reach 789.3 billion yuan in 2024 and expected to exceed 1 trillion yuan by 2025, potentially reaching 1,390.8 billion yuan by 2029 [1][3] Industry Trends - The coffee market is witnessing diversified consumer demands, with an increasing preference for functional, healthy, and localized flavors, leading to a competitive landscape focused on personalized and differentiated products [3][6] - The acceptance of innovative coffee varieties is high among consumers, particularly for "Chinese coffee" that blends traditional flavors with modern health concepts, reflecting a new consumption trend in fast-paced lifestyles [3][6] Company Strategy - Mo's Coffee leverages 20 years of experience in the food industry to develop innovative products that cater to Chinese tastes, establishing itself as a key player in the Chinese milk coffee segment [6][10] - The brand combines traditional Chinese beverage inspirations with Western coffee techniques, creating a differentiated competitive advantage in the instant coffee market [6][8] Product Development - Mo's Coffee focuses on creating a rich flavor experience with its milk coffee products, using natural ingredients like milk and coconut milk, and incorporating traditional elements such as osmanthus and jasmine [8][9] - The company emphasizes health by using real milk instead of traditional non-dairy creamers, significantly enhancing the nutritional value and aligning with current consumer preferences for low-sugar options [9][10] Market Position - Mo's Coffee has maintained a leading position in the e-commerce instant coffee sector, with cumulative sales exceeding 200 million cups in 2024, targeting a wide demographic from Generation Z to seniors [9][10] - The brand has been recognized at various industry events, including being the designated coffee brand for the China-ASEAN Expo for five consecutive years and receiving nominations for the FBIF WOW Food Innovation Award [9][10]

以下文章来源于赢商网 ，作者李玉玲 赢商网 . 这里有你需要的零售商业地产行业资讯、深度分析、知识和数据 来源丨赢商网（ID：winshang） 作者丨李玉玲 编辑丨熊舒苗 付庆荣 图源丨赢商网拍摄 品牌闭店潮，此起彼伏。 据赢商网不完全统计，今年 1-3月又有超过40家典型品牌进行闭店。 Gucci上海关2店、 茑屋书店 连撤 2店、永辉超市90天关273家店等消息，不断引发热议。 图源： 永辉超市 其中， 【永辉超市】 闭店最为激进，一季度门店数量较去年同期锐减 273家，2025 年计划关闭 200 -350家效益不佳的门店； 【永旺超市】 因财务亏损和租金压力 无奈 关闭部分门店； 【沃尔 玛】 一季度关了 3 家门店，过去五年其中国卖场门店总数减少了123 家；即将退市的 【人人乐】 一季度亏损7962万元，门店数量从巅峰时期的超百家缩水至仅剩32家。 困境之下，超市行业求变， 引入 "胖东来模式"成为流行解法 。 【永辉超市】 动作迅速，截至 今年 6 月13日已完成 100 家门店调改，计划 2025 年调改门店达 200 家左右，2026 年完成所有存量门 店调整 。【 物美超市】积极跟进，首 ...

以下文章来源于沥金 ，作者沥金 沥金 . 数据驱动的消费创投智库，用深度内容和前沿洞察，助力企业成长，全网有近百万粉丝。 星巴克宣布大降价，咖啡赛道再掀价格战。 从今天（6月10日）开始，星巴克数十款单品集体降价5元左右，这表示星巴克的价格带从30元下探到了 20+元。 这次不仅是星巴克进入中国25年来的首次大降价，也预示着咖啡赛道新一轮的价格战开打。 前一段时间瑞幸部分单品降价到了6.9元，库迪反手就推出了3.9元的咖啡，现在咖啡赛道巨头星巴克也下场 了，火药味儿越来越浓。 9块9只是消费者的习惯，却不是咖啡赛道的底线。 巨头们为什么重启大战？因为咖啡赛道快要见顶了。 根据World Coffee Portal的统计和预测，2024年赛道增速还能保持20%以上，但接下来几年会快速下滑到个位 数，剩余增量空间已经不多。 上一轮咖啡大战，瑞幸成功打出了"9块9"的心智，这一回国内现磨咖啡"祖师爷"的星巴克也下场了，整个赛 道会怎样？这一轮内卷，最可能的赢家会是谁？ 星巴克相关降价营销海报 来源：官方公众号 核心原因在于， 虽然星巴克此前没有官宣，但团购和电商直播间已经推出过很多促销优惠套餐了，早已实质 性降价 ...

Group 1 - The core viewpoint of the articles highlights the increasing momentum of China-Africa economic and trade cooperation, with significant growth in various sectors, particularly in agriculture and green technology [1][2][3] - The number of passengers on the China Southern Airlines route from Guangzhou to Nairobi has reached 227,000 since its launch in 2019, indicating a strong demand for travel between China and Africa [1] - Coffee imports from Africa to China surged by 70.4% year-on-year in the first quarter, showcasing the growing agricultural trade between the regions [1] Group 2 - The import volume of coffee beans by a Chinese company increased by 30% year-on-year, reflecting a robust market for African coffee in China [2] - Exports of Chinese new energy vehicles, lithium batteries, and photovoltaic products to Africa saw significant year-on-year increases of 291%, 109%, and 57% respectively, indicating a shift towards green technology in trade [2] - The total import and export volume between China and Africa reached 963.21 billion yuan in the first five months of the year, marking a 12.4% increase and setting a historical record for the same period [3]

蜜雪冰城加盟政策又调整了？ 最近，蜜雪冰城的官方公众号"蜜雪合作中心"发布了一则新通知，宣布自2025年6月11日起，对新开门店进行调整。 一是优化门店布局，调整门店保护范围，并鼓励加盟商回归一线；二是强调"优中选优"，名下已有门店的加盟商在申请新店时，对于经营表现优异的提供 更多发展机会；三是给新加盟商机会，名下有店的加盟商无法在空白乡镇开店，只有户籍是本地级市行政管辖范围的新客户才可以；四是鼓励开设多场景 门店，如景区、服务区、交通枢纽站等特殊场景。 这一调整，一方面是行业步入存量竞争，淘汰赛开始。2024年，壹览商业长期追踪的26个行业品牌门店存量为11.93万间，增速从去年的32.5%放缓至 11.12%，行业门店总数一年减少了1.6万间。 另一方面，是蜜雪冰城门店规模已达临界点，单店营收能力开始下滑。截至2024年12月，蜜雪集团内地门店数超4.1万家，刨去幸运咖，蜜雪冰城的门店 数量在3.6万家左右；单店日均GMV从2021年的4144元下降到2023年的4127元，加盟门店的毛利率也从2021年的32.03%下降到2023年的30.10%。 同店GMV下降、毛利率下滑，加盟商们能赚到的就变少了， ...

Core Viewpoint - Starbucks (SBUX.O) shares increased by 3% as the company plans to promote its generative AI assistant developed in collaboration with Microsoft's (MSFT.O) Azure OpenAI platform in 35 stores this month [1] Group 1 - Starbucks is expanding its use of generative AI technology in its operations [1] - The collaboration with Microsoft aims to enhance customer experience through AI [1] - The promotion will take place in a total of 35 stores [1]

Group 1: Starbucks Developments - Starbucks CEO Brian Niccol announced the exploration of selling a partial stake in its China business to attract external investors and revive growth, with significant interest from various investors [1] - The company plans to increase its store count in China from 8,000 to 20,000, indicating strong potential for growth in the coffee market [1] - Starbucks China has reduced the average price of various iced and tea drinks by 5 yuan to enhance competitiveness in the rapidly growing non-coffee beverage market [1] Group 2: Technological Innovations - Starbucks introduced its first generative AI-driven assistant, Green Dot Assist, designed to help baristas resolve issues in real-time, enhancing operational efficiency [2] - The AI tool is currently being tested in 35 stores, with plans for further rollout [2] Group 3: Industry Challenges and Responses - Honey Snow Ice City was reported for exceeding bacterial limits in frozen dessert samples, highlighting food safety concerns [3] - The Hong Kong Food and Environmental Hygiene Department has taken action against the store involved, emphasizing the importance of food safety compliance [3] Group 4: Franchise and Market Strategy - Honey Snow Ice City announced a new policy to optimize the layout for new franchise stores, restricting existing franchisees from opening in blank towns [4][5] - New franchise applicants are encouraged to consider multi-scenario store locations, such as tourist spots and transportation hubs [5] Group 5: Product Innovations - Kenyue Coffee has introduced a range of popular bubble coffee products, indicating a trend towards innovative beverage offerings [6] - Heytea launched a new bottled tea product, targeting health-conscious consumers with a blend of kale and cucumber [7] Group 6: Promotions and Customer Engagement - Costa Coffee is offering student discounts on select beverages during a promotional period, aiming to attract a younger demographic [8] Group 7: Corporate Governance Issues - Tianye Innovation, a supplier for new tea beverage ingredients, is facing investigation due to internal control issues and financial discrepancies, posing risks to its market standing [9] Group 8: Financial Support and Stability - Jiahe Foods announced a guarantee of 20 million yuan for its wholly-owned subsidiary, Jinmao Coffee, to support its business development, reflecting a commitment to stable growth [10]