新华财经北京5月7日电库迪咖啡7日在联营商会议上宣布，将现行门店补贴政策延长至2028年12月31 日，并新增推出"高房租、低杯量"门店专项补贴。 据悉，此次新增补贴政策将为5月6日至6月30日新开门店提供额外支持。在现行门店补贴政策的基础 上，新开门店将享受高房租补贴（单杯最高可补贴至4元）和下沉市场门店培养补贴（单杯最高可补贴2 元）。补贴范围涵盖地级以上城市的远郊区县及其下辖乡镇门店。在新政策和新增补贴下，新开门店将 突破现有最高单杯14元的补贴上限。 今年初，瑞幸发布针对加盟商的最新扶持政策，下调包含咖啡豆、椰浆、牛奶等在内的86款货物的供货 价，其中咖啡豆降价幅度达到16.8%。此外，对低收入门店实施阶梯式补贴，当门店月毛利低于4万元 时，将通过补贴确保单杯利润达到5元。 目前，库迪咖啡已通过联营模式达成万店规模，并于2024年5月以来实现持续盈利。市场分析认为，库 迪咖啡在此时调整补贴政策，一方面整体经营向好，在联营商补贴上具备充足资金空间；另一方面，外 卖平台订单放量增长，其联营模式获得充分验证。饿了么平台显示，在"淘宝闪购"全量上线24小时内， 库迪咖啡销量快速上升至平台咖啡类目第一，较日常订 ...

5月7日，库迪咖啡在最新召开的联营商会议上宣布将现行门店补贴政策延长至2028年12月31日，同时新 增推出"高房租、低杯量"门店专项补贴。 根据新政策，库迪咖啡决定给予自即日起（5月6日）至6月30日前新开门店两项新增补贴，在现行门店 补贴政策的基础上，新增享受高房租补贴（单杯最高可补贴至4元）和下沉市场门店培养补贴（单杯最 高可补贴2元），补贴范围涵盖地级以上城市的远郊区县及其下辖乡镇门店。 外卖补贴方面，据饿了么平台显示，在"淘宝闪购"全量上线24小时内，库迪咖啡销量快速上升至平台咖 啡类目第一，较日常订单增长近10倍；京东外卖数据则显示，库迪咖啡外卖销量已突破4000万单。 目前，库迪咖啡已通过联营模式达成万店规模，并于2024年5月以来实现持续盈利。市场分析认为，库 迪咖啡在此时调整补贴政策，一方面整体经营向好，在联营商补贴上具备充足资金空间；另一方面，外 卖平台订单放量增长，库迪咖啡联营模式的优势获得充分验证。通过B端的联营商补贴和C端9.9元价格 策略，库迪咖啡有望重塑咖啡行业的增长逻辑，加速拓展咖啡消费的市场空间。（张奥） 责任编辑：杨赐 2025年以来，库迪咖啡宣布与《哪吒2》达成联名合作， ...

Core Insights - Cocinare, a hand-drip coffee equipment brand founded by Mocha, is tapping into a niche market with significant growth potential despite its small size [1][2][3] - The brand's innovative approach focuses on enhancing the precision and user-friendliness of coffee brewing, allowing both novices and professionals to achieve high-quality results [4][10][12] Market Overview - The global market for hand-drip coffee equipment is relatively small, with an estimated annual shipment of around 1.2 million units [1] - In China, the price of hand-drip coffee can reach up to thousands of yuan, significantly higher than traditional espresso options [2] Product Development - Cocinare's hand-drip kettle features advanced technology that allows for precise control of water flow and temperature, enhancing the brewing process [5][8] - The company has also developed a coffee scale that integrates smart technology to measure water-to-coffee ratios and flow rates, making it easier for users to replicate their desired coffee flavors [11][12] Competitive Landscape - The hand-drip coffee equipment market has limited competition, providing Cocinare with an opportunity to establish itself as a leading brand [6][15] - Cocinare's products are positioned at a premium price point, with its most popular model priced at 1698 yuan, compared to competitors like FLOW, which average around 1200 yuan [3] Business Strategy - The company aims to standardize the coffee brewing process through its products, allowing users to achieve consistent results [12] - Cocinare is leveraging its presence in coffee competitions and partnerships with specialty coffee shops to build brand recognition and trust among consumers [13][14] Future Challenges - While Cocinare has successfully captured a segment of the market, sustaining growth and achieving sales of blockbuster products in more mature overseas markets will pose significant challenges [15]

36氪旗下生活方式内容品牌。潮来潮去，生活不息。 潮生TIDE . 当一个普洱人 说他要回家种地...... 文 ｜ J 编辑 ｜ 薇薇子 来源｜ 潮生TIDE（ID：chaoshengTIDE） 在普洱搞咖啡，能挣! 以下文章来源于潮生TIDE ，作者J、薇薇子 在普洱当地打出租车去咖啡庄园游玩，是完全不需要电子导航的，已经不知道来过多少次的司机师傅们对弯曲、重叠的山路小道了然于胸，甚至还有空帮乘 客们进行简单的推荐和介绍，总结起普洱近两年的发展也颇有几分指点江山的架势。 车窗外不远处的咖啡梯田和茶园像绿色波浪般翻滚着，地处云南西南，又与缅甸、老挝、越南三国接壤的普洱，迎来了4月阳光充沛的好时节。 "普洱最出名的就三个东西：铁皮石斛、茶叶和咖啡。 但铁皮石斛已经过气了嘛，我认识的一个老板在顶点的时候投了2000多万，现在已经全赔光了。茶叶 嘛，不管是品质还是味道都没有一个标准，比较散，有时候几万块钱一斤的普洱茶还不如几十块钱一斤的好喝。 咖啡我比较看好，虽然近几年才开始流 行，但肯定能比铁皮石斛强。 我老婆这两天还想买一台意式机回来用嘞。"短短几句话，司机师傅就为我们勾勒出了云南普洱的产业结构以及当地近两年 ...

5月6日，茶咖日报的主要内容有： 茶百道："五一"假期整体销售额环比增长50% 5月6日，淘宝闪购联合饿了么推出1亿杯奶茶咖啡赠送活动，8点正式开抢。 据了解，此次活动是淘宝闪购于5月5日宣布的长期福利，消费者可领免单卡和请客卡。每天在淘宝App 闪购频道搜索"奶茶免单"，就有机会抢到免单卡，总计1亿杯，咖啡、茶饮均可。 据悉，"淘宝闪购"自4月30日上线之初即引发市场热潮，5月2日淘宝闪购提前4天完成全国全量上线，多 地茶饮门店订单量呈几何级增长。 数据显示，茶饮品牌茉莉奶白多城市在饿了么外卖订单量日均增长近3倍；奈雪的茶全国核心城市门店 配送运力满负荷运转，饿了么外卖订单日同比增长超200%；库迪咖啡销量快速上升至饿了么咖啡类目 第一，较日常订单增长近10倍。 奈雪的茶：五一假期部分门店订单量环比节前激增超300% 5月6日，奈雪的茶"五一"假期销售数据公布，全国门店销售火爆，部分门店订单量环比节前激增超 300%。 5月6日消息，今年"五一"假期，新茶饮消费在"假日经济"的带动下迎来强劲增长。 数据显示，"五一"期间，茶百道旗下"东方植物鲜养果茶""山茶碧螺春系列"等多款产品销售火爆，茶百 道整体销售额 ...

New Consumption Overview - Li Ning brand officially signed a partnership with the Chinese Olympic Committee to provide sportswear for the 2025-2028 Olympic Games, showcasing its commitment to national strategy and support for Chinese athletes [4] - Nestlé Japan launched two new concentrated beverages, Nescafé Espresso Base, to cater to diverse iced coffee demands, and announced a partnership with a food ingredient company to address cocoa farming and carbon emissions [5] - Glico introduced a new almond-flavored Da Hong Pao tea snack, made from imported almond ingredients, highlighting its innovative product development [5] - The high-end tomato brand "One Big" collaborated with the snack brand "Liuliu Mei" to launch a summer snack product combining cherry tomatoes and preserved plums [6] - Lululemon released a new outdoor gear series featuring functional fabrics and UV protection, expanding its product offerings [6] Investment and Financing - French dietary supplement and skincare brand Atelier Nubio was acquired by the clean beauty brand Oh My Cream!, with the transaction approved by the Paris Commercial Court [8] - Luxury e-commerce platform Mytheresa completed the acquisition of 100% of Yoox Net-a-Porter (YNAP), aiming to build a luxury e-commerce giant with a target gross merchandise volume of €4 billion [8] - A new functional foundation brand received Series A financing, although the amount remains undisclosed [8] - Yonghui Supermarket reduced its stake in Hongqi Chain by 1%, now holding 10% of the total shares [9] - Baby and children's clothing brand Mori acquired the UK children's retailer Kidl y to accelerate its market expansion [12] Major Companies - ZUS Coffee plans to open nearly 200 new stores in Southeast Asia by 2025, aiming to surpass Starbucks in Malaysia with a total of 743 stores [13] - Swedish outdoor sports brand Craft entered the Chinese market by launching pop-up stores in Shanghai and Nanjing, as well as online platforms [15] - Balenciaga released a new limited edition collection for the 520 festival, showcasing a luxurious aesthetic [15] - Anker Innovations opened its first official experience store in Serbia, marking a significant step in its expansion strategy in Central and Eastern Europe [15] - Jin Sai Health signed a strategic cooperation agreement with Alibaba Health to achieve significant annual sales targets on Tmall Health [15]

南边的丰台顶着"最土四环"的帽子，这里出名的地标应该是可以批发车厘子和榴莲的新发地，丰台少了些北京的秩序感，有不少正在施工的工地，夜幕降临 时，夜市摊主们支起塑料棚、亮起灯泡，卖着经济实惠的小吃和日用百货。让丰台经常被看作北京的城乡结合部。 北四环，偏海淀方向，被称作宇宙中心的"五道口"弥漫着浓厚的学术氛围。 与你擦肩而过的年轻人可能是某个省市的高考状元，"枣糕王"的排队人群里， 可能有科学院的研究员，或刚从清华上完课的老师。在五道口的饭店，如果不聊点科研项目或鸡娃心得，基本属于"区外人"。 同样是四环，没什么存在感的就是西边的石景山了。 甚至很多人不知道这是城六区之一，以为它是与门头沟、房山等并列的近郊区，远在六环之外。但实 际上，人家在长安街沿线，半小时到天安门。 这样的误解也并非没有缘由—— 相较于其他城区，这里有着与北京这座城市并不相称的慢节奏。 尚未广为人知的「养老福地」。 撰文｜ 宋虹姗 编辑｜ 巴芮 封面来源｜ 视觉中国 不显眼的城区 北京很大，大到每块城区都能拥有自己独特的"气质"和生活氛围。 绕着四环看，位于东四环的朝阳区大望路， 与附近的国贸CBD、亮马河、三里屯共同形成一道闪闪发光的金线 ...

消费·掘金 年报一季报总结电话会议 20250504 传统内需市场在当前宏观环境下存在底部反转机会。通过比较 2025 年的贸易 战与 2018 年的贸易战，可以看到两者在市场选择上的相似性。在 2018 年贸 易战后，市场于 2019 和 2020 年全面布局消费，包括传统消费与新能源车技 术路线落地。如果映射到当前环境，本次宏观政策取向对消费的正面影响远好 于 2018 年，同时路径也较为相似。因此，我们看好创新消费在后续复苏叠加 良好政策取向下实现成长。从今年三月社零数据超预期以及四月地产数据回稳 来看，如果五六月份能够持续证实一季度相关宏观数据企稳，那么下半年市场 可能会更为重视传统消费及白马公司的布局。特别是具备结构性提价能力的板 块和公司值得重点关注。此外，从去年（2024 年）第四季度到今年（2025 年）第一季度，新消费报表端逐渐超预期，估值空间已经打开，而很多新消费 公司的估值已达到较高水平，因此只要传统消费公司的报表端稍微改善，其上 涨逻辑将更加通畅。 食品饮料板块的表现如何？有哪些子赛道值得关注？ 食品饮料板块整体分化明显，其中许多子赛道相对传统，如白酒、啤酒、乳制 品和调味品等。偏传统 ...

Group 1 - The article discusses the transformation of "internet celebrity stores" into popular destinations for Generation Z, emphasizing the importance of unique experiences and emotional value in consumer choices [2][10][20] - "A-Ma Handmade" and "Village Coffee" are highlighted as successful examples of brands that have become "internet celebrities," with long wait times and high sales figures indicating their popularity [2][4][13] - The concept of "internet celebrity stores" is defined as establishments that gain significant online attention and foot traffic, often characterized by high visual appeal and targeting younger consumers [4][6][10] Group 2 - The article notes that social media plays a crucial role in shaping consumer behavior, with platforms like Xiaohongshu and Douyin driving the "planting grass" culture among young consumers [10][11][12] - Marketing strategies for these stores often include creating visually appealing environments and leveraging online platforms for promotion, which can lead to a temporary surge in popularity [11][12][13] - The report indicates a shift in consumer preferences towards products that offer genuine emotional value rather than just brand prestige, with 47% of young consumers prioritizing personal satisfaction in their purchasing decisions [10][12] Group 3 - The article highlights the challenges faced by "internet celebrity stores" in maintaining long-term success, with many brands struggling to sustain their popularity after initial hype [13][15] - It emphasizes the need for businesses to focus on quality, service, and innovation to retain customers, rather than relying solely on viral marketing [13][15][20] - The emergence of new consumer trends suggests a growing emphasis on the intrinsic value of products and experiences, indicating a potential shift in the retail landscape [20]

Group 1 - Suzhou Pineapple Health Technology Co., Ltd. focuses on the research, production, and sales of brushless motor products, with overseas sales accounting for 70% of total sales [1] - The company has successfully secured orders from multiple countries, including Germany and the UK, during the recent Canton Fair, indicating strong international demand [1] - The TurboFan X series, featuring aerospace-grade brushless motors, has improved wind strength by 40%, showcasing the company's commitment to innovation in response to U.S. tariffs [1] Group 2 - KALAMEI Technology (Suzhou) Co., Ltd. is the leading exporter of commercial fully automatic coffee machines in China, with a customer base across over 100 countries and regions [2] - The company maintains production momentum despite U.S. tariff increases, with two production lines fully booked by U.S. clients, highlighting its strong market position [2] - KALAMEI has expanded into the domestic market, achieving over 100 million yuan in online sales last year, competing effectively with international brands [2] Group 3 - Suzhou Bolang E-commerce Co., Ltd. has established a full industry chain layout, achieving over 5 million USD in sales from pet apparel, capturing over 30% of the online pet apparel market in Europe and the U.S. [3] - The company emphasizes the potential of the pet economy and aims to become a leader in niche markets to withstand external challenges [3] - The total import and export value of goods in Xiangcheng District reached 14.529 billion yuan in the first quarter, reflecting a year-on-year growth of 16.8% [3]