天眼查App显示，近日，唐山高新技术产业开发区午末萃取咖啡烘焙馆（个体工商户）成立，法定代表 人为张鑫，注册资本1万人民币，经营范围为许可项目：小餐饮；食品互联网销售。（依法须经批准的 项目，经相关部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为准）一般 项目：食品销售（仅销售预包装食品）；保健食品（预包装）销售；特殊医学用途配方食品销售；食用 农产品零售；食用农产品批发；互联网销售（除销售需要许可的商品）；外卖递送服务；个人互联网直 播服务；新鲜蔬菜批发；新鲜蔬菜零售。（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）。 ...

新零售 . 中国零售门户网站联商网出品，全面关注新零售、新业态、新门店。 以下文章来源于新零售 ，作者联商网编辑部 此次调整不仅涉及门店结构，也涵盖供应链与生产基地布局 ， 并 将牵动供应链和后勤布局同步变化。 美食 -KY目前在大陆采取" 一大三小 "的工厂体 系：主要中央工厂位于江苏昆山，另在福建、广东及浙江杭州设有三座分厂。 对此， 85 度 C 表示，调整旨在应对大陆餐饮市场竞争加剧、消费力低迷的局面，试图通过优化门店结构和资源配置来提升营运效率。 从门店布局来看， 85 度 C 的大陆业务早已呈现 " 冷热不均 " 的格局。区域分布上，华东、华南是其 " 基本盘 " ：江苏以 134 家门店居首，上海 119 家、福建 109 家，三地门店数占大陆总量超八成；而安徽、北京、天津、山东、四川、重庆等区域，门店数均为个位数。 出品 /联商网 撰文 /西泠雪 台湾连锁咖啡烘焙品牌 85度C 因其大陆业务持续亏损，正进行大规模战略收缩。 近日， 85度C董事会突然宣布，将大幅关闭中国大陆营运不善的门店 。 这家曾以 "精品咖啡平价化"对标星巴克的品牌，如今在大陆市场节节败退，背后是业绩亏损、竞争挤压与战略失 ...

Core Insights - 85°C, a once-popular bakery brand, is facing significant challenges in the Chinese market, leading to a strategic shift that includes closing over 40 underperforming stores, marking the largest adjustment in five years [2] - The company's revenue in mainland China has decreased by approximately 14% year-on-year, with a reported loss of about 200 million New Taiwan Dollars (approximately 40 million RMB) in the first half of the year [2] - The brand's revenue share from mainland China has dropped from a peak of 72% to 42% as of September 2024, indicating a substantial decline in its market position [2] Company Background - Established in 2004, 85°C initially achieved significant market share in Taiwan, surpassing Starbucks, and expanded rapidly into mainland China starting in 2007 [3] - The company went public in 2010, leveraging capital to fuel its growth, and by early 2013, it had opened 324 stores in mainland China [4] Strategic Challenges - The company's attempt to transition to a franchise model has faced setbacks, with the first franchise store only opening in late 2014, and subsequent management changes impacting strategic direction [5][6] - The competitive landscape in the bakery market has evolved, with 85°C facing challenges from other brands that have adopted aggressive franchise expansion strategies, leading to a loss of its competitive edge [6] Market Environment - The bakery market in mainland China has seen a stagnation in growth, with a net increase of only 1% in total bakery stores in 2023, amidst a backdrop of closures and reduced investment in the sector [7] - The operational adjustments required due to store closures are impacting the entire supply chain, necessitating reductions in production and logistics [8] Conclusion - The trajectory of 85°C reflects broader trends in the Taiwanese food and beverage sector, highlighting the difficulties faced by brands in adapting to the rapidly changing Chinese market [8]

Core Viewpoint - The Taiwanese coffee chain 85°C is undergoing significant store closures in mainland China, with over 40 stores expected to shut down this year, marking the largest adjustment in five years. This move aims to address intensified competition and declining consumer spending in the mainland market [1][4]. Group 1: Store Closures and Financial Impact - 85°C plans to close more than 10% of its mainland stores to improve operational efficiency and reduce losses [1][4]. - The company reported a loss of approximately NT$200 million (around RMB 46 million) in the first half of this year, with projections indicating that losses could exceed NT$400 million (over RMB 93 million) by 2025 if operational structures are not adjusted [2]. - The mainland operations, which were profitable in 2021, have turned into a financial burden, with losses reaching nearly NT$400 million (approximately RMB 93 million) last year [4]. Group 2: Market Position and Competition - 85°C's rapid expansion in mainland China began in 2007, but management issues have hindered its performance, leading to a focus on internal improvements rather than aggressive expansion [5][9]. - The brand has struggled to maintain a clear consumer identity in mainland China, where it is perceived more as a traditional bakery rather than a coffee shop, resulting in a lack of loyal customer base [10][12]. - The competitive landscape has shifted, with local and foreign bakery chains posing significant challenges, diminishing 85°C's initial market advantages [10][12]. Group 3: Management and Strategic Decisions - The company has faced management challenges, including a failed franchise strategy and high turnover among key personnel, which have contributed to its operational difficulties [8][9]. - Following a period of aggressive expansion, 85°C has shifted its focus to internal talent development and closing underperforming stores [9]. - The brand's inability to establish a strong brand identity and customer loyalty has been a critical factor in its declining market position [12].

消费者行为亦出现扭曲：关税生效前的"抢购潮"推高了汽车等耐用品需求，但非耐用品消费整体下滑，反映出家庭对未来物价持续上 涨的担忧。更严峻的是，亚特兰大、圣路易斯等地区企业因政策不确定性暂停资本开支，军事装备制造商直言"环境过于混乱"而冻结 投资，建筑业则预计需求将因成本激增"断崖式下跌"。 4月24日，美联储发布的最新一期《褐皮书》以107次"关税"和89次"不确定性"的高频词汇，勾勒出美国经济在贸易政策剧震下的复杂图 景。 贸易政策冲击波：从价格传导到投资冻结 关税政策对实体经济的渗透远超市场预期。 报告显示，钢铁、铝材、汽车零部件等关键行业首当其冲，企业被迫通过缩短定价周期、增设关税附加费甚至每日调价来转嫁成本压 力。例如，芝加哥联储辖区的机械制造商因原材料关税导致成本飙升，被迫每日调整产品价格；里奇蒙联储的咖啡烘焙商则遭遇"历史 性成本上涨"，而金属板材制造商因订单骤减陷入生存危机。 滞胀阴云初现：工资与物价的螺旋困境 尽管美联储强调通胀压力"暂时性"，但褐皮书揭示的微观动态已显露滞胀苗头。 多数地区报告工资增长加速，旧金山联储甚至观察到"工资与物价齐涨"的现象，这与企业裁员迹象并存形成矛盾：一方面，医 ...

Group 1 - The dairy industry is facing a tariff storm, with China opposing the potential 50% tariff increase from the U.S. and announcing a 34% tariff on all imports from the U.S. starting April 10, 2025 [1][2] - The rising cost of alfalfa, crucial for increasing milk production and protein levels, poses a significant cost pressure on the dairy industry [2][4] - The industry is currently experiencing overproduction, leading to increased inventory of milk powder and significant losses per ton sold [3][4] Group 2 - To mitigate risks, diversifying alfalfa import sources, particularly increasing imports from Spain, is suggested as a potential solution [5] - The macroeconomic environment is pushing the dairy industry towards accelerated transformation [6]