Group 1: IFBH IPO and Market Performance - IFBH, a Thai coconut water brand, had an oversubscription of 2220 times during its IPO, raising a maximum of HKD 11.6 billion, making it the "frozen capital king" of Hong Kong stocks this year [1] - The subscription amount reached HKD 257.29 billion, significantly exceeding the public offering amount of HKD 1.16 billion, indicating strong market interest [1] - The company holds a 34% market share in the coconut water beverage market in mainland China and a 60% share in Hong Kong, maintaining its leading position for several years [1] Group 2: Tea Baidao's New Product Launch - Tea Baidao's new product "Honey Melon Bubble Pearls" sold nearly 200,000 cups on its first day, reflecting strong consumer demand during the summer season [2] - The use of the unique melon variety, which is known for its refreshing taste, aligns with the rising consumer preference for fruit-based beverages in hot weather [2] - The company has launched multiple fruit-based drinks this June, with previous products like the lychee series exceeding 7 million cups in sales, leading to positive ratings from several financial institutions [2] Group 3: Coffee Price Increase - Global coffee futures prices have risen significantly, impacting the spot market and leading to record high prices for coffee beans [3] - In Yunnan, a major coffee-producing region in China, the price of raw coffee beans has reached new highs, resulting in a 6%-17% increase in the prices of coffee products [3] - The price adjustments in Yunnan's international coffee trading center reflect the broader trend of rising raw material costs affecting the coffee industry [3] Group 4: Xiangpiaopiao's New Product Development - Xiangpiaopiao has launched new products including "Original Leaf Fresh Brew Light Milk Tea" and "Original Leaf Fresh Brew Milk Tea," focusing on product innovation and health [4] - The new product line is part of the company's strategy to appeal to younger consumers and promote healthier options [4] - The company is utilizing content marketing to enhance brand visibility and is conducting trials for online and offline sales of the new products [4]

Group 1: Starbucks Response to Louis Vuitton - Starbucks China responded to social media comments regarding the new Louis Vuitton landmark "Louis" in Shanghai, which is positioned near a Starbucks store [1] - The company highlighted the origin of its name and logo, referencing the character Starbuck from the novel "Moby Dick" and the siren from Greek mythology [1][4] Group 2: Bawang Tea's Expansion in Hong Kong - Bawang Tea opened its second store in Hong Kong at Tsuen Wan and plans to launch an additional eight stores in various locations [4] - The brand's first "super tea warehouse" has been established, indicating an upgrade in its supply chain system as part of its local market expansion strategy [4] Group 3: Vitasoy International's Financial Performance - Vitasoy International reported a revenue of HKD 6.274 billion for the fiscal year ending March 31, 2025, reflecting a 1% year-on-year increase [5] - The company's net profit attributable to shareholders rose by 102% to HKD 235 million, driven by improved operational efficiency [5] - Vitasoy's revenue in mainland China was HKD 3.363 billion, with a 1% growth after excluding exchange rate impacts [5][6] Group 4: Kudi Coffee's New Fruit Base - Kudi Coffee has commenced construction of its northern fruit base in Shanxi Province, which will focus on the full supply chain from planting to processing [7][8] - The region is known for its high fruit production, with an annual output of 5 billion kilograms, making it a strategic location for Kudi Coffee's operations [8] Group 5: Huangshi Group's Strategic Partnership - Huangshi Group announced a strategic cooperation agreement with Hubei Xiangyuan Food Co., aiming to enhance its presence in the new consumption sector [9] - The partnership will explore opportunities for water buffalo milk in the restaurant and new tea beverage markets [11] - Huangshi Group has previously collaborated with several leading brands in the new tea beverage industry [11]

餐饮行业 月度观察报告（2025年5月） 2025年6月 目 录 01 餐饮行业景气指数：节日经济驱动消费上扬，五月 全国餐饮景气指数跃升 02 产品上新：节日经济引爆行业创新热潮，茶饮、西 式快餐新品地域风味突出 03 开店情况：5月品牌拓店动作频频，展开新模式与全 球布局的双重探索 04 投融资、收并购与上市：5月品牌融资企稳，上下游 企业IPO进程加速 05 餐企大动作与行业大事件 06 2025年5月红餐指数百强榜 全国：节日经济驱动消费上扬，五月全 国餐饮景气指数跃升 2025年5月，受劳动节、母亲节、"520"及端午节等节日消费热潮带动， 叠加气温升高带来的夏季特色餐饮需求增长，餐饮市场呈现供需两旺的活跃 态势。节日期间，家庭聚餐、情侣约会等外出就餐场景增多，粽子礼盒、节 日限定套餐等产品热销，餐饮门店客流量有所增长，整体餐饮消费亦有所增 长。 01 餐饮行业景气指数： 节日经济驱动消费上扬，五月 全国餐饮景气指数跃升 红餐大数据显示，2025年5月，全国餐饮行业景气指数从4月的94.7上升至 104.2，环比增长10%。这一变化直观反映出了节日经济对餐饮市场的强劲 推动作用，以及餐饮消费活力的进 ...

5月22日，茶咖日报的主要内容有： 霸王茶姬全新茶友权益体系CHAGEE TOWN开启内测 日前，霸王茶姬正式宣布全新茶友权益体系CHAGEE TOWN启动内测，拟邀5.21万茶友参与；同时任 命品牌IP"茶小象"为首位首席倾听官，负责LTC（Listen to Customers）项目，计划在全国近百城同 启"CHAGEE茶话会"线下交流会，建立长期用户反馈通道，用心倾听茶友们的心声与建议。 此外，其正式宣布轻因新品——轻因·花田乌龙将于5月23日全国上线，咖啡因含量同样下降50%左右， 进一步完善"轻因专区"。 喜茶闭店风波引关注 咖啡工房消息显示，近日，大连罗斯福广场的喜茶门店突然关闭，原址已换上霸王茶姬和周大生的围 挡。这家店是喜茶在大连的首家直营店，2020年开业时曾因买一赠一活动引发轰动，日常生意火爆，闭 店令当地粉丝倍感意外。网友猜测闭店原因可能与租金上涨或合约到期有关，但官方未予证实。 类似情况并非个例。淄博、南昌、深圳等地多家喜茶门店也在近期悄然关闭，部分门店甚至经营状况良 好。极海品牌监测数据显示，近90天内喜茶关闭了161家门店，总数从4410家降至4265家，平均每天有2 家门店消失。 ...

餐饮行业 产品上新报告（2025年4月） 2025年5月 p 为洞悉餐饮行业产品上新发展趋势，红餐产业研究院选取了餐饮行业具有代表性的六个细分品类作为监测对象， 包括西式快餐、粉面、茶饮、咖饮、面包烘焙、火锅这六大品类，对它们的新品情况进行整理分析。本报告从 产品的上新总体情况、各品类新品的细分类别、各品类新品的创新点等角度，综合剖析了西式快餐、粉面、茶 饮、咖饮、火锅、面包烘焙这六大品类新品的发展现状，旨在为餐饮行业从业者、投资人、消费者等提供参考 p 全文部分亮点如下： 2025年4月，红餐产业研究院对西式快餐、粉面、茶饮、咖饮、火锅、面包烘焙这六大赛道的部分品牌上新情况进行 监测，监测的品牌样本量为329个，共有174个品牌推出新品，占监测品牌样本量的52.9%。同时监测的六个品类的新 品数量总共为896款，环比上涨55.8%，与2025年3月相比，各品牌的创新积极性显著提高，上新频率加快 2025年4月，有19个西式快餐品牌共推出了112款新品，环比上涨93.1%。从新品的细分类别来看，当月新品涵盖的 类别有比萨类、面/饭/汤/轻食类、小食类、现制饮品类、堡卷类、炸鸡鸡排类、甜点甜品类、特色菜类、其他 ...