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茶咖日报|年销10亿杯的爆款突然断货?官方:紧急调货中
Guan Cha Zhe Wang· 2025-09-18 12:45
Group 1: Mixue Ice City - Mixue Ice City is experiencing a shortage of lemon water due to tight raw material supply, particularly yellow lemons, which have seen a decrease in production this year due to excessive rainfall [1][2] - The company sells over 1 billion cups of ice lemon water annually, generating an estimated revenue of 4 billion yuan from this single product [1] - The shortage highlights the product's popularity and market dominance, showcasing Mixue Ice City's strong consumer base and loyalty [1] Group 2: Starbucks - Starbucks employees in three states have filed a lawsuit against the company for not reimbursing costs associated with a new dress code implemented on May 12, which requires specific attire [3][4] - The new dress code aims to enhance customer experience by making the green apron more prominent, but employees are required to bear the costs of compliance [3] - The lawsuit claims that Starbucks is violating state laws that mandate reimbursement for employer-beneficial expenses, seeking compensation for all employees in the affected states [4] Group 3: Bawang Tea Ji - Bawang Tea Ji is set to open its 200th store in Malaysia, having rapidly expanded its presence in major cities across the country [5] - The company's overseas market GMV reached 235.2 million yuan, reflecting a year-on-year growth of 77.4% and a quarter-on-quarter growth of 31.8% [5] - Southeast Asia is a key focus for Bawang Tea Ji's international expansion, with plans for further store openings in collaboration with the hotel giant Magma Group [5] Group 4: Lucky Coffee - Lucky Coffee has surpassed 70 stores in Beijing, with rapid growth since June, including nearly doubling its store count in July [6] - The company has adjusted its expansion strategy to focus on first and second-tier cities, particularly in economically developed regions [6] - In July, Lucky Coffee signed over 1,200 new stores nationwide, setting a record for monthly new store signings, with total stores exceeding 8,200 by the end of August [6]