"I love you, you love me, Mixue soft serve & Tea." "你爱我，我爱你，蜜雪冰城甜蜜蜜"，蜜雪冰城洗脑的主题曲也开始在美洲大陆唱响。 2025年12月20日，蜜雪冰城美国首店开业放的就是这首歌；12月25日，播放这首歌的门店已经变成了3家，因为这一天蜜雪冰城又有2家纽约门店开业了。 蜜雪冰城美国开业，图片来源：蜜雪冰城 6天内，蜜雪冰城在美国开出了3家门店。门店也从西海岸的洛杉矶开到了东海岸的纽约。 产品方面，蜜雪冰城并没有复制国内的菜单。在美国门店，产品甜度可以加到200%；冰淇淋的位置比奶茶更显眼；植物奶成为一种产品选项；价格依旧 远低于当地餐饮店平均售价。[1] 消费者的热情也比想象中更加汹涌。蜜雪冰城好莱坞门店外的脚手架尚未拆除，也挡不住排队的人流。蜜雪冰城纽约门店建筑工还在完成装修的最后步 骤，消费者就开始排队。 6天开3店，蜜雪冰城从西海岸开到东海岸 12月20日，蜜雪冰城洛杉矶好莱坞店正式营业。 这家店位于好莱坞星光大道"中国剧院"的正对面，旁边的邻居是出海的"老乡"名创优品。 蜜雪冰城好莱坞店，图片来源：Fast Casual 5天后，也就是12 ...

Core Viewpoint - The rising prices of street food have sparked discussions on social media, with many consumers expressing that they can no longer afford street food, which is often more expensive than meals at local restaurants [2][6]. Group 1: Consumer Sentiment - Consumers are increasingly vocal about the high prices of street food, with social media discussions highlighting that street food can be more expensive than restaurant meals [2][6]. - A video by a social media influencer showcased that certain street food items, such as a portion of beef offal, cost 41 yuan, while a similar dish at a chain restaurant was only 35.5 yuan, indicating a significant price discrepancy [3]. Group 2: Vendor Perspectives - Street food vendors express frustration over rising costs and declining customer traffic, leading to a cycle where they must increase prices to cover expenses, which in turn drives away more customers [5][6]. - Vendors report that their profit margins are squeezed by high costs associated with stall fees and operational expenses, with some stating that they are considering leaving the business due to insufficient earnings [5][6]. Group 3: Cost Structure - The perception that street food is cheaper is challenged by the reality of various costs, including stall fees, utilities, and the quality of ingredients used, which have all increased [8][9]. - For instance, a vendor in Foshan mentioned that stall fees can reach up to 248 yuan per night, significantly impacting their pricing strategy [9]. - Vendors are also investing in higher quality ingredients to differentiate their offerings, which further increases their operational costs [10][12]. Group 4: Market Trends - The shift in vendor mentality from basic survival to adopting a "celebrity economy" approach has led to higher prices, as vendors aim to create visually appealing products and unique offerings [13]. - Examples include gourmet versions of traditional street food, such as a simple sweet potato being sold for 20-30 yuan due to added premium ingredients and presentation [13].

Core Insights - The summer consumption trends indicate a significant rise in new economic activities driven by various consumer demands, particularly in the areas of "cooling economy," "night economy," and "stay-at-home economy" [1][2] Group 1: Cooling Economy - The "cooling economy" is a prominent consumption trend, with ice cream machine orders increasing by 879% and slush machines by 98% since July [1][4] - Sales of small appliances like portable fans and air coolers have surged over 200%, indicating a strong demand for cooling products in both home and mobile scenarios [1] - DIY ice drink combinations are gaining popularity, with the growth rate of "alcohol + ice + beverage" combinations surpassing that of alcohol alone [1] Group 2: Stay-at-Home Economy - The stay-at-home economy reflects deep development in household consumption, with fresh-cut rose orders increasing by 172% and scented candle orders by 344% month-on-month [1][6] - There is a notable rise in sales of children's stationery, pet supplies, home decor, outdoor sports, apparel, and beauty products, indicating a broadening of consumer interests [1] - High-frequency essential items like fresh fruits, packaged snacks, and emergency kitchen supplies are experiencing continuous growth, catering to consumer needs for convenience and immediacy [1] Group 3: Night Economy - The night economy shows significant potential, with night orders in 127 cities increasing by over 100%, particularly in central and western regions [2][3] - Weekend night orders for camping sites have surged by 230%, and orders from parks and recreational areas have also seen substantial growth [2][5] - Diverse night-time consumption categories are emerging, with local delicacies and late-night snacks gaining popularity, indicating a shift from traditional "eating and drinking" to a broader range of products [2] Group 4: Market Opportunities - The overall summer consumption trends highlight continuous upgrades in consumer demand across various scenarios, presenting new growth opportunities for businesses [2] - Industry experts emphasize the importance of quickly capturing and responding to consumer trends to gain a competitive edge in the evolving market landscape [2]