你还在喝杨枝甘露吗？告诉你，现在流行吃杨枝甘露了！ 没错，就是那个固体杨枝甘露！它到底是个啥？简单说，就是把咱们平时喝的杨枝甘露，直接'啪'的一 下，变成了一个能拿在手里吃的甜品！ 用半个大芒果当碗，抹上厚厚的酸奶，再铺满西柚粒和爆爆珠……光是这颜值，就已经刷爆了小红书和 抖音！ 更夸张的是它的销量——茶百道上线第一天，直接就卖爆了25万份！喜茶、奈雪、7分甜这些大牌全都 坐不住了，纷纷下场抢这块大蛋糕，从8块钱的尝鲜版到38块钱加了胶原蛋白的豪华版，任你挑选。 所以，这固体杨枝甘露爆火的背后，到底是一门什么生意？从"喝"到"吃"这一小步，怎么就引爆了整个 茶饮圈的大地震？ 今天，我们就来一起扒一扒，这款捧在手里的"流量密码"！ 01 首日狂卖25万份 固体杨枝甘露引爆品牌抢滩大战 近期，固体杨枝甘露的热度一路飙升。小红书上，与之相关的笔记已高达数十万篇；抖音上，相关话题 的播放量突破10亿；微博上，多条相关词条的累计阅读量更突破2.3亿。 1、什么是固体杨枝甘露？ 那么，什么是固体杨枝甘露，竟能吸引如此多的人关注？ 固体杨枝甘露，是将经典液态杨枝甘露的构成成分重新组合成可手持的固态形态。通常以半个凯特芒果 ...

Core Viewpoint - The article discusses the rising trend of solid mango pomelo sago in the beverage industry, highlighting its popularity and the competitive landscape among various brands [2]. Group 1: Product Popularity - Solid mango pomelo sago has become a sensation, with sales reaching approximately 250,000 cups on its first day of launch across various stores [16]. - The product was quickly adopted by multiple brands, with 7 Fen Tian selling nearly 300 portions in a single day and other brands like Xian Mang Duo and Cha Bai Dao also reporting high sales [10][12][13]. - The product's appeal is attributed to its rich ingredients and unique presentation, leading to a surge in consumer interest and social media engagement, with over 600 million views on Douyin [18]. Group 2: Market Response - Many brands are racing to launch their versions of solid mango pomelo sago, with some brands like YOMOO and Qing Zhi Shou Niang also joining the trend [20]. - The demand for mango has surged, causing supply shortages in some regions, with reports of price increases for mangoes due to high demand [25][26]. - Some brands are cautious about joining the trend, preferring to observe consumer reactions before committing to new product launches [28][29]. Group 3: Consumer Behavior - The popularity of solid mango pomelo sago reflects a broader consumer trend towards comfort foods during economic uncertainty, akin to the "ice cream economics" phenomenon [37][39]. - Consumers are seeking products that provide a sense of certainty and satisfaction, as evidenced by the success of solid mango pomelo sago compared to more fluid beverages like milk tea [41][43]. - The combination of visible ingredients and appealing presentation makes solid mango pomelo sago a desirable choice for consumers looking for small pleasures in their daily lives [42][43].

Core Insights - The article highlights the evolving flavor landscape in the Chinese baking industry, emphasizing the rise of domestic flavors and a shift towards lighter, nostalgic tastes for the autumn and winter seasons [1][5][55] Group 1: Emerging Flavors - The article identifies "milk skin" as a trending flavor, transitioning from a niche product to a mainstream sensation, showcasing the potential of "Chinese milk flavor" in baked goods [4][5][7] - Sweet potato is highlighted as a versatile ingredient, evolving from a health food to a comfort food, with various applications in baked products [8][12] - Taro has emerged as a symbol of "middle-class taste," with its rich and delicate flavor becoming a focal point in various baked items [13][14] Group 2: Flavor Innovations - Salted duck egg has transitioned from a seasonal delicacy to a year-round staple, enhancing the complexity of baked goods with its unique flavor profile [19][21][25] - The article notes the popularity of rice bread, which has gained traction for its soft texture and subtle flavor, appealing to consumers seeking lighter options [27][32] - Thai milk tea and solid mango pomelo sago have crossed over from beverages to baked goods, reflecting a trend of familiar flavors being reinterpreted in new formats [36][47] Group 3: Consumer Preferences - The article emphasizes that consumers are gravitating towards flavors that provide emotional comfort, such as sweet potato and salted duck egg, rather than purely innovative or extravagant options [53][55] - The rise of "no-flour cakes" represents a significant innovation, focusing on texture and flavor purity, aligning with health-conscious trends [49][52] - The overall trend indicates a shift from reliance on imported ingredients to a growing confidence in local flavors, reflecting a deeper cultural connection in the baking industry [55][57]

Core Insights - The popularity of "solid mango pomelo sago" has surged in the tea beverage market, following the trend set by "milk skin candied hawthorn" [1][19] - Major brands like 7 Fen Tian and Xian Mang Duo have quickly launched their versions of solid mango pomelo sago, achieving impressive sales figures [3][5] - The product's success reflects a consumer demand for more substantial and comforting food options during economic uncertainty [20] Sales Performance - 7 Fen Tian sold over 10,000 units within three days of launching the solid mango pomelo sago, with some stores selling nearly 300 units in a single day [1][3] - On its first day, the total national sales reached approximately 250,000 cups, leading to stock shortages in many stores [5][10] - Xian Mang Duo reported selling 350 units on its launch day, prompting an early closure due to depleted raw materials [3] Market Response - The rapid success of solid mango pomelo sago has prompted other brands to join the trend, with many seeking to capitalize on the product's popularity [8][10] - Social media buzz around the product has led to over 600 million views on platforms like Douyin, indicating strong consumer interest [7] - Various brands are exploring different versions and adaptations of the product to meet consumer demand [8][19] Consumer Behavior - The trend indicates a shift in consumer preferences towards more substantial and visually appealing food items, as seen with the solid mango pomelo sago's rich ingredients and vibrant presentation [20] - Brands are responding to consumer requests for the product, with some initially hesitant but ultimately deciding to launch due to high demand [12][17] - The phenomenon reflects a broader trend of seeking "comfort food" during challenging economic times, similar to the "ice cream economics" observed in past recessions [20]

Core Viewpoint - The article discusses the recent challenges faced by the tea brand Cha Bai Dao following the launch of its new product, Solid Mango Sago, which has been criticized for issues such as bundling sales and price increases amid performance pressures [2][10]. Product Launch and Sales Issues - The Solid Mango Sago gained significant attention, with reported sales of nearly 250,000 cups on its first day [4]. - However, customers have raised concerns about the product being set as "not available for single order" on delivery platforms, suggesting bundling sales practices [5][6]. - Many stores have shown the product as sold out, leading to accusations of "hunger marketing" [6][10]. Price Increase and Cost Pressures - The price of Solid Mango Sago was increased from 19 yuan to 22 yuan, with a promotional discount bringing the effective price to 21 yuan [9]. - The price hike is attributed to rising costs of key ingredients, particularly the Kate Mango, which has been in short supply [9][10]. Financial Performance and Strategic Adjustments - In the first half of 2024, Cha Bai Dao reported a revenue decline of 10% and a net profit drop of 59.7% compared to the previous year [11]. - The company has since seen a recovery, with total revenue reaching 2.5 billion yuan, a 4% increase year-on-year, and net profit rising to 333 million yuan, a 40% increase [11]. - Cost-cutting measures have included a reduction in R&D expenses and a decrease in employee numbers from 2,319 to 2,133 [11]. Store Expansion and Market Strategy - The pace of store expansion has slowed significantly, with only 59 new stores opened in the first half of 2024, compared to 1,431 new stores in the same period of 2023 [11][12]. - The company is focusing on optimizing store operations, resulting in a reduction of stores in first and second-tier cities while expanding in lower-tier markets [12]. - Cha Bai Dao has also begun to emphasize overseas expansion, opening 21 international stores in various countries [12][13].

Core Insights - The new product "solid mango sago" from Cha Bai Dao has gained significant popularity, with reported sales of nearly 250,000 cups on its launch day [3] - However, the company faces criticism for alleged bundling sales and hunger marketing tactics, as many outlets have set the product as "not available for single order" [5][3] - Cha Bai Dao has also quietly increased the price of this product from 19 yuan to 22 yuan, citing rising costs of core ingredients [7] Financial Performance - In the first half of 2024, Cha Bai Dao reported a revenue decline of 10% and a net profit decrease of 59.7% compared to the previous year [8] - The company has shown signs of recovery in 2024, with total revenue reaching 2.5 billion yuan, a 4% year-on-year increase, and net profit rising to 333 million yuan, a 40% increase [8] - Cost-cutting measures have included a reduction in R&D expenses from 14.5 million yuan to 14.1 million yuan, and a decrease in employee count from 2,319 to 2,133 [8] Store Expansion and Strategy - Cha Bai Dao's store expansion has significantly slowed, with only 59 new stores added in the first half of 2024, compared to a 20.6% increase in the same period last year [8] - The company has closed over 100 stores in first and second-tier cities while expanding in lower-tier cities [10] - The majority of Cha Bai Dao's stores are franchises, with 14 direct-operated stores, and the company has opened 21 overseas locations in markets such as South Korea and Malaysia [10][11]

目前，七分甜、YOMOO酸奶碗等多家甜品店上架该产品，定价普遍介于16元至34元之间。 （作者：章启良 编辑：曾婷芳） "饮品固体化" 创新正引领新茶饮消费新风向。 近日，一款形态创新的 "固体杨枝甘露" 在社交平台走红。该产品凭高颜值和新鲜感引爆社交平台。某 线上甜品店主表示每天备货均能售罄。 11 月 13 日，记者实地探访多家茶饮门店发现，部分线下门店的"固体杨枝甘露"已售罄。在茶百道门 店，工作人员表示，这款新品上市即热销，只要核心原料芒果到货，就能立刻上架销售，且上架后很快 就会卖完。"芒果卖完了，刚到就下架了"，一工作人员表示。 ...

Core Insights - The dessert "solid mango pomelo sago" has become a trending topic on social media, following the popularity of "milk skin candied hawthorn" [1] - The ingredients of the solid version closely resemble those used in popular fresh fruit tea products from new tea brands, prompting consumer requests for an "official version" from these brands [1] - Tea brand Cha Bai Dao quickly launched the solid mango pomelo sago in response to market demand, highlighting the product's appeal and consumer interest [2] Product Details - The solid mango pomelo sago is made with half a mango as the base, layered with yogurt or cream, and includes pomelo pieces and sago, transforming it into a portable dessert [1] - The original mango pomelo sago is a Cantonese dessert made with grapefruit, mango, sago, and coconut milk, known for its sweet and sour flavor profile [1] Market Response - On November 5, Cha Bai Dao released a tutorial on social media for consumers to recreate the dessert using store ingredients, leading to a surge of requests for the product [2] - The solid version was launched in stores and achieved nearly 250,000 cups sold on its first day nationwide, indicating strong consumer demand [2] - The product retains the DIY concept while enhancing it with fresh mango chunks and probiotic yogurt for a richer taste, along with additional ingredients like taro balls, pudding, sago, and pomelo to diversify the flavor profile [2]

Core Insights - The emergence of "solid mango pomelo sago" as a trending dessert has captured significant attention on social media platforms, leading to a surge in DIY attempts and industry-wide responses [1][3][6] - The product features a base of halved mango topped with yogurt and garnished with grapefruit, sago, and other toppings, transforming the traditional dessert into a portable version [1][6] Industry Response - Tea Baidao, a new tea beverage brand, responded to consumer demand by launching its version of solid mango pomelo sago, achieving nearly 250,000 cups sold on the first day of release [6] - The brand engaged with consumers on social media, providing tutorials for recreating the dessert, which resulted in overwhelming requests for an official version [3][6] Consumer Behavior - The popularity of the dessert reflects a shift in consumer roles, where they are not just passive recipients of trends but active creators and disseminators of new food ideas [6] - The discussions on social media platforms indicate a strong consumer interest and engagement, with many expressing excitement and frustration over product availability [6]

Core Insights - The new dessert "solid mango sago" has quickly gained popularity on social media, becoming a hot topic in the consumer market [1] - The product was launched by the brand Tea Baidao, which provided DIY tutorials for consumers and achieved nearly 250,000 cups sold on its first day [1] - The solid version of mango sago retains the core DIY concept while enhancing the product's flavor profile [1] Industry Trends - The emergence of internet-famous foods often stems from slight innovations in classic dishes, which are then spread and recreated by users on social media [1] - There is a shift in consumer roles, where they are no longer passive recipients of trends but active creators and disseminators of trends [1] - Brands are transitioning from defining trends to discovering and amplifying existing trends [1]