近年来，随着健康消费理念日益深入人心，健康化升级成为咖啡行业产品创新的重要方向。11月29日，人民网主办的2025国民消费大会在北京举行，正式 揭晓"2025国民消费创新案例" 评选结果，瑞幸咖啡凭借在健康饮品领域的持续创新、标准引领及市场表现，连续三次入选创新案例，今年成功斩获"健康 消费引领品牌"奖项，成为行业健康化升级的转型标杆。 瑞幸对现制饮品健康化趋势的持续引领，源自其对品质与创新的不懈投入，通过标准倡议助推行业升级。今年3月，瑞幸咖啡在中国标准化研究院技术指 导下制定轻乳茶品类标准，发布《品质轻乳茶 采用"三个100"标准》倡议，率先提出轻乳茶标准。今年6月，瑞幸开启"干净配方工程"，升级产品配方， 逐步完善奶、茶、果汁的原产地建设，为消费者呈现更高品质、更健康的产品。瑞幸咖啡在引领现制饮品健康化趋势的同时，积极联合营养专家、运动达 人等多领域KOL，通过线下活动、线上社交媒体等多元渠道，向不同人群科普咖啡的健康益处；并通过联合北大医学院打造"北医小咖"IP账号，将权威咖 啡健康研究成果转化为大众可感知的健康指南，有效传播科学健康的咖啡消费理念，向消费者倡导积极健康的生活方式。 中国食品产业分析师 ...

Core Viewpoint - The company reported strong revenue growth in Q3, driven by an expanding store network and increased consumer demand in the coffee market, with a total net revenue of RMB 15.287 billion, a year-on-year increase of 50.2% [1][12]. Financial Performance - Total net revenue for Q3 reached RMB 15.287 billion, up 50.2% year-on-year [12]. - GAAP operating profit was RMB 1.777 billion, reflecting a 12.9% increase [12]. - Same-store sales grew by 14.4%, a significant improvement from a decline of 13.1% in the same period last year [1]. - The company achieved a monthly average of over 100 million transacting customers, with a total of 420 million customers by the end of Q3 [12]. Store Expansion - The company opened 3,008 new stores in Q3, bringing the total number of stores to 29,214 [3][12]. - In China, 2,979 new stores were added, with a total of 29,096 stores, including over 10,287 franchise stores [3][6]. - The international market saw a net addition of 29 stores, totaling 118, with significant growth in Singapore and the U.S. [6][8]. Market Strategy - The company is focusing on expanding its store network to enhance delivery capabilities and meet growing consumer demand, particularly in high-tier cities and lower-tier markets [3][6]. - The CEO emphasized the importance of maintaining a strong digital operation and understanding customer preferences to drive long-term growth [17]. Competitive Landscape - The coffee industry in China is experiencing rapid growth, driven by increased consumer demand and significant subsidies from delivery platforms [9][11]. - The CEO noted that while the rise in delivery orders has impacted profit margins, it is a temporary phase in the industry's development [9][11]. Future Outlook - The company anticipates challenges in same-store growth due to fluctuating market conditions and high international coffee bean prices [17]. - The focus will remain on long-term strategic development, product innovation, and enhancing customer service to capture market opportunities [17].