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当对手都在做下沉,蜜雪冰城旗下“幸运咖”反向打入一线城市
Di Yi Cai Jing· 2025-07-26 08:03
Group 1 - The Chinese freshly brewed coffee market is experiencing rapid growth, providing significant opportunities for brands like Luckin Coffee [4] - Luckin Coffee is focusing on expanding into first and second-tier cities, aiming for a target of 10,000 stores by early 2025, with nearly 7,000 stores currently covering over 300 cities [1][3] - The brand's product pricing ranges from 6 to 8 yuan, and it has achieved profitability in first-tier cities while continuously refining its store model [1][3] Group 2 - Luckin Coffee has made substantial investments in core raw materials, directly sourcing Arabica coffee beans from regions like Brazil, Ethiopia, and Indonesia [3] - The company benefits from a strong supply chain, allowing for cost control and stable supply, particularly after signing a 4 billion yuan procurement agreement with Brazil [3] - The pricing strategy of Luckin Coffee is seen as a "thin profit, high sales" model, which may face challenges when applied to the more complex competitive landscape of first and second-tier cities [3]