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库迪全场9.9元提前结束,原因找到了
21世纪经济报道· 2026-02-06 14:01
记者丨贺泓源 徐鸿儒 编辑丨陶力 打响咖啡9块9战争的库迪提前收兵了。 从2026年2月1日开始,库迪咖啡仅在特价专区保留3—7款产品延续该低价,其余产品恢复11.9 —16.9元的常规售价,部分核心单品涨幅30%—60%,例如咸法酪香草拿铁从9.9元升至15.9 元。 为何结束? 客观上,此次库迪收兵远早于预期。 在2024年5月24日,库迪宣布了一项为期三年的促销活动,即"全场9.9元促销"。 甚至,库迪在9.9元战争中如鱼得水。库迪咖啡首席策略官李颖波告诉21世纪经济报道记者, 从2024年5月份开始,库迪公司已经实现盈利。 基于全产业链的降本,叠加低价原奶,库迪咖啡在保证产品质量基础上,成本被压得很低。乃 至,库迪杯套都是自己做,曾经的天然糖浆价格由上百元跌至个位数。 同时,库迪还调整了其他配套活动。譬如,新店首月券从6.9元涨至8.8元,邀新奖励中的新用 户礼券从8.8元提至9.9元,仅保留外卖平台补贴联动。 对此,库迪向21世纪经济报道记者确认,部分产品延续特价9.9元不限量,全线产品持续参与 外卖平台各类补贴活动。 需要注意的是,这一步是不容易的。 据21世纪经济报道记者了解,曾经在9.9元战争 ...
消费参考丨咖啡低至1.99元:外卖大战,肥了库迪
Group 1 - Kudi Coffee is experiencing rapid growth in orders due to a new round of subsidies from delivery platforms, with sales on Ele.me increasing nearly tenfold and surpassing 40 million orders on JD.com [1] - The price of Kudi Coffee products has dropped significantly, with prices as low as 1.99 yuan for certain drinks on Ele.me, benefiting from the already low base price of 9.9 yuan [1] - Kudi Coffee has over 10,000 stores nationwide, making it easier for promotional activities to be implemented widely [1] Group 2 - Kudi has announced an extension of its store subsidy policy until December 31, 2028, and introduced new subsidies for high rent and low cup volume stores, with potential single-cup subsidies exceeding the current maximum of 14 yuan [2] - The company has been profitable since May 2024, indicating strong financial health [3] Group 3 - The ongoing delivery battle is leading to a redistribution of the restaurant market, suggesting significant changes in the competitive landscape [4]