Group 1: Market Trends - The new tea beverage market is experiencing significant growth as the weather warms up, leading to increased consumer demand and brand expansion [1] - Multiple new tea brands are actively expanding, with Jasmine Milk White opening 100 new stores simultaneously across 68 cities [1] - The overall market remains stable despite intensified competition, with brands optimizing supply chains and innovating products to capture market share [1] Group 2: Company Performance - Jasmine Milk White reported over 460,000 cups sold and total sales exceeding 10 million yuan within three days of opening new stores, with an average sales per store surpassing 100,000 yuan [1] - The brand has expanded to over 1,300 stores nationwide since its first store opened in Shenzhen in 2021, covering 193 cities [1] - Tea Baidao, another leading brand, opened its first store in Macau, experiencing long queues and strong sales during the recent holiday period [2] Group 3: Seasonal Demand - The "May Day" holiday saw a significant increase in sales for new tea products, with some stores reporting sales growth of over 300% compared to pre-holiday levels [2][3] - Jasmine Milk White's nationwide sales exceeded 5 million cups during the holiday, with a single-day record of 21 million yuan in sales [3] - The demand for summer-themed beverages, such as fruit and matcha drinks, has surged, with search volumes increasing by 110% week-on-week [3]

Group 1: Overall Market Trends - The tourism and dining market experienced a peak during the "May Day" holiday, leading to increased restaurant consumption across various regions. Key monitored restaurant enterprises saw a sales increase of 8.7% year-on-year during this period [1] - The "May Day" holiday saw a significant boost in service consumption, particularly in the dining and cultural tourism sectors, indicating a robust recovery in consumer spending [1] Group 2: Performance of Key Players - Haidilao, a leading hot pot brand, reported a surge in customer traffic during the holiday, with some locations achieving a table turnover rate exceeding 12 times in a day. The brand is also exploring diverse consumption scenarios, including late-night themed stores [2][3] - Xiaobai Group's revenue increased by 18.85% year-on-year during the holiday, with its Beijing core business district locations seeing over 31% growth. New product offerings and enhanced services contributed to this growth [2][3] Group 3: Consumer Preferences and New Offerings - Xiaobai Group introduced popular items such as the "Popular Beef and Lamb Double Fresh Meal" and new seasonal dishes, which received positive market feedback, leading to some locations experiencing supply shortages [3] - The "May Day" holiday saw a notable increase in demand for new tea beverages, with brands like Nayuki Tea reporting a surge in sales, particularly in tourist cities and airport locations [4][5] Group 4: Regional Performance and Trends - Non-first-tier cities showed remarkable sales growth for tea brands, with some locations experiencing sales increases of over 1700%. The influx of foreign tourists also contributed to a 60% increase in sales at tea shops [5] - The overall dining consumption trend indicates a shift towards family-style dining and local cuisine, with significant increases in group purchase orders for various regional dishes [4]