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]

今年"五一"假期，旅游出行市场迎来高峰，这也促进了各地餐饮消费的增长。同时，头部餐饮品牌通过 推出春季新品、联名产品、夜宵主题店等方式，以多元化供给激发了餐饮消费新活力。 据商务部商务大数据监测，今年"五一"假期，服务消费持续升温，餐饮文旅市场红火。假期全国重点监 测餐饮企业销售额同比增长8.7%。 整体来看，抖音生活服务发布"五一"消费数据也显示，食住行、游购娱等团购需求全面爆发。其中，5 月1日至5月4日，餐饮消费稳中有升，家庭餐、地方菜抖音团购订单量分别同比增长了77%和45%。同 时，各地"味蕾游"走俏。此前全网爆火的荣昌卤鹅，团购订单量同比飙升53倍；贵州烙锅、南京盐水 鸭、山西刀削面团购订单量分别同比增长354%、113%和67%。 今年"五一"假期，新茶饮产品在假日经济的带动下，销量迎来强劲增长。奈雪的茶方面表示，假期期 间，全国销售火爆，部分门店订单量环比节前激增超300%。产品方面，主打健康理念、选用超级食材 科学配比的"每日500蔬果瓶"、"当季Green"系列颇受消费者青睐。 从城市来看，深圳、上海、成都、杭州、重庆、厦门等热门旅游目的地的奈雪门店业绩喜人，杭州机场 店、深圳机场（000 ...