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]

新产品、新店型、新logo，奈雪正在10周年节点全面启动健康转型，推进健康升级。从好茶、鲜奶、鲜 果的原料创新，到首创罗汉果汁代糖；从全国首批参与营养分级试点，到推出行业首款不加糖・鲜果 茶；从联合权威机构发起"好果茶·不加糖"倡议，到重磅押注轻饮轻食，奈雪的健康化进程，每一步都 在响应消费需求迭代。 从"不加糖·鲜果茶""超级快充杯"，到如今的"当季green"和"每日500蔬果瓶"，奈雪正在大刀阔斧地转 型：从产品到店型，全面转向健康赛道。正如创始人彭心曾经的发言，"2025年，茶饮健康只做减法不 够了，还要做加法，比如超级食材的添加、营养元素的添加。" 编辑 李严 校对 翟永军 奈雪已经在北上广深4座城市接连开业30家green店。2025年初，奈雪在深圳前海开出首家green店，面市 后很快受到消费者热捧，开业3天销售额近12万元。 奈雪green店最大的亮点，是提供健康饮品的同时，提供多款轻食能量碗，围绕低卡、低脂、富含营养 的理念设计，奈雪加入蔬菜、坚果、鸡腿肉、牛板腱等食材，科学配比，强调食物的多样性和均衡性。 以"元气牛肉泡菜能量碗"为例，一碗包含肉类（牛板腱）、蔬菜（羽衣甘蓝、泡菜）、碳水（ ...

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 ...