来源丨南财号"首席商业评论" 作者丨星影 上周起，多位网友发帖称，蜜雪冰城多个门店已无法买到柠檬水。店员在接受媒体采访时坦 言："柠檬水没货了，预计这两天这款产品都没有货。" 在部分地区的门店，柠檬水还成了限 量供应产品。 有媒体分析，柠檬水断档实则源于近期柠檬价格的持续上涨。截至 2025 年 9 月 17 日，全国 柠檬平均批发价为 15 元 / 公斤，较去年同期近乎翻倍。 有意思的是，2024 年，蜜雪冰城还在高调展现其供应链领域的突出优势 —— 除了在农产品原 产地 "包下山头"、自建工厂，还自主生产部分核心包装材料与门店设备，例如自产的糖蜜和 果蜜包装瓶，采购价就比外部采购低约50%。 这一次，柠檬水为何让蜜雪冰城突然 "翻车"？其他茶饮品牌又为何未遭遇类似的柠檬断供危 机呢？ 爆款单品的原料都在"一个篮子"里？ 据蜜雪冰城官方微信公众号信息，其冰鲜柠檬水一年销量超 10 亿杯，被称为 "镇店之宝"。按 4 元1杯的售价计算，这款产品年销售额达 40 亿元，占蜜雪集团 2025 年上半年 148.7 亿元收 图片来源：蜜雪冰城 入的 13%。 中国柠檬主产区集中在四川安岳县，种植面积达 48 万亩， ...

什么危机公关套路，斗机令斗包袱，说得头头是道。智远认为，这些建议本质上还停在传统逻辑里。 什么属于传统叙事？错了、道歉、对不起、改；如果要换个角度呢？从营销层面切入？会不会改变叙事？ 前几天，我翻资料时，看到一个特别有意思的案例，这个案例的主角是 Burger King。 时间在 2020 年，快餐行业有个老大难问题：大家都在骂它们的东西「垃圾食品」。尤其像汉堡这种，消费者普遍觉得添加剂、防腐剂一大堆，吃多了不 健康。 Burger King 也没法独善其身，经常被拿来和麦当劳一起对比，背负着「不干净、不健康」的标签；你说没添加剂吧，没人信；你要沉默呢，怀疑更大。 左右都是坑。 咋办呢？ 他们来了个反直觉的操作：拍了一支广告，把一个 Whopper 汉堡摆在镜头下，不动，34 天，直到它慢慢发霉、塌掉、长满毛。 行吧，不少人给西贝支招，我也看了。 画面说实话挺恶心的，很多人看了第一反应是「这谁还吃得下去」。 但广告背后的意思非常直接：我们的汉堡会坏，会烂，说明没加防腐剂。这和那种三个月都不变形的食物完全不是一个逻辑。 结果呢，争议确实很大。有人觉得反胃，有人却觉得真实、有冲击力，甚至夸 Burger King ...

Group 1 - Luo Yonghao's podcast achieved over 20 million views within 24 hours of its launch [2] - Shenzhen Happy Valley has suspended a controversial performance due to concerns over inappropriate content [2] - Apple has scheduled a major product launch event for September 10, expected to unveil the iPhone 17 series [2] Group 2 - Starbucks responded to an incident where a customer verbally abused a staff member for about 10 minutes, leading to the employee's distress [3] - Travel app Hanglv Zongheng's new delay insurance product has been criticized for its stringent payout conditions, likened to gambling [3][4] - Hema NB reported a revenue of approximately 8 billion yuan in the first half of the year, with a significant increase in store count [4] Group 3 - Yonghui Supermarket has registered multiple "Fat Yonghui" trademarks, with plans to open more stores [5] - YouTube has threatened to remove Fox channels from its platform if an agreement is not reached [6] - Korean Air has ordered 103 Boeing aircraft, with a total investment of approximately 50 billion USD [6] Group 4 - The White House announced an investment of 8.9 billion USD for a 9.9% stake in Intel, primarily funded by previous subsidies [7] - Douyin has taken action against a former bank executive who gained attention for sharing his criminal past on social media [8] - US stock indices rose collectively, with NIO shares increasing by over 10% [8] Group 5 - NetEase Cloud Music clarified that it does not have a "visitor record" feature, emphasizing user privacy [9] - Taobao plans to reduce compensation for logistics delays, with a new policy effective from September 5 [9] - SpaceX's Starship test flight was canceled again due to weather conditions [10] Group 6 - Anta and Li Ning responded to rumors regarding a potential acquisition of Puma, stating no substantial negotiations have taken place [10] - Heytea has entered into partnerships with multiple delivery platforms, marking a shift in its online strategy [11] Group 7 - Elon Musk's xAI has filed a lawsuit against Apple and OpenAI, alleging anti-competitive practices in the AI market [11] - Xiangpiaopiao reported a net loss of approximately 97.39 million yuan in the first half of the year, with a revenue decline [12] - China Film announced a net loss of 110 million yuan in the first half of the year, a significant drop from the previous year's profit [12] Group 8 - Nongfu Spring reported a profit of approximately 7.62 billion yuan in the first half of the year, reflecting a 22.1% year-on-year increase [13] - Nvidia launched its new robot "brain" chip, Thor, with a starting price of 3,499 USD, targeting the robotics and autonomous driving markets [14]

星巴克第三季度营收为95亿美元。同店销售额下降2%，跌幅高于预期。净利润为5.583亿美元，同比大 幅下滑。调整后每股收益为50美分，不及分析师预期的65美分。中国市场同店销售额增长2%，是18个 月来首次实现增长。公司CEO表示复兴计划"进展超前"，并将在2026年推出新品。为提振美国市场业 务，公司正在进行门店改革，包括缩短等候时间、更新菜单和重新装修。星巴克已将门店建设成本削减 了30%。公司将在未来一年为美国直营门店增加5亿美元的人力资源投入。 本文源自：金融界AI电报 ...

Core Insights - Starbucks reported third-quarter revenue of $9.5 billion, with same-store sales declining by 2%, which was worse than expected [1] - Net profit fell significantly to $558.3 million year-over-year [1] - Adjusted earnings per share were $0.50, below analysts' expectations of $0.65 [1] Performance in China - Same-store sales in the Chinese market grew by 2%, marking the first increase in 18 months [1] Strategic Initiatives - The CEO stated that the revitalization plan is "ahead of schedule" and new products will be launched in 2026 [1] - To boost business in the U.S. market, the company is reforming stores, which includes reducing wait times, updating menus, and renovating locations [1] - Starbucks has reduced store construction costs by 30% [1] - The company plans to invest an additional $500 million in human resources for U.S. company-operated stores over the next year [1]

Group 1 - Starbucks has launched free "study rooms" in select stores in Guangdong, China, to boost customer traffic amid increasing competition from local rivals like Luckin Coffee [1] - The study rooms do not require a purchase, have no reservation or time limits, and offer free power outlets and hot water [1] - The initiative is part of a broader strategy to counteract the aggressive competition from local coffee and tea brands, which frequently introduce new products and flavors [1] Group 2 - Starbucks China has expanded its beverage menu with more sugar-free options and local tea flavors, significantly lowering prices and increasing customization choices [2] - The company is targeting Gen Z consumers by creating engaging entry-level drink experiences and fostering community relationships through in-store activities [2] - The new Chief Growth Officer in China is driving collaborations with movies, cartoons, and popular artists to attract younger consumers, which has helped stabilize sales in recent quarters [2] Group 3 - The study rooms also include a book donation area, aimed at attracting more customers and ultimately increasing foot traffic and revenue [2] - Starbucks is opening new stores in historically significant or scenic locations, such as a recent store in Yulong Snow Mountain, Yunnan Province, to draw in customers [2]

Core Viewpoint - The short drama format is rapidly becoming a significant trend in the entertainment industry, with its market size projected to exceed 50.4 billion by 2024, surpassing traditional film box office revenues. Predictions suggest it could reach a trillion-dollar market by 2027 [2][3]. Group 1: Market Dynamics - The number of short dramas has surged from 336 in 2022 to over 36,400 by 2024, indicating a massive increase in content supply [2]. - Brand-customized short dramas are becoming a popular marketing tool, with 153 new brand short dramas launched in just the first four months of 2025 [2]. - Brands are increasingly investing in short dramas across various sectors, including beauty, food, e-commerce, and finance, with nearly half of the brands entering the market for the first time [2][3]. Group 2: Case Study - Han Shu - Han Shu's turnaround story highlights the effectiveness of short dramas, with sales skyrocketing from 10 million to over 400 million after the release of a single short drama [4][7]. - The brand's total transaction amount reached 3.34 billion in 2023, making it the top beauty brand on Douyin, a significant leap from its previous ranking [7]. - The success of Han Shu's short dramas is attributed to their ability to reshape brand image and create emotional connections with viewers, leading to increased sales [8][9]. Group 3: Industry Trends and Challenges - The influx of brands into the short drama space has led to increased competition and rising production costs, with some reports indicating costs have risen from 700,000 to over 2 million by 2025 [21][22]. - The effectiveness of short dramas is declining due to content homogenization and poor storytelling, with many brands struggling to differentiate themselves [26][30]. - Brands are facing dual pressures of rising costs and decreasing conversion rates, leading to concerns about the sustainability of this marketing strategy [21][24]. Group 4: Future Directions - Industry experts suggest that the key to successful brand short dramas lies in high-quality content and natural product integration, rather than merely relying on star power [29][30]. - Brands should focus on storytelling to create a unique brand identity, as seen in successful cases like Starbucks and Jiuzhou Sanitary Ware, which effectively used short dramas to enhance brand perception [31][32]. - Not all brands are suited for short drama marketing; those without e-commerce attributes may struggle to see conversion benefits [33].

Group 1 - Major food delivery platforms are engaged in a subsidy war, with significant coupon distributions expected to benefit tea beverage stocks indirectly [1][2] - Meituan has launched extensive subsidy activities, including "0 yuan for milk tea" promotions, leading to a surge in daily order volume, which exceeded 1.2 billion orders on July 5 [1] - Taobao Shanguo announced a massive 500 billion RMB subsidy plan aimed at stimulating consumption, resulting in a sevenfold increase in daily orders from over 1 million to over 8 million within a short period [2] Group 2 - Meituan and Taobao offer similar discount levels primarily targeting low-price segments, with coupon values such as "38 off 18" and "15 off 15" [3] - The competitive landscape allows smaller players to quickly gain market share through these subsidy strategies [3]

Group 1 - Starbucks clarifies that it is not considering a full sale of its China business and remains optimistic about the long-term potential of the Chinese market [1] - The company is evaluating the best ways to capture future growth opportunities in China, emphasizing its strong team and brand presence [1] - Previous media reports suggested that Starbucks was contemplating a full sale, which led to a nearly 1% increase in its stock price in after-hours trading [1] Group 2 - Starbucks has faced ongoing pressure in the Chinese market, with local competitors like Luckin Coffee eroding its market share through aggressive pricing and rapid expansion [3] - In response to competitive pressures, Starbucks has implemented a pricing strategy that includes lowering prices on certain beverages and introducing sugar-free options to cater to local consumer preferences [3] - The company has experienced a decline in same-store sales for five consecutive quarters, indicating challenges that extend beyond the Chinese market [3] Group 3 - Despite not considering a full sale, Starbucks has engaged with investors to explore various strategic options, including the potential sale of partial equity, to address current market challenges [4]

Group 1 - The article discusses various humorous interactions and anecdotes related to dating experiences, showcasing a light-hearted take on modern relationships [3][4][5][6][7]. Group 2 - The content includes playful banter about food preferences, specifically chicken legs, which serves as a metaphor for the dating experience [4][5][6]. - There are references to health issues like hemorrhoids, adding a comedic element to the conversation [7].