今冬最火的奶茶小料诞生了，木薯。 这个来自两广的糖水小料走红大江南北，一夜之间在奶茶店、糖水铺、螺蛳粉店和小学门口争奇斗艳。单单是话题#木薯糖水#，在抖音上拥有9.3亿次播 放，小红书的浏览量超过2亿次。 很难说清到底谁家的木薯糖水最好吃，只是听到网友一味地形容其味道叫做"哏啾啾"。为此，木薯还根据口感被划分为三大派系，拉丝木薯、粉面木薯以 及哏啾啾木薯，其中，哏啾啾因为口感独特揽获老吃家们的喜爱。 木薯红得彻彻底底，为了复刻最美味的木薯，坊间还诞生出许多【木薯仙人】。可是木薯有多火，就有多少人因为食物中毒而拉肚昏睡。"难煮难熬又有 毒性的木薯，已经尽量让自己看起来不像是食物了，还是难逃吃货大国美食家们的大手。" 01 为吃木薯有多拼？一杯古茗单加6份木薯小料 木薯就差把"别吃"直接写在脸上，却还是成为了今冬顶流。 古茗在11月17日把木薯作为小料塞进了奶茶里，一份19块的桃胶木薯炖奶上架后快速走红，甚至许多吃到忘乎所以的打工人根本不记得产品到底叫什么， 因为炖什么根本不重要，有木薯就行。 | #木薯糖水 | 立即参与 | 井 木薯 | | | 关注 | | --- | --- | --- | --- | - ...

以下文章来源于咖门 ，作者子淇 咖门 . 聚焦茶饮、咖啡行业，关注饮品新风潮 饮品圈有了新顶流！短短半个月，木薯从糖水铺一路火到奶茶店 。 麦记牛奶公司的 " 木薯大满贯 "销量占比30%，古茗的 "桃胶木薯炖奶 " 卖断货，沪上阿姨、 卡旺卡、煲珠公、礼厚茶肆 纷纷推出木薯新品。 平台上木薯 相关 话题浏览量突破 2 亿 。这款 " 小众食材 " ， 怎么突然就火了？ 古茗、沪上阿姨、煲珠公都在上 木薯 成饮品圈的新顶流 木薯火得猝不及防。 从糖水铺到奶茶店，原本 的 小众食材摇身一变成各大品牌争 先 上新 的主角。 麦记牛奶公司的 "木薯大满贯"成 品牌爆品 ，销售占比达到 30% 。 不少网友 表示 "排队专喝木薯"。 古茗在全国 1.2万+门店 上线 "桃胶木薯炖奶" 后，更是 把木薯的热度 推到 高 点。 郑州一 店员 表示： "木薯小料 经常 卖断货，问的人特别多。 " 更多茶饮品牌火速跟 进 ： 礼厚茶肆 上架 "烧木薯·八年陈白茶"奶茶， 卡旺卡 上新"木薯大满贯"和"黄金木薯纯牛乳" 。 12月11日 ， 煲珠公 在 全国 推出 "麻木薯薯" 和 "木薯牛奶" 。 同日 茶 理宜世 推出水牛 ...

茶饮头部们，集体"上糖水" 11月以来，多家茶饮头部品牌都在相继上新糖水新品。 古茗全国门店上架了桃胶木薯炖奶、芋泥麻薯炖奶两款糖水产品。新品一上市，多家门店出现售罄情况。 CoCo都可推出了琥珀桃胶糖水碗，搭配琥珀桃胶、阿达子、西米与仙草；茶百道近期上线的固体杨枝甘露，根据官方发布的数据，上市首日全国总销量 接近25万杯...... 今年以来，茶饮品牌上新糖水的数量越来越多。公开数据显示，以74个茶饮品牌为检测对象，今年9-10月茶饮品牌新品种有8款糖水类产品。 第一类，是直接加到菜单中。如，裕莲茶楼的版纳溏心桃胶·临仓滇红，兵立王的慢炖桃胶系列，通过"拓新"与"时令"的复合方式丰富产品线。 第二类，是在原有的门店中加入糖水区，形成茶饮+糖水的定位，又或是"店中店"的形式拓展。 悸动烧仙草一些门店则是直接改名"悸动 仙草·糖水"，推出了五喜双皮奶、桂花酒酿炖鲜梨、桃胶莲子枇杷等糖水甜品。据咖门报道，90% 的升级门店业 绩显著提升，部分门店增幅超 200%，月营收更是能冲到 70 万至 80 万元。 再比如，茶颜悦色旗下的酥山糖水铺店中店已覆盖超500 家门店，其糖水产品成为了门店引流爆品。 第三类，则是设 ...

Industry Overview - The domestic tea and coffee market is undergoing continuous reshuffling, with leading brands accelerating their scale competition [2] - In October, 27 monitored coffee brands opened 3,341 new stores, a month-on-month decrease of 10.31% but a year-on-year increase of 94.47%, totaling 81,000 stores [2] - The tea beverage sector saw 30 monitored brands with a total of 133,800 stores, netting a growth of 186 stores in October, a month-on-month increase of 0.14% [2] Expansion and Challenges - Despite expansion, concerns are emerging as brands like Mixue Ice Cream and Tea closed 804 stores, followed by Sweet Lala with 341 closures [3] - Other brands such as Shuyi Burned Grass and Bawang Tea Sister also reported significant closures, indicating potential challenges in maintaining store profitability [3] Product Innovations - Tea brands are increasingly launching new sugar water products, with Gu Ming introducing a slow-cooked series and CoCo also launching a new sugar water bowl [4] - The advantages of tea shops venturing into sugar water include overlapping customer demographics and core ingredients, which help reduce material pressure [4] Marketing Collaborations - CoCo has partnered with the game "Ming Chao," while Tims Coffee collaborates with Avita Motors, showcasing a trend of innovative cross-industry marketing [5] - Notable product performances include Mixue Ice Cream's "Ice Fresh Lemonade" selling over 1.5 billion cups in ten months, indicating strong consumer demand [5] Leadership Changes - Eric Lauterbach, CEO of Piye Coffee, has announced his departure, with Stuart Heflin set to take over, bringing over 20 years of experience in global consumer brands [6] Financial Developments - Manner Coffee is reportedly considering an IPO in Hong Kong by 2026, while Luckin Coffee is monitoring the U.S. capital market for a potential return to the main board [7] - Luckin Coffee reported Q3 2025 revenue of 15.287 billion RMB, a year-on-year increase of 50.2%, with a total of 29,214 stores after opening 3,008 new locations [8] - Starbucks is facing a collective lawsuit from shareholders for allegedly concealing sales declines, highlighting operational risks in the fast-growing industry [8]

Core Insights - Gu Ming has entered the "sugar water" business by launching two new products: "Peach Gum Tapioca Stewed Milk" and "Taro Mud Mochi Stewed Milk," which have quickly gained popularity among consumers, leading to some stores selling out [1][3] - The new products emphasize authentic ingredients and slow-cooked flavors, contributing to their success on social media platforms, with the "Peach Gum Tapioca Stewed Milk" topic generating 22,000 posts and over 7 million views shortly after launch [1][3] Product Details - The "Peach Gum Tapioca Stewed Milk" is made with ingredients sourced from Hubei, Guangxi, and Fujian, and is slow-cooked for 60 minutes before being combined with black sugar pearls, small balls, and cold chain fresh milk [1] - The "Taro Mud Mochi Stewed Milk" features Guangxi taro as its base, paired with rice mochi, small balls, sago, and cold chain fresh milk, offering a sweet and sticky taste [1] Pricing Strategy - Both sugar water products are priced competitively, starting at 18 yuan and 16 yuan, respectively, appealing to consumers looking for value [3] Market Trends - Other tea brands, such as CoCo, have also introduced sugar water products, indicating a growing trend in the market. CoCo's "Amber Peach Gum" series has received positive feedback for its rich and balanced flavors [3] - The entry of new tea brands into the sugar water market is attributed to the low barriers to entry and high profit margins, with sugar water products generally having a gross margin exceeding 65% [5] Consumer Preferences - The rise in popularity of sugar water products aligns with the health-conscious trends among younger consumers, who are increasingly drawn to ingredients like peach gum and silver fungus that are perceived as natural and nourishing [5] - The trend reflects a broader shift towards "punk health" choices among young people, with ready-made health teas becoming a popular option [5] Competitive Landscape - The introduction of sugar water products by various tea brands is seen as a strategy to seek growth amid intense competition in the beverage market [5]

Group 1 - The article highlights the emergence of new bakery products and trends in the industry, showcasing various innovative items from different brands [2][3][4][5][6][8] - Notable new products include Olé's purple sweet potato and taro two-color toast, and the unique "cleaning cloth cake" from Peach Li Bakery [2][3][13] - The article emphasizes the growing competition among bakery chains and the introduction of healthier options, such as low-sugar and low-calorie products [6][7][8] Group 2 - Starbucks has launched a new cheese latte series, featuring flavors like pandan and sea salt caramel, indicating a trend towards gourmet coffee experiences [6][114] - The introduction of new products by various brands, such as the "can drink golden barley wave" from Guozi Shule and the collaboration between Luckin Coffee and "Zootopia 2," reflects the industry's focus on seasonal and themed offerings [6][115][117] - The article discusses the strategic moves of companies like Manner Coffee, which is considering an IPO, and CPE Yuanfeng's investment in Burger King China, highlighting significant financial developments in the sector [7][119][121]

古茗的糖水卖爆了！而且一杯难求。 近日，古茗在全国门店上新慢炖好料系列，引发大量网友尝鲜打卡，多家门店售罄。 "迅速成为门店销量top1，且引发了消费者自发diy热潮"，古茗方面回复。 "下午三点半的快乐是古茗给的。" 这到底是什么样的产品？ 上新第二天，我在郑州连续跑了三家门店才拿到实物： 新品有什么亮点？其他奶茶店能复制吗？ 01 多店售罄、一杯难求 古茗糖水卖爆了！ 11月17日，古茗在全国门店上新慢炖好料系列：桃胶木薯炖奶和芋泥麻薯炖奶，定价分别16元起、18元起（可加购其他小料）。 新品很快引发尝鲜打卡热潮，不少网友蹲点下单，晒图评价："料足到离谱"，还有网友直呼："糖水这个赛道还是让古茗闯进去了"。 社交平台上好评不断： "奶茶店爆改糖水店，当下午茶吃太合适了。" "古茗是被低估的糖水店。" 首先看到包装是不同的，新品采用更低矮的限定新杯，上面印有原料产地和工艺介绍，比如湖北大颗粒溏心桃胶、福建古田产地的银耳等。 两款产品主打"慢炖好料"，其中桃胶木薯炖奶选用了湖北溏心桃胶、广西黄心木薯、福建古田银耳，炖煮60分钟以上，再加入黑糖珍珠等小料制成。 如网友反馈"大块木薯香甜软糯，搭配各色小料，口感十 ...