Core Insights - Luckin Coffee has officially announced the discontinuation of its seasonal hit "Apple C Americano," which has sparked widespread consumer lament on social media [1][2][6] - Competitor KFC's coffee brand, K Coffee, has quickly capitalized on this opportunity with aggressive marketing campaigns [1][6] Company Actions - Luckin Coffee confirmed the removal of "Apple C Americano" from its menu, with plans to reintroduce "Sakura Latte" [2] - The drink was part of the "Fruit Coffee C Series" and had gained significant popularity since its launch in late October last year [6] - The discontinuation is attributed to the seasonal nature of the product and a shortage of the required apple concentrate [6] Market Response - Consumers expressed their disappointment on social media, with comments reflecting a strong attachment to the product [6] - K Coffee's marketing strategy includes slogans like "Good apples never say goodbye" to attract former Luckin customers [1][6] Industry Trends - The coffee industry in China is characterized by seasonal product offerings, with brands adjusting their SKUs based on fruit availability [12] - The supply chain for coffee includes both bulk commodities and agile components to support rapid product development [12] Competitive Landscape - K Coffee benefits from a strong supply chain and shared resources with its parent brand KFC, allowing it to maintain healthy profit margins despite competitive pricing [13] - As of the end of 2024, K Coffee plans to expand its store count to approximately 700 locations across 30 provinces in China, with further growth expected to reach 1,300 stores by 2025 [13]

图：2025年清明假期前两日，上海市青浦区蟠龙天地迎客流高峰，日均客流4万人次左右；图源：受访者 户外草地上开出一顶顶帐篷、登山路途中涌现一波波游客、漫漫花海边传来一阵阵快门提示声……2025年清明假期，叠加祭祖、登高、赏花、踏青、跨境 出行等多重需求，国内旅游市场活力四射，为春日经济增添了一抹亮色。 清明假期让"春日经济"持续走热。日前，多家线上OTA（在线旅游）平台及电商平台公布今年清明假期消费"成绩单"。数据显示，今年清明小长假期间， 赏花游订单量环比增长45%，众多山岳类景区热度急剧攀升，进而带动"村游"订单量显著上扬。 而在短视频内容平台的广泛传播下，今年假期"春日经济"进一步带动餐饮、服饰等各类周边消费。 祭祖、户外游成假期热门选择 据在线旅游平台携程4月6日发布的2025年清明假期出游总结报告，假期期间，该平台上，游客的目的地选择呈现出祭祖文化与现代度假方式"双向奔赴"的 特点，例如，北京、上海、杭州、广州、成都、深圳、南京、重庆、武汉和西安位列假期前十大热门城市。 与此同时，这些城市也释放出回乡祭祖人潮。据介绍，这种双向流动在粤港澳大湾区表现得尤为突出。携程发布的上述报告显示，清明假期期间，中 ...