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 ...

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]

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 ...