以下文章来源于咖门 ，作者伍月 咖门 . 聚焦茶饮、咖啡行业，关注饮品新风潮 上海向来不缺让人眼前一亮的咖啡店。 最近，一家 30 平的小店凭借"饺子 + 咖啡"的独特组合迅速出圈。 开业仅 3 个月，稳居区域人气榜 Top1 ，不仅在社交平台刷屏，还吸引了不少外国友人专程打卡。很多网友评论：这家店很有"活人感"。 活人感是什么新生意经？ 上海"咖啡+饺子"小店走红： 稳坐人气榜 Top1 工作日中午 11 点半，上海茂名北路的树影下，一家小店热闹起来。 这家店名叫"水煮月亮"， 主打"高品质手工水饺 + 精品咖啡" 。白墙蓝字招牌看起来有种"不张扬的干净"，让人想推门而入。 开业仅 3 个月，它便跃升为大众点评区域人气榜 Top1 ，很多网友形容它是一家"活人感满满的小店"。 门店空间不大，只有 30 平左右。半开放式的厨房，能清楚看到阿姨包饺子的身影，靠墙有几张原木桌椅，满打满算可容纳十几位顾客。 图片来自小红书博主@翔小姐，已获授权 细节处处透露着亲切感：饺子形状的筷子架小巧讨喜；菜单直接手写在墙壁的大镜子上，扫一眼就知道有什么吃的；桌子上的调味瓶就是家里常用的那款。 水饺有黑猪肉三鲜饺、咖喱饺、酸菜黑 ...

上海向来不缺让人眼前一亮的咖啡店。 最近，一家30平的小店凭借"饺子+咖啡"的独特组合迅速出圈。 这家店名叫"水煮月亮"，主打"高品质手工水饺+精品咖啡"。白墙蓝字招牌看起来有种"不张扬的干净"，让人想推门而入。 开业仅3个月，它便跃升为大众点评区域人气榜Top1，很多网友形容它是一家"活人感满满的小店"。 门店空间不大，只有30平左右。半开放式的厨房，能清楚看到阿姨包饺子的身影，靠墙有几张原木桌椅，满打满算可容纳十几位顾客。 图片来自小红书博主@翔小姐，已获授权 细节处处透露着亲切感：饺子形状的筷子架小巧讨喜；菜单直接手写在墙壁的大镜子上，扫一眼就知道有什么吃的；桌子上的调味瓶就是家里常用的那 款。 水饺有黑猪肉三鲜饺、咖喱饺、酸菜黑猪油渣饺、野生荠菜黑猪肉饺、有机西葫芦蛋虾饺等种类，单份定价30元以上。店里还提供小菜、馄饨、炸酱面等 餐食。 咖啡方面，门店配备了LINKBAR智能咖啡系统，小巧的"龙头"式设计极大节约了空间。设备参数提前定好，只需轻按即可接取咖啡，顾客也可以自己动 手制作。 开业仅3个月，稳居区域人气榜Top1，不仅在社交平台刷屏，还吸引了不少外国友人专程打卡。很多网友评论：这家店很有"活 ...

Core Insights - BAKER & SPICE celebrates its 15th anniversary in 2025, marking a significant milestone with over 100 direct-operated stores in China, showcasing its steady growth in the premium dining market [1][2] - The brand has evolved from a small bakery to a comprehensive dining brand, expanding its product offerings to include a diverse range of categories such as main dishes, artisanal baking, and specialty coffee [2][11] - The operational model combines central workshops with localized research and development, ensuring high standards across all stores, which has facilitated rapid national expansion [3] Company Development - Founded in 2010 in Shanghai, BAKER & SPICE started as a 40 square meter bakery and has since expanded its footprint across major cities in China, including Beijing and regions like Guangdong and Southwest China [2] - The brand has experienced a counter-trend growth, adding over 60 stores from 2022 to 2025, despite an overall slowdown in the restaurant industry [2] Product and Service Innovation - BAKER & SPICE emphasizes fresh ingredients and a "baking + dining" model, focusing on health-conscious European-style baked goods, including low-sugar options like Danish croissants and olive oil bread [4][10] - The introduction of the "Flavor Map" IP in 2024 represents a unique culinary exploration, differentiating the brand in a homogenized market by offering diverse regional flavors [8] Customer Engagement and Future Outlook - To celebrate its anniversary, BAKER & SPICE launched promotional activities across its stores, offering special meal sets and discounts to enhance customer engagement [11] - The company aims to continue refining its product matrix and expanding into new markets while maintaining its commitment to quality and innovation in the premium dining sector [11]

Core Viewpoint - The news highlights the vibrant night economy in Guiyang, showcasing its potential to stimulate consumer spending and enhance the overall consumption landscape during the summer season [3][4]. Group 1: Night Economy Development - Guiyang's night economy is characterized by bustling night markets and various entertainment options, attracting both local residents and tourists [3]. - The summer season, marked by school holidays and family outings, creates a favorable environment for the night economy, serving as a crucial driver for consumer spending [3]. - The city has successfully tapped into the night economy by catering to diverse consumer needs, transforming potential demand into actual spending [4]. Group 2: Consumer Experience and Offerings - The success of the night economy is attributed to understanding consumer preferences for dining, entertainment, and emotional experiences, rather than merely replicating events or light shows [4]. - Guiyang's strategy includes enhancing the night experience through offerings like specialty coffee, craft beer, fine dining, and cultural heritage activities, collectively referred to as the "Four Exquisites" [4]. - Innovative marketing strategies, such as night-time consumption postcards that offer rewards for visiting various locations, are suggested to enhance consumer engagement and enjoyment [4]. Group 3: Economic Implications - The night economy is seen as a vital component in unlocking new consumption potential, contributing to the overall economic vitality of the region [3][4]. - By effectively capturing consumer needs and providing tailored experiences, the night economy can create a positive feedback loop that encourages further spending and exploration [4].

当9.9元一杯的平价咖啡占据街头巷尾，以"精品"为标签的蓝瓶咖啡（Blue Bottle）是否能叩开北京市场 的大门？近日，蓝瓶咖啡计划进京开店的消息，在咖啡圈掀起不小的波澜。从消费者"期待已久"与"价 格敏感"的两极评价，到品牌方"否认传闻"却被曝正洽谈选址的微妙态度；从咖啡市场低价混战与高端 细分并存的复杂格局，到蓝瓶如何在小众调性与大众触达间找到平衡。这场尚未落定的"进京赶考"，不 仅关乎一个品牌的扩张野心，更折射出咖啡市场的深层博弈。 若此次北京市场的"三连开"计划属实，意味着将打破蓝瓶咖啡"佛系开店"的节奏。半个月前，蓝瓶咖啡 在上海开设中国内地第14家门店。细数下来，自2022年2月上海首店开业以来，其年均新增门店不足5 家，绝大多数门店集中在上海。 不过，从蓝瓶咖啡的整体扩张节奏看，中国的确是其在全球开店速度较快的国家。此前，蓝瓶咖啡高管 在接受媒体采访时表示，品牌也在进一步做调整，尽可能在能力范围内快速地开发准备。公开数据显 进京时间待定 蓝瓶咖啡带着首店进京硬刚瑞幸、星巴克。近日，关于蓝瓶咖啡进京开店的消息在网上引发热议并持续 发酵，消息的源头是消费者在大众点评上发现的门店信息。大众点评平台 ...

Core Viewpoint - Blue Bottle Coffee is considering entering the Beijing market, which has generated significant discussion within the coffee community, reflecting both consumer anticipation and price sensitivity in a competitive landscape [2][5]. Company Expansion Plans - Blue Bottle Coffee's potential entry into Beijing could involve opening multiple stores in key areas such as Sanlitun and Guomao, with reports suggesting the possibility of three new locations [3][5]. - The company has been cautious in its official communications, denying rapid expansion plans while insiders indicate ongoing discussions for site selection [5][6]. Market Dynamics - The coffee market in China is characterized by a mix of low-cost options and high-end brands, with Blue Bottle Coffee positioned as a premium player [2][9]. - The brand's previous experience in Beijing included a pop-up event, but its current strategy may need to adapt to local consumer preferences and competition [6][9]. Competitive Landscape - The coffee market features diverse competitors, including Luckin Coffee and Starbucks, which dominate the low-cost and experiential segments, respectively [9]. - Blue Bottle Coffee's challenge lies in maintaining its premium brand identity while appealing to a broader audience in a market with high competition and varying consumer expectations [9][10]. Consumer Sentiment - There is a divided consumer response to Blue Bottle Coffee's potential entry, with some eager for the brand's unique offerings and others accustomed to lower-priced alternatives [5][8]. - The brand's ability to attract quality-seeking consumers in Beijing will be crucial for its success, given the city's significant market potential [8][10].

Core Viewpoint - Blue Bottle Coffee is considering entering the Beijing market, sparking discussions about its potential impact and the competitive landscape of the coffee industry in China [1][8]. Group 1: Market Entry Plans - Blue Bottle Coffee plans to open its first store in Beijing, with potential locations including Sanlitun, Guomao, and Jiulongshan, targeting young consumers [7]. - The company has not confirmed a timeline for the Beijing expansion, but insiders indicate that discussions for site selection are ongoing [8]. - The last time Blue Bottle Coffee appeared in Beijing was during a pop-up event two years ago, and it has since opened its 14th store in Shanghai [11]. Group 2: Competitive Landscape - The coffee market in Beijing is characterized by intense competition, with brands like Luckin Coffee and Starbucks dominating the low-price segment, while premium brands like %Arabica and Peet's Coffee target high-net-worth consumers [13]. - Blue Bottle Coffee's unique positioning as a high-end brand may face challenges in a market where consumers are accustomed to lower-priced options [12][14]. Group 3: Brand Positioning and Strategy - Blue Bottle Coffee is recognized for its "specialty coffee" branding, which may attract quality-seeking consumers in Beijing, despite the competitive environment [12]. - The company needs to balance its high-end positioning with local consumer preferences to establish a foothold in the Beijing market [13][14]. - Strategies such as localized storytelling, tiered product offerings, and refined operations may help Blue Bottle Coffee build a competitive edge in the premium coffee segment [14].

Core Insights - Guiyang, located in Southwest China, has rapidly developed into a "Coffee City" with over 3,000 coffee shops, making it one of the cities with the highest coffee shop density in the country [1][2][10] Coffee City - Within a 3-kilometer radius, there are more than 20 specialty coffee shops, attracting tourists who seek hidden gems [2] - Guiyang has a population of approximately 6 million, resulting in a coffee shop density of about 2,000 people per shop, surpassing Shanghai's density of around 3,000 people per shop [2] - The coffee culture in Guiyang has been nurtured since 2005, with the introduction of specialty coffee shops like "Yue Reading Time" and "Soil Coffee" [2][3] - The rise of coffee consumption in Guiyang is attributed to the local population's willingness to spend on self-indulgence, ranking in the top five nationally [2] Coffee Soil - Local coffee shop owners emphasize enhancing their professional skills, contributing to a unique "coffee soil" that fosters numerous coffee-related stories [6] - The community coffee shop "Heishi Coffee" has seen a resurgence since 2018, with a daily cup output exceeding 300 during peak times [5] - "Hengguan Coffee" owner Liu Kaisheng transitioned from a barista to a professional roaster, establishing a dedicated roasting studio [5][6] Diverse Coffee Scene - Guiyang's specialty coffee shops exhibit a flourishing diversity, with baristas specializing in various coffee disciplines such as brewing, roasting, and latte art [7] - Innovative offerings, such as "Heishi Coffee's" unique pairing of local ingredients with coffee, have become market hits [8] - Cross-industry collaborations are emerging, with coffee shops integrating themes like bookstores, cat cafes, and art spaces, enhancing the coffee culture [9]

Core Viewpoint - The article discusses the emergence and growth of "ten-thousand store" models in China's retail and food sectors, highlighting successful companies that have adopted innovative business models to enhance consumer experience and operational efficiency [4][11][17]. Group 1: Ten-Thousand Store Model - The "ten-thousand store" model in China is characterized by a significant number of retail outlets, with companies like Mixue Ice Cream exceeding 30,000 stores and others like Wallace and Luckin Coffee around 20,000 stores [4][6]. - The retail industry has seen a shift towards this model since last year, indicating a trend towards more accessible and community-oriented retail options [6][11]. Group 2: Successful Companies - Guoquan, which started with about 1,000 stores in 2019, has grown to over 10,000 stores, becoming the first retail company in China to reach this milestone [7]. - The business model of Guoquan focuses on selling pre-packaged hot pot ingredients, making it convenient and affordable for consumers, thus increasing the frequency of hot pot consumption [7][10]. - Snack brand "Zero Snacks" has also surpassed 10,000 stores, utilizing a discount model that offers products at lower prices while maintaining quality, thus attracting consumers from traditional supermarkets [8][9]. Group 3: Innovative Business Models - Qian Dama, which specializes in selling fresh meat with a unique discounting strategy, has grown from 200 stores and 600 million yuan in sales to over 3,000 stores and sales exceeding 10 billion yuan [10]. - The article emphasizes the importance of separating market stalls and supermarkets to create specialized, community-focused, and discount-oriented retail experiences [11][12]. - The success of these companies is attributed to their ability to innovate and adapt to consumer needs, focusing on essential products and operational efficiency [15][17]. Group 4: Investment Insights - The investment strategy of Qicheng Capital focuses on essential categories and innovative models, which are more likely to create large companies [15]. - The article highlights the significance of a solid business foundation and the importance of refining operational models before expanding through franchising [13][14].

Core Viewpoint - The article discusses the emergence of a new generation of retail chains in China, particularly focusing on the "ten thousand stores" model, which has transformed the retail landscape by emphasizing convenience, affordability, and efficiency in consumer goods distribution [4][11]. Group 1: Retail Innovations - The "ten thousand stores" model in China has seen the rise of several successful chains, including Mi Xue Bing Cheng, Wallace, and Luckin Coffee, with Mi Xue Bing Cheng leading with over 30,000 stores [4][6]. - The retail sector has shifted towards a model that combines community engagement with discount offerings, making it easier for consumers to access products [11]. Group 2: Case Studies of Successful Brands - Guoquan, which started with around 1,000 stores in 2019, has rapidly expanded to over 10,000 stores, focusing on frozen food retail, making hot pot dining more accessible and affordable for consumers [7]. - Snack brand "Zero Snacks" has also seen significant growth, surpassing 10,000 stores, and operates on a discount model that allows for lower prices while maintaining quality [8]. - Qian Dama, which specializes in fresh food with a unique discounting strategy, has grown from 200 stores and 600 million yuan in sales to over 3,000 stores and 10 billion yuan in sales [10]. Group 3: Market Dynamics - The shift in consumer behavior has led to a decline in sales for traditional snack brands like Three Squirrels, which saw a drop from 10 billion yuan to around 7 billion yuan, as consumers increasingly prefer discount stores [9]. - The article highlights the importance of adapting to consumer preferences, with many brands now focusing on creating tailored products for discount retail environments [9]. Group 4: Investment Strategy - The company emphasizes investing in essential goods and innovative business models, which are more likely to yield significant returns and create large companies [16]. - A strong business logic and competitive advantage are crucial for successful investments in the retail sector [17]. Group 5: Efficiency and Quality - The significance of commercial innovation lies in combining quality with efficiency, ensuring that consumers receive real value for their money [18][19].