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]

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 ...