以下文章来源于创业最前线 ，作者炫炫 创业最前线 . 创业有道·创新中国｜长期关注中国科技创新经济市场，提供更有价值的创投科技报道。 KCOFFEE肯悦咖啡正以惊人的速度扩张。 百胜中国最新发布的第二季度及上半年财报显示，肯 悦咖啡现有门店已超过1300家。对比其2024年底的数据，肯悦咖啡仅在今年上半年，新开门店就 超600家。窄门数据显示，以现有的规模，肯悦咖啡已冲上中国连锁咖啡品牌规模前十的位置。 在财报电话会上，百胜中国表示，肯悦咖啡今年的年度门店目标从此前的1500家，上调至1700 家。 这一决定源自百胜中国对咖啡市场的看好。咖啡是中国市场正快速增长的消费品类，对于餐饮巨 头来说，咖啡能拓宽其对消费者的服务范围，吸引更多受众并带动门店销售。"菜单创新带动肯悦 咖啡门市的平均杯销量在第二季度持续增长，肯悦咖啡在推动增量客流、销售及利润方面一直卓 有成效。"百胜中国首席财务官丁晓说道。 窄门餐眼数据显示，肯德基门店近六成分布在商场，其次是居民社区、商业街边与写字楼。此 外，肯德基的选址还包括医院周边、酒店周边、学校、加油站、景区与交通枢纽，覆盖人们出行 生活的方方面面。 选址是连锁餐厅经营时保证客流与 ...

Investment Rating - The report does not explicitly provide an investment rating for the restaurant industry Core Insights - The report analyzes the new product launch trends in the restaurant industry, focusing on six representative categories: Western fast food, noodles, tea drinks, coffee drinks, bakery, and hot pot. A total of 330 brands were monitored, with 177 brands launching new products in June 2025, accounting for 53.6% of the monitored sample. The total number of new products launched across these categories was 785, representing a 14.1% decrease compared to May 2025 [4][10][15]. Summary by Category Western Fast Food - In June 2025, 20 brands launched 66 new products, with dessert items leading at 24.2%. Innovations focused on filling and flavor, with 51.4% of new products emphasizing filling innovation, integrating local and healthy ingredients [24][17][22]. Noodles - Among 61 monitored brands, 21 launched 65 new products, with mixed noodles and dessert drinks forming a core launch strategy, together accounting for over 40%. The main innovation direction involved using local and wild ingredients as toppings, with 66.7% of innovations focusing on toppings [32][30]. Tea Drinks - A total of 64 brands launched 245 new products, with fruit tea leading the category. The report highlights the use of seasonal fruits and emphasizes the reduction of vegetable elements in new products. 73.1% of new products contained tea bases, with green tea being the most popular [35][36][40]. Coffee Drinks - 23 brands launched 78 new products, with fruit elements comprising 71.2% of the ingredients. Coffee liquid bases were predominant, making up 66% of new products. The report notes a trend towards complex flavor profiles in new coffee products [46][50][53]. Bakery - 33 brands launched 263 new products, with cakes being the most prevalent at 57.8%. The report indicates a focus on seasonal and health-oriented products, with a notable increase in the use of fruits and dairy ingredients [60][63]. Hot Pot - 16 brands launched 68 new products, with hot pot ingredients leading at 54.4%. The emphasis was on the quality of ingredients and traditional preparation methods, showcasing local specialties [66][64].

Core Insights - The "5th China Western International Investment and Trade Fair" (West Expo) has commenced in Chongqing, attracting global attention as a significant international economic and trade event [1] - Kenuo Coffee has emerged as a popular attraction at the West Expo, showcasing its growth and the evolving coffee consumption trends in Chongqing [3][5] Company Development - Kenuo Coffee, an independent brand under Yum China, debuted at the West Expo in 2024 and returned in 2025, indicating its growing popularity and market potential [5] - The number of coffee shops in Chongqing has surged from 80 in 2015 to 3,265 in 2024, positioning the city among the top ten in the country for coffee shop density [5] - Kenuo Coffee has successfully expanded its presence in Chongqing, opening multiple stores with the support of local business authorities [5][6] Market Trends - Kenuo Coffee has demonstrated a keen ability to identify consumer preferences, launching popular products such as matcha and fruit coffee, which have contributed to its market leadership [8] - The brand is rapidly expanding, with a goal of opening one store per day, reflecting its ambition to penetrate both urban and rural markets [8] - Kenuo Coffee aims to continue its growth in Chongqing by offering diverse and high-quality coffee products, thereby supporting the local coffee economy [8]