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新茶饮决战美国:喜茶纽约开LAB、霸王瞄准比佛利、瑞幸2美元搅局
创业邦· 2025-06-21 10:10
以下文章来源于剁椒Spicy ,作者剁椒团队 剁椒Spicy . 霸王茶姬瞄准比佛利山庄等富人区,单店投资成本同样是国内的数倍; 专注于电商、营销、流量生态,以及消费者洞察的全新商业自媒体 来 源丨 剁椒spicy (ID: ylwanjia) 作者| Mia 图源丨 midjourney 出海,早已是新茶饮破局的关键战场。而2025年以来,美国韩国等发达国家,正成为喜茶、霸王茶 姬、茶百道等诸多品牌争夺的核心目的地。 最新的消息是: 喜茶在美国布局20余家门店,以LAB店模式试水高客单价市场; 东南亚市场作为兵家必争之地,早已硝烟弥漫。 茶百道则大胆挑战以咖啡文化为主导的韩国市场,以差异化策略各显身手; 瑞幸以2美元冰美式切入美国咖啡市场,首店选址纽约东村,价格是星巴克1/3…… 霸王茶姬第一季度财报显示,霸王茶姬169家海外门店单季GMV达1.78亿元,同比增长85.3%。其 中,新加坡足月门店月均GMV达180万元,是国内均值的4倍,足以看出发达国家的增长潜力。 剁椒Spicy盘点了国内头部新茶饮品牌的出海动向后发现:新茶饮的出海征程正在加速,而路径已日 趋分化。 | 品牌 | 海外门店数量 | 主要布 ...
沪上阿姨碰上霸王茶姬,并非一场中式茶饮的黑白棋局
3 6 Ke· 2025-05-08 03:37
继年初新茶饮行业经历一轮上市潮之后,资本市场恢复了短暂的平静。正当业界与投资者纷纷猜测下一个叩响上 市大门的是谁时,新一轮IPO竞争逐渐拉开帷幕。 在霸王茶姬成功登陆纳斯达克半个月后,许久没有更新进展的沪上阿姨也再次传来声音——5月8日以113.12港元的 发行价赴港敲钟,上市即高开68%,成为今年第四家在港交所IPO的新茶饮企业。 现如今,中式茶饮的故事,正在被更多品牌讲到更大的世界中去。 霸王茶姬越洋赴美能否获青睐 根据咨询机构弗若斯特沙利文数据,2025年全球现制茶饮市场规模有望攀升至480亿美元。另据艾瑞咨询研究报 告,以GMV计算,中国现制茶饮市场规模从2019年的1022亿元增长至2024年的2727亿元,年复合增长率达 21.7%,显著高于茶饮市场其他细分领域。报告同时预测,2028年中国现制茶饮市场规模将进一步扩大至4260亿 元,2024~2028年复合增长率为11.8%。 在市场规模快速扩容时,中国现制茶饮行业竞争进入白热化阶段,驱使众多品牌出现分化。从价格分布来看,行 业已形成平价、大众和高端茶饮三大阵营。 涨幅15.86%、总市值60亿美元,一串串上扬的数字为霸王茶姬在纳斯达克上市的首 ...
新消费观察| 零售品牌 “走出去” ,如何开辟“新蓝海”?
Xin Lang Cai Jing· 2025-05-07 14:24
Group 1: Market Entry and Expansion - CHAGEE opened its first store in North America at Westfield Century City in Los Angeles, showcasing modern tea drinks and attracting long queues [1] - The new tea beverage industry in China is experiencing rapid growth, with brands like ChaPanda, MIXUE, HEYTEA, and CHAGEE expanding internationally [3] - Several tea companies, including MIXUE, have successfully listed in Hong Kong, indicating a trend of Chinese retail brands going global [4] Group 2: Factors Driving International Expansion - The global expansion of brands is driven by the need for internationalization, competitive domestic markets, and the growing overseas Chinese population [4][5][6] - Establishing physical stores abroad enhances brand visibility and can attract investment, which may lead to better domestic store locations in the future [5] - The increasing number of overseas Chinese consumers creates demand for Chinese products, which are often perceived as cost-effective [4] Group 3: Key Markets for Chinese Brands - Hong Kong is a significant market for brands due to its proximity to mainland China, making it easier for brands with established retail networks in southern China to enter [7] - Southeast Asia, particularly Singapore, is a competitive market for Chinese brands, driven by a large Chinese population [8] - European cities like London and Paris are viewed as essential for brands aiming for international recognition, although cultural differences pose challenges [9] Group 4: Challenges in International Markets - Chinese brands face challenges in gaining local consumer recognition and adapting to cultural differences, particularly in Europe [17] - Supply chain and logistics issues require careful planning before entering new markets [18] - High operational costs in markets like Singapore and Europe necessitate thorough financial planning [18] Group 5: Localization Strategies - Successful market entry requires understanding local consumer habits and preferences, with brands needing to adjust their offerings accordingly [19][20] - Brands should focus on high-traffic areas for store locations to maximize visibility and customer engagement [19] - The importance of local partnerships for smooth market entry and operations is emphasized, as they can help navigate local regulations and consumer preferences [18]
【善融】中秋好礼9.9元起,领券满减享不停
中国建设银行· 2024-09-12 06:29
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