Store Expansion - Various brands are aggressively expanding their store networks, with Luckin Coffee opening 222 new stores, Tims Coffee launching 23 new locations, and Lemon Right entering Beijing and Shenzhen, marking significant steps in North and South China [1][2] - Linli Handcrafted Lemon Tea has opened a new store in Xi'an, bringing its total to 1,950 stores, primarily concentrated in Guangdong, Zhejiang, and Shanghai [1] Overseas Market Growth - At least 44 tea brands have opened nearly 15,000 stores overseas, with CoCo exceeding 400 international locations and over 50% of customers in established areas being non-Chinese [2] - Bawang Tea Ji is accelerating its expansion in Asia, planning to enter Japan and South Korea after Indonesia, Thailand, and Vietnam [2] Product Innovations - Many brands are launching new products for the "Autumn Cup" season, including new flavors and collaborations, such as Tea Baidao's new Sunshine Green Grape Ice Milk and a collaboration between Jasmine Milk White and Swarovski [3][4] - CoCo has upgraded its classic milk tea line to include 100% animal fat options, while other brands are also revamping their product offerings [3] Sales Performance - Several brands reported significant sales increases during the "Autumn Cup," with Bawang Tea Ji's sales up 200% month-over-month and CoCo selling over 4.1 million cups in a single day [4] - Luckin Coffee's daily sales exceeded 20 million cups, and Kudi Coffee's sales were 2.5 times higher than the same period last year [4] Supply Chain Developments - A zero-tariff policy is boosting coffee exports from Africa to China, with 183 Brazilian coffee companies gaining export qualifications [5] - The price of top-grade coffee beans has reached new highs, with a record auction price of $30,204 per kilogram for a specific batch of Panamanian coffee [5] Labor and Capital Dynamics - New social security regulations in the tea and coffee industry may lead to increased labor costs as agreements to avoid social security payments become invalid [6] - Starbucks has completed the screening of potential investors for its China business, with several private equity and tech firms advancing to the next round [6]

Core Insights - The article highlights the significant marketing event of "The First Cup of Milk Tea in Autumn" on August 7, 2025, which has become a hallmark of the new tea beverage industry in China, driving a surge in sales and consumer engagement [1][2][3]. Brand Activities - Over 100 tea brands, including popular names like Mixue Ice City, Yihe Hall, Starbucks, and Luckin Coffee, launched new seasonal products through Meituan during this period [1][5]. - Yihe Hall reported a 258% increase in revenue by 3 PM on the event day, with over 501 stores achieving daily sales exceeding 10,000 yuan [1][3]. - The event saw brands employing various innovative marketing strategies, such as collaborations and promotional offers, to attract consumer attention [3][4]. Platform Support - Meituan and other delivery platforms played a crucial role in facilitating the event, with Meituan launching the "First Cup of Milk Tea in Autumn" campaign and distributing 1 million free cups of milk tea [4][5]. - The collaboration between platforms and brands resulted in over 20,000 beverage stores participating in the event, selling over 53 million cups of drinks on the day [5][6]. Consumer Engagement - The event generated significant consumer excitement, leading to long queues at stores and a surge in online orders, with some brands reporting record sales figures [7][8]. - Despite the high sales volume, many consumers experienced delays in order delivery, highlighting operational challenges faced by brands during peak demand [8].

Core Insights - The launch of "the first cup of milk tea in autumn" on August 7 has significantly boosted the milk tea market, reflecting the continuous release of consumer spending potential [2] - Tea Baidao, a leading milk tea brand, reported a sales increase of over 340% in both product sales and revenue on the day of the event, with nearly 2000 stores experiencing a sales surge exceeding 500% [2][3] Company Performance - Tea Baidao's ice milk products, particularly the "Sunshine Green Grape Ice Milk," have become extremely popular, selling nearly 200,000 cups on the day of the event, with over 100,000 cups sold for the top-selling item alone [3] - The brand's commitment to using fresh ingredients, including real fruit, tea, and milk, has positioned it as a leader in the new tea beverage sector, appealing to health-conscious consumers [4] Industry Trends - The new tea beverage industry has evolved from a focus on powdered mixes to an emphasis on fresh ingredients and health, reflecting a growing consumer awareness of dietary health [3][4] - The National Health Commission's initiative to promote healthy lifestyles has further heightened consumer interest in the quality of tea beverages, with nearly half of consumers increasingly prioritizing ingredient authenticity [3] Supply Chain and Innovation - Tea Baidao has invested in its supply chain, covering all 31 provinces in China with 25 storage centers and over 300 temperature-controlled delivery vehicles, ensuring efficient distribution [4] - The brand's focus on high standards for freshness and quality in its products, such as the 21-day shelf life for its milk and the use of premium jasmine tea, demonstrates its commitment to innovation and health [4]

Group 1 - The core trend in the milk tea industry is the surge in sales and popularity, particularly highlighted by the "first cup of milk tea in autumn" phenomenon [1] - Cha Bai Dao experienced a remarkable increase in product sales and revenue, with both metrics rising over 340% compared to the previous period, and nearly 2000 stores reported sales growth exceeding 500% [1] - Specific products such as the Sunshine Green Grape Ice Milk, Midsummer Melon Ice Milk, and Mint Ice Milk collectively sold nearly 200,000 cups by noon on the day of the autumn festival, with the Sunshine Green Grape Ice Milk alone selling over 100,000 cups [3]

Core Insights - The phenomenon of "the first cup of milk tea in autumn" has become a significant event in the milk tea industry, akin to "Double Eleven" for e-commerce, reflecting the continuous release of consumer spending potential [2][3] Industry Overview - On August 7, 2023, various milk tea brands experienced a surge in demand, with some stores reporting over 1,000 cups waiting to be served [1][2] - The event has led to a concentrated release of consumer demand, with many brands experiencing record sales and order volumes [2][4] Company Performance - Sweetlala reported that their online sales reached a historical peak, with a single platform performance increase exceeding 500%, and over 40% of their city stores seeing sales growth over 300% [3] - Cha Bai Dao indicated that their product sales and revenue increased by over 340% compared to the previous period, with some stores seeing sales growth exceeding 500% [4] - Nai Xue's Tea also reported a 500% increase in online sales, with many stores having over 300 cups waiting to be served [4] - Yi He Tang launched new products and saw a 258% increase in revenue on the same day, with sales surpassing 240 million cups by 3 PM [4]

Group 1 - The topic of "the first cup of milk tea in autumn" has gained significant attention, leading to a surge in sales for major new tea beverage brands [1][2] - Cha Bai Dao reported a sales increase of over 340% in both volume and revenue as of the noon of the first day of autumn, with nearly 2000 stores experiencing over 500% growth [1] - Ice milk has emerged as a popular product category, with Cha Bai Dao selling nearly 200,000 cups of ice milk products, including over 100,000 cups of the Sunshine Green Grape Ice Milk [1] Group 2 - Nai Xue's Tea also saw impressive performance, with a 500% increase in delivery sales on the first day of autumn, and the launch of their blueberry and mulberry yogurt shake achieving over 500,000 cups sold in just three days [2] - The collaboration between Mo Li Nai Bai and Swarovski to launch "the first cup of autumn sparkling tea" resulted in over 220,000 cups sold on the first day, indicating strong market demand for innovative products [2] Group 3 - Multiple food delivery platforms capitalized on the "first cup of milk tea in autumn" trend, with Ele.me and Meituan launching promotional activities, including free milk tea offers and significant discounts [3] - Ele.me's promotional event led to a surge in social media discussions, highlighting the popularity and demand for milk tea during this seasonal event [3]

Core Viewpoint - The "First Cup of Milk Tea in Autumn" event has become a significant marketing initiative in the takeaway and milk tea industry, akin to "Double 11" for e-commerce, with increased competition among platforms this year [1][2]. Group 1: Event Overview - The "First Cup of Milk Tea in Autumn" event, initiated in 2020, has evolved into a staple marketing moment for the takeaway industry, with major platforms vying for market share [1]. - This year, over 200,000 beverage stores participated in the event, with more than 53 million drinks sold on the day of the event [4]. Group 2: Platform Strategies - Meituan adopted a "new" strategy by collaborating with over 100 tea brands for new product launches, with at least 250,000 stores involved in the event [2]. - Taobao Shanguo engaged in extensive pre-event marketing, featuring celebrity endorsements and distributing free drink vouchers to attract consumers [4][5]. - JD.com differentiated its approach by promoting "the first bite of fried chicken" instead of milk tea, showcasing a unique marketing strategy [5]. Group 3: Product Launches - Various brands launched new products during the event, including notable items like the "Sunshine Green Grape Ice Milk" from Cha Bai Dao and "Jasmine Green Milk" from Mi Xue Ice City, which quickly became top sellers [2][4]. - The event has led to significant sales for new products, with Mi Xue Ice City achieving over 100 million yuan in transaction value on the event day [4]. Group 4: Industry Trends - The event has consistently driven consumer engagement and sales in the beverage sector, becoming a key trend for tea brands to launch new products [3]. - The competition among platforms has intensified, prompting commitments from Meituan, JD.com, and Ele.me to regulate promotional activities and avoid irrational competition [6].

Core Insights - The article highlights the significance of the "First Cup of Milk Tea in Autumn" marketing event, which has become a staple in the food delivery industry since 2020, with over 100 tea brands participating this year [3][4]. Industry Trends - The event is expected to see participation from at least 250,000 beverage stores across China, showcasing new products and popular items [1][3]. - Major brands like Starbucks, Luckin Coffee, and others are launching new products through Meituan, indicating a trend of collaboration between delivery platforms and beverage brands [3][4]. Consumer Engagement - The "First Cup of Milk Tea in Autumn" has successfully engaged young consumers for five consecutive years, driving beverage consumption and brand visibility [4][5]. - Meituan's strategy includes leveraging consumer trends and data analytics to assist brands in product development and market launch, enhancing customer feedback and engagement [5]. Market Impact - The collaboration with Meituan has led to increased sales and brand recognition for domestic tea and coffee brands, while international brands are deepening their presence in the Chinese market [5]. - The agricultural supply chain, particularly in regions like Yunnan and Sichuan, is benefiting from the growth of the tea and coffee industries, leading to improved income for local farmers [5].

Core Insights - The article highlights the launch of over 100 tea beverage brands through Meituan during the "First Cup of Milk Tea in Autumn" event, with participation from at least 250,000 beverage stores nationwide [1][3]. Group 1: Event Overview - The "First Cup of Milk Tea in Autumn" has become a permanent marketing event in the takeaway industry since 2020, with Meituan collaborating with various tea and coffee brands for the first time this year to promote new products and bestsellers [3]. - Major brands participating include Mixue Ice Cream & Tea, Yihe Hall, Starbucks, Luckin Coffee, and others, launching new products such as tea, coffee, and fruit tea [3]. Group 2: Sales Performance - Meituan reported that in 2024, 200,000 beverage stores participated in the "Autumn Milk Tea Carnival," selling over 53 million drinks on the day of the event, with 10 brands exceeding one million cups sold [4]. - Mixue Ice Cream & Tea became the first tea brand on Meituan to achieve over 100 million yuan in actual transaction value on the day of the event [4]. Group 3: Industry Impact - The collaboration with delivery platforms like Meituan accelerates the growth of the tea and coffee industry, enhancing brand sales and visibility while benefiting the agricultural supply chain behind tea and coffee [4]. - Meituan aims to help tea brands better understand consumer needs, facilitating product innovation and sustainable development [4].

Core Insights - The article highlights the significant marketing event of "the first cup of milk tea in autumn," where over 100 tea brands will launch new products through Meituan during the period of the autumn festival [1] - A total of at least 250,000 beverage stores will participate in the sales activities for new products and popular items [1] Group 1: New Product Launches - Major tea brands participating include Mixue Ice Cream & Tea, Yihe Tang, Starbucks, Luckin Coffee, Kudi Coffee, Cha Bai Dao, Hu Shang A Yi, and Kenyue Coffee [1] - New milk tea products being launched include Cha Bai Dao's Sunshine Green Grape Ice Milk, Gu Ming's Cloud Salted Duck, Hu Shang A Yi's Rich Rice Mochi Milk Tea, Mixue's Apple Milk Green, Yihe Tang's Four Seasons Spring Light Milk Tea, and Ye Ye Bu Pao Cha's Needle King Grape [1] - New coffee products include Kudi Coffee's Kale Americano, Kenyue Coffee's Juicy Grape Sparkling Americano, Lavazza's KAFA Forest Guixia Americano, Luckin Coffee's Fresh Brewed Light Osmanthus, and Starbucks' Golden Osmanthus Latte, Golden Osmanthus Americano, and Golden Osmanthus Phoenix Single Bush Tea Latte [1] Group 2: Other Beverage Launches - New fruit tea products include Hu Shang A Yi's 12-in-1 Revitalizing Fiber Bottle (Small Green Bottle) and Shu Yi Shao Xian Cao's Desert Apricot Red [1]