Core Viewpoint - McDonald's has reintroduced its milkshake product in China after a long absence, but the return is limited to specific cities, stores, and a short time frame, leading to high demand and supply issues [1][3][5] Group 1: Product Return and Demand - The milkshake, a nostalgic product for many, was first introduced in China in 1990 and was discontinued in 2014, leaving fans disappointed [1][18] - The limited-time return from August 13 to 31, 2025, is only available in 13 flagship stores across designated cities [3] - Customers have reported long lines and insufficient supply, with some unable to purchase despite waiting early in the morning [5][10] Group 2: Pricing and Resale Market - The original price of the milkshake was between 9 to 10.5 yuan per cup, but due to high demand, resale prices have skyrocketed to 137 yuan per cup on platforms like Xianyu [6] - Reports indicate that the milkshake sells out quickly, often by 9 AM, and supply issues have led to cancellations of pre-orders [5][6] Group 3: Customer Experience and Feedback - Some customers who managed to purchase the milkshake expressed disappointment, describing it as overly sweet and lacking the original texture and flavor [11] - The nostalgia associated with the milkshake seems to be a significant factor in its popularity, as many customers reminisce about their childhood experiences with the product [12][13] Group 4: Historical Context and Market Position - The milkshake's discontinuation in 2014 was attributed to various factors, including declining sales and operational challenges related to equipment and ingredients [18][19] - The product's return is seen as a response to nostalgic demand, although the CEO noted that the initial lack of popularity was due to consumer preference for smoother beverages like cola [19]

"搭子"已经成为当代年轻人中一种流行的新型社交关系。而在食品行业，有一个饼干品牌靠着做咖啡、冰淇淋、巧克力等食品的"搭子"出圈，目前每年营收 超6亿欧元，并且已出口至少65个国家和地区。[1] 这个饼干品牌就是来自比利时的Lotus Biscoff（后文简称"Biscoff"），中文名为"和情缤咖时"。 图片来源：Lotus Bakeries 今年2月，Biscoff的母公司Lotus Bakeries公布了2024年财报。财报显示，2024年集团的总营收达到创新高的12.3亿欧元，其中，Biscoff是Lotus Bakeries最大 的支柱业务，2024年其营收在集团总营收中的占比达到56%（约6.88亿欧元），同比增长21%。[2] Biscoff的增长已至少持续了10年。据《金融时报》报道，2013至2023年间，Biscoff的销售额几乎翻了两番。[3] 然而，Biscoff的增长不止如此。据欧睿国际对全球超市销售数据的统计，2023年Biscoff的销售额在全球甜饼干市场排名第五位。[4]而Biscoff未来的目标，是 成为全球Top3的甜饼干品牌，目前在这一市场排名前二的品牌分别是亿滋旗下的奥利 ...

作者： Pride 编辑： Panda "搭子"已经成为当代年轻人中一种流行的新型社交关系。而在食品行业，有一个饼干品牌靠着做咖啡、 冰淇淋、巧克力等食品的"搭子"出圈，目前每年营收超6亿欧元，并且已出口至少65个国家和地区。 [1] 这个饼干品牌就是来自比利时的Lotus Biscoff（后文简称"Biscoff"），中文名为"和情缤咖时"。 图片来源：Lotus Bakeries 今年2月，Biscoff的母公司Lotus Bakeries公布了2024年财报。财报显示，2024年集团的总营收达到 创新高的12.3亿欧元， 其中，Biscoff是Lotus Bakeries最大的支柱业务，2024年其营收在集团总营 收中的占比达到56%（约6.88亿欧元），同比增长21%。[2] Biscoff的增长已至少持续了10年。据《金融时报》报道，2013至2023年间，Biscoff的销售额几乎翻 了两番。[3] 然而，Biscoff的增长不止如此。 据欧睿国际对全球超市销售数据的统计，2023年Biscoff的销售额在全球 甜饼干市场排名第五位。[4]而Biscoff未来的目标，是成为全球Top3的甜饼干品牌 ...