Freshly Made Drink (FMD)

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中国餐饮:FMD专家呼吁:补贴正常化导致销售业绩差异;价格竞争依然激烈-China Restaurants_ FMD expert call takeaways_ Divergent sales performance amid subsidy normalization; price competition still...
2025-10-13 01:00
China Restaurants: FMD expert call takeaways: Divergent sales performance amid subsidy normalization; price competition still intense As part of the post-National Day holiday expert channel-check calls, we hosted an expert session on China's freshly made drink (FMD) market, with a franchisee who runs multiple Luckin (mainly in low tier city), Cotti (mainly in high tier city) and Chagee stores (mainly in low tier city) in Guangdong province. Key takeaways: 1) The platform subsidy has seen sequential normaliz ...