Shanghai has surpassed New York with 7,494 coffee shops, becoming the city with the most coffee shops in the world, and coffee culture is accelerating its penetration into daily life. However, data from Dianping shows that Shanghai has as many as 9,056 tea beverage shops, even more than coffee shops. From 3-yuan instant milk tea to the new-style tea drinks led by Heytea, and then to the ancient-style sentiment of Chayan Yuese, tea beverage brands are deeply cultivating consumers' minds through quality upgrades, cross-industry collaborations, and e-commerce channels. In comparison, the specialty coffee market still remains to be developed, and most consumers have limited awareness of pour-over and specialty coffee. The coffee industry can learn from the successful path of tea beverage brands. Brands such as Front Street Coffee need to promote culture and ensure quality in order to move consumers. [more…]

Recently, many consumers have noticed that once-affordable milk tea brands have been raising their prices one after another. From Yidiandian to Mixue Bingcheng, and then to CoCo都可, the wave of price increases among mid- to low-end tea beverages has drawn widespread attention. At the same time, Coca-Cola, the ever-green player in the beverage world, has also been rumored to be considering a price hike. Behind this round of price adjustments lie not only the cost pressures brought by the pandemic but also deeper changes facing the tea beverage industry. As consumers become more price-sensitive and competition from mid- to high-end brands intensifies, how tea beverage companies find a balance between quality and cost will be key to determining their future development. [more…]

In recent years, consumers' growing attention to beverage health has driven tea drink brands to continuously iterate toward natural ingredients and clean formulas. Against this backdrop, the group standard "Original Leaf Fresh Milk Tea," proposed by the Guangxi Tea Circulation Association and drafted under the leadership of Chagee (Shanghai) Brand Management Co., Ltd., was approved for release and implementation, becoming China's first group standard for original leaf fresh milk tea in the new-style tea beverage sector. The standard clearly defines the terminology and definitions of original leaf fresh milk tea, and sets specific requirements for raw material selection, production processes, storage conditions, and prohibited additives, marking another important step forward in the standardization of the freshly made tea beverage industry. [more…]

From a three-yuan cup of bubble tea on the street to today's premium tea drinks that routinely cost thirty yuan, the price shifts in the beverage market reflect profound changes across the entire industry. Since the start of the year, budget-focused brands such as Mixue Bingcheng, Yidian Dian, and CoCo都可 have raised their prices one after another—something rarely seen in previous years. Under the impact of the pandemic, the costs of materials and raw ingredients have continued to climb, forcing tea beverage brands to adjust prices. Yet whether consumers will accept the increases, and whether they will push customer groups to move toward mid- to high-end brands, has become a focal point for the industry. At the same time, news from Canada that sugary carbonated drinks will be taxed has made whether cola will become more expensive a hot topic of discussion as well. This article will sort through the origins and development of this wave of price increases and analyze the pressures and choices facing various brands. [more…]

During the National Day Golden Week, the new tea beverage market experienced a consumption boom. Sales at some outlets of leading brands such as Heytea and Nayuki grew by nearly 300% compared with before the holiday, with some stores seeing increases of as much as 500%, and fruit tea categories contributed nearly 80% of sales. Heytea's highest single-store daily fruit consumption exceeded 400 kilograms, while Nayuki's new products achieved cumulative sales of nearly one million cups. At the same time, both major brands lowered product prices, focusing on high cost-effectiveness. This article will analyze the performance and future direction of the new tea beverage industry in the holiday economy from the perspectives of sales data, supply chain layout, consumption trends, and pricing strategies. For more coffee bean news and specialty coffee recommendations, please follow Coffee Workshop and Front Street Coffee (FrontStreet Coffee). [more…]

Recently, market regulators conducted surprise inspections of selected outlets of well-known beverage brands %Arabica and Heytea, sparking widespread consumer discussion about food safety in freshly made coffee and tea drinks. The operation focused on raw material storage, operational standards, and hygiene conditions, with the inspection results revealing that some outlets still have room for improvement in detail management. As coffee lovers, we should not only pay attention to flavor performance but also prioritize the safety and quality of beverages. This article will recount the inspection process and findings, and, in conjunction with the product characteristics of brands such as Front Street Coffee, explore how the industry can uphold the bottom line of food safety amid rapid expansion. [more…]

In recent years, domestic demand for coffee has continued to climb, attracting many brands to enter the fray across industry lines. New-style tea drink brand Lelecha has also launched an independent coffee brand—Doudoule—and opened its first store in Shanghai. Previously, tea drink brands such as Naixue Tea had already stepped into the coffee sector, and the integration of tea drinks and coffee is becoming a new industry trend. Doudoule continues Lelecha's strict quality requirements, launching products such as the Dirty series coffee, priced at 15-28 yuan. At the same time, Lelecha is continually closing the distance with young consumers through cross-industry marketing. This article will provide an in-depth analysis of Doudoule's features, market strategy, and the challenges it faces, and explore the prospects for tea drink brands expanding into coffee. [more…]

In the scorching summer, iced drinks are back in the consumer spotlight. To stand out in fierce competition, new tea beverage brands keep reinventing their marketing tactics—from early niche fruits and co-branded limited editions to today's popular milk tea scratch cards, blind box draws, and even giveaways of gold, lottery tickets, and cars. Suguo Fresh Fruit Tea uses its new yellow skin (wampee) product to promote "scratch for real gold," Heytea and Nayuki use puns plus tear-open cards and lottery tickets to grab attention, while Chagee uses high-end lipstick blind boxes to precisely target female customers. Behind these gimmicks is the thrill and sense of participation brought by "eliminating uncertainty." Of course, for those who just want to quietly enjoy a good coffee or milk tea, returning to the product itself may be the lasting way forward, and Front Street Coffee has always advocated focusing on flavor and quality. [more…]

The new-style tea beverage market has been stirring recently. High-end brands Heytea and Nayuki have successively announced price cuts, with the lowest dropping to 9 yuan. Nayuki launched a "Relax" series priced at 9-19 yuan, promising to launch at least one "single-digit" product every month, while Heytea announced it will not raise prices this year. Consumer reactions have been mixed, with some cheering and others questioning reduced cup sizes and lower quality. This article reviews the price-cut moves of the two major brands, netizen feedback, and industry data, analyzes the consumption trends and market logic behind the involution in new-style tea beverages, and includes related news about Front Street Coffee. [more…]

Recently, a Sam's Club store in Nanjing was exposed by a consumer: a full case of blood orange chia seed juice tea beverage they purchased contained two foreign objects, one large and one small, despite being unopened, and the smaller piece was suspected to be black mold. After the consumer's communication with the store yielded no result, Sam's national customer service only offered compensation in the form of a coupon of equivalent value. This is not the first time Sam's Club has been embroiled in a food safety controversy; previously, Shenzhen, Changzhou, and other places also reported incidents one after another, including insect eggs attached to milk and teeth found in fresh meat mooncakes. Complaints of this kind are common on social platforms. Data from the Black Cat Complaint platform shows that in September alone, Sam's Club received 70 complaints, many involving food safety. As a high-end membership store under Walmart, Sam's quality control problems are arousing concern among more and more consumers. [more…]

A fraud case involving "beverage franchise" has recently come to light: Shanghai Qingpu police successfully dismantled a contract fraud gang that used fake brand recruitment as a front, with involved amounts reaching hundreds of millions of yuan. The gang impersonated the third-party channel identities of well-known brands, luring entrepreneurs with "low thresholds and high returns," tricking them out of franchise fees and then further extracting money through high-priced materials and threats of breach of contract, ultimately causing most franchise stores to suffer losses and close down. Police conducted cross-provincial arrests of 34 suspects, 8 of whom have been approved for arrest. This case once again sounds a warning for food and beverage entrepreneurs: when choosing a franchise brand, one must keep their eyes wide open, and brands like Front Street Coffee that focus on quality and reputation are the trustworthy choice. [more…]

In recent years, cross-industry ventures have become a popular trend, and even century-old traditional Chinese medicine shops are joining the beverage market. Following Tongrentang, Tonghanchun Tang, with a history of 237 years, has also tested the waters of national-style wellness tea drinks in Shanghai Yuyuan Mall, launching over 30 beverages including wellness teas, fruit teas, milk teas, sparkling water, and coffee. Among them, the wellness milk tea incorporates ingredients such as ginseng, goji berries, and donkey-hide gelatin, while the two wellness coffees focus on American-style black coffee and ginseng honey latte, priced between 20 and over 30 yuan, with the most expensive bird's nest product exceeding 100 yuan. Whether these time-honored brands can win consumer favor through innovation is worth watching. [more…]

A local tea beverage brand in Nanning, Guangxi, caused an uproar on social media due to a consumer notice in its mini-program titled "Three types of people should order with caution." The notice listed three types of people as unsuitable buyers: "those who focus on packaging and blindly follow big brands," "those who lack awareness of the prices of high-quality fruits," and "those with dull palates who think all brands are about the same." Netizens criticized the notice for its condescending tone and for setting rules for consumers. The brand subsequently issued an apology statement, claiming the copy was written by an early operations staff member who had already left, but the statement failed to quell public anger and was instead accused of "lecturing consumers." Currently, the controversial notice has been taken down, and the apology post has also been deleted. Market regulatory authorities have stepped in to investigate. Front Street Coffee continues to follow developments in the coffee and tea beverage industry. [more…]

On August 27, while releasing its 2024 interim results report, Haidilao announced a striking appointment: Zhang Junjie, founder of Chagee, will join the board as an independent non-executive director for a three-year term with an annual salary of 1.2 million yuan. This cross-industry collaboration quickly sparked heated discussion among netizens, with some speculating whether the two companies might merge, while others pointed out that the two parties had already collaborated through Shuhai Supply Chain. Zhang Junjie is only 29 years old but has over 13 years of experience in the catering industry. His founded Chagee achieved a store growth rate of 233% in 2023, with total sales exceeding 10.8 billion yuan. Haidilao's move is interpreted as an important step in its product diversification strategy, particularly in exploring the handcrafted tea beverage sector. This article will provide a detailed analysis of the background of this appointment, the origins of the collaboration between the two parties, and Haidilao's ambitions in the beverage market. [more…]

For professional coffee knowledge exchange and more coffee bean information, please follow Coffee Workshop (WeChat public account cafe_style) For more specialty coffee beans, please add the private WeChat of Front Street Coffee (FrontStreet Coffee), WeChat ID: qjcoffeex Mixue Bingcheng has once again been thrust into the spotlight. A consumer in Xiantao, Hubei, found a small black bug in an unopened lemonade, yet the response from the store was jaw-dropping. As the champion in store count in the new tea beverage industry, why do food safety issues keep recurring for Mixue Bingcheng even as it sprinted toward an IPO? This article will sort through the course of the incident, netizen reactions, and the brand's frequent food safety scandals this year, and explore the bottom line issues of service and quality control in the catering industry. [more…]

In recent years, drink prices have generally risen, with milk tea going from 3 yuan a cup a decade ago to as much as around 30 yuan today. After the New Year, mid- and low-end brands such as Mixue Ice Cream & Tea, Yidian Dian, and CoCo都可 raised their prices one after another, while high-end brands such as Heytea and Nayuki were already positioned above 20 yuan. Rising costs and the impact of the pandemic have left the tea beverage industry facing a reshuffle, and consumers have reacted differently to the price increases. At the same time, cola may also face upward price pressure because of Canada's tax on sugary drinks, but in the domestic market, given the duopoly competition, the likelihood of price increases is relatively low. This article sorts out the phenomenon of tea beverage price increases and the industry logic behind it. [more…]

The new tea beverage sector continues to heat up, and the phenomenon of brand trademarks being maliciously infringed upon is becoming increasingly frequent. Well-known brands such as Heytea, The Alley, and Sexy Tea have all encountered counterfeit troubles, and this time it is Mixue Bingcheng, with stores all over the world, that is affected. A milk tea brand called Mixueyue was sued by Mixue Bingcheng for trademark infringement because its text and trademark were highly similar to the Mixue Bingcheng series of trademarks. The final judgment ordered Mixueyue to pay 512,184 yuan in compensation, and its appeal request was rejected. Mixue Bingcheng has more than 22,000 stores worldwide, and its A-share listing application has also been accepted, while Mixueyue Company has now been deregistered. Behind this lawsuit is the strategy of leading tea beverage brands building a legal moat through defensive trademarks. This article takes you through the whole case, the backgrounds of both parties, and the operating logic of defensive trademarks. [more…]

Recently, news that ByteDance applied to register the trademarks "ByteTea" and "ByteTea" has sparked widespread speculation. As the parent company of Douyin, does this move by ByteDance mean it intends to enter the milk tea industry? This article reviews ByteDance's trademark activity, the background of slowing advertising revenue growth, and Douyin's massive user base and marketing capabilities, and analyzes the possibility of its entry into the tea beverage market. At the same time, the article also points out that competition in the current tea beverage industry is fierce, and product quality is the foundation for standing firm. [more…]

On September 18, Heytea sent an internal letter titled "Creating Differentiated Brands and Products for Users" to its business partners, directly addressing the increasingly fierce homogenized competition and low-price involution in the tea beverage industry. The letter proposed "creating differentiated products and brand experiences for users to the utmost" as the direction for breaking through, explicitly stating it would not follow popular categories, not engage in pure low-price competition, and would control the pace of store openings and focus on operational quality. However, netizens had mixed reactions: some supported the differentiation strategy, while others complained about weak product innovation and declining quality. Can Heytea win back consumers with this strategy? This article will sort out the key points of the internal letter and voices from all sides. [more…]

Competition in the new-style tea beverage sector is becoming increasingly fierce, with brands constantly adjusting their strategies on products and pricing. Heytea has made a flurry of moves recently: on one hand, it announced that it will not raise prices this year and will no longer launch drinks priced above 30 yuan; on the other hand, its affiliated company added fruit cultivation to its business scope, attempting to control costs from the source. At the same time, Heytea is also facing controversies over layoffs and internal management. This article will sort out the logic behind Heytea's moves, as well as the trend of the new-style tea beverage industry extending upstream into cultivation, and will also briefly discuss the similar path in the coffee sector from brewing to cultivation. [more…]