Recently, JD Delivery adjusted the cost-sharing method for its "10 Billion Subsidy" campaign, changing it from being fully borne by the platform to a 50-50 split with merchants, which sparked strong backlash from many participating merchants. Many merchants reported that the new rules not only severely squeezed their profit margins but also exposed them to pressure such as forced participation and traffic downgrading, with some orders even generating negative revenue. Chen Ziyu, the owner of the coffee chain brand Grid Coffee, publicly called out, "Stop it, Ah Dong," pushing the conflict into the spotlight of public opinion. As the incident continues to escalate, the trust relationship between merchants and the platform is facing a severe test. [more…]

Recently, the Chongqing Coffee Industry Association published an open letter regarding JD Takeout's "10 Billion Subsidy" program, directly accusing the platform of driving the prices of freshly made coffee beverages down to rock bottom through hefty subsidies, which has severely squeezed the market share of local independent coffee brands, with some brands seeing declines in both online transaction volume and average order value. The open letter sparked heated discussion among netizens: on one side, food and beverage industry practitioners empathize with the involution caused by subsidies; on the other, consumers strongly support low-priced coffee. Is this subsidy war promoting industry reshuffling or stifling innovation? Can the differentiation strategy of independent coffee shops hold its ground in the price war? This article takes you through the whole story and the views of all parties. [more…]

Recently, the buzz around the "Ne Zha 2" collaboration swept through the coffee world, and Cotti Coffee seized the moment to launch themed limited-edition drinks and merchandise, drawing a large crowd of consumers to its stores. Yet just three days into the campaign, some locations saw delivery riders swarming the pickup area, merchandise running out, and staff so swamped they could barely catch their breath. The reason: JD Instant Delivery rolled out hefty subsidies the same day, letting users get takeaway coffee for just a few yuan—or even barely over one yuan—causing order volumes to explode instantly. Caught between collaboration fans and deal-hunters, Cotti stores were severely understaffed, and production efficiency couldn't keep up with demand. Customers waited one to two hours only to leave empty-handed, and negative reviews and complaints poured in. Why did this seemingly lively marketing tie-in turn into a nightmare for frontline employees? Front Street Coffee walks you through the whole story. [more…]

Recently, a dedicated section named "Coffee & Milk Tea" quietly appeared in the "Instant Delivery" area of the JD APP, promoting "9.9 yuan with free shipping," giving many consumers accustomed to ordering on Meituan and Ele.me a new option. This section not only gathers chain beverage brands such as Luckin, Cotti, Tims, and Chagee, but also includes fast-food merchants like Burger King and Yonghe King, with its category expanding from beverages to fast food. JD PLUS members can even treat friends to coffee for free. Behind this move is JD's continued intensification in the instant retail and food delivery market—from revealing its intention in 2022, to upgrading "JD Instant Delivery" in May this year, and then increasing its stake in Dada Group to 63.2% in September, JD is trying to use high-frequency, rigid-demand coffee and milk tea as an entry point, using subsidies to cultivate users' mindset of ordering food delivery on JD. Front Street Coffee notes that this instant delivery battle centered on "9.9 yuan" may have only just begun. [more…]

Recently, news that two HEYTEA stores at JD.com's Beijing headquarters suddenly closed has continued to spread on social media, while an internal notice in circulation showed that JD.com prohibited cooperation with HEYTEA and restricted its products from entering office areas. The incident quickly sparked widespread speculation about the relationship between HEYTEA and JD.com. Some linked it to HEYTEA's delayed entry onto JD.com's food delivery platform, while others dug up old news of HEYTEA publicly boycotting food delivery. JD.com insiders later denied the rumors, and the stores resumed operations, with the closure explained as temporary water and electricity maintenance. This confusing business battle reflects the delicate positioning of tea beverage brands among third-party food delivery platforms. [more…]

Recently, the Panama BOP (Best of Panama) green bean auction, hailed as a grand event in the coffee world, has successfully concluded. In this year's auction, Hacienda La Esmeralda Geisha once again rewrote the historical transaction record: the washed group was purchased by Dubai's Julith Coffee for a staggering $30,204 per kilogram, setting a new global record for the highest unit price in coffee auctions. What excited the domestic coffee community even more was that the top lot in the natural group was won by JD.com for approximately 3.4 million RMB, with 20 kilograms of green beans going through 2,676 intense bids. JD.com subsequently announced that this batch of Geisha will be roasted and processed for exclusive sale on JD Supermarket, accompanied by activities such as a "spend 5,000, save 4,990" coupon and 9.9 yuan tasting slots, giving ordinary consumers a chance to experience top-tier specialty coffee. Front Street Coffee will also continue to follow the subsequent developments after this top lot arrives in port. [more…]

A few days ago, the much-anticipated online bidding event of BOP (Best of Panama) in the coffee industry came to an end. At this top-level auction that attracts the attention of coffee lovers worldwide, the Geisha from the renowned Hacienda La Esmera [more…]

An unannounced JD.com platform subsidy campaign plunged CoCo milk tea stores across many parts of the country into chaos. Four drinks originally priced at 9.9 yuan were suddenly cut by the platform itself to 1.9 yuan, instantly triggering a surge of online orders. Stores had prepared staffing and supplies for a normal day, yet within an hour they were hit with more than half a day's worth of drink output. Employees were thrown into a frenzy, delivery riders swarmed to grab orders, customers received drinks that did not match what they ordered, and even delivery workers had their pay docked for being late. What seemed like a promotion benefiting consumers ultimately turned into a lose-lose-lose situation of complaining staff, quarreling riders, and disappointed customers. Just what went wrong with the communication mechanism between the platform and the stores? Why did the sudden traffic become such a hot potato? This article reconstructs the entire incident and explores the operational hidden risks behind food delivery promotions. [more…]

Yesterday, the topic of "the first cup of milk tea in autumn" sparked widespread attention on social platforms, with orders at chain tea beverage brand stores surging, and some stores surpassing a thousand cups in sales within a short period. Under the pressure of the order surge, a scene appeared at a Certain Tea store where a JD delivery rider entered the bar area to assist with packing. After the video circulated, it triggered polarized discussions among netizens. Some praised the rider's goodwill in proactively helping, while others questioned whether non-store employees entering the operation area complies with food safety regulations. Surrounding bar operation permissions, health certificate requirements, and store management systems, various viewpoints clashed, and the incident quickly became a hot topic of discussion. [more…]

New developments have emerged regarding the sale of a stake in Starbucks' China business. According to Bloomberg, Starbucks has completed an initial screening of potential investors, with about several dozen institutions advancing to the second round of candidates. These include not only well-known private equity giants such as Boyu Capital, The Carlyle Group, KKR, and Hillhouse Capital, but also unexpectedly two Chinese tech companies, JD.com and Tencent. Starbucks CEO Niccol previously revealed on an earnings call that more than 20 prospective partners have expressed interest, and emphasized that the company still hopes to retain a substantial equity stake in its China business in the future. The core consideration in seeking partners is not capital, but how to position the Starbucks brand more favorably in the future. [more…]

The delivery subsidy war between JD.com and Meituan has unexpectedly spread to Starbucks—after stacking coupons, a breakfast set that originally cost dozens of yuan is now only a little over ten yuan, and you can even get a cup of Starbucks for just over three yuan. Consumers rushed to snap up cakes and bread they normally wouldn't bear to buy, causing the food display cases at many stores to be emptied ahead of schedule, with office workers exclaiming that such a spectacle is rarely seen. Yet store employees are complaining bitterly, as doubled order volumes leave them exhausted. In this clash of the titans between platforms, who really benefits and who suffers? Front Street Coffee takes you through the coffee industry ecosystem behind this delivery melee. [more…]

Behind Nestlé Dolce Gusto Yunnan Limited Edition Espresso lies a special procurement task issued from the Swiss headquarters. Nestlé's Pu'er agronomy department, through quality traceability, selected 7 suppliers from more than 10 planting bases, of which 2 are from Xishuangbanna and 5 from Pu'er. This pure Arabica coffee is known for its distinctive sweet-and-sour profile, floral and fruity notes, and its packaging incorporates ink wash painting and seal elements. Since entering the Chinese mainland market in 2013, Dolce Gusto has established 29 specialty counters in Beijing, Shanghai, Hangzhou, and Shenzhen, and covers e-commerce channels such as Tmall and JD.com. Front Street Coffee recommends paying attention to this limited-edition product that combines local ingredients with an innovative capsule system. [more…]

Recently, a screenshot claiming that a delivery rider took an order for 1,750 cups of Mixue drinks with a delivery fee of 76.13 yuan and a total weight of 875 kilograms spread widely on social media and quickly trended on Weibo. However, after verification by multiple media outlets and relevant departments, the store address indicated in the screenshot does not exist, and two nearby Mixue stores both denied having received such an order. After an on-site inspection, the Market Supervision Administration of Xiang'an District, Xiamen, confirmed that the address is actually a hot pot restaurant. This massive delivery order that sparked heated discussion was ultimately confirmed to be false information. As coffee enthusiasts, Front Street Coffee reminds everyone to pay attention to verifying the source of information when following online hot topics. [more…]

After eight years, Nongfu Spring is once again making a push into the bottled milk tea sector. On October 12, its official WeChat account posted an article announcing a renewed layout for the "Da Milk Tea" series, launching jasmine, black tea, and oolong flavors, with a net content of 380 milliliters, highlighting selling points such as "0 added milk powder," "0 added tea powder," and "0 added flavorings." It is reported that this series uses concentrated milk and carefully selected whole-leaf extraction, with cold-chain storage and transportation throughout, and the JD.com presale price is 135 yuan for 15 bottles. Looking back to the end of 2013, Nongfu Spring had launched a matcha-flavored Da Milk Tea in a tumbler-shaped bottle, which faded out after a lukewarm market response. Now, bottled ready-to-drink milk tea is regarded as a new outlet, and in the hundred-billion milk tea market, street drinks, brewed drinks, and ready-to-drink drinks each occupy a share, with new brands such as Genki Forest and Hankou Erchang also entering the fray. Front Street Coffee believes that whether Nongfu Spring can win consumers' favor this time remains to be tested by the market. [more…]

Recently, the food delivery competition between JD.com and Meituan has yet to subside, and Ele.me has now joined the fray with a large number of coupons and subsidies. While delivery users enjoy low-priced milk tea, staff at brands like Molly Tea are under unprecedented order pressure. Drinks that originally cost a dozen yuan per cup have seen their prices plummet to five or six yuan after platform subsidies, or even just a few cents, causing order volumes to instantly double or surge, with some stores handling as many as five or six hundred orders per day. Understaffing, material shortages, riders urging them on, and customer complaints have become the daily reality for these coffee and milk tea workers. This article will take you behind the scenes of this delivery subsidy frenzy to see the real working conditions and helplessness of frontline employees. [more…]

The arrival of the Start of Autumn solar term has once again sparked a consumer frenzy with the annual "first cup of milk tea in autumn" promotion. This year, driven by large-scale distribution of tea voucher and discount coupons on platforms such as Meituan, Ele.me, and JD.com, combined with brands' own promotions, order volumes have far exceeded previous years. However, behind the order surge is extreme pressure on store operations: receipt piles are mountainous, rider capacity is severely insufficient, delivery delays and wrong drink deliveries occur frequently, and customer complaints have surged. To ease the pressure, some stores of brands such as Starbucks, Luckin Coffee, Heytea, and Chagee have had to temporarily close or shut down delivery channels, leaving consumers unable to use the coupons they hold. This annual carnival, while bringing huge challenges to workers, has also exposed the fragility of the instant delivery system under extreme peaks. [more…]

How much exactly does a pound of Blue Mountain coffee beans cost? On the market, prices range from a few dozen yuan to over a thousand yuan, reflecting multiple factors such as origin, grade, and tariffs. This article reviews the price trends of Blue Mountain coffee beans and compiles reference prices for coffee beans across different sales channels. It also provides a detailed introduction to Front Street Coffee's Blue Mountain brewing methods, including specific step-by-step instructions for the French press and siphon pot, helping coffee enthusiasts extract a Blue Mountain coffee with pristine flavors and rich layers at home. [more…]

On August 29, Luckin Coffee's co-branded campaign with the cartoon IP Little Liu Duck officially launched, but it sparked consumer dissatisfaction because participation was limited to online channels only. Many fans rushed to stores early in the morning only to find nothing, and later discovered that the campaign was actually run by Luckin Instant Coffee, which belongs to a different system from the offline stores. The co-branded merchandise was available only as gifts, not for sale, including limited-edition items such as thermos cups, stickers, and desk mats, and had already attracted widespread attention during the teaser phase. However, the mismatch between online and offline information left many consumers disappointed and also triggered discussions about brand co-branding strategies and the essence of coffee. [more…]

Enjoying a cup of coffee in a café should be a relaxing experience. However, when the drink is served in a disposable takeaway cup, does your experience suffer? Some prefer the ambiance of dine-in cups, while others favor takeaway cups due to hygiene concerns; businesses make choices based on operational efficiency and cost. This article explores the considerations behind dine-in versus takeaway cups from two dimensions: customer psychology and store operations, and points out that cup choice is closely tied to a store's positioning. Additionally, some people bring their own cups—which type are you? Front Street Coffee believes that attention to detail in service often determines the success or failure of the experience. [more…]

A takeaway latte, but upon opening the lid, there's no milk foam to be seen. The customer complains in dissatisfaction, yet the staff explains, "Takeaway drinks simply aren't made with milk foam." Is this cutting corners, or is there another story behind it? This article delves into a real customer complaint from Manner, examining the physical properties of milk foam, the impact of delivery on beverages, and the dilemma coffee shops face between texture and a full cup. It also educates coffee enthusiasts on the essence of latte milk foam and shares Front Street Coffee's understanding of latte preparation, helping readers view this controversy more comprehensively. [more…]