These days, walking into any beverage shop, the variety on the menu is always dazzling. Boba shops are selling porridge, cafes surprisingly offer lemon tea, and industry competition has long entered a white-hot stage. More noteworthy is that the boundary between coffee and milk tea is being continuously broken: oats, fermented rice, thick milk, and osmanthus are all being added to coffee, the traditional bitter taste is weakened, and the flavor is moving closer to milk tea. A science blogger on Weibo once organized a blind test, asking participants to distinguish between coffee and milk tea with similar flavors, and surprisingly nearly half of the people could not accurately tell them apart. Coffee's localization and youth-oriented strategies, the migration of childhood milk tea memories, and various novelty pairings have jointly driven this trend. This article takes you to explore the phenomenon of coffee becoming more like milk tea and the logic behind it. [more…]

In the third quarter of 2022, Luckin Coffee delivered a remarkable report card: its total store count reached 7,846, surpassing Starbucks in one stroke to become the brand with the largest number of chain coffee stores in China. From filing for bankruptcy protection to completing its turnaround, Luckin took only a little more than a year. Behind this was not only the sustained pull of hit products such as coconut latte and cheese latte, but also the combined efforts of social media marketing, reverse holiday co-branding, refined user operations, and a youthful R&D team. This article will analyze Luckin's store data, product logic, marketing tactics, and user strategy, while also exploring the significance of the affordable chain model for the popularization of coffee consumption in China. For readers who follow developments in the coffee industry, Luckin's path to breaking through is undoubtedly a sample worth studying. [more…]

In the first week of September, Luckin Coffee and Moutai's co-branded sauce-flavored latte set a new record with 5.42 million cups sold on the first day and over 100 million yuan in sales, dominating trending topics on platforms like Weibo and Douyin for consecutive days. Along with the product's explosive popularity, there were also incidents such as customers smashing stores, infringement disputes, and revelations about the ingredients. The supplier confirmed that the thick milk contains Moutai liquor, and the bottles are recycled. Moutai officially emphasized that unauthorized addition of Moutai to coffee for sale constitutes infringement. The chairman of Moutai revealed plans to launch youth-oriented products like liquor-filled chocolates. Luckin distributed red envelopes to thank its employees. This collaboration became a unique memory of young people's first taste of Moutai and has people looking forward to Luckin's next cross-industry partnership. [more…]

In 2022, Luckin Coffee delivered a surprising report card: total net revenue for the year reached 13.293 billion yuan, and operating profit turned positive for the first time. From a record-breaking Nasdaq listing, to delisting due to financial fraud and a top-management reshuffle, and then to completing debt restructuring and returning to profitability, this brand's journey has been more twists and turns than a TV drama. Under the double squeeze of the pandemic's impact and debt pressure, what did Luckin rely on to turn things around? This article will sort through its pace of store expansion, coupon strategy, hit-product logic, launch speed and pricing, franchising and lower-tier market layout, as well as key moves such as signing endorsements and youth-oriented marketing, to reconstruct a more complete path of Luckin's recovery. [more…]

The coffee market is in the thick of a 9.9 yuan price war, but Lucky Cup has taken a different tack by launching a 6.6 yuan promotion, drawing in plenty of thrifty consumers. However, some netizens in Zhengzhou have noticed that the signs of certain former Lucky Cup stores have actually changed to "Lucky Cup," yet the decor style and the poker king logo are completely identical to Lucky Cup's, making it hard to tell at a glance whether it's a rebranding or a counterfeit. Since Mixue Bingcheng's headquarters is in Zhengzhou and the official side has not responded, netizens are speculating that this may be a defensive move by the brand to prevent its registered trademark from being revoked due to three consecutive years of non-use. What exactly is the trademark strategy behind the name change? And how should consumers view it? [more…]

The NAIXUE store in Bao'an Uniwalk, Shenzhen, debuted as the "second NAIXUE Tea · green light drinks and light meals store nationwide," but customers noticed that the wording on the light sign had changed from "by NAIXUE" to "by Naisnow NAIXUE." On social platforms, some netizens also shared that two stores had adopted the "Naisnow NAIXUE" name and a new snowflake-shaped logo, sparking widespread discussion. NAIXUE was originally called "Nayuki," but because it was often mistaken for a Japanese brand, it gradually changed to "NAIXUE" in 2023. Tianyancha shows that its parent company submitted 8 trademark applications in March this year, including "Naisnow NAIXUE." Netizens have mixed opinions on the new name. Some speculate that it is paving the way for overseas expansion, while others think it is neither Chinese nor Western, hard to remember and hard to pronounce. The new logo has also been said to resemble a biotech company or a software icon. Whether frequent brand name changes affect brand awareness has become a point of concern. [more…]

After Starbucks exited the Russian market, its assets were acquired by a local company and rebranded. On August 17, 2022, rapper Timur Yunusov revealed the new name "STARS COFFEE" and its logo on Instagram, and the official website went live simultaneously. The new brand replaced the mermaid logo with a girl wearing traditional Russian headwear, and officially opened in Moscow on August 18, with all 120 stores planned to resume operations by the end of September. The new stores no longer write cup names by hand, switching to thermal printing, and food has also become pre-made and heated. Marketing experts pointed out that the new owners are striving to maintain continuity between the old and new brands, but the effectiveness of the rebranding still needs to be tested by the market. Russian netizens have been discussing it extensively. [more…]

Luckin Coffee recently announced through its official WeChat account the launch of a "bring-your-own-store franchise" model, opening joint-operation partnerships to investors who are currently operating stores or own commercial properties. The policy has not yet disclosed specific franchise conditions or revenue-sharing plans, but it has clearly defined construction requirements such as store location, area, and storefront signage, and will initially cover 241 cities nationwide, with a focus on avoiding saturated tier-one and tier-two markets. This move is seen as helping Luckin seize more prime locations and attract investors who had originally planned to franchise with other brands such as Cotti to "switch banners" and join. Against the backdrop of ongoing cutthroat competition in the coffee market, Luckin has officially entered the era of 10,000 stores, accelerating expansion through a combined strategy of self-operation, joint operation, and bring-your-own-store franchising. [more…]

Having been active on television screens for over twenty years, the health supplement brand Naobaijin has officially extended its reach into the coffee sector. Its first coffee shop opened on November 7 in Songjiang District, Shanghai, under the youthful sub-brand "Naobaijin+Café." The store not only continues the brand's signature blue visual identity and classic IP image, but also offers coffee, tea drinks, smoothies, and other beverage categories at affordable prices. In recent years, giants across various industries have ventured into the coffee business, from China Post to Li-Ning, Huawei, and NIO—coffee has become a popular choice for cross-industry expansion. Is Naobaijin's entry a path to rejuvenate its brand, or can it carve out a share in the fiercely competitive coffee market? This article will outline the features of Naobaijin's coffee shop and the industry trends in cross-industry coffee ventures. [more…]

Nayuki Tea recently quietly changed its store signage at a new outlet in Nanning, Guangxi, with the original "奈雪の茶" becoming "奈雪的茶," and the English logo also changing from NAYUKI to the pinyin NAIXUE. The company officially responded that this is an upgrade move for the brand's seventh anniversary and will be rolled out gradually nationwide. This new tea beverage brand, founded in Shenzhen in 2015 and listed in Hong Kong in 2021, is turning a new page in its eight-year brand history through a visual rebranding that removes Japanese-style elements. Since June this year, its parent company has intensively applied for multiple NAIXUE trademarks, and the signage replacement work at nearly a thousand directly operated stores nationwide has already begun. [more…]

In 2020, Hacienda La Esmeralda introduced a natural process for its Blue Label Geisha, delighting many coffee lovers; however, in 2021 the estate announced that it would retain only the Red Label and Green Label series, and the Blue Label seemed to quietly exit the stage. Just as speculation was rife, a batch of Panamanian Geisha named Las Rocas quietly appeared on the market, and according to Front Street Coffee, this is precisely the rebranded Esmeralda Blue Label batch. This article sorts out the grade classifications and flavor differences among Hacienda La Esmeralda's Red Label, Green Label, and Blue Label, reviews the whole story of the Blue Label's "disappearance" and "reappearance," and introduces the washed processing characteristics and pour-over approach for this Las Rocas Volcanic Rock Geisha, providing coffee fans who love Blue Label Geisha with a complete reference for purchasing and brewing. [more…]

Recently, a knockoff brand highly similar to Luckin Coffee has been appearing in multiple cities — Lucky Cat Coffee (LUCKY CAT COFFEE). The brand is extremely close to Luckin in visual design, store decoration, and even staff attire, sparking heated discussion among netizens. Lucky Cat Coffee has been springing up across the country since April this year, and many consumers mistakenly believed it was a rebranding or sub-brand of Luckin. Although Luckin has officially responded, discussions about whether Lucky Cat Coffee is legitimate and whether it can be franchised continue. This article will sort out the sequence of events and remind entrepreneurs to be cautious when choosing a franchise brand, so as to avoid losses caused by an unstable brand foundation. [more…]

In 2023, Luckin Coffee achieved a historic breakthrough in sales through its co-branded collaboration with Moutai and its sustained low-price strategy, officially surpassing Starbucks China to become the largest coffee chain brand in China. However, with the scaling back of its 9.9 yuan promotional campaign and a slowdown in store expansion, Luckin's future growth faces new challenges. This article reviews Luckin's path to a comeback, analyzes the key factors behind its success, and explores the profit pressures and market strategy adjustments it currently faces. [more…]

Luckin Coffee reached a $187.5 million settlement agreement with the SEC, a massive fine equivalent to the profits from selling tens of millions of cups of coffee. From the Muddy Waters short-seller report to admitting to 2.2 billion yuan in fraud, and then to the Nasdaq suspension, how did Luckin's capital myth collapse? How did Lu Zhengyao's role in it affect investor confidence? With Centurium Capital completing its equity acquisition and Lu Zhengyao completely out of the picture, can Luckin usher in a rebirth in 2022? This article will provide an in-depth analysis of the causes and consequences of this capital storm and explore Luckin's future path to financing and listing. [more…]

Luckin's Geisha 5.0 coffee beans consumed nearly half of the inventory in just ten days after launch, selling out in many stores, sparking heated discussions among netizens about hunger marketing. This article sorts out Luckin's two statements regarding the out-of-stock incident, Li Guoqing's questioning video, netizens' jokes and doubts, and provides a detailed analysis of the naming rules of the Geisha X.0 series, the harvest time of the new season in Ethiopia, and the expected arrival of Geisha 6.0 in 2022. At the same time, the article also mentions information about Front Street Coffee as a recommended channel for specialty coffee beans. [more…]

After Ethiopia and Panama, Luckin Coffee's bean-hunting team chose the Karyo Highlands of Sumatra, Indonesia, as their third stop. The team, led by Pan Zhimin, champion of the 2017 World Barista Championship China region and Luckin's chief coffee master, selected a wet-hulled coffee bean by Lake Tawa and named it "Emerald," which is scheduled to join the SOE Little Black Cup series on the 25th of this month. As Indonesia is the first bean-hunting stop in Asia, its unique wet-hulling process and tropical rainforest terroir give this coffee a cup profile of cherry, cane sugar, caramel, and cedar. This article will guide you through the regional characteristics of Indonesian coffee, the origins of the wet-hulling process, and the behind-the-scenes details of Luckin's bean-hunting trip. [more…]

After collaborating with actor Daniel Wu to promote coffee products in late June, Guming Tea recently rolled out packaging bags featuring his image at stores nationwide, which unexpectedly sparked widespread dissatisfaction among consumers. Many customers complained on social media that the bag design was "not aesthetically pleasing" and that the celebrity's portrait was too large, saying carrying it felt like "health supplements for middle-aged and elderly people" or "soaking goji berries," and some even said they wanted to throw it away as soon as they received it. Some netizens argued that although Daniel Wu has high national recognition, he is no longer young and does not fit the positioning of a youthful tea beverage brand; others pointed out that the brand should consider scenarios for secondary use of the packaging. On September 23, Guming staff responded that they had not received related complaints, but would record opinions on the design and spokesperson and pass them on for evaluation. The incident reflects the tension between co-branded packaging and the aesthetics of young consumers. [more…]

Luckin Coffee, which now operates over 7,846 stores, is accelerating its upstream supply chain expansion. Following the start of production at its first roasting plant in Pingnan, Fujian, Luckin's second fully automated smart roasting base—independently invested and built in Kunshan, Jiangsu—has recently broken ground and is expected to begin production in 2024. With a total investment of approximately US$120 million, the base covers 53,000 square meters and will have an annual roasting capacity of 30,000 tons, incorporating core equipment such as the Italian BRAMBATI roasting system. By then, Luckin's two major roasting bases will have a combined annual capacity of over 45,000 tons, supplying fresher and safer green coffee beans to stores nationwide while advancing the brand toward its goal of a globalized, refined supply chain. [more…]

In the second quarter of 2023, Luckin Coffee delivered a remarkable report card: total net revenue of 6.2014 billion yuan, up 88% year-on-year, surpassing Starbucks China in revenue for the first time. At the same time, Luckin's total store count exceeded 10,836, making it the first chain coffee brand in China with over ten thousand stores. From the "store-attached franchise" policy to the "9.9 yuan every week" customer rewards campaign, Luckin is turning its scale advantage into long-term benefits for consumers. In overseas markets, however, Luckin has not continued its domestic low-price strategy; prices at its Singapore stores are even higher than those of local Starbucks, sparking considerable discussion. This article will walk you through the key figures and strategic moves behind Luckin's financial report. [more…]

Recently, news has circulated on social media that Luckin's Raw Cheese Latte is about to be discontinued, sparking reluctance among many fans. According to employees, there is no unified discontinuation date for the product; each store will naturally stop selling it once existing materials are used up, mainly due to sluggish sales and excessive waste. The Raw Cheese Latte was once the 2022 Latte Public Test Champion, becoming popular for a time with its unique cheesy milk flavor, and also achieved impressive results through a collaboration with *JoJo's Bizarre Adventure: Stone Ocean*. However, Luckin's rapid pace of new product launches and continuous expansion of its product line have diluted the share of classic items. For consumers who love cheese flavors, employees suggest turning to the still-available Mascarpone Raw Cheese Latte. [more…]