In the sweltering heat of summer, beverage consumption reaches its peak. On street corners and in alleys, young people are holding either tea drinks or coffee. But upon closer observation, one will find that new-style tea drinks and coffee are embarking on entirely different development trajectories: brands like Heytea and Nayuki are cutting prices, while Luckin Coffee and Starbucks are raising them. The coffee sector's popularity is soaring, with giants such as Huawei, Li-Ning, and China Post making cross-industry forays, intensifying competition to a fever pitch. At the same time, new-style coffee is increasingly resembling milk tea, with ingredients like cheese, matcha, and brown sugar crystal boba appearing frequently. This prompts the question: will new-style coffee repeat the mistakes of irrational involution in the new-style tea drink sector? This article will analyze from perspectives such as price changes, market positioning, and product innovation, and bring professional observations from Front Street Coffee. [more…]

At the start of 2022, office workers lost both their milk tea freedom and coffee freedom in quick succession. But then new-style tea drink brands proactively cut prices, with Heytea and Nayuki even offering cups for 9 yuan, while coffee brands such as Starbucks and Luckin raised prices one after another due to rising raw material costs. Behind this divergence—one cutting prices, the other raising them—lies the reality that consumers are returning to rationality, the traffic dividend for new-style tea drinks is fading, and the coffee market is still in its early stage of expansion. This article sorts out the logic behind the price divergence between the new-style tea drink and coffee industries, and looks ahead to the future market landscape. [more…]

Must you drink alcohol when toasting at a wedding? More and more couples born in the 1990s and 2000s are giving a different answer: replacing baijiu with milk tea. From a Shanghai couple's wedding banquet featuring golden-cup milk tea to the heated discussion of 320,000 posts on social media, this new trend of substituting tea for alcohol is quietly changing the drinking culture at traditional wedding banquets. Why are young people drawn to this approach? And do their elders accept it? This article takes you through this wedding banquet revolution led by new-style tea drinks, and shows how young people are redefining the wedding toast ritual in their own way. [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…]

This summer, bucket-sized fruit teas quietly took over milk tea shop menus. From Heytea and Nayuki to ChaPanda and CoCo, major brands have rolled out 1-liter or even larger bucket drinks, attracting consumers with high cost-performance. Bucket tea drinks are nothing new—back in 2019, they went viral thanks to Jay Chou fan support, and in 2020 Nayuki even launched a 5-liter "mighty bucket." However, issues like the short optimal drinking window and rapid bacterial growth in bucket tea drinks cannot be ignored. From giant buckets to portable packs, what evolution has bucket tea drinks undergone? And why have this summer's bucket fruit teas made a comeback? This article will break it all down for you. [more…]

Recently, Luckin Coffee is about to launch a new fruit tea called "Snow Cheese Grape." As soon as the news was exposed, it sparked widespread discussion among netizens. From the currently circulating images, this drink combines grape juice with jasmine tea, then tops it with a layer of snow cheese milk foam. Its overall appearance is quite similar to Heytea's classic product "Light Cheese Grape." For a time, discussions about Luckin's product line increasingly shifting toward tea drinks and the decline in new coffee products have heated up again. At the same time, Luckin store employees have also expressed concerns about the increasingly complex preparation process for new products, believing that this will increase daily workload, especially during peak periods such as the Spring Festival, and may affect drink-serving efficiency. This article compiles information on the new product, netizen opinions, and employee feedback, and also includes related recommendations from Front Street Coffee for coffee enthusiasts' reference. [more…]

Nayuki quickly rose to fame with its combination of tea drinks and soft European bread, becoming a leading brand in the new-style tea beverage sector. However, its largest store nationwide, Nayuki Dream Factory in Shenzhen Coastal City, recently quietly closed, and the site will be upgraded to "Nayuki Life," a lifestyle concept store. This thousand-square-meter flagship store, which once generated nearly a million in revenue within three days of opening, carried Nayuki's ambition to experiment from tea drinks to coffee, craft beer, Western cuisine, retail, and other multi-format ventures. From Nayuki Tavern to Nayuki PRO, and further to Nayuki Bookstore and ready-to-drink product line layout, Nayuki has continuously tried to break the boundaries of tea drinks. This renovation of its largest store reflects the collective anxiety of brands seeking differentiated breakthroughs amid intensifying homogenized competition in the new-style tea beverage industry. This article reviews the rise and fall of Nayuki Dream Factory and explores whether multi-format development can truly be the way for tea beverage brands to break through. [more…]

Recently, Manner has noticeably accelerated the pace of launching new drinks, with multiple cold beverages hitting the menu in just over a month. The latest offering, the "Orange Iced Tea Latte," combines orange, jasmine green tea, and coffee, yet it has drawn considerable criticism from consumers for being highly similar to its own "Clear Orange Latte." Meanwhile, regulars have noticed that Manner has lately favored a formula approach of "fruit + tea infusion + coffee," from the "Apricot Iced Tea Americano" to various flavored drinks, which has been mocked as a "expensive substitute for Luckin," and the issue of drinks being too sweet has been frequently mentioned. Manner, once known for its specialty coffee image, now seems to be gradually turning into a "saccharin assassin" in the eyes of loyal customers, with expectations for new products continuously declining. [more…]

Recently, Starbucks launched two special kombucha drinks in some stores, drawing consumer attention. Behind this move lies a certain bottleneck in product innovation among coffee chain brands today—from flavored syrups to fruit coffee and fruit tea, new products keep emerging yet are often teased as "old wine in new bottles." Meanwhile, as healthy eating concepts spread, consumers' enthusiasm for high-sugar drinks is gradually fading, and brands are turning to new ingredients such as fruit juices and jams. Can Starbucks' attempt to venture beyond the coffee track and test kombucha bring truly fresh ideas to the industry? This article will analyze this topic and share related observations from Front Street Coffee. [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…]

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…]

The overseas expansion of mainland China's new-style tea beverage brands continues to accelerate, with the Australian market emerging as a sought-after destination for many tea companies racing to establish a presence. Molly Tea, a brand specializing in oriental floral tea drinks, officially opened its first Australian store in Sydney's Chinatown on October 18—its third overseas outlet following New York and Bangkok. During the two-day soft opening, pink sachets were given away; over the first three days of official operation, a buy-one-get-one-free promotion was offered. City-exclusive hanging sachets, Sydney Opera House hanging sachets, and pink DuPont bags were distributed simultaneously. The brand claims that within three days, the store's GMV approached AUD 28,000, total cups sold exceeded 10,000, and single-day sales hit a new overseas high. This article will examine the layout logic and market response behind this new store from aspects such as site selection, design, product strategy, and opening performance. [more…]

After 397 days since the opening of its first store, Cotti Coffee has officially announced the launch of its second brand—Tea Cat, a brand-new tea beverage brand focused on healthy milk tea. Its first store has landed in Pingnan County, Ningde, Fujian, and is currently in the internal testing stage. According to Li Yingbo, Chief Strategy Officer of Cotti, Tea Cat focuses on the whole-leaf milk tea segment, with products covering pure tea, fresh fruit tea, and more. At the same time, Tea Cat continues Cotti's low-price approach, launching a promotional offer of 6.9 yuan per cup, which has sparked heated discussion online. Some industry insiders believe that Cotti's move may be aimed at easing the competitive pressure in the coffee sector and leveraging its existing franchisee resources and supply chain advantages to develop new business. Whether Tea Cat can set off a new price war in the tea beverage industry is worth watching. [more…]

In recent years, suppliers in the tea beverage and coffee markets have successively gone public, revealing the profit truths behind the brands. However, as food safety issues and health concerns in the new tea beverage industry keep emerging, more and more young people are abandoning brands like Luckin and Heytea in favor of making their own coffee and milk tea. With the convenience of the internet and a wealth of tutorials, homemade drinks have become a traffic magnet, with bloggers monetizing through product endorsements, which has also made ingredient brands like Fino popular. This article takes an in-depth look at the reasons and impact behind this phenomenon, exploring the shock that homemade drinks are delivering to the traditional tea beverage and coffee markets. [more…]

In recent years, with the rise of the "national trend" culture, the "new Chinese-style" wellness concept has quickly gained popularity among young people. After saying goodbye to bad habits such as staying up late, smoking, and drinking, more and more young people are beginning to favor Chinese herbal medicinal diets and Chinese herbal teas. On social media, herbal milk tea frequently goes viral, and health teas dispensed by hospitals and herbal drinks launched by traditional Chinese medicine clinics through cross-sector collaborations are highly sought after. Data shows that over 70% of consumers are more willing to buy Chinese herbal teas and express satisfaction with their functional effects. Numerous pharmaceutical companies have entered the market, launching innovative products such as wellness coffee and herbal teas. However, experts also remind that although Chinese herbal teas are beneficial, they should be consumed in moderation, following the principle of "stopping once the illness is cured," to avoid counterproductive effects. [more…]

Recently, Chagee's new product "Wanli Mulan" quickly gained popularity due to its support for International Tea Day and the "100 Million Cups Free in 7 Days" campaign. However, many consumers reported insomnia and heart palpitations after drinking it, with some even seeking medical attention overnight for electrocardiograms. The brand's customer service explained that tea polyphenols in the black tea base might trigger allergic reactions. According to the public ingredient list, a medium 470ml cup of "Wanli Mulan" contains caffeine close to two shots of espresso. Similar issues have occurred with Chagee's other hit product, "Boyazhuxian." In fact, market regulators' spot checks found that some milk teas have caffeine levels far exceeding coffee; in 2020, a spot check in Haiyan County, Zhejiang, revealed caffeine levels up to 460mg/kg in milk teas and fruit teas. This article will focus on this incident, trace the origins of the caffeine issue in milk tea, and explore how brands should more clearly inform consumers about drinking risks. [more…]

New tea beverage brands are all seeking differentiated breakthroughs through combinations of "vegetables + fruit + tea." ChaPanda recently launched its own super vegetable series, introducing two products at once: "Light & Refreshing Kale" and "Cleansing Wheatgrass." Kale has long been commonplace in the fruit-and-vegetable tea space, while wheatgrass, a somewhat unfamiliar ingredient, has sparked curiosity and discussion among consumers. From ingredient pairings to taste experiences, from cat owners' amusing associations to store employees' prep workload, this new product has generated considerable buzz on social media. This article walks you through the ins and outs of ChaPanda's new plant-based tea products and the real feedback from the first wave of tasters. [more…]

Nayuki, once hailed as the "first stock of new-style tea drinks," has delivered a less-than-stellar half-year report card: revenue dipped slightly year-on-year, and after adjustments, it swung from profit to loss. Facing multiple pressures—questions over price cuts, the impact of the pandemic, and competition from peers—Nayuki has begun setting its sights on the coffee track, seeking new growth points by investing in brands like AOKKA. Meanwhile, brands such as Heytea and Chayan Yuese are also making their own moves to save themselves. Is the collective push by new tea drink brands into coffee a move of desperation or a new trend? This article reviews Nayuki's latest performance and investment moves, and takes stock of the self-rescue paths within the industry. [more…]

On September 14, Chagee launched a new freshly brewed milk tea called "Golden Crow Soaring," combining Xinhui green tangerine with Yunnan Pu'er and championing the concept of modern Eastern tea. The accompanying "Golden Crow Soaring blind-bag badges" merchandise sparked a collecting frenzy, with the four zinc alloy badges becoming a new target for figure collectors. Yet reviews of the drink itself are sharply polarized—some praise its rich layers, while more people complain that the oolong flavor is too heavy, with a medicinal taste or even a dog-poop note. Veteran tea drinkers suggest drinking it with regular sugar to ease the bitterness. This article sorts through the taste controversy surrounding the new product and the merch-collecting guide, offering reference for coffee and tea enthusiasts. [more…]

Recently, a customer picking up an order at a Luckin Coffee store was stunned by the dozen or so bottles of concentrated fruit juice lined up on the counter, as if they had stumbled into a chemistry lab. These colorful ingredients are the mainstay of Luckin's new products over the past two months, and they have also left baristas complaining endlessly—shaking endless shaker cups and weighing endless ingredients, making them joke that they feel more like milk tea shop staff. In an August new product plan leaked in advance by employees, a light milk tea called "Gentle Jasmine" once again sparked heated discussion, with some joking that it is the "Luckin version of Boya Juexian." Interestingly, Luckin actually launched a sub-brand called "Little Deer Tea" in its early years. Is it now going to return to the milk tea track? This article will take you to find out. [more…]