Sunday, September 20 2026

Competition Between New-Style Tea Drinks and Coffee Intensifies, Upstream Suppliers Become the Biggest Winners Lining Up for IPO

While brands like Heytea, Nayuki, Starbucks, and Luckin are fiercely battling it out in the end market—rolling out collaborations, launching new products, and cutting prices in turn—it is actually the ingredient and packaging suppliers behind them that are quietly making a fortune. From Jiahe Foods to Sanyuan Biology, from Tianye Co. to Hengxin Life, and on to Dexin Foods, a group of supply chain enterprises for the new-style beverage industry are collectively sprinting toward the capital market. They serve well-known brands such as Uni-President, Xiangpiaopiao, CoCo都可, Mixue Bingcheng, Genki Forest, Nayuki, and Luckin, and have achieved soaring performance through products such as sugar substitutes, juices, paper cups, and syrups. This article will sort through the listing landscape of these low-key suppliers and reveal the real path to riches for upstream enterprises under the wave of new consumption. [more…]

Amid Fierce Competition Between New Tea Beverages and Coffee, Upstream Ingredient Suppliers Usher in a Collective IPO Wave

While Heytea, Nayuki, Starbucks, and Luckin are battling it out on the front lines over co-branded collaborations, new product launches, and price wars, few have noticed that a group of suppliers behind them is quietly rising. From Jiahe Foods to Sanyuan Biology, from Tianye Shares to Hengxin Life and Dexin Foods, an increasing number of raw material and packaging companies behind new-style beverages are beginning to sprint toward the capital market. Some of these companies provide non-dairy creamers and sugar substitutes, some supply fruit juice concentrates and flavored syrups, and others specialize in producing paper cups and plastic cups. While terminal brands fight in a red ocean, upstream suppliers have seized the momentum to grow bigger, raked in huge profits, and collectively embarked on the path to listing. [more…]

McDonald's hot milk priced at 23 yuan sparks heated discussion, with pricing at high-speed rail station outlets and differences in milk sources becoming the focus

Recently, the topic of a cup of hot milk costing 23 yuan at McDonald's trended on Weibo, jokingly dubbed by netizens as a "milk assassin." The incident originated from a complaint by a netizen on social media on November 11, which subsequently sparked widespread discussion. Some netizens shared experiences of witnessing staff opening low-priced pure milk and heating it for sale in stores, while others believed that pricing in special commercial districts like high-speed rail stations is inherently higher. Upon inquiry, McDonald's official mini-program shows that this milk comes in large, medium, and small cups, priced at 23 yuan, 19 yuan, and 15 yuan respectively, and the milk sources used in stores across different cities also vary. As coffee enthusiasts, we might as well use this incident as a starting point to discuss the pricing logic and milk source choices of chain restaurants. [more…]

Yili's Q3 earnings briefing reveals increased investment in sugar-free tea, with differentiated layout of freshly brewed tea products becoming a highlight

Dairy industry leader Yili recently held an earnings briefing for its 2024 Q3 report, with total revenue for the first three quarters reaching 89.039 billion yuan and net profit attributable to shareholders of 10.868 billion yuan, maintaining its position at the top of the industry. Notably, Yili explicitly stated during the meeting that it will increase investment in sugar-free tea beverages, and its Yike Huoquan freshly brewed tea series has grown rapidly thanks to its differentiated design. Against the backdrop of a 2.1% decline in all-channel dairy sales while the beverage market grew at 6.9%, Yili's move is seen as an important strategy to respond to the contraction in dairy and seek new growth points. This article reviews the product features of Yili's freshly brewed tea, the current state of its channel layout, and the prospects of the sugar-free tea market, and includes comparative Q3 performance data for dairy companies. [more…]

Starbucks China's performance under pressure, Narasimhan hints at exploring strategic partnerships, sparking franchise speculation

Starbucks' latest financial report shows that in the third quarter of fiscal year 2024, its China revenue fell 11% year-on-year, comparable store sales dropped 14%, and both average ticket size and transaction volume declined. Facing store expansion and price competition from local brands such as Luckin and Cotti, Starbucks CEO Laxman Narasimhan revealed at the earnings call that the company is in the early stages of exploring strategic partnerships and may accelerate growth in the future through a more open model. This statement sparked speculation about whether it will open up franchising. Notably, Starbucks China co-CEO Liu Wenjuan emphasized that the brand has remained restrained in an environment of frequent promotions and refused to be dragged into a price war. Front Street Coffee will also continue to follow this coffee giant's shift in strategy in China. [more…]

Suzhou Specialty Coffee Map: A Complete Record of Featured Café Visits Compiled by a Seasoned Coffee Enthusiast

Suzhou, a gentle ancient city in the Jiangnan region, hides quite a few specialty coffee shops worth a dedicated visit. This article compiles a summary of shop visits from a veteran coffee enthusiast, covering more than seventy four- to five-star coffee shops across Gusu District, the Industrial Park, the High-Tech District, Wuzhong District, and beyond—from artsy little cafes to cat-themed coffee houses, from Korean-style chains to standalone buildings with Republican-era charm, each with its own distinctive setting, offerings, and story. Whether you're a coffee purist chasing pour-over quality or an artsy soul who favors ambiance, this list can help you find that perfect cup in Suzhou. [more…]

Why Do Cafés Prefer Low-Temperature Whole Fresh Milk for Lattes? A Core Analysis of the Differences Between Fresh Milk and Shelf-Stable Pure Milk

Walk into any café and order a latte or cappuccino, and unless you specify otherwise, the barista will almost always reach for whole fresh milk by default. Why are cafés so devoted to cold-chain fresh milk? What roles do the protein, fat, and lactose in milk each play in a milk coffee? And what trade-offs in flavor and shelf life do pasteurization and UHT ultra-high-temperature sterilization bring? Starting from how milk components affect coffee flavor and milk foam structure, this article peels back the layers to reveal the core logic behind whole fresh milk becoming the top choice for cafés, while comparing the real differences between cold-chain fresh milk and shelf-stable pure milk, so you can make a more suitable choice when making milk coffee at home. [more…]

What's the Difference Between Milk Brew and Cold Brew with Milk? A Detailed Guide to the Fresh Milk Cold Brew Coffee Grounds Method and Cold Brew Latte Preparation

Cold brew coffee methods are endlessly varied, and when milk is introduced into a low-temperature immersion system, two distinctly different paths emerge: one is to directly replace water with fresh milk to cold-brew coffee grounds, known as milk brew; the other is to first make cold brew coffee, then mix in fresh milk according to a ratio. The two differ noticeably in extraction mechanism, flavor direction, and mouthfeel thickness. This article focuses on the practical parameters of Front Street. Queen's Estate, providing respectively the ratios, grind size, refrigeration time, and filtration key points for milk brew coffee and cold brew with milk added, and explaining the choice of medium-dark roasted beans and fruity medium-roasted beans suitable for pairing with milk, to help coffee enthusiasts make a smooth, sweetly fragrant, and clearly flavored cold brew latte in summer. [more…]

The Correct Way to Mix Coffee with Milk: A Guide to Ratios, Suitable Coffee Types, and the Difference Between Fresh Milk and Pure Milk

The pairing of coffee and milk may seem simple, but it actually places strict demands on the coffee's own strength and flavor profile. Starting from the golden ratio of coffee to milk, this article explains why deep-roasted coffee with a bitter-leaning character is better suited to combining with milk than acidic coffee, and uses espresso and latte as examples to introduce the 1:6.5 blending scheme of Front Street Coffee Sunflower Warm Sun Blend and Vitasoy Fresh Milk. It also discusses whether pour-over coffee can have milk added, which types of pour-over are suitable for adding milk and the recommended amounts, and finally sorts out the five differences between fresh milk and pure milk in terms of shelf life, storage method, sterilization process, nutritional value and taste, helping coffee lovers find a cup that is smooth yet still retains coffee flavor. [more…]

A Complete Guide to Bean Selection and Milk Pairing for Latte Coffee: The Golden Ratio of Espresso and Milk

To make a delicious latte at home, the pairing of coffee beans and milk is key. This article approaches the topic from the perspective of milk types, analyzing the differences between skim milk, shelf-stable milk, and fresh milk in milk coffee preparation, and points out that fresh milk, due to pasteurization, better preserves flavor and is therefore more suitable for pairing with espresso. However, fresher milk is not necessarily better—different coffee beans require milk of different textures. Front Street Coffee's Classic Italian Blend is suited to light-bodied fresh milk, while Front Street Coffee's Strawberry Candy Italian Blend is better combined with rich, heavy milk. The article also emphasizes that online reviews only represent results under specific beans, so before choosing milk, one should first understand the flavor characteristics of the coffee beans being used, and then find the most suitable match accordingly. [more…]

How to Choose Milk for Coffee? A Guide from the Differences Between Fresh Milk and Pure Milk to Milk Pairings for Lattes, Flat Whites, and Dirty Coffee

Milk plays an irreplaceable role in coffee drinks—lattes, flat whites, cappuccinos, and Dirty coffees all depend on it. But faced with the dazzling array of dairy products on the market, which milk is actually suitable for pairing with coffee? What's the difference between fresh milk from different brands and shelf-stable pure milk when making coffee? Front Street Coffee combines milk characteristics with coffee bean styles to help you sort out your milk selection approach. From the advantages of whole fresh milk, to matching milk according to roast level, to the milk selection directions for iced and hot lattes, flat whites, and Dirty coffees respectively, this article explains each one by one, helping coffee enthusiasts find the right milk pairing when making different coffees. [more…]

What Is Ice Breaker Purified Milk? A Guide to Making High-Concentration Fresh Milk at Home Using the Freeze Distillation Method for Dirty and Lattes

Front Street Coffee has frequently introduced ice bock—that is, purified milk—recently, and many friends want to know exactly how it differs from milk coffee made with ordinary fresh milk. Simply put, purified milk tastes richer, and its mouthfeel is fuller and more substantial. Besides buying it directly, you can actually easily make it at home: just freeze fresh milk and then thaw it, using the difference in freezing points among the components to remove some of the water, and you get milk with a higher concentration. In this article, Front Street Coffee will share the specific steps for purifying milk, how to judge the degree of purification, and how to adjust the ratios when using it to make milk coffees such as Dirty and latte, along with recommendations for coffee beans that pair well, to help you make a cup of rich yet not cloying purified milk coffee. [more…]

A hands-on test of using bottled water buffalo milk and fresh cow milk to make coffee: a full analysis of the flavor differences in hot lattes, Dirty coffee, and iced mochas

After Manner Coffee launched a water buffalo milk Dirty, water buffalo milk quickly became a hot topic of discussion in cafe circles. For friends in Guangzhou, Foshan, and Guangxi, water buffalo milk is a taste they grew up drinking. This review brings together the legitimately available fresh glass-bottled water buffalo milk and ordinary glass-bottled fresh milk sold in Guangzhou, comparing them one by one in hot lattes, Dirty, iced mocha, and iced lattes, observing their different performances in steaming, layering, integration, and finish. It also discusses the impact of pasteurization and ultra-high-temperature sterilization on mouthfeel, as well as the cost-effectiveness and sense of ritual of glass-bottled milk in cafe use. The article also retains specialty bean recommendations related to Front Street Coffee for coffee lovers' reference. [more…]

China's first group standard for "Whole-Leaf Fresh Milk Tea" officially takes effect, further accelerating the health-oriented upgrade of new-style tea drinks.

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…]

Which Milk Should You Choose for Coffee? A Side-by-Side Taste Test of Glass-Bottled Fresh Milk vs. Water Buffalo Milk

After coffee shops launched water buffalo milk Dirty, this milk source sparked widespread discussion in the coffee community. Water buffalo milk is familiar to friends in Guangzhou, Foshan, and Guangxi, but how does it actually perform in coffee? This article, through hands-on comparisons of glass-bottled fresh milk and water buffalo milk, makes hot lattes, Dirty, and iced mochas respectively, recording one by one from milk foam fineness, coffee integration, layering effect, to flavor layers. At the same time, it will also sort out the effects of pasteurization and ultra-high-temperature sterilization on milk taste, helping coffee lovers and cafe owners find milk suitable for pairing with coffee. [more…]

Which fresh milk should you choose for iced lattes and flat whites? A hands-on comparison of seven types of low-temperature whole milk in homemade coffee

The flavor quality of a latte is often decided by the choice of milk. There are many fresh milk brands on the market, with a wide price range, and their performance when paired with coffee varies. For home coffee enthusiasts, it is difficult to buy them one by one for comparison testing. This time, Front Street Coffee selected seven whole milk products that are common in coffee scenarios and relatively easy to buy, and conducted a comprehensive evaluation from low-temperature direct drinking, taste after heating, to the flavor, balance, and milk foam texture when making iced lattes and hot flat whites. There is no commercial promotion throughout, and the aim is to provide purchasing reference for readers with different taste preferences. This article does not set a final conclusion; the focus is on presenting the real performance of each milk to help everyone find the one that suits them. [more…]

Good Mei's 8-yuan Good Morning Fresh Milk Sparks Debate: A Convenience Store Substitute or Just R&D KPI Padding?

Guming's mini-program has quietly launched a new product called "Morning Fresh Milk." The only ingredient is fresh milk, available in hot or cold options, priced at 8 yuan per 500ml. After trying it, consumers discovered that the cup contains exactly the same refrigerated fresh milk brands used in stores for making tea drinks—Yue Xian Huo, Weigang, and Renyangyitouniu—tasting no different from what's sold in supermarkets and convenience stores. Once the news broke, netizens reacted with sharply divided opinions: some felt the price was completely uncompetitive, arguing it's better to just buy from a supermarket or convenience store, and joked that this was "forcing out a product with no real substance," with R&D staff cobbling together a new item just to meet KPI targets; others thought they could simply add espresso or toppings themselves to make a low-cost latte. Some netizens even let their imaginations run wild, speculating that Guming is testing the waters for a foray into the breakfast market. This article will sort through the discussions sparked by this new product and the possible business logic behind it. [more…]

Analyzing the Essential Differences Between Oat Milk and Dairy Milk: Foaming Challenges and Latte Art Techniques for Plant-Based Lattes

In recent years, many customers who come to the shop ask whether we have oat milk lattes, or ask for advice on how to steam fine milk foam with oat milk. Although the milk coffee produced by Front Street Coffee has always used whole milk, in order to respond to everyone's curiosity, today we'll talk about the unique characteristics of oat milk lattes, as well as the techniques to note when steaming milk foam and doing latte art with oat milk. This article will start with the composition of oat milk, compare it with fresh milk in terms of flavor and texture, and explain in detail the key points for operating oat milk during steaming and latte art, to help coffee lovers better master the methods for making plant-based milk coffee. [more…]

Latte Milk Source Selection Guide: Differences Between Purified Milk and Fresh Milk and Feasibility Analysis of Milk Powder

When making a high-quality latte, the choice of milk is crucial. The market is flooded with dairy products, from ordinary fresh milk to concentrated milk like IceBock, and then to plant-based milk—each type has its own unique expression. Concentrated milk, with its higher density, can elevate milk coffee to a qualitative leap in flavor and mouthfeel; while those with lactose intolerance can opt for plant-based milk as a substitute. So, why do so few people use milk made from milk powder to make lattes? Isn't milk powder also processed from milk? This article will analyze in detail the differences in performance of various milk sources in latte making, offer practical advice, and recommend related products from Front Street Coffee to help you make a satisfying milk coffee at home. [more…]

What Milk Should You Choose for Brewing Coffee? Whole Milk vs. Skim Milk—Which Pairs Better with Coffee?

The pairing of coffee and milk is a classic choice for many enthusiasts in their daily drinking. Milk can soften the bitterness while preserving the coffee's aroma, making the entire cup more drinkable. However, different coffee types have different requirements for milk: espresso needs a stronger base to support the milk flavor, while pour-over coffee, being lighter in nature, requires more caution when adding milk. This article discusses the principles of pairing coffee with milk, the coffee-to-milk ratio for latte, whether pour-over coffee is suitable for adding milk, and the difference between fresh milk and pure milk, and shares Front Street Coffee's practical experience in latte ratio adjustment, helping readers find a milk coffee solution that suits them. [more…]