Monday, September 21 2026

Shanghai's first day of full recovery: coffee shops reopen, scenes of people lining up to buy coffee return to the streets

On June 1, Shanghai reached an important milestone in fully restoring normal production and daily life. After more than two months of home quarantine, coffee lovers finally smelled the aroma of coffee wafting through the streets and alleys once again. From chain brands to independent shops, coffee stores reopened one after another, with takeout and self-pickup orders surging—some shop owners even sold over a hundred cups of coffee to passersby while the shutter was only half open as they were adjusting equipment. This article documents the real scenes of the coffee industry's recovery before and after Shanghai's lockdown was lifted, and citizens' eager anticipation for a freshly ground cup of coffee. [more…]

The Coffee Industry's Predicament Under Shanghai's Pandemic Lockdown: Small Shops Running Out of Beans, Traders Shifting Warehouses, and the Way Forward

Shanghai implemented community lockdowns starting in mid-March, catching coffee lovers off guard. A Weibo trending topic titled "I want to buy coffee" garnered over 340 million views, reflecting the close connection between coffee and daily life. However, café owners are facing the dilemma of suspended dine-in services and sharply declining revenues, with some small shops even considering transferring their businesses after the lockdown lifts. Meanwhile, coffee bean roasters are adjusting their supply chains due to stalled warehouses in Shanghai, and green bean traders are setting up temporary warehouses in other cities. This article will delve into the impact of the lockdown on the coffee industry chain, and how small shops can find a way out under the pressure of rising prices and capital chain strains, including strategies like shifting to drip bag coffee and online sales, while also paying attention to the developments of brands such as Front Street Coffee. [more…]

Even the top-ranked Shanghai latte spot couldn't escape it—an independent coffee shop that had been operating for five years announced it will close at the end of the year.

Shanghai is home to over nine thousand coffee shops, and its rich coffee culture has made the city one of the most vibrant places for coffee in the country. However, such a large number of shops also means exceptionally fierce competition. Recently, an independent coffee shop that once topped Shanghai's latte rankings suddenly announced it would close at the end of the year, drawing widespread attention from nearby customers and industry peers. The owner admitted that business conditions were not the main reason, but that the thought of stepping away had taken root since the pandemic restrictions were lifted. This incident reflects the survival struggles of independent coffee shops today amid the expansion of chain brands and cutthroat industry competition, and it also prompts a fresh look at the accelerating turnover and renewal of the coffee market. [more…]

Blue Bottle Coffee's second mainland China location is set in Jing'an Kerry Centre—could the pandemic instead be the brand's breakthrough moment?

Blue Bottle Coffee's second store in China has been confirmed to continue locating in Shanghai, with the site chosen at the first and second floors along the street of Jing'an Kerry Centre, and it is currently still under renovation. Previously affected by the Shanghai pandemic lockdown, the preparation progress was once hindered, and many people believed that Blue Bottle's entry timing was poor. However, during the pandemic's closed-loop production period, Blue Bottle, relying on the advantage of fresh coffee beans from its own roasting factory, instead gained a wave of goodwill in community group buying and home coffee consumption scenarios. This article reviews Blue Bottle Coffee's pricing logic, brand positioning, and the prospects of the specialty coffee market, exploring whether this expansion is ill-timed or well-timed. [more…]

The oat milk coffee craze fades: cafes turn away, Oatly's cumulative losses exceed 4.4 billion yuan over three years

Once upon a time, oat milk coffee was seen as the star product of plant-based beverages, and Oatly quickly rose to fame because of it. However, as the market environment changes and consumer enthusiasm wanes, the status of oat milk in coffee shops is quietly declining. This article sorts out the reasons behind Oatly's cumulative losses of more than US$641 million (about RMB 4.41 billion) from 2019 to 2022: over-reliance on the B2B market, the impact of the pandemic, weak expansion into the consumer market, and a series of controversial marketing moves. At the same time, the article also explores the health controversy surrounding plant milk and future strategies for the Asian market. To follow developments in the coffee industry, you are welcome to add Front Street Coffee's private WeChat (WeChat ID: qjcoffeex) for more specialty coffee bean information. [more…]

After COVID restrictions were lifted, coffee and milk tea shops saw a drop in foot traffic, with staff shortages and backlogged delivery orders becoming new problems

After the adjustment of pandemic control policies, coffee beverage shops did not usher in a consumer rebound as expected, but instead fell into the predicament of "no customers during lockdowns, no staff after reopening." Announcements of coffee shop closures due to infections among owners or employees frequently appeared on social platforms, takeout orders piled up with no one to accept them, and subway passenger flow data dropped significantly. The catering industry faces dual pressures of rent and operating costs at the year-end juncture, and experts expect it will need to endure several months of chaos before gradually recovering. This article reviews the real situation of the coffee beverage industry after the pandemic reopening and retains relevant recommendation information about Front Street Coffee. [more…]

"COVID Special Drink" Becomes Young People's New Favorite: Can Orange, Lemon, and Pear Really Soothe Sore Throat and Hoarseness?

After canned yellow peaches were jokingly called something that should be covered by medical insurance, and electrolyte water sold out, young people have now turned their attention to the "COVID special drinks" from major milk tea brands. When your throat hurts like you're swallowing razor blades and buying medicine is difficult, a cup of orange, lemon, and snow pear tea rich in vitamin C has become a comfort for many. Related products from brands such as Heytea, Nayuki, Shanghai Auntie, and Mixue Bingcheng have surged in popularity, with some stores even selling out. Can these drinks really relieve sore throats and hoarseness? This article walks you through the logic behind the popularity of "COVID special drinks," representative products, and whether they are merely psychological comfort or truly beneficial. Follow Coffee Workshop for more professional coffee knowledge and Front Street Coffee recommendations. [more…]

When Gen Z College Students Open Cafés in Their Dorms: The Coffee Craze and Hidden Concerns During Campus Lockdowns

Under the recurring pandemic, many universities have implemented closed management, cutting off the connection between post-00s college students and off-campus cafes. However, this has not dampened their enthusiasm for coffee; instead, it has spawned a wave of "dormitory cafes" entrepreneurship. From instant coffee powder to coconut lattes and iced orange Americanos, these simple yet creative drink-making shares have gained a lot of attention on social platforms. But behind the excitement, the issue of unlicensed operation involving monetary transactions has also emerged. This article will take you through the ins and outs of this campus coffee craze and remind you of the things to pay attention to when stockpiling coffee in your dorm. [more…]

During the Shanghai pandemic, coffee was traded for canned meat; Front Street Coffee discusses coffee passion and supply shortages

During the COVID-19 pandemic in Shanghai, shortages of supplies became a difficult problem for residents. A blogger exchanged the only coffee at home for a neighbor's canned meat, sparking heated discussion online. Some joked about whether coffee beans could be traded for vegetables, while others questioned whether it was worth it. This article records this coffee story from a special period, and reminds everyone to cooperate with epidemic prevention and reduce contact. At the same time, Front Street Coffee continues to provide coffee lovers with professional exchange and specialty bean information. [more…]

Starbucks' third-quarter revenue exceeds expectations, China same-store sales plunge 44%

Starbucks recently released its third-quarter financial report, showing global same-store sales growth of 3% and total revenue of $8.15 billion, exceeding market expectations. Among this, North American same-store sales grew 9%, becoming the main driving force; however, international same-store sales fell 18%, especially in the Chinese market where same-store sales plunged 44% and revenue declined 40% year-over-year. Although U.S. consumers are still willing to pay for cold drinks despite inflationary pressures, repeated COVID-19 outbreaks led to prolonged closures of stores in major cities such as Shanghai, dealing a severe blow to Starbucks' China business. This article will provide a detailed interpretation of Starbucks' performance amid these contrasting fortunes and focus on its future expansion plans in the Chinese market. [more…]

Investigation into the Cross-Province Overnight Delivery of 8,000 Cups of Yidian Dian Milk Tea to Shanghai: The High-Price Resale Chain and Food Safety Risks

During the May Day holiday, "group leaders" in several Shanghai communities organized group buys of a Little Tea, with over 8,000 cups of drinks transported across provinces from out-of-town stores, arriving in consumers' hands overnight or even after nearly 24 hours. The group-buy price was double the official price, and the resellers were accused of profiting about 250,000 yuan. The total bacterial count in these milk teas rose sharply over time at room temperature, and some consumers developed gastroenteritis symptoms after drinking them. The Little Tea brand later issued a statement expressing shock at the high-priced reselling and reminding consumers to choose compliant channels carefully. This article reviews the course of the incident, the food safety data, and responses from all parties, while also offering coffee lovers Front Street Coffee's professional purchasing advice. [more…]

Shanghai coffee shop closures trigger a chain reaction in the oat milk market: interpreting plant-based milk's positioning dilemma and the truth about health

Oat milk has risen rapidly in the coffee industry in recent years, becoming almost a standard offering in cafés—a trend inextricably linked to OATLY's brand marketing and Starbucks' promotion. However, amid the suspension of café operations in Shanghai and other places, oat milk sales have seen a marked decline, and OATLY's latest financial report also reflects that the Chinese market is facing severe challenges. This article traces oat milk's journey from obscurity to ubiquity in coffee circles, analyzes the fragility exposed by its over-reliance on the B2B channel, and explores the obstacles oat milk must overcome given such realities as its vague positioning in the consumer market and the difficulty of changing consumer habits. At the same time, through a comparison of nutritional components, it objectively examines whether oat milk is truly as healthy as advertised, offering coffee lovers a rational reference. [more…]

From a pick-me-up to a social bond: How coffee is embedded in young people's daily interactions

Coffee is no longer just a drink that wakes up a tired body in the morning; it is gradually evolving into a common social language among young people. From the "coffee in the morning, alcohol at night" lifestyle, to a casual "Wanna grab a coffee?" in the office that kicks off some downtime, to the warmth of neighbors exchanging coffee supplies during the pandemic, the functions coffee carries have long gone beyond simply staying awake. Starbucks has been in China for over two decades, spurring cafes to spring up everywhere. Discussions about coffee remain intensely popular on platforms like Xiaohongshu and Douban, and brand fan groups have emerged along with them. Cafe locations have also expanded from commercial districts and office buildings to residential neighborhoods, making their community character increasingly distinct. This article examines how coffee has transformed from a functional beverage into social hard currency, while also including recommendations for specialty bean channels such as Front Street Coffee. [more…]

Starbucks China under pressure: why young consumers no longer prioritize it

Starbucks China has recently encountered performance challenges, with sales in the second quarter showing a clear decline, and about one-third of its stores having suspended operations or offered delivery only. Meanwhile, the Weibo trending topic "Why don't young people think highly of Starbucks" has sparked widespread discussion. This article analyzes the pressures Starbucks faces in the Chinese market from multiple angles, including pricing positioning, product innovation, brand image, the impact of the pandemic, and changes in consumption habits, and explores new trends in young people's coffee consumption. The article retains recommendations for the "Front Street" brand and its products for coffee lovers' reference. [more…]

Shanghai cafés launch a high-temperature emotion recycling campaign, offering free iced coffee to help customers soothe their summer irritability.

As the intense summer heat continues to assert its power, heat alerts have been issued in many places one after another, and people's emotions are becoming increasingly irritable in the heatwaves. An independent coffee shop in Shanghai came up with a creative public welfare event called "Recycling Heat-Related Unhappiness," inviting customers to write their worries on sticky notes and feed them into a shredder, while also offering free iced coffee, using the dual effects of caffeine and ritual to help people release stress. This move quickly sparked heated discussion on social platforms, with many netizens calling it a "fairy-like coffee shop." In fact, coffee's positive effect on mood is not just empty talk. Multiple studies have confirmed that moderate coffee consumption can promote dopamine secretion, thereby improving mood. [more…]

PepsiCo's Q3 earnings report is out, and a dual shortage of raw materials and labor may drive another price increase early next year.

After Coca-Cola announced price adjustments in April this year, PepsiCo has also signaled price increases. Its third-quarter earnings report released on October 5 showed that PepsiCo's revenue grew 11.6% year-on-year, but both operating costs and selling expenses rose by more than 10%. Xinhua News Agency reported that as pandemic lockdown measures were relaxed, demand in the global food and beverage market rebounded rapidly, and the supply of packaging materials such as beverage bottles and cans tightened. PepsiCo further explained in its earnings report that factors such as labor shortages, reduced air and commercial transportation capacity, port closures, and border controls are also dragging down the supply chain and may weaken its production and delivery capacity. Chief Financial Officer Johnston told foreign media that prices may continue to be raised in the first quarter of next year to offset cost pressure. Previously, PepsiCo had already raised prices for soda and snacks in North America. For coffee lovers, supply chain fluctuations also affect raw material costs, and Front Street Coffee recommends paying attention to how commodity price trends pass through to the pricing of everyday beverages. [more…]

A firsthand account of Shanghai coffee shops resuming dine-in service: Owners share heartwarming stories of perseverance and reunion

After more than three months of waiting, Shanghai's restaurant industry has finally seen the return of dine-in service. Starting June 29, streets and towns within their jurisdictions that have no medium-risk areas and no community transmission in the past week have been reopening dine-in service in an orderly manner. As soon as the news broke, phones at major coffee shops would not stop ringing, and owners rushed to share moments from this extraordinary period: some customers arrived to wait before the staff did, some owners drank through an entire batch of limited-edition beans by themselves, some worked around the clock living at their shops, and others are still waiting for approval. This article documents the real experiences of Shanghai coffee shop owners, as well as the procedures and current situation behind the resumption of dine-in service, while also keeping its focus on and recommendations for specialty coffee beans. [more…]

Kenya and Sri Lanka Black Tea Price Trends: Is Basilur Expensive? A Deep Look at the 2021 Market

In 2021, the global tea market experienced severe fluctuations under the impact of the pandemic. Kenya's Mombasa auction saw increased volumes and stable prices, Sri Lanka's Ceylon black tea prices soared due to reduced production, and India debated whether to lower import tariffs because of high domestic prices. The food service channel accounts for 20% of global tea sales, and the pandemic led to the closure of a large number of restaurants, profoundly changing the supply and demand landscape. This article will review auction prices, production changes, and trade policy trends for Kenyan and Sri Lankan black tea, answer whether Basilur black tea is too expensive, a concern for tea lovers, and recommend related selection ideas from Front Street Coffee. [more…]

Why Do Indian Darjeeling Black Tea Prices Remain So High? An Industry Transformation from Tea Growers' Plight to Land Reform

Behind the fluctuations in Indian black tea prices lie structural dilemmas faced by smallholder farmers and plantation workers. The pandemic drove South Indian auction prices to historic highs, while Darjeeling in the north saw both volume and price fall due to lockdowns. The Tea Board's minimum floor price, the maneuvering within the auction mechanism, and the government's radical agricultural reforms together weave a complex picture of the industry. Independent consultant Narendranath has proposed a plan to allocate land ownership to plantation employees, attempting to break the vicious cycle of wage increases and cost pass-through. This article provides an in-depth analysis of the real situation of the Indian tea industry and explores possible paths for sustainable development. Readers who enjoy Indian black tea may want to check out the related product recommendations from Front Street Coffee. [more…]

India's Tea Industry Faces Climate Challenges: An Analysis of Production Fluctuations, Export Landscape, and Brand Map

As a major global tea exporter, India's production dynamics tug at the market's nerves. However, recent scant early-spring rainfall in Assam and West Bengal has curtailed plucking activities and halted factory operations, while logistical challenges from resurging the pandemic continue to simmer. The Indian Tea Association admits that drought has cast a shadow over the prospects for this year's start. Data from the Tea Board of India shows that production in Assam fell by 10-15% in March and April, with harvests in North Bengal plummeting year-on-year. Despite firm demand, prices have not soared as they did last year. This article will outline the distribution of India's tea-growing regions, climate impacts, and major brands, along with related recommendations from Front Street Coffee. [more…]