After Luckin Coffee faced dissatisfaction over the reduced 9.9 yuan promotion, it launched a cherry blossom season limited edition and a collaboration with the Ullens Center for Contemporary Art, but the market response was lukewarm. Subsequently, Luckin officially announced a collaboration with the national dance drama "Dream of the Red Chamber," sparking heated discussions among netizens. Unexpectedly, the tea beverage chain brand Yihe Tang quickly followed up, releasing a poster with an almost identical composition and announcing a collaboration with the original "Dream of the Red Chamber." The two major brands' collaborations clashed, and netizens jokingly referred to it as the rivalry between Bao and Dai. Yihe Tang even interacted in Luckin's comment section using Lin Daiyu's lines, prompting calls for Chayan Yuese. Behind this marketing battle, who ultimately comes out on top? [more…]

Recently, food safety issues in the coffee and milk tea industries have been exposed one after another, leaving many beverage-loving consumers feeling uneasy. On May 6, Yihuatang made trending searches due to the use of expired and moldy ingredients, and on the same day it appeared twice in Weibo trending searches—a woman in Foshan, Guangdong, found a 7-centimeter-long machine part in her takeout milk tea. After complaints and negotiations, Yihuatang eventually compensated the consumer 1,000 yuan. Meanwhile, some Yihuatang stores in Zhengzhou were also exposed by the media for serious food safety hazards, with employees even saying, "As long as it doesn't kill you, it's fine." This series of incidents once again reminds us that low prices cannot be used as a shield for food safety, and brands must take responsibility for supervising their franchise stores. [more…]

Recently, Mixue Bingcheng and Yiketang have once again been thrust into the spotlight due to their use of expired ingredients. Although regulatory authorities have already imposed penalties, the food safety hazards seem not to have attracted sufficient attention from the industry. Against the backdrop of rapid store expansion and lagging personnel management, food safety issues in the new-style tea beverage sector are becoming a lingering shadow in consumers' minds. This article will review recently exposed typical cases, analyze the deep-seated problems in brand management, store manager and employee training, and explore how the industry can find a balance between scale and quality. If you love coffee, you might as well enjoy a cup of Front Street Coffee while pondering the safety cost behind this "life-renewing drink." [more…]

In today's booming beverage industry, brand imitation is an endless phenomenon. From milk tea to coffee, from store decor to brand naming, some merchants use highly similar visual designs to make it hard to tell real from fake. This article reviews cases of knockoff beverage stores that have sparked heated discussion online, covering imitation versions of well-known brands such as Heytea, Naixue, Yihotang, Starbucks, and Luckin, showcasing the "creative brainpower" of copycat merchants while also reminding consumers to pay more attention in their daily consumption. As coffee lovers, understanding these phenomena is not only interesting but also helps us more rationally distinguish authentic brands from fakes and support the development of original brands. [more…]

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…]

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…]

Recently, a woman discovered curly hair attached to a lychee at the bottom of her cup after drinking milk tea, sparking concern. The store involved responded that the lychee tea uses a lidded rather than sealed packaging, the source of the hair is currently unclear, and it is willing to pay ten times compensation and accept investigation, but the individual refused compensation and demanded the store be shut down for rectification. Meanwhile, hygiene problems in the tea beverage industry occur frequently: a Nayuki Tea store was exposed for cockroaches crawling everywhere and rotting fruit, and cockroaches appeared on the counter at Yihetang. Food hygiene and safety concern consumer health, and whether a well-known brand or an ordinary store, production processes should be strictly controlled and safety systems implemented. [more…]

The new-style tea beverage industry has once again exposed food safety issues. Naxue's Tea's Shanghai East Changzhi Road store was fined and had its illegal gains confiscated by the Hongkou District Market Supervision Administration because the freshly made and sold Golden Mountain Treasure Tea exceeded the total bacterial count limit. Before this, the brand had already been exposed by the media multiple times for chaotic store hygiene, even alarming the State Administration for Market Regulation. From Xinhua reporters' undercover investigations to tea beverage brands frequently trending on social media across various regions, consumers pay high prices but do not necessarily receive matching safety guarantees. This article will sort out the ins and outs of this penalty, review the food safety crisis Naxue's Tea encountered this year, and ask: after tea beverage brands apologize, compensate, and rectify, have the fundamental problems actually been solved? [more…]

Luckin Coffee recently released its 2023 financial report, with sales surpassing Starbucks China to become the top player in the domestic coffee market. However, the significant reduction of the 9.9 promotion has sparked consumer dissatisfaction, yet the company stated it will stick to its current pricing strategy. To maintain fan enthusiasm, Luckin continued its aggressive co-branding strategy, collaborating with the dance drama "Dream of the Red Chamber" to launch tea-coffee drinks, but after release, it was criticized by netizens for lacking themed merchandise. Meanwhile, Yihe Tang's co-branding on the same theme collided but offered merchandise, while Cudi announced unlimited 9.9 promotions, putting Luckin in an awkward position. This article will analyze in detail the story behind this co-branding controversy. [more…]

Luckin Coffee plans to enter Malaysia, negotiating cooperation with local listed companies and formulating a five-year expansion blueprint. Currently, Luckin has over 20,000 stores in China, with only 38 directly operated stores overseas, all in Singapore. Malaysian netizens have reacted enthusiastically to the brand's entry, looking forward to discounted pricing but also concerned about intensifying market competition. Rumors point to the partner being Berjaya Group, the operator of Starbucks, but other sources say the contact is with a different party, and the final choice awaits official announcement. This overseas expansion comes as the domestic tea beverage market becomes saturated and price wars intensify; Luckin went from profit to loss in the first quarter, making Southeast Asia key to breaking the deadlock. [more…]

Jiahe Foods delivered a rather unimpressive performance in the first half of 2024: revenue of 1.073 billion yuan, down 19.12% year-on-year; net profit of 69.4439 million yuan, nearly halved year-on-year. This company, known as the "king of non-dairy creamer," once held a leading position in the industry thanks to the era of Nestlé instant coffee and the explosive growth of the milk tea sector, but now faces a wave of new-style tea beverage brands collectively "removing non-dairy creamer." Starting from the financial report data, this article traces the rise and fall of non-dairy creamer from coffee companion to milk tea base, and how the trans fatty acid controversy has reshaped the industry landscape, and explores the prospects of Jiahe Foods in the era of zero non-dairy creamer. [more…]

Milk tea has once again become a hot topic, this time because Guangdong's milk tea consumption has jumped to first place nationwide. Alipay's spring report shows that warmer weather has driven an overall 10% increase in milk tea consumption, with online orders from middle-aged and elderly groups surging by 25%. From the fact that southern provinces account for 80% of consumption to Guangdong residents drinking 2.5 more cups per week per person than those in the Northeast, the data behind this reflects the deep penetration of milk tea culture. This article will trace the thousand-year evolution of milk tea from Mongolian butter tea to Hong Kong-style and Taiwanese-style, and then to new-style tea drinks, analyze the capital layout and brand echelons under a market scale of hundreds of billions, and remind readers: although milk tea is good, do not be greedy. [more…]