Monday, September 21 2026

Luckin's Q2 revenue overtakes Starbucks China for the first time, with its ten-thousand-store scale and 9.9 strategy as key drivers

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…]

Will Luckin Coffee's 9.9 yuan discount end on September 17? Heated discussion online with no brand response

Recently, news has circulated on social media that Luckin Coffee's 9.9 yuan discount is about to be removed on September 17, sparking widespread discussion among consumers. Since the celebration of ten thousand stores, 9.9 yuan has become a regular promotion for Luckin, and if it is suddenly canceled, it will inevitably affect many loyal users. At the same time, Cotti Coffee once countered with 9.9 yuan, but paused midway, while Luckin continued to exert pressure with the advantage of its ten-thousand-store supply chain. Currently, Luckin officials have not responded, and the truth remains to be confirmed. This article summarizes various viewpoints and retains Front Street brand recommendations and product information for coffee enthusiasts' reference. [more…]

Lelecha's last store in Zhengzhou is about to close, drifting further away from its thousand-store goal amid contraction across multiple cities.

Lelecha, which previously sparked widespread discussion with its "Apple Candy" series of new products, has recently become a focus of attention once again. Some consumers have noticed that the only remaining Lelecha store in Zhengzhou will cease operations on January 3, 2026, which means the brand may completely bid farewell to the Zhengzhou market. From its high-profile entry into Henan at the end of 2022 to the successive closure of stores now, Lelecha has undergone a transformation from expansion to contraction in just three short years. At the same time, stores have also quietly withdrawn from many cities such as Zhangzhou, Handan, and Weihai. Although the brand once set a goal of one thousand stores, actual data shows a different trajectory, prompting concern about its future fate. [more…]

Starbucks Red Cup Day Erupts in Massive Strike: Thousands of Employees Protest, Union Calls It the Largest in History

On November 16, 2023, Starbucks' annual "Red Cup Day," thousands of employees at more than 200 stores across the United States went on strike. Organizers called it the largest labor action since the founding of Starbucks Workers United. Employees chose to strike during this peak ordering period, aiming to disrupt operations as much as possible and draw public attention. Behind the strike lies baristas' long-standing dissatisfaction with understaffing, overloaded orders, and the company's refusal to listen to their opinions. Starbucks officially responded that the union refused to schedule negotiation meetings. This one-day strike had limited impact on sales, but the public opinion fallout is worth watching. [more…]

Over a thousand unionized Starbucks workers launch an indefinite strike, affecting 65 stores in more than 40 cities across the United States.

Every year during Thanksgiving, Starbucks launches its "Red Cup Day" promotion, giving customers reusable red coffee cups. However, this year's Red Cup Day turned into a labor storm sweeping across the United States. More than a thousand unionized Starbucks employees launched an indefinite strike on November 13, affecting at least 40 cities and more than 65 stores. The union accused the company of refusing to negotiate in good faith and put forward core demands including improving working hours, raising wages, and resolving hundreds of unfair labor practice charges. Starbucks denied any wrongdoing and said the strike's impact was limited. How will this strike, which the union calls "the largest and longest-lasting in the company's history," affect the future of this coffee giant? [more…]

After Manner's stores exceeded a thousand, they urgently hired daily-paid packing part-timers, and veteran baristas complained about the pressure of training newcomers.

When Manner's nationwide store count surpassed one thousand, coffee enthusiasts cheered that they could finally check in nearby. At the same time, this chain brand is facing a severe shortage of frontline staff. To fill the barista gap, Manner began recruiting large numbers of daily-paid temp workers responsible only for packing, restocking, and cleaning, jokingly called "packers" by netizens. However, these part-timers change every day and cancel at the last minute without notice, forcing already busy full-time baristas to repeatedly train newcomers during peak hours, triggering strong dissatisfaction among veteran employees. This article sorts out the recruitment requirements, pay, and scheduling model for these temp workers, as well as the real complaints from baristas, while also looking at what reference value brands like Front Street Coffee offer in workforce management. [more…]

South Korea's Coffee Market Shakeup: The Industry Involution and Polarization Behind Ten Thousand Store Closures

The coffee industry has been riding high in recent years, with chain brands expanding aggressively and specialty coffee shops pulling out all the stops to grab market share. Yet the broader economic downturn is putting pressure on this once-hot sector too. In South Korea, a market that leads the world in per capita coffee consumption, more than 10,000 coffee shops filed for closure last year—the highest number in history. Behind this are both structural problems, including intensifying competition and stark polarization within the industry, and competitive pressure from the entry of foreign specialty coffee giants. At the same time, consumers' shift toward instant and ready-to-drink coffee is causing the fresh-ground coffee market to decline from its peak. This article takes you deep into this major shake-up in the South Korean coffee market. [more…]

Shenzhen Yeshengshan's thousand-yuan olive juice sparks heated discussion, Heytea becomes largest shareholder after investing

In the cold winter, a cup of hot milk tea always brings a bit of warmth. Prices for drinks on the market range from under ten yuan at Mixue Bingcheng to thirty or forty yuan at Nayuki and Heytea, with most still within what consumers can afford. However, recently a thousand-yuan drink has drawn attention on Weibo's trending topics—an olive juice launched by the Shenzhen milk tea brand Yecuishan, priced as high as 1,000 yuan. This drink uses the rare Chaoshan variety Jinyu Sannian olive, with the raw material costing about 800 yuan per jin on the market, and production taking nearly 3 hours. At the same time, Heytea has taken a stake in Yecuishan, holding 60% to become the largest shareholder, and the brand currently has more than 30 stores. [more…]

Shanghai Sees Nearly a Thousand New Cafés a Year: The Clash of Hot and Cold Behind 7,857 Total Cafés Leading the World

Shanghai, a city deeply steeped in coffee culture, is refreshing the global record for the number of coffee shops at an astonishing pace. As of June 2022, the city had 7,857 coffee shops, not only firmly ranking first in China in terms of quantity, but also surpassing international metropolises such as New York, London, and Tokyo to become the city with the most coffee shops in the world. Yet behind this numerical growth lie both the rapid expansion of specialty coffee brands fueled by capital and the reality of small shops struggling to survive under the impact of the pandemic. From 867 new additions in 2021, to a slowdown in the pace of openings in the first half of 2022, and then to the industry regaining momentum in the second half, what kind of resilience and challenges has Shanghai's coffee market shown? This article will combine the latest data and industry cases to analyze the driving forces and hidden concerns behind the counter-trend growth of Shanghai's coffee industry. [more…]

The Alley invests hundreds of millions in rights protection: the franchise chaos behind over 7,000 counterfeit stores

Milk tea shops line every street and alley, yet the same brand can taste wildly different from one store to the next—because a large number of counterfeit outlets lurk behind the scenes. The genuine The Alley has only just over a hundred directly operated stores, while copycat versions number more than seven thousand, forcing the brand to spend hundreds of millions fighting counterfeits. Many entrepreneurs naively trust online franchise information and fall into copycat traps, losing anywhere from hundreds of thousands to over a million yuan. This article reviews trademark infringement cases reported by CCTV, exposing the common tricks of counterfeit franchising, as well as the story of how Heytea was forced to change its name because of rampant imitation, reminding consumers and entrepreneurs to keep their eyes open. [more…]

Customer Orders Coffee but Asks to Hold the Espresso; Luckin Staff Speak Out Helplessly: When Will the Rule Dilemma Be Resolved?

Recently, a trend of ordering "coffee without coffee" has swept social media platforms, with related posts often garnering thousands or even tens of thousands of likes. However, this seemingly novel gimmick has put frontline coffee shop staff in a dilemma: following standard store procedures would be a violation, while not complying with customer requests could lead to negative reviews. A netizen claiming to be a Luckin Coffee employee publicly vented their frustration, sparking widespread discussion. This article will recount the incident, summarize improvement suggestions proposed by netizens, and explore the real-world conflict between standardization and personalization faced by chain brands behind this phenomenon. [more…]

A thousand-yuan olive juice was fined 500,000 yuan for false advertising, and the Yecuishan brand, in which Heytea holds a stake, was implicated.

A glass of olive juice selling for 1,000 yuan once put the brand Yecuishan in the trending topics and also drew the attention of market regulators. At the end of 2021, this drink, which was claimed to be made with Golden Jade Sanian olives costing nearly 800 yuan per jin, was investigated by the Shenzhen Municipal Market Supervision Bureau because the actual purchase price did not match the promotion, and the company involved was ultimately fined 500,000 yuan. After Heytea invested in Yecuishan, it also faced questions from netizens. This incident not only exposed the chaos of pricing and promotion in the tea beverage industry, but also prompted people to think about the real cost and authenticity of so-called high-end products on the market. [more…]

Huzhou's first Tims closes less than two years after opening, drawing attention to store contractions in multiple locations amid a thousand-store target

The Tims store at Aishan Plaza in Huzhou, the brand's first outlet in the city, has posted a closure notice less than two years after opening and will cease operations on January 4, 2026. Meanwhile, Tims stores in Wenzhou, Yinchuan, Fuzhou and other places have also been reported to have quietly closed, contrasting sharply with the brand's high-profile announcement of reaching the 1,000-store milestone in October 2024. Data from Zhaomen Canyan shows that the number of currently operating stores has fallen below 1,000. This article reviews the whole story of the closures, consumer reactions and the brand's expansion pace, and includes relevant recommendations from Front Street Coffee for coffee enthusiasts' reference. [more…]

Milk tea chain hit with 11 tenfold compensation claims in one month: how can food safety law become a tool for profit?

A chain milk tea brand with over six hundred stores unexpectedly encountered, within just one month, eight stores in the same area and a total of eleven complaints, all with identical reasons—hair found in takeaway drinks, and on that basis demanding ten times compensation. The cumulative compensation amount exceeded eleven thousand yuan. After the merchant noticed something unusual and called the police, the police quickly identified a suspect, whose motive was actually that he had tasted the "sweetness" from the first genuine complaint, and then turned rights protection into a means of extorting money. This case prompts reflection: the Food Safety Law is originally a sharp weapon for protecting consumers, but if it is used by people with ulterior motives as a shortcut to get rich, the law will also impose sanctions. The following will restore the course of the incident and explain the criteria for determining the crime of extortion and its legal consequences. [more…]

Manner Coffee Fined a Thousand Yuan for Bing Dwen Dwen Latte Art: A Legal Risk Analysis of Commercial Use of Olympic Symbols by Cafes

During the 2022 Beijing Winter Olympics, Bing Dwen Dwen became a mascot pursued by the entire nation, and the craze of "one Dwen Dwen hard to find" spawned various homemade and commercial imitation behaviors. A Manner coffee shop in Shanghai was fined a thousand yuan by market regulators for making latte art coffee resembling Bing Dwen Dwen, sparking industry attention to the boundaries of commercial use of Olympic symbols. This article reviews the penalty details of the incident, the legal basis, and typical cases from the same period, helping coffee practitioners clarify the line between creative latte art and infringement, and avoid inadvertently crossing intellectual property red lines. [more…]

Luckin adds ten thousand stores in a year, overtaking Mixue Ice Cream & Tea; behind the scale expansion lies mounting profit pressure and the dilemma of a price war.

Luckin Coffee has broken records in the chain coffee industry at an astonishing speed, adding 10,000 net new stores within a year, bringing its total store count close to 20,000, with an expansion pace even surpassing Mixue Bingcheng. However, alongside this runaway scale, problems have followed one after another: a swing from profit to loss in the first quarter, a decline in net profit margin in the second quarter, and a year-on-year drop in same-store sales at directly operated stores. The 9.9 yuan promotional campaign has lowered the average transaction value, making it a real challenge to increase revenue without increasing profit. Facing a price war with rivals such as Cotti and Starbucks, how Luckin balances scale and profitability will be a key proposition for its future operations. [more…]

Shu Yi Herbal Jelly stores shrink sharply, second-hand equipment recyclers forced to sell as scrap metal

Recently, Shuyi Tealicious has faced a backlog of unsold second-hand equipment due to mass store closures, with recyclers even disposing of machines worth tens of thousands of yuan at scrap metal prices. This tea beverage brand, once wildly popular for its "half a cup is all toppings" slogan, has seen its store count shrink by over a thousand compared to its peak after undergoing price reduction strategies and adjustments to franchise thresholds. Meanwhile, the entire new tea beverage sector is facing a reshuffle, with approximately 120,000 stores disappearing in the past year. This article reviews the rise and fall of Shuyi Tealicious, the plight of its franchisees, and the chain reactions of the industry's closure wave, while maintaining Front Street Coffee's ongoing attention to industry dynamics. [more…]

Chagee's 7th anniversary cup-tearing event triggers order surge at stores, with system and order pickup processes drawing complaints from consumers

Bawang Chaji celebrates its seventh anniversary. All stores in Malaysia launched a tear-the-cup lucky draw campaign on the 16th and 17th, with prizes including discount vouchers, branded backpacks, electronic products, perfumes, and lipsticks, attracting a large number of consumers to place orders enthusiastically. However, after the campaign began, order volumes surged at many stores, with some stores having more than a thousand or even over three thousand drinks awaiting preparation, leading to a series of problems such as excessively long waits to pick up orders, the ordering system being unable to cancel orders, and declining product quality. Consumers expressed dissatisfaction one after another, believing that the brand should have anticipated the campaign's popularity in advance and adopted flow-control measures. This article reviews the course of the incident and feedback from all parties, for the reference of coffee and tea beverage enthusiasts. [more…]

Jasmine Naibai Opens First Store in Sydney Chinatown, Selling Over Ten Thousand Cups in Three Days, Setting a New Overseas Record

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…]

Fridge magnets from Heytea's new overseas stores resold for over a thousand yuan, fans queue in freezing winter amid scalping chaos

Heytea has recently accelerated its overseas expansion, opening new stores in Toronto, Canada and Birmingham, UK one after another. The limited-edition city fridge magnets given away during the opening events quickly became a focal point. The Toronto store, even in the bitter cold of minus six to seven degrees Celsius, still attracted a large number of fans who queued for hours, while the free fridge magnets were somehow resold on the second-hand market for as much as 200 Canadian dollars (about 1,019 yuan), leaving many merchandise enthusiasts stunned. At the same time, the involvement of scalpers and proxy buyers made them even harder to get, and fans began suggesting that the brand sell the fridge magnets at a clearly marked price to balance demand and market order. This article will walk you through the lively scenes of Heytea's overseas store openings, the reasons behind the fridge magnet hype, and consumer feedback on this phenomenon. [more…]