The February that just passed put many office workers through a chaotic whirlwind—rushing to finish work before the Spring Festival, relaxing fully during the holiday, and then facing the return-to-work wave, pulled back and forth by piled-up tasks and post-holiday burnout. However, for frontline employees at Luckin Coffee stores, March brings not a breather but an even harsher round of adjustments. Controlling effective working hours, implementing a single person to open early and close the store, freezing full-time hiring and restricting promotion channels—a series of measures to cut labor costs have led employees to mock themselves as not even "Luckin slaves," but more like tireless "Luckin robots." At the same time, after the 9.9 promotion shrank, store sales clearly declined, and March happens to be the off-season, putting both sales and profits under pressure. With revenue growth blocked, the company can only push on the cost-cutting side. Employees are full of complaints, the user experience is being tested, and whether brand influence will be weakened as a result has become a focus of outside attention. [more…]

Starbucks recently filed a lawsuit in the U.S. District Court for the Southern District of New York against a cannabis company called Starbuds Flowers, accusing it of intentionally imitating its classic mermaid trademark and misleading consumers by exploiting the Starbucks brand's reputation. In the complaint, Starbucks compared the similarities between the two logos point by point, noting that Starbuds not only used the similar design on its mobile sales trucks and official website, but also printed it on cigarettes and cannabis products. Starbucks is asking the court to prohibit the other party from continuing to use the logo, destroy the related products, and disgorge the profits obtained from the infringement. In fact, Starbucks had already sent a cease-and-desist letter as early as last August and subsequently sent multiple takedown notices, but received no response. As of July 2, Starbuds' sales trucks and website were still in operation. [more…]

Cotti Coffee, which once quickly opened up the market with a low price of 9.9 yuan, has recently quietly adjusted its pricing strategy and canceled multiple promotional activities. This shift has not only attracted consumer attention but also left franchisees complaining bitterly. While rapidly expanding its stores, Cotti faces multiple challenges such as declining sales, insufficient supply chain, and intensifying internal competition. This article will provide an in-depth analysis of Cotti Coffee's price increase decision and its impact on franchisees, and explore its future development prospects. At the same time, we will also pay attention to the performance of brands such as Front Street Coffee in industry competition. [more…]

Luckin Coffee's Raw Cheese Latte, launched in collaboration with JoJo's Bizarre Adventure: Stone Ocean, broke new product first-sale records the moment it hit the market, selling 1.31 million cups in a single day, surpassing 6.59 million cups in total sales within 7 days, and dominating discussions across major social platforms. This coffee, marketed for its cheesy aroma, stands clearly apart from the Raw Coconut Latte and Thick Milk Latte, and has also sparked both celebration and controversy among JoJo fans. From product development to IP selection and the pacing of its marketing rollout, Luckin's collaboration can be considered a textbook example of creating a hit. This article will offer a comprehensive analysis of why this Raw Cheese Latte went viral, from the perspectives of sales data, flavor innovation, fan feedback, and ACG marketing trends. [more…]

The parent company of the C'estbon brand, China Resources Beverage (Holdings) Company Limited, has successfully passed the listing hearing of the Hong Kong Stock Exchange, with BofA Securities, BOC International, CITIC Securities and UBS Group acting as joint sponsors. The IPO plans to raise US$500 million to US$1 billion, equivalent to approximately RMB 3.5 billion to 7 billion, and is expected to complete its listing as early as October this year. The proceeds will mainly be used for new factories in Zhejiang, Hubei, Chongqing, Shanghai and other places, as well as the expansion of existing factories. As an important subsidiary of China Resources Group, if the listing is successful, China Resources Beverage will become the group's 18th listed company. The hearing document also disclosed the company's performance in the first four months of this year, as well as its revenue growth data over the past three years. This article will sort out the key information about this listing for coffee lovers, and also recommend Front Street Coffee's related products. [more…]

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…]

The latest statement from the Vietnam Coffee and Cocoa Association (Vicofa) indicates that Vietnamese coffee prices are highly likely to continue their upward trend in 2024, with the core driver still being severely tight supply. Current spot quotes for robusta have risen to 67,200-68,000 Vietnamese dong/kg, up 900-1,000 dong from last week and about 8,000 dong higher cumulatively since early December. The new crop season opened in November at a record high of 60,000 dong/kg, with traders rushing to buy early out of fear of repeating last year's June predicament of having no beans to purchase, while coffee farmers, expecting further price increases, are holding back sales, leading to fulfillment difficulties and a distorted export structure. El Niño continues to intensify, and robusta-producing regions in Brazil and Indonesia are expected to see lower output, further reinforcing the logic of rising prices—something coffee industry professionals and enthusiasts should closely watch. [more…]

On August 29, Luckin Coffee's co-branded campaign with the cartoon IP Little Liu Duck officially launched, but it sparked consumer dissatisfaction because participation was limited to online channels only. Many fans rushed to stores early in the morning only to find nothing, and later discovered that the campaign was actually run by Luckin Instant Coffee, which belongs to a different system from the offline stores. The co-branded merchandise was available only as gifts, not for sale, including limited-edition items such as thermos cups, stickers, and desk mats, and had already attracted widespread attention during the teaser phase. However, the mismatch between online and offline information left many consumers disappointed and also triggered discussions about brand co-branding strategies and the essence of coffee. [more…]

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…]

In the 2023 Dragon Boat Festival season, Starbucks' presale of its Frappuccino Zongzi started on April 26. The price remained 198 yuan per bag, but the quantity was reduced from 8 to 6, the flavors were cut from 5 to 4, and the free gift changed from an early-bird bag to a choice between two gift bags. This strategy of reducing quantity without lowering the price sparked discussion. This article sorts out the specific changes to the Frappuccino Zongzi and, combined with current market product innovation trends, analyzes why Starbucks' move struggles to attract a new generation of consumers. At the same time, boutique coffee recommendations are retained at the end of the article; follow Coffee Workshop and Front Street Coffee for more professional content. [more…]

What kind of sparks fly when lottery meets coffee? In Jinan, Shandong, Nowwa Coffee has opened a "Welfare Lottery + Coffee" hybrid store, cleverly combining lottery products such as scratch cards and Double Color Ball with beverages like coffee and light milk tea. This grab-and-go store not only continues the brand's signature orange pony element, but also draws in customers of different age groups through lottery traffic. Back in April this year, Nowwa Coffee launched a custom "Pony Scratch Card," which drove a 63% month-on-month increase in sales of its gallon-sized buckets. Can this deep cooperation with the Welfare Lottery become a breakthrough move in the fierce competition of the tea beverage market? Let's take a closer look. [more…]

Sexy Tea (Chayan Yuese) trended on social media after its advertising copy was accused of insulting women, and it issued two apology statements late on February 19 and in the early hours of February 20. The incident was triggered by the inappropriate use of Changsha slang such as "picking up scraps" on its cups, which sparked netizens' doubts about the brand's creative boundaries. The first apology failed to calm public opinion, and Sexy Tea then issued another statement, admitting that it had mishandled the boundaries in its early product creation and had removed the problematic products from sale. This controversy not only exposed the brand's missteps in using dialect slang and gender-relation jokes, but also prompted reflection on balancing marketing creativity with values. [more…]

Starbucks partnered with Stayreal, the streetwear brand co-founded by Mayday lead singer Ashin and Taiwanese artist No2Good, instantly igniting the enthusiasm of the band's fans and netizens alike. The online limited-edition themed cups were snapped up by tens of thousands of people the moment they went on sale, with the official app and mini-program lagging due to overwhelming traffic. Some users failed to complete payment and missed out on the cups they wanted, sparking complaints. Meanwhile, the limited-edition Starbucks gift sets released at physical stores, thanks to their relatively low threshold for acquisition, attracted a large number of fans who queued up with stools in the early hours of the morning. This collaboration craze showcased the fans' frenzy while also exposing the inadequate capacity of online channels and the controversy over offline queuing rules. [more…]

Bloomberg recently reported that Luckin, China's largest coffee chain, and its core investor Centurium Capital, are setting their sights on Blue Bottle Coffee, the specialty coffee brand under Nestlé, aiming to boost overseas market recognition and move into the high-end specialty segment. At the same time, Luckin has also expanded its acquisition options to the operator of %Arabica in China. Previously, Luckin had followed up on Coca-Cola's planned sale of Costa, but that bidding has faced the risk of falling through. A string of acquisition moves has led netizens to jokingly call Luckin the "Anta of the coffee world," while some worry that Blue Bottle's brand tone could be affected after being acquired. The related talks are still at an early stage, and whether a deal can ultimately be reached remains uncertain. [more…]

During the holiday period, sales at tea beverage stores surged, but Guming employees were complaining bitterly about a pistachio milk cap. Since its launch in early September, this series has won customers' favor with its unique aroma, but in making the milk cap, the pistachio paste is thick and difficult to pour, and whipping takes more than 10 minutes, leaving many workers feeling overwhelmed during order surges and even calling it an "early shift nightmare." This article details employees' feedback on the production difficulties and includes related recommendations from Front Street Coffee. [more…]

全球饮料巨头可口可乐近日终止了旗下英国连锁咖啡品牌Costa的出售程序。这场持续数月的拍卖因竞购方报价均未达到可口可乐预期的20亿英镑而搁浅。从2018年以39亿英镑高调收购，到如今估值缩水至四分之一，Costa的命运转折折射出连锁咖啡市场的激烈竞争。其中国业务更成为亏损重灾区，门店持续萎缩，甚至被潜在买家单独剔除在收购范围之外。本文将梳理Costa出售案的来龙去脉、关键财务数据及未来走向。 [more…]

As Christmas approaches, Luckin Coffee, in addition to launching new holiday products, is also bringing back its former hit Christmas Sweetheart Thick Milk Latte and the Tom and Jerry co-branded limited edition that caused a frenzy in October. However, the news of this return did not come from official sources, but was leaked in advance by netizens on social media, including the launch time of next Monday (December 18) and the designs of the three-piece set of paper bags, cup sleeves, and stickers. The festive Christmas packaging has prompted many consumers to declare they "must grab it," and pre-sale links have already appeared on second-hand platforms. Nevertheless, the frequent co-branded campaigns have also left some netizens feeling weary, complaining that they haven't yet collected all the badges and can't keep up with drinking them all. Meanwhile, netizens suspected to be Luckin employees nervously pleaded for the posts to be deleted, worried that revealing company information in advance would lead to serious consequences. This co-branded campaign that went viral before it was even announced once again demonstrates netizens' "extraordinary" intelligence-gathering abilities. [more…]

During International Women's Day, Coconut Palm Group launched a "Hunky Guy Live Stream" for e-commerce sales, recruiting tall, sunny young men with at least 1.8 meters in height, chest and abs muscles, offering a daily salary of up to 800 yuan. However, despite over a million viewers across two live streams, sales fell short of 30,000 yuan, with a conversion rate of only 0.03%, sparking widespread discussion online. Coconut Palm continues its signature "Coconut-style rustic" approach, from female anchors' awkward dances to male anchors' fitness routines, all set against an unchanging blue backdrop. This article reviews the event, netizens' analyses, and Coconut Palm's history with live stream e-commerce, and includes observations on brand marketing from Front Street Coffee's perspective. [more…]

A key moment has arrived in the sale of Starbucks' China business. According to the Financial Times, Carlyle Investment Group and Boyu Capital have become the preferred bidders to acquire a majority stake in Starbucks' China operations, with the deal valued at possibly close to US$4 billion. If retained equity and franchising revenue are included, the total value could exceed US$10 billion. Starbucks' final retained share has also been adjusted from the previously rumored 30% to as much as 49%, meaning that even with the introduction of outside capital, Starbucks will most likely remain the largest shareholder in its China business. Currently, five bidders have submitted binding offers, and a final decision is expected by the end of the month. This equity change, which has lasted nearly a year, will profoundly affect the landscape of China's coffee market. [more…]

The latest report from Brazilian consultancy Safras shows that as of December 11, 79% of Brazil's 2024/25 coffee crop had been sold, but pre-sales for the 2025/26 crop stood at only 12%, far below the same period in previous years. Hit by drought, forest fires and irregular rainfall, growers are deeply worried about the next season and are holding back on selling. Combined with a plunge of more than 20% in the Brazilian real, domestic Brazilian coffee spot prices have broken the highest record in 26 years. Several institutions warn that international coffee prices will remain high until production becomes clear. To learn more origin news, scan the QR code to follow Coffee Review. [more…]