星巴克正式宣布退出俄罗斯市场，结束自2007年以来由特许合作伙伴全资运营的130家门店业务。这一决定紧随麦当劳之后，标志着美国两大餐饮连锁品牌在俄乌冲突背景下全面撤离俄罗斯。星巴克曾承诺将特许权使用费捐赠给乌克兰人道主义事业，并暂停门店运营。与此同时，麦当劳将俄罗斯业务出售给本土特许经营商，保留员工与供应链，但更换品牌继续经营。西方企业大规模撤离之际，俄罗斯本土企业迎来难得的扩张机会，政府也在推进资产破产或国有化进程。 [more…]

Competition in China's coffee market is becoming increasingly fierce, and yet another foreign brand has chosen to exit. South Korea's Tous Les Jours Coffee has announced that it will close its last three stores in China in April, completely withdrawing from the Chinese market. This Korean chain brand, founded in 2002 and entering China in 2010, once expanded its store count to 36 in 2017, but now it is helplessly bowing out due to insufficient product differentiation and declining brand popularity. Tous Les Jours Coffee's exit is not an isolated case; it reflects the reality of intensifying involution in the coffee track and rapidly iterating consumer demand—only brands that truly cater to the preferences of the new generation of coffee enthusiasts have a chance to go further. [more…]

Recently, news came from Nanjing 1912 Block: the Starbucks Reserve store, which has been in business for twenty years, is about to close, and Chayan Yuese, which only moved in last year, has already been the first to withdraw due to the expiration of its lease. The successive departure of these two adjacent stores has left many citizens and tourists feeling regretful. As Nanjing's first Starbucks Reserve store, this Republic of China-style coffee shop was once a popular check-in spot in travel guides, but now it is about to come to an end. Issues such as the expiration and recovery of property rights in the old block, the rise of emerging commercial districts, and parking difficulties have all become focuses of discussion. In any case, this coffee memory that has accompanied people for twenty years is worth savoring in detail. [more…]

In recent years, with the advancement of plastic restriction policies, plastic straws have gradually exited the food service scene, replaced by paper straws and PLA straws. However, paper straws easily become soggy, and PLA straws are not heat-resistant, greatly diminishing the consumer experience. A team led by Academician Yu Shuhong of the University of Science and Technology of China has taken a different approach, using bacterial cellulose combined with sodium alginate to develop an edible nata de coco straw. Its strength, modulus, and toughness are more than twice those of paper straws, it is thinner, and it can be made in different colors. Buried in soil, it nearly disappears in 45 days and completely degrades in 60 days. Can this new material save the afternoon tea joy of office workers? This article will provide a detailed interpretation. [more…]

Recently, Starbucks was reported to have filed multiple trademark registration applications with the Russian Federal Intellectual Property Office, covering core brand identifiers such as "Starbucks Coffee" and "Frappuccino," as well as related categories including instant coffee, beverage preparation, and membership management. This move quickly sparked speculation about whether the company plans to return to the Russian market. After exiting Russia in 2022, Starbucks' assets in the country were acquired by a local company and rebranded as "Stars Coffee," and a trademark legal dispute between that brand and Starbucks still persists. Over the past two years, Russia's coffee market has undergone significant changes, with intensified competition, shifting consumer habits, and continued uncertainty in the political and economic environment. Even if Starbucks returns, it may not be smooth sailing. So far, there has been no official response. [more…]

On the day its first Nanjing store opened, Cha Yan Yue Se shot to the top of trending searches because of the sheer number of people queuing and scalpers driving the price up to 200 yuan a cup. The Xinjiekou store was forced to close, while the Jiangning Jingfeng store remained open. The brand revealed that it plans to open five stores in Nanjing in the future, while market regulators made clear that scalping on behalf of buyers is illegal. This article reviews Cha Yan Yue Se's expansion trajectory in cities such as Changsha and Shenzhen, compares it with the development paths of similar brands such as Nayuki, and explores the balancing challenge facing internet-famous tea drinks among quality control, supply chains, and consumer rationality. [more…]

Paper straws once swept through the food service industry in the name of environmental protection, yet they have been widely criticized for their poor mouthfeel and tendency to degrade in the mouth, and are now gradually exiting the market. Their replacement, PLA straws, are made from plant starch, are fully biodegradable, and withstand temperatures ranging from cold to hot drinks, but they have a short shelf life and relatively high cost. Meanwhile, research teams have developed edible bacterial cellulose-based straws that completely decompose within 60 days when buried in soil. From paper straws to PLA to coconut jelly straws, behind the iteration of eco-friendly straws lies a trade-off among cost, experience, and degradation performance. This article reviews the current state of paper straw production being discontinued, the market prospects for PLA straws, and the research progress on new edible straws, and includes Front Street Coffee's specialty bean news. [more…]

As the coffee wave sweeps across every industry, even ancient temples spanning a millennium can no longer resist the urge to cross over. Longhua Temple, the oldest in Shanghai, has recently opened a beverage window next to its vegetarian restaurant, launching "vegetarian coffee" that uses oat milk instead of dairy milk — catering to vegetarians and those who are lactose intolerant. This is not the first time a temple has ventured into coffee; from Dafo Temple in Guangzhou to Yongfu Temple in Hangzhou, the collision between Buddhist monasteries and coffee has long existed. Longhua Temple's move, with its affordable prices, has sparked heated discussion online: can coffee be classified as vegetarian or non-vegetarian? Is temples selling coffee a new path for cultural dissemination, or just a gimmick? This article takes you behind the scenes. [more…]

On the first day of the May Day holiday, a rare queue of people appeared at Exit B of Liede Station in Guangzhou, and the reason was precisely the official opening of Lin Junjie's Miracle Coffee at IGC Mall in Guangzhou. The space was formerly occupied by the Guangdong chain brand store by.jpg, and after it closed in March this year, Miracle took over, with fans' anticipation far outweighing any regret. The official confirmation is that the Guangzhou store is a long-term operating location rather than a pop-up, and on opening day people arrived to check in before eight o'clock, with the line once extending into the subway station. The drink selection at the store is richer than that of the Shenzhen pop-up coffee truck, including the return of limited-edition specials as well as desserts, merchandise, coffee beans, and more, but no stamp service is offered. Due to astonishing purchasing power, ingredients ran out early, and a sold-out notice was posted just after six in the evening. There is still no definite news on whether Lin Junjie will personally visit the store, and considering that the shop is small and right next to the subway entrance, the station appearance segment fans are hoping for is highly unlikely to happen. [more…]

After Starbucks exited the Russian market, its assets were acquired by a local company and rebranded. On August 17, 2022, rapper Timur Yunusov revealed the new name "STARS COFFEE" and its logo on Instagram, and the official website went live simultaneously. The new brand replaced the mermaid logo with a girl wearing traditional Russian headwear, and officially opened in Moscow on August 18, with all 120 stores planned to resume operations by the end of September. The new stores no longer write cup names by hand, switching to thermal printing, and food has also become pre-made and heated. Marketing experts pointed out that the new owners are striving to maintain continuity between the old and new brands, but the effectiveness of the rebranding still needs to be tested by the market. Russian netizens have been discussing it extensively. [more…]

After Starbucks' franchise in Russia was terminated in March of this year, 130 stores remained closed for a long time. Now, Anton Pinsky, founder of Russian catering company Pinskiy&Co, plans to take over the lease rights of all stores and launch the local coffee chain brand Magadan Krasnodar. This deal is similar to McDonald's previous exit path, but the new brand will no longer use Starbucks' recipes and ingredient supply. Local market analysts believe that local brands have advantages in operating costs and delivery services, and are expected to provide consumers with high-cost-performance, high-quality coffee. [more…]

The Chayan Yuese amusement park store that once drew long queues on the 7th floor of Wuhan International Plaza has now been quietly replaced by construction hoarding for another food and beverage venue. This roughly 200-square-meter "Chayan grocery store," one of the first batch of stores to enter Wuhan in 2020, silently exited after four years of serving customers. More noteworthy is that such closures are not isolated cases—Chayan Yuese stores have been shutting down one after another in cities including Changsha and Wuhan. Data from Jihai Brand Monitoring shows that its operating stores dropped from 973 in early October to 903, with at least 70 stores disappearing within a few months. At the same time, the brand is still expanding into new cities such as Changzhou. Behind the store contraction, is it lease expiration, layout adjustment, or pressure on profitability? Consumers' complaints about the redemption mechanism have also been mentioned once again. [more…]

The holiday consumption boom has just passed, and the store dynamics of new-style tea beverage brands have drawn attention. A Cha Yan Yue Se in Chongqing's Yuanyang commercial district was operating normally at night, but the next day suddenly had its lightbox sign removed and quietly closed, and the store could no longer be found on the official mini-program. This store was once the first in the Yubei area and held the daily consumption memories of many regulars. The brand is said to have chosen not to renew the lease because the contract expired, and longtime fans were not surprised, believing this to be part of Cha Yan Yue Se's一贯 elimination-style adjustment strategy. At the same time, the brand's newly opened store in Suzhou has once again drawn complaints over issues such as its verification system and product efficiency. As leading brands vie for the market with stable quality and user experience, the trajectory of Cha Yan Yue Se's reputation and changes in its store layout are worth close observation. [more…]

Once upon a time, a cup of milk tea was a staple of young people's daily consumption, and the tea beverage sector was once regarded as a hotbed of entrepreneurship. However, the latest data shows that in the past year, about 130,000 milk tea shops across the country quietly exited the market, with an average of more than 350 operators choosing to close their stores every day. Even leading brands such as Heytea and Nayuki's Tea have found it hard to escape store closures for their first outlets in some cities. A peak season that is not peak, cutthroat price competition, and rising franchise risks have plunged this once-booming industry into a deep round of reshuffling. This article, drawing on data from multiple sources including Zhaomen Catering and Jihai Brand Monitoring, analyzes the multiple reasons behind the large-scale contraction of tea beverage stores. [more…]

Peet's Coffee's first store in South China—the Shenzhen MixC World branch—officially closed after business hours on July 16 this year, and the original site has been taken over by a chain tea beverage brand from Suzhou. This store, which had been open for nearly four years, once attracted a large number of coffee lovers to check in, and built up a loyal customer base with consistent quality and a comfortable environment. Unexpectedly, no closure notice was posted before the store shut down, and many regular customers were unable to say goodbye in time. At the same time, Peet's stores in Shenzhen, Shanghai and many other places have also quietly withdrawn from shopping malls, sparking speculation about adjustments to its market layout. The brand responded that the Shenzhen MixC World store closed because its lease expired, but the successive closures still leave some consumers worried. [more…]

The coffee craze is sweeping across Asia, with the number of stores surging, but the pandemic has left many cafés struggling to survive. In Singapore, the transfer fee for a coffee shop reached as high as 4,000,000 Singapore dollars, equivalent to nearly 200 million RMB. Another coffee shop in Tampines was sold for 41,680,000 Singapore dollars, and the stallholder's rent immediately doubled, from 6,000 Singapore dollars to 12,000 Singapore dollars, prompting many stallholders to consider downsizing or even exiting. Investors are betting on a return of consumption after the pandemic eases, but rising interest rates may dampen bidding enthusiasm. The predicament of rising costs and severed customer traffic under the pandemic is a microcosm of coffee shops worldwide. Front Street Coffee reminds us that while the dream of coffee is beautiful, the real costs should not be underestimated. [more…]

Recently, foreign media reported that Luckin Coffee is planning a listing in Hong Kong, sparking widespread market attention. In response, Luckin officially responded quickly, emphasizing that management remains focused on business strategy and product services, and that there are currently no arrangements for a Hong Kong listing, with the company still committed to the U.S. stock market and creating long-term value for shareholders. Looking back at Luckin's development trajectory, from its 2019 Nasdaq listing, to the 2020 financial fraud scandal and trading suspension, to completing debt restructuring in 2022, doubling revenue, and surpassing Starbucks China in store count, this brand has demonstrated astonishing self-rescue capabilities. This article will review Luckin's listing turmoil, the details of its settlement, and possible paths for its future return to the capital market, while also exploring the impact of intensifying competition in the domestic coffee market on its prospects. [more…]

Located in the Santang Scenic Area of West Lake in Hangzhou, Shihan Jingshe is a historic building first constructed in 1936. Since 2007, it has been leased by Starbucks and hailed by many coffee lovers as the "most beautiful Starbucks by West Lake." Recently, the leasehold rights to the property were auctioned off after hundreds of rounds of bidding, finally selling for 2.521 million yuan per year, nearly 700,000 yuan above the starting price. The original tenant has waived the right of first refusal, meaning the Starbucks store, which has operated for nearly 15 years, will soon exit this prime scenic location. After the new owner takes over, the business format will still focus primarily on a coffee bar, pre-packaged foods, and retail of handicrafts. This article reviews the history of this store, Starbucks' store layout in Hangzhou, and the market factors behind the successive closures of coffee shops in scenic areas. [more…]

Recently, Luckin Coffee posted recruitment posters in Hong Kong, hiring store managers, assistant store managers, and baristas for areas such as Yau Tsim Mong and Central, with pay ranging from HK$65 per hour to HK$30,000 per month. The job requirements specifically note that applicants must understand Cantonese, and non-Hong Kong residents must hold an HKID to apply. Once the news broke, netizens were both looking forward to 9.9 yuan coffee coming south and engaging in heated discussions about Hong Kong salaries and the cost of living. At the same time, Cotti and Luckin's expansion paths in the SAR and overseas have once again drawn attention. [more…]

Tims China has always held a special place in consumers' minds—many people remember it not for its coffee, but for the bagel on its breakfast menu. However, this chain brand, known for its bagels, has recently been plagued by frequent store closure news. The first Tims store in Yinchuan, which was also the brand's 700th store in China, the Xinhua Department Store location, quietly closed after less than a year in operation, prompting regret among local consumers. Looking at the entire commercial district, this store was surrounded by 3 Luckin Coffee, 2 Starbucks, and 1 Cotti Coffee locations, highlighting the intense competitive pressure. More notably, Tims stores in Beijing, Shanghai, Nanjing, Dalian, and other cities have also successively announced closures. From the thousand-store target in its financial reports to the 885 stores counted by Narrow Door Dining Eye, Tims' expansion path seems to be facing severe challenges. This article will start with the closure of the first Yinchuan store to analyze Tims' current operating situation and market challenges. [more…]