In recent years, consumers' growing attention to beverage health has driven tea drink brands to continuously iterate toward natural ingredients and clean formulas. Against this backdrop, the group standard "Original Leaf Fresh Milk Tea," proposed by the Guangxi Tea Circulation Association and drafted under the leadership of Chagee (Shanghai) Brand Management Co., Ltd., was approved for release and implementation, becoming China's first group standard for original leaf fresh milk tea in the new-style tea beverage sector. The standard clearly defines the terminology and definitions of original leaf fresh milk tea, and sets specific requirements for raw material selection, production processes, storage conditions, and prohibited additives, marking another important step forward in the standardization of the freshly made tea beverage industry. [more…]

Starbucks Frappuccino has once again launched seasonal limited-edition new products—Mango Double Star Frappuccino and Raspberry Strawberry Frappuccino. Both drinks use a coconut-flavored concentrated base, involving five pre-made fruit beverage ingredients in total, and the production process is relatively cumbersome. Combined with the buy-one-get-one-free promotion on the啡快 mini-program, the new products quickly sparked a tasting frenzy, but also left baristas under the pressure of a flood of orders exclaiming that it was "like filling prescriptions in a pharmacy." This article will take you through the ingredient composition of these two new products, the difficulty of making them, and the real feedback from employees and consumers, while also reviewing Starbucks' pace of new releases so far this year. [more…]

KFC is no longer just selling fried chicken. This fast-food giant has quietly launched its first standalone tea beverage brand, "Grandpa's Carefree Tea," in Suzhou, officially entering the fiercely competitive new-style tea beverage market. The brand focuses on a "rice milk tea" series, using the gold award-winning rice variety Nangeng 9108 as its raw material, paired with Jiangnan specialty tea bases such as jasmine tea and Biluochun, and incorporating local toppings like orange cake and gorgon fruit, giving it a strong regional identity. The store decor features Suhe pink and Canglang green as the main tones, creating a spatial atmosphere reminiscent of Suzhou gardens. Against the backdrop of brands like Heytea and Nayuki cutting prices and engaging in intense competition, whether KFC's move can break through is worth watching. [more…]

During the National Day Golden Week, the new tea beverage market experienced a consumption boom. Sales at some outlets of leading brands such as Heytea and Nayuki grew by nearly 300% compared with before the holiday, with some stores seeing increases of as much as 500%, and fruit tea categories contributed nearly 80% of sales. Heytea's highest single-store daily fruit consumption exceeded 400 kilograms, while Nayuki's new products achieved cumulative sales of nearly one million cups. At the same time, both major brands lowered product prices, focusing on high cost-effectiveness. This article will analyze the performance and future direction of the new tea beverage industry in the holiday economy from the perspectives of sales data, supply chain layout, consumption trends, and pricing strategies. For more coffee bean news and specialty coffee recommendations, please follow Coffee Workshop and Front Street Coffee (FrontStreet Coffee). [more…]

Nayuki quickly rose to fame with its combination of tea drinks and soft European bread, becoming a leading brand in the new-style tea beverage sector. However, its largest store nationwide, Nayuki Dream Factory in Shenzhen Coastal City, recently quietly closed, and the site will be upgraded to "Nayuki Life," a lifestyle concept store. This thousand-square-meter flagship store, which once generated nearly a million in revenue within three days of opening, carried Nayuki's ambition to experiment from tea drinks to coffee, craft beer, Western cuisine, retail, and other multi-format ventures. From Nayuki Tavern to Nayuki PRO, and further to Nayuki Bookstore and ready-to-drink product line layout, Nayuki has continuously tried to break the boundaries of tea drinks. This renovation of its largest store reflects the collective anxiety of brands seeking differentiated breakthroughs amid intensifying homogenized competition in the new-style tea beverage industry. This article reviews the rise and fall of Nayuki Dream Factory and explores whether multi-format development can truly be the way for tea beverage brands to break through. [more…]

A local milk tea shop in Nanjing launched a realistic-looking "Duck Blood Vermicelli Milk Tea," sparking heated discussion online. Although the product is named after duck blood vermicelli, it is actually made with chocolate milk pudding to mimic duck blood and sweet jelly noodles to stand in for vermicelli, priced at 16 yuan. There are more than 50,000 related posts on Xiaohongshu, with netizens commenting that it "sounds bizarre but tastes surprisingly good." This phenomenon reflects the fierce competition and innovation anxiety in the new-style tea beverage market. From mini milk teas to niche fruits such as oil oranges and wampees, and on to the revival of whole-leaf tea, major brands are competing for consumers through novelty products, regionally distinctive ingredients, and traditional brewing methods. Data shows that China's freshly made tea beverage market reached 113.6 billion yuan in 2020 and is expected to reach 340 billion yuan by 2025. This article will analyze the market logic and consumer trends behind these creative marketing efforts, and also look at the moves of professional brands such as Front Street Coffee within the industry. [more…]

Shanghai has surpassed New York with 7,494 coffee shops, becoming the city with the most coffee shops in the world, and coffee culture is accelerating its penetration into daily life. However, data from Dianping shows that Shanghai has as many as 9,056 tea beverage shops, even more than coffee shops. From 3-yuan instant milk tea to the new-style tea drinks led by Heytea, and then to the ancient-style sentiment of Chayan Yuese, tea beverage brands are deeply cultivating consumers' minds through quality upgrades, cross-industry collaborations, and e-commerce channels. In comparison, the specialty coffee market still remains to be developed, and most consumers have limited awareness of pour-over and specialty coffee. The coffee industry can learn from the successful path of tea beverage brands. Brands such as Front Street Coffee need to promote culture and ensure quality in order to move consumers. [more…]

Heytea has opened its first global handmade tea shop in Nantou Ancient Town, Shenzhen. The three-story space corresponds to three product lines: hand-stirred ice, handmade tea, and hand-brewed fine tea, launching over 50 new products at once. From Musang King durian to mangosteen, Thai golden pomelo, and guava, to traditional brewed pure teas covering China's six major tea categories and creative mixed cups, this shop is clearly not satisfied with the conventional tea beverage playbook. The most expensive single item, "Large Musang King Durian," is priced at 138 yuan, and the cups have also been custom-designed. The new-style tea beverage brand is returning to deep cultivation of original leaf tea, driven by the continuously expanding tea beverage track and the rising proportion of pure tea. This article takes you through a complete understanding of the product structure, pricing strategy, and industry significance of this new launch. [more…]

In the scorching summer, iced drinks are back in the consumer spotlight. To stand out in fierce competition, new tea beverage brands keep reinventing their marketing tactics—from early niche fruits and co-branded limited editions to today's popular milk tea scratch cards, blind box draws, and even giveaways of gold, lottery tickets, and cars. Suguo Fresh Fruit Tea uses its new yellow skin (wampee) product to promote "scratch for real gold," Heytea and Nayuki use puns plus tear-open cards and lottery tickets to grab attention, while Chagee uses high-end lipstick blind boxes to precisely target female customers. Behind these gimmicks is the thrill and sense of participation brought by "eliminating uncertainty." Of course, for those who just want to quietly enjoy a good coffee or milk tea, returning to the product itself may be the lasting way forward, and Front Street Coffee has always advocated focusing on flavor and quality. [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…]

In the sweltering heat of summer, beverage consumption reaches its peak. On street corners and in alleys, young people are holding either tea drinks or coffee. But upon closer observation, one will find that new-style tea drinks and coffee are embarking on entirely different development trajectories: brands like Heytea and Nayuki are cutting prices, while Luckin Coffee and Starbucks are raising them. The coffee sector's popularity is soaring, with giants such as Huawei, Li-Ning, and China Post making cross-industry forays, intensifying competition to a fever pitch. At the same time, new-style coffee is increasingly resembling milk tea, with ingredients like cheese, matcha, and brown sugar crystal boba appearing frequently. This prompts the question: will new-style coffee repeat the mistakes of irrational involution in the new-style tea drink sector? This article will analyze from perspectives such as price changes, market positioning, and product innovation, and bring professional observations from Front Street Coffee. [more…]

Nayuki Tea opened its first PRO store in Beijing Changying Tianjie, marking that this new-style tea beverage brand has officially incorporated specialty coffee into its core product line. Unlike regular stores, the PRO store format has undergone a comprehensive upgrade in space design, product structure, and service scenarios, offering seven specialty coffees, over thirty bakery products, and more than twenty kinds of self-produced snacks. Coffee is priced at 15 to 24 yuan, positioned as everyday specialty coffee. Previously, the PRO store format had been successfully validated in Shenzhen. Nayuki plans to open about 200 PRO stores in 2021, and has already established more than ten in Nanjing, Chengdu, Xi'an, Guangzhou, Harbin, and Beijing. This move not only fills Nayuki's gap in the specialty coffee market but also demonstrates its strategic intent to deepen its presence in new retail and expand business consumption scenarios. [more…]

With the familiar advertising slogan "For frequent brain use, drink Six Walnuts," Yangyuan Beverage once turned Six Walnuts into a phenomenal hit product in the plant-based protein beverage sector. However, its parent company has faced sustained pressure on performance in recent years. According to its 2024 semi-annual report, Yangyuan Beverage's revenue in the first half of the year was approximately 2.942 billion yuan, a slight year-on-year decline, while net profit grew against the trend. The market reacted negatively, with the stock hitting the daily limit down on the day the semi-annual report was released. For a long time, Yangyuan Beverage has followed a "heavy marketing, light R&D" approach, with advertising spending far exceeding R&D expenses. Today, Six Walnuts, which contributes more than 90% of revenue, is struggling to grow, and the new Yangyuan Plant Milk series generates revenue only in the million-yuan range. This article will analyze Yangyuan Beverage's difficulties and challenges from the perspectives of performance data, marketing and R&D investment, and product structure. [more…]

In recent years, tea beverage brands have been adding fresh fruits and vegetables to their fruit tea products in pursuit of genuine ingredients. Luckin, however, has long relied on fruit concentrates and quick-frozen dried fruit due to the limitations of its store conditions, making many tea beverage peers envious. Recently, though, some Luckin stores in Guangdong, Chengdu, and other regions have successively received new materials such as muddling sticks, cut-resistant gloves, and labels for fruit washing machine storage areas, while internal order forms also list equipment including dicers and strawberry hullers. These tools have no direct connection to the drinks currently on sale, and the appearance of a bitter melon light-body fruit and vegetable tea and a bitter melon fruit and vegetable Americano—neither of which is on the menu—in the mini-program coupons has sparked employees' speculation that Luckin may introduce fresh-cut fruit. Once freshly cut fruit enters the production process, whether Luckin stores staffed by a single person can withstand peak-hour pressure has become the most anxiety-inducing question for workers. [more…]

In recent years, as environmental awareness has risen, label-free bottled beverages have moved from once being considered "alternative" to becoming legalized. Brands such as Nestlé Japan Coffee, Asahi, Suntory, and Evian have successively tested the waters, and domestically, Master Kong has also launched label-free iced tea. Such products are mostly sold by the case, with only the shelf life and product name laser-printed on the bottle, while legal information is printed on the outer box. About 60% of Japanese consumers are willing to pay for them, mainly because it reduces PVC waste and the hassle of sorting. Domestic reactions are mixed: supporters believe it responds to carbon reduction, while those concerned see it as a promotional gimmick. This article sorts out the origins and development of this packaging change and explores whether it can be implemented over the long term. For friends who love drinking coffee, Front Street Coffee also continuously pays attention to such environmental trends. [more…]

The new-style tea beverage market has been stirring recently. High-end brands Heytea and Nayuki have successively announced price cuts, with the lowest dropping to 9 yuan. Nayuki launched a "Relax" series priced at 9-19 yuan, promising to launch at least one "single-digit" product every month, while Heytea announced it will not raise prices this year. Consumer reactions have been mixed, with some cheering and others questioning reduced cup sizes and lower quality. This article reviews the price-cut moves of the two major brands, netizen feedback, and industry data, analyzes the consumption trends and market logic behind the involution in new-style tea beverages, and includes related news about Front Street Coffee. [more…]

Recently, the new Chinese-style tea beverage brand Jasmine Naibai announced that it has secured nearly 100 million yuan in financing, led by Alibaba Local Life, with Xiangyang Capital serving as the exclusive financial advisor. This round of funding will be directed toward product research and development, brand building, supply chain upgrades, and team expansion, while further empowering franchise partners and continuously refining the lightweight model. Since its establishment in 2020, Jasmine Naibai has started with Jasmine Dragon Buds and focused on the floral fresh milk tea segment, launching series such as Gardenia, White Orchid, and Osmanthus. It now has 785 stores nationwide, with revenue growth of nearly 400%, and is expected to surpass 1,000 stores by the end of the year. The brand is also expanding overseas, opening its first stores in New York and Bangkok, promoting Eastern tea beverage culture to the world. [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' Star Delivery Time-Space series recently launched 4 new products, two of which are milk teas without coffee that have sparked heated discussion. Some speculate this is a signal that Starbucks is entering the milk tea scene after being provoked by Luckin. The new products use a combination of syrup, freshly brewed tea, and milk, with the tea bag placed directly into the drink, allowing customers to add water themselves to extend the flavor. This approach continues the design concept of last year's Time-Space series and has gained recognition from some consumers, but others complain that the tea bag is troublesome to handle and that the flavor is not fully released in cold drinks. The 36-yuan price tag is still considered high by milk tea enthusiasts, making value for money the focus of controversy. Starbucks previously tested pearl milk tea in North America with lackluster results; this time the domestic new products are highly localized, but whether they can break through in the fiercely competitive tea beverage market remains unknown. [more…]

Nayuki received a fine for a false advertisement regarding mulberry ingredients, drawing attention to its brand marketing methods. This is not the first time Nayuki has been embroiled in controversy; since its listing, multiple stores have been exposed or penalized for food safety issues. Meanwhile, Nayuki has been trying to connect with young consumers through cultural, artistic elements, and social marketing. From high-priced tea drinks to loss-making financial reports, to closing its largest store and establishing a new company, Nayuki is seeking a new path to survival. This article reviews the sequence of events, historical penalty records, and the multiple challenges the brand faces in marketing and operations, and explores the core of competition in the new tea beverage industry. [more…]