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…]

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…]

Following the closure of the last store of its sub-brand Xixiaocha, Heytea confirmed on November 3 that it will open franchising, with partnership fees kept under 500,000 yuan and franchise store formats primarily under 50 square meters. Heytea stated it will leverage a decade of accumulated experience and resources to develop its partnership business in non-first-tier cities with suitable store formats, providing partners with comprehensive support in branding, products, quality control, food safety, operations, training, and supply chain. In recent years, Heytea has accelerated its expansion into lower-tier markets, successively adjusting prices, launching IP collaborations, and shutting down its budget sub-brand. Opening franchising is now seen as a key step to further capture market share in third- and fourth-tier cities. Whether the new tea beverage sector will face a new round of involution, and whether direct-operated brand Nayuki will follow suit, remains worth watching. [more…]

On May 20, Luckin opened 15 directly operated stores simultaneously in Urumqi and Lhasa, announcing that the brand now covers all provinces nationwide. On opening day, 11 Urumqi stores and 4 Lhasa stores saw huge crowds, with some stores having wait times of over three hours for order pickup, and limited-edition cup sleeves and paper bags quickly sold out. However, alongside the high popularity came a string of complaints: severe delivery delays, inconsistent prices between third-party platforms and the mini-program, orders that could not be refunded, and even customers being removed from corporate group chats and blocked for speaking in group chats. The brand underestimated local consumer enthusiasm and lacked sufficient response measures, putting service and quality control under pressure. Based on the experience of brands like Front Street entering Xinjiang, a booming opening in a new market is not surprising, but how to balance traffic and experience remains an issue Luckin needs to address. [more…]

Since early November, news of Hee Tea closing stores in multiple cities has emerged one after another, sparking widespread attention. Some netizens reported that stores they frequented suddenly ceased operations—not for renovation and upgrades, but for permanent closure. According to statistics, stores closed in November include the Ganzhou Market store in Zhangye, Gansu; the Lanzhou Guofang Department Store store; and the Zhejiang University Zijingang Campus store, among other locations. Among them were both established stores that had operated for a decade and new stores that had been open for less than six months. This phenomenon is believed to be related to an internal letter Hee Tea released in September, which stated that the company would no longer pursue short-term store-opening speed and would instead focus on store quality and operational excellence. At the same time, a blogger claiming to be a city partner revealed that Hee Tea's franchise policy is being adjusted, with applications becoming more difficult, store-building costs increasing, and even a trend of "restricting new store openings and encouraging closures." [more…]

Last weekend, Heytea's new store at Canton Tower officially opened its doors to customers. What should have been a lively opening celebration instead turned into a complaint fest due to the chaotic rules for claiming limited-edition merchandise. The brand launched an exclusive fridge magnet inspired by the Canton Tower and promised that only 200 would be stocked each day, available on a first-come, first-served basis. As soon as the news broke, a large number of fans got up early on their day off and rushed to the scene, only to find disorderly queues, inconsistent explanations from staff, and the quantity of merchandise shrouded in mystery. What annoyed consumers even more was that after they had already placed orders and waited in a long line, they were told when they were about to check in that the merchandise had already been given out, and they could only come back the next day. How did this new store marketing campaign, which should have been a plus, spiral out of control step by step? [more…]

ChaPanda's new store at Konkuk University Station in Seoul, South Korea, recently officially opened its doors to customers. This is the brand's second store in the greater Seoul area, following its first store in Gangnam District earlier this year. At the same time, ChaPanda's stock price has performed impressively recently, with cumulative gains of nearly 70% over the past six trading days. From choosing South Korea as its first overseas destination, to launching Korea-exclusive products, to local consumers accounting for more than 80%, ChaPanda is validating its store model in the East Asian market through a differentiated strategy. This article will review ChaPanda's expansion path in South Korea, its product strategy, and the latest developments in the capital market. [more…]

The combination of coffee and alcohol is becoming a new trend in the food and beverage industry, with "C in the morning, A at night" evolving from a skincare concept into a consumption model of "coffee in the morning, alcohol at night." Post Coffee, a coffee brand under China Post, recently launched the country's first daytime coffee and nighttime alcohol concept store in Fuzhou, along with two Fuzhou-exclusive drinks. Since its first store opened in Xiamen in 2022, Post Coffee has expanded to ten stores across four cities. Can this new business format offer new ideas for coffee brands venturing into nighttime operations? At the same time, brands such as Starbucks, Seesaw, M Stand, Tims, and even Cotti Coffee have also been entering this track, and coffee brands' attempts to expand from coffee into alcohol and extend operating hours are accelerating. [more…]

TEA YAN YUE SE has officially announced that it will enter the South China market this April, opening two stores simultaneously in Nanshan District, Shenzhen. Once the news broke, Shenzhen residents responded enthusiastically, but the choice of location for the new stores sparked considerable discussion—both stores are located in Yuehai Subdistrict at MixC and MixC World, only about 4 kilometers apart, and many netizens expressed confusion over the brand not choosing downtown areas such as Futian or Luohu. Previously, TEA YAN YUE SE had opened a pop-up store at Wenheyou in Luohu that triggered a queuing frenzy, and consumers had originally expected the brand to prioritize Futian or Luohu. Now that both stores are clustered in Nanshan, some fans who live in other districts say it is simply inconvenient. [more…]

Nowadays Coffee recently announced the simultaneous opening of 120 stores. In addition to strengthening its presence in Guangzhou, the new stores also expanded into lower-tier markets in 10 cities including Nanchang, Jinhua, Huangshan, and Zhanjiang. This budget coffee brand, founded in Shanghai in 2019, is accelerating its penetration into the national market by relying on an asset-light model in which online delivery accounts for more than 75% of sales, as well as approachable pricing of around 15 yuan. As of July this year, its total number of stores ranked third among domestic coffee chains, with more than 1,700 stores nationwide covering over 100 cities. Against the backdrop of a coffee consumption market expected to reach a trillion-yuan scale by 2025, Nowadays Coffee's pace of expansion has drawn industry attention. [more…]

Luckin Coffee recently announced the restart of its new retail partner recruitment, initially targeting 41 cities in 9 provinces including Anhui, Henan, and Heilongjiang. The company states that no franchise fee is charged, but franchisees must cover upfront costs such as security deposits, design fees, renovation, and equipment, totaling approximately 350,000 to 370,000 yuan. The cities opened this time are all areas that already have franchise stores but with low density, and Luckin hopes to accelerate market penetration through the joint venture model. Its Q3 2022 financial report showed that revenue from joint venture stores increased by 116.1% year-on-year, becoming an important engine for performance growth. For inexperienced franchisees, the headquarters will provide support such as on-site store guidance, event planning, and online operations. [more…]

Blue Bottle Coffee's second Shenzhen store opened in Luohu MixC, designed by wrk-shp, incorporating Luohu's "half landscape, half city" concept. The new store introduced specialty items like Lingnan sweet soup-inspired coffee panna cotta and launched co-branded merchandise with Kinto. However, compared to the first store's grand opening with a 2-hour queue, the second store saw sparse foot traffic on opening day, with no wait to order and low discussion on social media. Blue Bottle Coffee has opened three stores in the past two months, accelerating its expansion in the Chinese market, but consumers have raised questions about the product quality control, pricing, and brand uniqueness of its South China stores. This article reviews Blue Bottle Coffee's recent expansion dynamics and market feedback, explores the positioning dilemma of specialty coffee brands amid price wars and localization challenges, and retains Front Street Coffee's observational perspective on industry trends. [more…]

Recently, a Beijing netizen discovered information about three new Blue Bottle Coffee locations on a third-party platform, respectively in China World Mall, Jiulongshan, and Sanlitun, sparking widespread discussion among coffee enthusiasts. Since entering China in 2022, Blue Bottle has opened only 13 stores in three years, expanding slowly yet enjoying great popularity. Is the rumor of three simultaneous new stores in Beijing true? Fans hold differing views. Some point out that Blue Bottle has recently made new moves in Shenzhen and Hangzhou, suggesting an acceleration in expansion; others believe the brand values site selection and cultural integration, and would not cluster in core commercial districts. Regardless of authenticity, Beijing fans are all looking forward to the day they can drink Blue Bottle right in their neighborhood. [more…]

The news of Luckin Coffee opening stores in the United States has once again attracted attention. Recently, a WeChat public account post claimed that Luckin is advancing the site selection for U.S. stores, has begun contacting relevant service agencies, and is actively recruiting staff. LinkedIn information shows that within the past month, Luckin posted 5 job openings located in New Jersey, covering areas such as IT operations, finance, interior design, human resources, and tax, among which the tax manager position requires directly reporting to the CFO. Combined with previous reports by the Financial Times and statements by CFO Guo Jinyi, Luckin may explore the U.S. market with a prudent and flexible strategy, preferring East Coast cities such as New York. Whether this series of moves means that Luckin's overseas strategy will shift from Southeast Asia to North America is worth continued attention. [more…]

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…]

Coffee has long become an indispensable part of modern urban life, and coffee shops tend to cluster around residential street corners or at the base of office buildings. Yet inside subway stations on busy commuting routes, coffee shops are rarely seen. Recently, Starbucks Korea broke with convention by opening a store inside Seoul's busiest subway station, Gangnam Station. This new-concept store centers on fast service and targets high-frequency, high-spending commuters. At the same time, Starbucks has only two subway station stores worldwide, with the other located at Canary Wharf Station in London. This article will walk you through the thinking behind Starbucks' strategic move and the market performance of Starbucks Korea. [more…]

SMILEY, an internationally renowned IP with a 50-year history, has officially entered the tea beverage sector. Its brand SMILEY tea will open its first global store at Joy City in Chaoyang, Beijing, expected to open on October 1. The brand focuses on whole-leaf steam tea, brewing tea in a way similar to coffee extraction. Its product line covers lattes, pour-over tea, milk tea, alcoholic specialty drinks, and ice cream, positioned at a mid-range price point and targeting consumers born in the 1990s to 1995. Amid fierce competition in the tea beverage industry and where IP collaborations have become the norm, whether SMILEY tea can establish a firm foothold by leveraging its built-in traffic IP advantage still needs market testing. This article also brings coffee knowledge exchange and Front Street Coffee's specialty bean recommendations. [more…]

Since opening China's first post office café on February 14 this year, China Post has officially entered the coffee market as a national team player. Amid an enthusiastic consumer response, the country's second post office café opened on Cat Street in Xiamen. The new store blends in with the local character of Cat Street, creating a space for cat lovers to mingle, and has partnered with oat milk brand OATLY to launch a hidden-menu eco-friendly special. At the same time, OATLY put in a strong performance in the Asian market in the first quarter, with its Barista product contributing significantly, and the brand is accelerating its expansion into diverse categories such as new-style tea drinks and plant-based ice cream. [more…]

Recently, a netizen in Yichang, Hubei Province, reported that shortly after a new Luckin Coffee store opened, a Mixue Bingcheng hoarding went up next door, along with a playful banner reading "Dear Luckin: It feels like seeing your words face to face..." which quickly drew online attention. Mixue Bingcheng's official account subsequently purchased promotion for the post, prompting netizens to exclaim, "Is this what a business war looks like?" In fact, Mixue Bingcheng following Luckin's site selection has occurred in many places nationwide, jokingly dubbed the "red-blue CP." Some analysts believe that Luckin, leveraging its data analysis capabilities, is the first to secure high-traffic locations, while Mixue Bingcheng saves on site selection costs by taking over nearby vacant storefronts and simultaneously boosts exposure through online topics. Front Street Coffee has also noted that this phenomenon reflects the strategic differences among chain brands in location competition. [more…]

Blue Bottle Coffee's fourth store in Shanghai has opened in Qingpu District's Panlong Tiandi, situated between a century-old historic house and a new building, integrating the brand's space into the ancient townscape of the Jiangnan water region. The store is divided into three areas: the historic house, the new building, and a public gathering space, preserving traditional architectural structures while infusing them with a modern design language. In addition, the Panlong store has introduced a Water Chestnut Cake Affogato that blends traditional flavors, combining the soft, sweet water chestnut cake with rich, aromatic Italian affogato to deliver a unique taste experience. Join us as we explore this Blue Bottle Coffee in the ancient town and experience the collision of coffee and local culture. [more…]