Sunday, September 20 2026

Shanghai's Blue Bottle Coffee hits pause due to the pandemic: the rise and fall of its first mainland store, from long queues to closure

Blue Bottle Coffee's first mainland China store—Shanghai Yutong Store—went from a phenomenon-level check-in spot with seven-hour queues on opening day to announcing a temporary closure in response to epidemic prevention and control measures. What was the process like? This article reviews the changes in customer flow since the store opened, adjustments to epidemic prevention measures, and the development of Shanghai's current round of the epidemic. As a brand widely regarded as the "textbook" example in the specialty coffee field, Blue Bottle's temporary farewell this time has left many coffee lovers feeling regretful. In the face of the epidemic, health always comes first, and we will continue to follow updates on its reopening. [more…]

Can you still open a coffee shop during the pandemic? From market research to cost control, sorting out the key points of opening a store

The pandemic has changed consumer habits and led many people to rethink the feasibility of opening a coffee shop. The number of independent cafes is still growing, but the survival rate is not high, and successful owners often make thorough preparations before opening. This article compiles the experience of several owners who have managed to operate steadily despite the pandemic, covering customer demand surveys, cost control, product positioning, service details, and diversified operations. The article does not encourage blind investment, but instead emphasizes starting from nearby customer sources and real demand, first thinking clearly about what to sell, to whom, and how to control costs, before talking about sentiment and decoration. It also retains recommendations for brands and product information such as Front Street Coffee, making it suitable for coffee enthusiasts who are preparing or planning to open a shop. [more…]

Can you still open a coffee shop during the pandemic? A complete approach from positioning to operations, plus strategies for small community shops

Repeated pandemic disruptions have put brick-and-mortar coffee shops through one test after another, yet some owners still manage to break through. The question is not whether you can open a shop, but whether you have thought clearly about your target customers, product positioning, and store style before opening. Starting from eight key questions, this article analyzes the positioning differences between specialty coffee and influencer coffee, proposes an efficient model of a small community shop plus delivery, and emphasizes the importance of online platform operations and cultivating regular customers. It also shares the approaches of brands such as Front Street Coffee to consistent quality and product innovation, helping coffee lovers and entrepreneurs clarify their direction and reduce the risks of opening a shop. [more…]

Blue Bottle Coffee's second mainland China location is set in Jing'an Kerry Centre—could the pandemic instead be the brand's breakthrough moment?

Blue Bottle Coffee's second store in China has been confirmed to continue locating in Shanghai, with the site chosen at the first and second floors along the street of Jing'an Kerry Centre, and it is currently still under renovation. Previously affected by the Shanghai pandemic lockdown, the preparation progress was once hindered, and many people believed that Blue Bottle's entry timing was poor. However, during the pandemic's closed-loop production period, Blue Bottle, relying on the advantage of fresh coffee beans from its own roasting factory, instead gained a wave of goodwill in community group buying and home coffee consumption scenarios. This article reviews Blue Bottle Coffee's pricing logic, brand positioning, and the prospects of the specialty coffee market, exploring whether this expansion is ill-timed or well-timed. [more…]

Tea Yan Yue Se Temporarily Closes Stores for the Third Time This Year: An Analysis of Why 70 to 80 Stores in Changsha Have Suspended Operations

On November 7, the official Weibo account of Chayan Yuese announced the temporary closure of some stores in areas of Changsha where they had been densely distributed, and the related topic quickly trended on social media. On November 10, the brand further responded, saying that this was already the third round of concentrated temporary store closures this year: staying put for Chinese New Year at the beginning of the year, the resurgence of the pandemic at the end of July, and this latest adjustment. As a tea beverage brand that started in Changsha, Chayan Yuese's move has drawn widespread attention—against the backdrop of repeated pandemic outbreaks and intensifying industry competition, is its proactive contraction after dense store distribution and reassignment of staff to Liuyang, Zhuzhou, Yueyang and other places for research and site selection a stopgap measure to cope with the crisis, or is it building strength for the next round of expansion? This article sorts through the timeline and background of the three store closures and reviews founder Lü Liang's cautious attitude toward brand expansion. [more…]

Post-Pandemic Coffee Shop Business Strategy Analysis: Practical Rules from Passion to Profit

After the pandemic, the coffee industry has entered a new round of reshuffling, and many aspiring entrepreneurs are starting to think about how to open a successful coffee shop. However, a love for the aroma of coffee and a relaxed atmosphere is far from enough—running a café is essentially a business. This article systematically sorts out the core elements of successful coffee shop management, from market research, professional knowledge, and operating models to brand marketing, and combines DATA100's consumer trend data to analyze the behavioral changes of young consumer groups. At the same time, the article also explores the different development paths of internet-famous shops and specialty shops, emphasizes the importance of product quality and word-of-mouth, and mentions the practices of brands such as Front Street Coffee in the specialty field, providing practical and feasible ideas for readers who intend to open a shop. [more…]

China's COVID-19 Restrictions Easing Drives Coffee Market Recovery, Starbucks Stock Price and Store Expansion Both Rise

As China's pandemic prevention and control policies are optimized and adjusted, the order of production and daily life is gradually being restored across the country, economic vitality is being unleashed anew, and foreign-funded enterprises are benefiting from it—the coffee chain giant Starbucks is a typical example. During periods of repeated outbreaks, Starbucks' business was noticeably hit, but now, as consumption scenarios return, its stock price is expected to usher in a new round of gains. Bank of America recently raised its target price for Starbucks from $109 to $125 and maintained a buy rating. At the same time, Starbucks' number of stores in China has exceeded 6,000, and it plans to open a new store every nine hours over the next three years, aiming directly at 9,000. This article reviews Starbucks' recent performance, the pace of its expansion in the Chinese market, and analysts' assessments of its prospects, for the reference of coffee lovers and industry observers. [more…]

How to Run a Coffee Shop After the Pandemic? Analysis of Survival Strategies and Trends for Independent Coffee Shops in 2023

As pandemic prevention and control enters a new phase, coffee consumption is gradually becoming part of daily life, and more and more young people want to open their own coffee shop. Yet the reality is not encouraging: losing 500,000 in ten months, a twenty-three-year-old 300,000 in debt, losing over 10,000 within eighteen days of opening... These cases remind us that passion alone is far from enough. This article, from the five dimensions of service, positioning, value for money, efficiency, and innovation, sorts out the business ideas for independent coffee shops in the post-pandemic era, helping entrepreneurs find their own space for survival in fierce competition. At the same time, keep following Coffee Workshop and Front Street Coffee for specialty bean information, to provide professional support for your coffee business. [more…]

China's Coffee Market Landscape Shifts: Shanghai Loses Momentum Under Pandemic Impact, Chengdu Accelerates Its Rise

For a long time in the past, Shanghai was regarded as the city with the highest coffee density in China. However, the nearly three-month suspension of dine-in services dealt a heavy blow to Shanghai's catering industry, and coffee brands began to turn their attention to Chengdu. Data shows that Chengdu now has more than 7,000 coffee shops, ranking second nationwide, with independent coffee shops accounting for as much as 81.07%, far exceeding Shanghai's 57.01%. Luxury brands have also chosen to open coffee shops in Chengdu one after another, including LV, Cartier, Ralph's Bar, and Maison Margiela Café. Wangping Street, Mengzhuiwan, and Tangpa Street in Chengdu have become popular coffee districts, where teahouse culture and coffee consumption blend together. This article will analyze the data and trends behind this round of changes in the coffee city landscape. [more…]

Singapore coffee shop resale prices have soared to S$40 million, with doubled stallholder rents triggering a wave of exits

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…]

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…]

A coffee shop staffed by the hearing-impaired posted a plea for help during the pandemic. After reopening, with zero foot traffic, how did they save themselves through original drip coffee bags?

A silent coffee shop in Shanghai, staffed mainly by hearing-impaired baristas, published an article titled "Please rest assured, we are still alive. But..." on June 14, quickly gaining over 80,000 views. Under the impact of the pandemic, dine-in service was suspended, delivery communication was hindered, and masks obscured lip-reading, plunging the shop into a situation of zero revenue and zero foot traffic. The baristas hand-drew 12 touching moments from those months into illustrations and launched an original themed drip-bag coffee set as a self-rescue effort. The article reviewed the real difficulties this special coffee shop faced, its self-rescue methods, and business adjustment ideas that coffee shops could draw on during the pandemic, including joining delivery platforms, ensuring product quality, designing offline discounts to bring customers back, and developing peripheral products such as drip bags and coffee beans to meet consumers' shifting demand from "going to the shop" to "having it at home." [more…]

Starbucks' Schultz plans to visit China with new CEO—can the Chinese market turn the tide?

Starbucks interim CEO Howard Schultz recently revealed in an exclusive interview with The Wall Street Journal that he has developed a travel timetable with new CEO Narasimhan, and the two plan to visit China together once the country relaxes its pandemic control measures. Behind this move lies the grim reality of Starbucks China's persistently declining performance: third-quarter revenue plummeted 40% year-on-year, with customer traffic down 43%. Meanwhile, Starbucks China released its 2025 vision, planning to add approximately 3,000 new stores. Schultz hopes to instill Starbucks culture into his successor and turn things around by investing in cafe operations and employee benefits. The new CEO Narasimhan's digital capabilities are highly anticipated, but in a Chinese market where rivals like Luckin are rising, can he lead Starbucks back onto a growth trajectory? [more…]

Starbucks Announces End of Pickup-Only Store Model, 90 U.S. Locations to Be Adjusted or Closed by 2026

Starbucks dropped a bombshell at its latest earnings call: it will completely phase out the "Pick-up Only" pure pickup store format by 2026. This decision affects nearly 90 stores across more than 20 states in the U.S. Once upon a time, these small stores focused on "order online, pick up in store" were seen as the future of coffee consumption, especially beloved during the pandemic. Yet six years later, Starbucks executives have found that consumers crave face-to-face interaction and the warm atmosphere of a coffee shop, not a cold pickup window. The CEO bluntly called such stores "too cold and lacking human touch," running counter to Starbucks' core brand philosophy. This article will review the rise and fall of the pickup store model, Starbucks' strategic pivot, and the brand's future plans on its digital path. [more…]

After COVID restrictions were lifted, coffee and milk tea shops saw a drop in foot traffic, with staff shortages and backlogged delivery orders becoming new problems

After the adjustment of pandemic control policies, coffee beverage shops did not usher in a consumer rebound as expected, but instead fell into the predicament of "no customers during lockdowns, no staff after reopening." Announcements of coffee shop closures due to infections among owners or employees frequently appeared on social platforms, takeout orders piled up with no one to accept them, and subway passenger flow data dropped significantly. The catering industry faces dual pressures of rent and operating costs at the year-end juncture, and experts expect it will need to endure several months of chaos before gradually recovering. This article reviews the real situation of the coffee beverage industry after the pandemic reopening and retains relevant recommendation information about Front Street Coffee. [more…]

Starbucks' first Guangzhou store is about to close: behind the changes of 24-hour stores and the wave of old store closures

Recently, the news that Starbucks' first store in Guangzhou is about to close has attracted widespread consumer attention. This coffee shop, once famous for being open 24 hours, holds countless memories and emotions for many people. From adjusting its business hours during the pandemic to now facing closure, its departure is not only the end of a store but also reflects the balancing challenge Starbucks faces between expansion and optimizing its layout. Meanwhile, long-established stores in Shenyang, Hong Kong, and other places have also successively announced the end of their operations, with longtime customers expressing their reluctance. This article will take you through the story of this first Guangzhou store, as well as the market logic behind Starbucks' recent store closure trends. [more…]

Tims China's store count exceeds 500, with first-half revenue up over 70% year-on-year

Tims Coffee's 500th store in China has officially landed in Dongguan, just days away from its upcoming listing on Nasdaq. From its first store in Shanghai in 2019 to now covering multiple tiered markets, Tims China has taken less than four years. Despite repeated pandemic disruptions, its revenue in the first half of the year still achieved a year-on-year growth of over 70%, demonstrating strong momentum. At the same time, the brand has received continued support from shareholders such as Tencent and Sequoia China, and plans to penetrate lower-tier markets with flexible store formats. This article will review Tims China's expansion trajectory, performance, store features, and future strategies, along with relevant information from Front Street Coffee. [more…]

How did the coffee market move from a slump to prosperity? An in-depth analysis of the 2020 industry transformation and future prospects

In 2020, the pandemic and financial scandals plunged the coffee industry into a wave of store closures, with brands like Starbucks, Luckin Coffee, and Coffee Box scaling back their offline operations. Yet amid the doubts, the coffee market quietly grew stronger, as an expanding consumer base, an influx of new brands, and innovative sales channels together pushed the industry into the spotlight. This article reviews the ups and downs of the past year, analyzes how the coffee market gradually won attention, and explores its future prospects. [more…]

Tea Yan Yue Se responds to Nanjing queue controversy; Sina Finance publishes article questioning hype

The opening of two Tea Yanyuese stores in Nanjing triggered a queueing frenzy, forcing the closure of subway entrances and exits, drinks sold out in five minutes, scalpers reselling at high prices, and even riot police being called in to maintain order. Faced with questions over hiring people to queue and reselling hype, Tea Yanyuese issued an apology and promised purchase limits; however, two hours later Sina Finance published an investigative article pointing directly at the agency-buying queues as a premeditated false prosperity. Is this uproar down to brand appeal or marketing tricks? With the pandemic not yet subsided, what hidden dangers does gathering in queues bring? This article sorts through the whole incident and explores the queue economy and public order issues behind internet-famous tea brands. [more…]

China Coffee Market Observations: From Instant to Specialty, the Café Ecosystem and the Rise of Domestic Beans Amid the Pandemic

Under the pandemic, domestic coffee consumption habits have quietly changed, and the survival status of cafés has shown polarization. On one hand, chain brands are accelerating their expansion and staking out territory; on the other, independent shops are retaining loyal customers through distinctive flavors. From an average of 3 cups per person per year to the growth of the middle class, from the leap in the quality of Yunnan beans to meticulous experiments with processing methods, Chinese coffee is undergoing a critical period from quantitative change to qualitative change. This article sorts through market data, brand trends, and progress in producing areas, while also comparing the evolution path of coffee in Taiwan, and brings product recommendations from Front Street Coffee, presenting a complete industry picture for enthusiasts. [more…]