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…]

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…]

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…]

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…]

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…]

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…]

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…]

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…]

When Gen Z College Students Open Cafés in Their Dorms: The Coffee Craze and Hidden Concerns During Campus Lockdowns

Under the recurring pandemic, many universities have implemented closed management, cutting off the connection between post-00s college students and off-campus cafes. However, this has not dampened their enthusiasm for coffee; instead, it has spawned a wave of "dormitory cafes" entrepreneurship. From instant coffee powder to coconut lattes and iced orange Americanos, these simple yet creative drink-making shares have gained a lot of attention on social platforms. But behind the excitement, the issue of unlicensed operation involving monetary transactions has also emerged. This article will take you through the ins and outs of this campus coffee craze and remind you of the things to pay attention to when stockpiling coffee in your dorm. [more…]

Escape the 996 grind by opening a coffee shop and life gets easy? The business truths young people must think through before entering the industry

Many people fantasize about quitting their 996 job and opening a coffee shop to live a leisurely life, but the reality is often going from 996 to 007. Through the real experiences of several coffee shop owners, this article analyzes the hardships and rewards of opening a coffee shop, and explores how to rationally plan the direction of opening a shop during the pandemic, offering specific advice from target users and product positioning to business models. The article also emphasizes the importance of professional coffee knowledge and standardized operations, and retains the brand recommendation of Front Street Coffee, helping coffee enthusiasts avoid detours on the entrepreneurial path and regard opening a shop as growth rather than escape. [more…]

Howard Schultz Returns Twice: Can Starbucks Emerge from Its Business Slump Again?

Starbucks has recently fallen into operational difficulties once again. After Howard Schultz returned in April this year, he implemented a series of bold measures, sparking widespread discussion about the brand's prospects. In fact, this is not the first time Schultz has saved Starbucks in a similar manner—during the 2008 financial crisis, he also led the company out of its trough by closing stores, laying off employees, and reshaping corporate culture. This article reviews how Starbucks restored growth back then through consumer lifestyle research, the "My Starbucks Idea" campaign, rebuilding partner relationships, and direct sourcing, and analyzes the new challenges that unionization efforts under the current pandemic background bring to the brand, as well as the relationship-rebuilding plan Schultz has launched for store partners after his return this time. [more…]

Schultz writes to Chinese partners: Bullish on China's market potential, firmly believes it will eventually become Starbucks' largest global market

Starbucks interim CEO Howard Schultz published an open letter to Chinese partners on the official website on the occasion of the New Year, reviewing the resilience and dedication shown by the Chinese team under the impact of the pandemic over the past few years, and expressing firm confidence in the prospects of the Chinese market. In the letter, he revealed that he communicates with the Chinese leadership team every week and keeps in touch with Belinda Wong every day, and pointed out that as China enters the post-pandemic stage, the release of consumer demand will drive business recovery. Although the road ahead is not linear, he believes China will eventually become Starbucks' largest market. The following is the full text of the speech and its translation. [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…]

Luckin's Q2 revenue surged 72%, store count surpasses Starbucks, core business back on track

Luckin Coffee's Q2 2022 financial report continued the strong momentum from the previous quarter, with total net revenue growing by more than 70% year-over-year, operating profit successfully turning from loss to profit, and store scale further expanding, forming a sharp contrast with Starbucks' performance in China. Against the backdrop of the pandemic impacting the food and beverage industry, Luckin not only narrowed the revenue gap with Starbucks but also announced senior management changes, and the market is paying close attention to its prospects for relisting. This article will provide a detailed breakdown of the key data behind Luckin's impressive financial report, the pace of store expansion, changes in revenue structure, and the competitive landscape it will face in the future. [more…]