Luckin Coffee recently launched region-exclusive new products in Shenzhen and Chengdu respectively. In Shenzhen, these include "Daily Fresh Lemon Tea," "Large Fruit Grape Fresh Lemon Tea," and "Fragrant Lemon Jasmine Americano," while Chengdu introduced "Snow Cheese Berry Berry." Unlike the previous use of freeze-dried fruit pieces, these new products incorporate fresh fruit handled on-site at the stores. The three lemon drinks in Shenzhen include lemon slices cut fresh the same day, and the Chengdu new product adds washed fresh strawberries. This change has raised consumer questions about whether stores are equipped for fresh cutting, and subsequently, Luckin employees in both locations posted photos of the delivered fruit and newly equipped fruit slicers as proof. However, employees in non-limited regions generally avoided commenting on this, and online reviews showed polarized opinions. [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…]

Cantonese people's beloved white cut chicken has actually been turned into a cup of coffee? Recently, a video of "white cut chicken coffee" quickly went viral online, sparking heated discussion among many netizens. This drink, which mixes chicken, ginger, scallions, and garlic with milk and espresso, comes from an autism charity coffee shop in Guangzhou. It was originally an impromptu idea created during filming by employees and an autistic barista, intended to draw public attention to the autistic community in a lighthearted way. However, as the video was maliciously edited and widely circulated, criticism and abuse escalated continuously, deeply affecting the shop and the barista, who ultimately had to delete the original video. This article will reconstruct the course of events, explore the story and reflections behind this cup of coffee, and also recommend high-quality coffee products from the Front Street brand for coffee lovers. [more…]

On September 18, 2024, the Federal Reserve announced a 50 basis point cut to the federal funds rate target range, bringing it to 4.75%-5.00%. This was the first rate cut since March 2020, marking a shift in U.S. monetary policy from tightening to easing. The move is expected to stimulate global economic recovery, lower financing costs, and have multiple effects on the coffee industry. Meanwhile, Brazil's central bank announced a rate hike of 0.25 percentage points the same day; combined with ongoing drought that has reduced coffee production, as well as a wave of stockpiling ahead of the EU Deforestation Regulation (EUDR) taking effect at the end of the year, Brazil's coffee exports have performed strongly, though the price outlook remains uncertain. This article will examine how these factors work together to affect the global coffee market. [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…]

Since the pandemic, costs in the tea beverage industry have been climbing, and many brands have raised their prices, to the point that office workers have to weigh their wallets before buying a cup of milk tea. Yet Heytea has gone against the grain, not only lowering its menu prices but also publicly promising not to raise prices this year and to stop launching products priced above 29 yuan. This move quickly sparked a consumption boom, with orders surging and even overwhelming several stores, and queues exceeding one hour during peak times. Consumer reactions have been mixed: some applaud, feeling the prices are finally affordable; others worry whether the price cuts will come with shrunken ingredients and declining quality. Heytea responded that the recipes and production standards remain unchanged, and that it is simply giving consumers more choices. How far this price-cut wave can go is worth watching. [more…]

Starting in January 2024, Heytea quietly lowered the prices of several popular products, including Cheese Strawberry, Pure Grape, Pure Milk Tea, and Pure Green Tea, with reductions ranging from 3 to 7 yuan, and the cheese milk cap also became 1 yuan cheaper. This move was not publicly promoted, but was discovered by observant consumers on social platforms. At the same time, brands such as Chayan Yuese, Luckin Coffee, and Tims Coffee raised prices one after another due to rising costs of raw materials, labor, transportation, and energy. Why could Heytea cut prices against the trend? Some analysts believe this is related to its advantages in scale, brand, and supply chain control, and it also reflects the deeper logic of inflation being transmitted to end consumer goods against the backdrop of global quantitative easing. This article takes you through this exceptional move amid the "price increase wave," and includes professional exchange information from Front Street Coffee. [more…]

At the start of 2022, office workers lost both their milk tea freedom and coffee freedom in quick succession. But then new-style tea drink brands proactively cut prices, with Heytea and Nayuki even offering cups for 9 yuan, while coffee brands such as Starbucks and Luckin raised prices one after another due to rising raw material costs. Behind this divergence—one cutting prices, the other raising them—lies the reality that consumers are returning to rationality, the traffic dividend for new-style tea drinks is fading, and the coffee market is still in its early stage of expansion. This article sorts out the logic behind the price divergence between the new-style tea drink and coffee industries, and looks ahead to the future market landscape. [more…]

Recently, prices for multiple drinks on Luckin Coffee's mini-program suddenly dropped to 6.9 yuan, quickly trending on social media and sparking widespread attention. Consumers noticed price changes for popular items originally priced at 9.9 yuan, such as Americanos and Coconut Latte, with some new light milk tea and fruit coffee products also adjusted simultaneously. However, not all users could enjoy this discount; some only received limited-time redemption coupons. Luckin officially responded that this was a randomly distributed 6.9 yuan coupon activity for the Dragon Boat Festival and Children's Day, not a comprehensive price reduction. Meanwhile, the price war on delivery platforms is intensifying, with brands like Cotti having pushed coffee unit prices down to 3.9 yuan. Whether Luckin's move is a response to competition warrants in-depth discussion. [more…]

Recently, Sina Finance exclusively reported that Heytea had initiated internal layoffs involving about 30% of its employees, and the news quickly sparked widespread discussion. Heytea responded promptly, saying the report was untrue and that there was only normal personnel optimization based on year-end performance reviews. This incident has once again drawn public attention back to the new-style tea beverage sector: Nayuki is expecting losses, Heytea's growth is slowing, store expansion is decelerating, and homogenized competition in the industry is becoming increasingly fierce. At the same time, Heytea's countercyclical price cuts and moves to tap lower-tier markets have also sparked discussion. This article will sort out the sequence of events and present Heytea's operational changes and market challenges since 2021. [more…]

Starbucks is undergoing a profound transformation. In response to persistently declining sales, the company has announced it will lay off 1,100 corporate employees worldwide and freeze hiring for hundreds of open positions, while also planning to cut 30% of its menu offerings. New CEO Brian Niccol stated that the move aims to reduce management layers, improve decision-making efficiency, and make the corporate structure leaner and more agile. The first round of menu adjustments will take effect on March 4, involving 13 beverages including Frappuccinos and Royal English Tea Lattes. Whether this transformation can help Starbucks regain its growth momentum is something the industry is watching closely. [more…]

Recently, a customer post titled "MStand Coffee is bitter" sparked widespread resonance among current employees on social media, and the comment section quickly turned into a "complaints camp" for MStand baristas. Customers complained that during peak hours only two staff members were on duty, wait times were too long, and management was chaotic, while employees revealed deeper problems: over the past two to three months, management has frantically controlled labor efficiency, so even full-time baristas cannot get full shifts, and the perfect attendance bonus exists in name only; New Year benefits are missing, and adjustments to the salary structure are accused of being a disguised pay cut; even more harshly, every employee must complete "one stored-value card and four packages" each day, otherwise they have to write a report, review surveillance footage, and analyze the reasons. Frontline baristas mock themselves, saying they cannot tell whether they are making coffee or doing sales. This article will fully present this collective employee complaint triggered by a customer's voice. [more…]

The flavor foundation of a good cup of coffee is laid the moment the seed touches the soil. This article systematically outlines the complete technical chain of coffee from seedling propagation to plantation management: seed collection and washing in seed propagation, nursery establishment, germination acceleration and transplanting, and seedling-stage care; the key operational points of cutting and grafting in asexual propagation; and then extends to coffee plantation site selection and planning, land clearing and field planting, shade tree configuration, single-stem and multi-stem training and pruning techniques, as well as soil management measures such as weeding and mulching, deep plowing and soil improvement, and irrigation and fertilization. For enthusiasts who wish to gain a deeper understanding of the logic of coffee cultivation and build a systematic awareness from origin to cup, this is a solid technical reference. The variety terminology and operational standards involved in the [more…]

Recently, a milk brand in Guangzhou launched a highly talked-about ginger-scallion white cut chicken flavored milk, combining the classic Cantonese dipping sauce flavor with milk, and it quickly sold out. Front Street Coffee also got its hands on this quirky product and tried using it to make a latte. This article documents the experiment in detail: two beans were chosen, Front Street Classic Blend and Strawberry Candy·Espresso, extracted as espresso at 20g dose, 1:2 coffee-to-liquid ratio, and 30 seconds. A 1:4 coffee-to-milk ratio was tested first, and the coffee flavor was found to be completely masked, with a heavy, cloying mouthfeel. Then it was improved to a 1:3:1 ratio of espresso, ginger-scallion chicken milk, and fresh milk, and the result actually tasted better than the milk itself, with the two beans showing different expressions of balanced richness and light sweet-tartness respectively. But the overall flavor was too unique, and most people would find it hard to accept, so Front Street recommends trying it with caution. [more…]

Nayuki recently issued a profit warning, expecting revenue of approximately 2.4 to 2.7 billion yuan in the first half of 2024, with an adjusted net loss of approximately 420 to 490 million yuan. Facing weak consumer demand and limited room for cost optimization, this tea beverage brand once known for its high-end image is planning to close underperforming stores to cut losses and survive. It is worth noting that Nayuki's performance slowdown stems not only from the market environment but is also closely related to its own business strategy—store expansion has lagged severely, its high-end positioning has constrained its push into lower-tier markets, and price cuts have led to declining quality and loss of fans. This article will delve into the challenges Nayuki currently faces and whether it can reverse its brand crisis through measures such as overseas expansion. [more…]

Latest data from the Vietnam Coffee and Cocoa Association (Vicofa) shows that in 2023, Vietnam's domestic coffee prices climbed to 70,000 Vietnamese dong per kilogram (about 207 yuan), hitting a multi-year high. Although export volume fell 4.5% year-on-year to 166.2 tons (about 27.7 million bags), driven by prices, export revenue rose 3.4% to US$4.08 billion, the highest level on record. Supply shortages and quality improvements are the two major drivers of the price increase. However, drought conditions and a shift in planting structure are weakening future production prospects. Vicofa expects production to decline by 10% in the 2023~2024 season, and coffee prices are likely to remain high. [more…]

Milk tea brands are shouting about price cuts while charging separately for toppings, delivery fees, and insulated bags—is that cup in consumers' hands really cheaper? This article starts with the ordering experience on Heytea's GO mini-program, breaking down the actual unit price of a 9-yuan Pure Green Tea after adding toppings, delivery fees, and other extra charges, and, in light of tea shop density, delivery efficiency, and the industry's cost structure, analyzes how this round of price cuts looks more like a marketing move than a genuine giveback. It also cites estimates from a researcher at the Guangdong Tea Beverage Industry Committee on the costs and gross margins of high-end milk tea, helping coffee and tea enthusiasts see the ledger behind the price. [more…]

Heytea recently launched the "Fire-Clearing · Slimming Bottle," the second product in its "Super Plant Tea" series, featuring kale and bitter melon as the core ingredients, paired with apple, lemon water, tea infusion, and white pomelo pieces. The official emphasis is on 100% fresh ingredients freshly squeezed, with no added concentrated juice, and only about 100 calories. Just one day after its launch, the new product was sought after by young consumers, with many reporting that the bitter melon taste is not very noticeable and the drink is refreshing and easy to drink. However, the hot sales of this beverage have also brought enormous pressure to store employees, with the workload of apple washing and juicing surging, and back-of-house partners complaining endlessly. This article will take you through the features of this new product, consumer feedback, and the real situation behind the stores. [more…]

People keep entering the coffee industry, and others quietly bow out. One café owner invested nearly 2 million yuan upfront and is now losing as much as 40,000 yuan a month, so he launched an online poll asking whether he should keep going. Faced with steep transfer fees, rent, and operating costs, eighty percent of netizens advised him to cut his losses in time. The owner ultimately decided to fight on for four more months, trying to save himself by adding food combos, extending business hours, and creating an atmospheric space. This article lays out in detail his entrepreneurial predicament, netizens' views, and the overall state of the coffee industry, offering a reference for coffee lovers and entrepreneurs. [more…]

In 2023, Colombian coffee prices experienced significant fluctuations, dropping from $2.37 per pound in February to $1.84 in October. The alternating effects of La Niña and El Niño on production, compounded by the pandemic and the Russia-Ukraine war disrupting supply chains, along with the devaluation of the peso driving up farm input costs, created a complex scenario. Meanwhile, importers faced pressures such as expensive credit and rising inflation, with some traders reducing their purchases of Colombian coffee beans by 50% to 60%, turning instead to lower-priced alternatives from Peru, Guatemala, and other origins. However, in the second half of 2023, the peso rebounded, fertilizer prices fell, and weather conditions improved. Production for the 2023/24 season is expected to grow by about 3%, and production in January 2024 increased by 10.5% year-on-year, signaling a potential recovery in market confidence. [more…]