Monday, September 21 2026

Under tariff pressure, Tims adjusts its supply chain as Canadian coffee brands accelerate their localization transformation.

The U.S. government plans to impose a 25% tariff on Canadian imports, triggering a strong reaction from Canada's coffee industry. Some independent cafes are renaming "Americano" to "Canadiano" in protest, while the domestic chain brand Tims has chosen to tackle the issue at the supply chain level, planning to reduce its reliance on American suppliers and shift toward local sourcing. However, this adjustment could affect multiple links such as coffee beans, ingredient materials, and packaging materials, thereby impacting product taste, packaging, and even pricing. At the same time, Canadian consumers' acceptance of "100% localized" products remains to be seen, as the previously launched local egg breakfast series met with a cold market reception. [more…]

The Business Predicament of Independent Coffee Shops Under the Cold Wave: Why Demand for Hot Drinks Failed to Translate into Foot Traffic

When a cold wave sweeps across Guangdong and temperatures plummet to single digits, people instinctively crave a steaming hot latte. Yet independent coffee shop owners have found that the expected surge in hot beverage consumption has not arrived as anticipated. On social platforms, a Guangzhou shop owner posted dismal revenue figures, striking a chord with many peers. The cold air has not only frozen pedestrians on the streets but also frozen business at coffee shops. Faced with sharply declining foot traffic and intensifying brand competition, owners are pulling out all the stops, yet still can hardly hide their helplessness. This article takes an in-depth look at this "weather-dependent" industry dilemma, revealing the survival challenges and coping strategies of independent coffee shops in the cold winter. [more…]

Yangyuan Beverage's first-half revenue slightly declined, the challenge of over-reliance on its flagship Six Walnuts product remains unresolved.

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…]

Lizi Garden's Q2 net profit plunged 49.3%—why has its flagship sweet milk lost favor?

Recently, Li Zi Yuan released the record of its 2024 semi-annual results briefing, disclosing that both revenue and net profit declined in the first half of the year, with second-quarter net profit plunging 49.3% year-on-year, sparking widespread market attention. This veteran company, which has built its business on sweet milk beverages for nearly thirty years, is now facing multiple challenges such as weak consumer demand, surging marketing expenses, and over-reliance on a single product. Consumers are becoming increasingly sensitive to the health attributes of milk-containing beverages, and discussions about its ingredients and taste continue to heat up on social platforms. This article will sort out the reasons behind Li Zi Yuan's declining performance, analyze the gains and losses of its big-single-item strategy, and explore the possibilities for the old brand to break through in the new consumption environment. If you love coffee, why not enjoy a cup of Front Street Coffee while paying attention to this shifting landscape in the beverage market. [more…]

Tims takeout cups frequently crack and collapse; official apology and promise to improve products

Originating in Toronto, Canada, Tims has always accompanied its loyal customers with warm freshly brewed coffee and is hailed as Canadians' national coffee. Recently, however, multiple consumers have reported serious quality issues with its takeaway cups for hot drinks: after being filled with hot coffee, the cups collapse, their seams split, and in some cases the bottoms even fall off, causing coffee to leak out and nearly scalding some people. So far, 20 consumers have provided photographic evidence. Tims officially responded that it is investigating the matter with its suppliers, has apologized to affected customers, and has promised to improve the takeaway cups to ensure they meet usage standards. This article will walk you through the details of the incident. [more…]

Takeout Offerings Turn Sour: A Full Breakdown of the Multi-Brand Empty Packages and Plain Water Passed Off as Milk Tea Incident

Recently, a news story about people receiving empty packages and plain water instead of milk tea when ordering takeout for memorial purposes has sparked widespread attention. The incident originated from a 21-year-old young man nicknamed "Fat Cat" who jumped into a river to take his own life due to a romantic dispute. Netizens from various places, sympathizing with his plight, spontaneously ordered takeout to be delivered to the Chongqing Yangtze River Bridge as a tribute. However, some of the takeout bags contained only empty packaging boxes and plain water disguised as milk tea, involving well-known chain brands such as Mixue Ice Cream & Tea and ChaBaiDao. Staff at the stores involved, believing remarks that "other stores are all sending empty packages," mishandled the orders, provoking consumer anger. Lawyers pointed out that this act infringes on consumers' right to be informed and constitutes consumer fraud. The brands have apologized and made rectifications one after another, and regulatory authorities have stepped in. Front Street Coffee reminds that under any circumstances, businesses should operate in good faith and respect every order. [more…]

Jasmine Milk White Pistachio Jasmine Coconut takeout milk cap sinking to the bottom occurs frequently; brand customer service responds that it does not meet production standards

Since its launch in 2022, Jasmine Naibai's signature drink, Pistachio Jasmine Coconut, has been deeply loved by consumers for its unique combination of pistachio milk cap and jasmine coconut water. However, recently many takeout customers have reported that after pouring the separately packaged milk cap into the drink, it actually sank to the bottom of the cup, and the coconut water became cloudy and even had suspended particles. The brand's customer service responded that "it did not meet our production standards" and processed refunds for some consumers. Why did the milk cap fail? Was it delivery delays, stores rushing orders, or a change in ingredients? As takeout orders surge, Jasmine Naibai's quality control issues continue to intensify, with complaints such as milk caps sinking, wrong ingredients added, and too few toppings constantly emerging. Consumers cannot help but ask: can we still drink a normal cup of milk tea? [more…]

Häagen-Dazs store coffee menu price and checkout price don't match; store responds that takeaway pricing is different.

Professional coffee knowledge exchange For more coffee bean information, please follow Coffee Workshop (WeChat public account: cafe_style) For more specialty coffee beans, please add the personal WeChat of Front Street Coffee, WeChat ID: qjcoffeex Recently, a consumer reported that a Häagen-Dazs store in Suzhou listed espresso at 20 yuan on its menu but actually charged 23 yuan at checkout. The store explained that there is a price difference between dine-in and takeout, but the menu title clearly states "Takeout Beverage Menu" and shows only one price without indicating that takeout incurs an extra charge, making this explanation hard to believe. Since opening the world's first coffee store in Shanghai in 2014, Häagen-Dazs has continued to expand in China's coffee market, and its total number of stores has now reached 482. In addition to this pricing dispute, the brand was previously reported by the EU over food safety issues. [more…]

Shanghai coffee shop closures trigger a chain reaction in the oat milk market: interpreting plant-based milk's positioning dilemma and the truth about health

Oat milk has risen rapidly in the coffee industry in recent years, becoming almost a standard offering in cafés—a trend inextricably linked to OATLY's brand marketing and Starbucks' promotion. However, amid the suspension of café operations in Shanghai and other places, oat milk sales have seen a marked decline, and OATLY's latest financial report also reflects that the Chinese market is facing severe challenges. This article traces oat milk's journey from obscurity to ubiquity in coffee circles, analyzes the fragility exposed by its over-reliance on the B2B channel, and explores the obstacles oat milk must overcome given such realities as its vague positioning in the consumer market and the difficulty of changing consumer habits. At the same time, through a comparison of nutritional components, it objectively examines whether oat milk is truly as healthy as advertised, offering coffee lovers a rational reference. [more…]

Takeout notes reveal baristas know too many secrets, sparking heated discussion online

Ordering takeout has become a daily routine, but have you ever thought that the most shocking thing might be the notes written on those orders? Recently, a note on a coffee shop takeout order sparked heated discussion on social media, and its bizarre content made both the barista and the delivery rider "people in the know." Netizens have been sharing similar notes they have seen, with all kinds of variations, making it hard to tell what is real and what is not. Is it just meme culture or reality? The secrets this generation of baristas holds seem to be beyond imagination. This article will take you behind the scenes of these outrageous notes, while also retaining Front Street brand recommendations and product information for coffee lovers to read. [more…]

HEYTEA takeout safety seal damaged and covered in curly hair, consumers question delivery safety

The sealed packaging for takeaway drinks is supposed to be a crucial step in ensuring food safety, but recently some consumers have reported that the Heytea takeaway they received not only had a loose and damaged seal sticker, but was also covered in curly hair, which was extremely unpleasant. After the person involved contacted the merchant and the platform, both parties claimed there was no issue on their end, and ultimately, because the evidence had been discarded, it could not be investigated. In fact, Heytea's "peace of mind" seal stickers have repeatedly been criticized by consumers for insufficient stickiness and easily popping open, making the sealing effect virtually useless. This incident has once again sparked public concern about hygiene and seal management in food delivery. [more…]

Why do takeaway coffees pack the espresso and milk separately? Breaking down the consumer logic behind insert-pocket separate packaging

Order a takeaway coffee and what arrives is espresso, milk, and ice each in separate packaging, requiring you to assemble it yourself—this new format, known as "pocket coffee," is drawing attention on social platforms. Its emergence addresses takeaway pain points such as dissipating milk foam and loss of flavor, while also catering to young people's desire for participation and ritual. According to Deloitte data, the number of coffee shops in China has approached 110,000, with independent cafes accounting for as much as 87%, and takeaway has long become an important channel for their survival. Why has portioned coffee become popular? Can it balance flavor and experience? And what new problems might it bring? This article sorts through them one by one. [more…]

SF Intra-city system suddenly malfunctioned, causing widespread disruption to Starbucks and Luckin delivery services.

This morning, delivery orders for Starbucks and Luckin Coffee experienced widespread disruptions, with many consumers waiting in vain for riders to pick up their orders after placing them on Ele.me and the brands' official channels. It is understood that the problem stemmed from an anomaly in the rider information service database of SF Intra-city, the delivery partner for both brands, which prevented orders from being dispatched and recipient information from being displayed. Store employees were forced to act as customer service representatives, calling customers one by one to apologize and suggesting they pick up their orders in person, while multiple store locations on the Ele.me platform temporarily showed as "closed." As of press time, none of the three parties involved had issued a formal response, and online stores had gradually resumed accepting orders. [more…]

Luckin Coffee's potential entry into Meituan's Pinhaofan sparks heated discussion, with Xiamen stores already piloting the move

Recently, news that Luckin Coffee is about to join Meituan's Pinhaofan has been circulating on social platforms, making many Luckin store employees nervous and uneasy. Pinhaofan is a group-ordering service launched by Meituan Takeaway, allowing users to buy drinks and meals at prices far below market rates, and is jokingly called the Pinduoduo of the food delivery world. If Luckin really joins, the already cheap 9.9 yuan coffee could drop even further, which is naturally good news for consumers, but store employees worry about the staffing pressure caused by a surge in orders. At present, employees in different regions give differing accounts; Xiamen stores are said to have quietly begun trial operations, with sales clearly rising, but overtime problems have followed. [more…]

What Is a Cappuccino | The Difference Between a Cappuccino and a Latte: How to Make a Cappuccino and Its Characteristics

I'm not sure if you friends still remember, but previously Front Street shared a post about "Why Dirty Coffee Can't Be Ordered for Delivery." After that, some friends left messages in the background saying they noticed that many coffee shops also don't offer cappuccino for delivery, with only dine-in and takeout options available. As for Dirty, because it requires the milk [more…]

Ants Found in Takeout Coffee? Merchant Claims Wrong Order Picked Up, Front Street Coffee Highlights Beverage Safety

Recently, news about a large number of ants being found in takeaway coffee has sparked heated discussion on social media. According to consumer reports, the coffee drink purchased through a takeaway platform actually contained dense swarms of ants, and the scene was unpleasant to look at. The merchant later responded, saying that it was caused by the delivery rider picking up the wrong order, and that there was no problem in its production process. What is the truth of the incident? How should the food safety of takeaway drinks be guaranteed? This article summarizes the course of the incident and the responses from all parties, and also includes professional coffee knowledge exchange channels and Front Street Coffee recommendations for coffee lovers' reference. [more…]

Under the double blow of plunging temperatures and rain and snow, the business struggles of independent coffee shops and their path to a takeout breakthrough

Frequent shifts to extreme weather are making life miserable for independent coffee shops that rely mainly on dine-in service. When temperatures plunge, takeout can barely keep things going, but once rain or snow hits, delivery breaks down, customers stay home, and shop owners even have to deliver orders themselves. This article examines the real operating conditions of coffee shops under different weather conditions, explores how to strike a balance between takeout and dine-in, and reveals the helplessness and hopes of industry workers who depend on the weather to make a living. [more…]

Domestic coffee prices in Vietnam climb to new peaks, while international Robusta and Arabica markets continue to decline

Vietnam's domestic coffee market has recently seen a rare turn of events: even as international futures prices broadly decline, domestic purchasing prices have risen against the trend, with the highest price in the Central Highlands provinces reaching 82,300 Vietnamese dong per kilogram, setting a new all-time record. At the same time, Germany's share of imports of Vietnamese coffee has risen rather than fallen, showing that Europe's reliance on Vietnamese robusta continues to deepen. However, expected production cuts caused by climate change and some coffee farmers switching to durian cultivation are planting more uncertainty on the supply side for the future. This article combines the latest exchange data and producing-region quotes to trace the ins and outs of this round of price fluctuations. [more…]

Guming's Wu Yanzu co-branded packaging bag sparks controversy: Consumers complain the design looks like health supplement packaging, brand responds feedback has been noted

After collaborating with actor Daniel Wu to promote coffee products in late June, Guming Tea recently rolled out packaging bags featuring his image at stores nationwide, which unexpectedly sparked widespread dissatisfaction among consumers. Many customers complained on social media that the bag design was "not aesthetically pleasing" and that the celebrity's portrait was too large, saying carrying it felt like "health supplements for middle-aged and elderly people" or "soaking goji berries," and some even said they wanted to throw it away as soon as they received it. Some netizens argued that although Daniel Wu has high national recognition, he is no longer young and does not fit the positioning of a youthful tea beverage brand; others pointed out that the brand should consider scenarios for secondary use of the packaging. On September 23, Guming staff responded that they had not received related complaints, but would record opinions on the design and spokesperson and pass them on for evaluation. The incident reflects the tension between co-branded packaging and the aesthetics of young consumers. [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…]