The food delivery platforms have once again kicked off a subsidy war, with Meituan and Alibaba distributing large numbers of milk tea redemption vouchers to users, triggering a collective surge in orders at chain stores such as Mixue Bingcheng, Chabaidao, Goodme, and Shanghai Auntie. On the night of July 5, orders flooded into tea beverage stores in many places like a tidal wave, receipt printers nearly collapsed, and employees kept busy from the evening shift until the early hours of the morning yet still could not clear the backlog of orders. Some stores urgently called back off-duty employees for support, while delivery riders and customers surrounded the stores so tightly that not a drop could get through. While consumers got milk tea for 0 yuan, the workers behind the counter experienced a night comparable to "doomsday." This game between platforms ultimately shifted the pressure onto the frontline tea beverage workers. [more…]

Recently, news that two HEYTEA stores at JD.com's Beijing headquarters suddenly closed has continued to spread on social media, while an internal notice in circulation showed that JD.com prohibited cooperation with HEYTEA and restricted its products from entering office areas. The incident quickly sparked widespread speculation about the relationship between HEYTEA and JD.com. Some linked it to HEYTEA's delayed entry onto JD.com's food delivery platform, while others dug up old news of HEYTEA publicly boycotting food delivery. JD.com insiders later denied the rumors, and the stores resumed operations, with the closure explained as temporary water and electricity maintenance. This confusing business battle reflects the delicate positioning of tea beverage brands among third-party food delivery platforms. [more…]

Recently, a video of a Mixue Bingcheng employee crying while making drinks due to a flood of orders spread rapidly online, drawing widespread attention. The incident occurred in Wenzhou, Zhejiang, where a delivery rider picking up an order found that only one employee was handling order labels several meters long alone, emotionally breaking down yet still not stopping work. After the video was posted, many netizens expressed sympathy for the plight of tea beverage workers, while some pointed out the contradiction between delivery platforms' price wars driving surging sales and staffing not increasing. Mixue Bingcheng later responded that the employee was the store manager and that the crying was due to family conflicts rather than work pressure. Behind the incident, it reflects the operational difficulties and employee mental health issues in the tea beverage industry under low-price competition. [more…]

A new round of subsidy battles on delivery platforms has once again ignited the tea beverage market, with Meituan handing out large numbers of tea drink vouchers, while Ele.me and Taobao Flash Sale fight back with hefty discounts. However, after claiming the vouchers, many consumers found that Goodme stores in Shenzhen, Xi'an, Chengdu, Nanning, and other places showed as "resting/closed" or out of stock on third-party platforms, making it impossible to redeem normally. Interestingly, the same stores were still open on the official mini-program, and products included in the promotion, such as lemonade, could still be ordered. The contradiction between stores actually being overwhelmed with orders and appearing "closed" online has led many to speculate that this is a measure taken by the brand to ease order pressure. Consumers have expressed dissatisfaction over the chaotic promotion, orders being automatically canceled, and no stock upon arrival at stores. Front Street Coffee continues to follow industry developments and brings in-depth observations. [more…]

Alibaba's Qwen App launched the "Spring Festival 3 Billion Free Orders" campaign, where users could order 1-cent coffee and milk tea with a single AI command, surpassing 10 million orders in just 9 hours. Chain brands like Luckin Coffee, Chagee, and Jasmine Naibai were instantly overwhelmed by a flood of orders—store printers kept spitting out tickets, employees were urgently called back, and online channels were forced to shut down. Consumers waited hours only to receive random drinks, while delivery riders "grabbed orders" in the chaos. This AI-driven freebie frenzy made tea shop workers exclaim it felt like "reliving last year's delivery wars," with systems crashing, trending topics dominating social media, and officials urgently expanding capacity and extending the validity of free-order cards. [more…]

Recently, the Chongqing Coffee Industry Association published an open letter regarding JD Takeout's "10 Billion Subsidy" program, directly accusing the platform of driving the prices of freshly made coffee beverages down to rock bottom through hefty subsidies, which has severely squeezed the market share of local independent coffee brands, with some brands seeing declines in both online transaction volume and average order value. The open letter sparked heated discussion among netizens: on one side, food and beverage industry practitioners empathize with the involution caused by subsidies; on the other, consumers strongly support low-priced coffee. Is this subsidy war promoting industry reshuffling or stifling innovation? Can the differentiation strategy of independent coffee shops hold its ground in the price war? This article takes you through the whole story and the views of all parties. [more…]

The arrival of the Start of Autumn solar term has once again sparked a consumer frenzy with the annual "first cup of milk tea in autumn" promotion. This year, driven by large-scale distribution of tea voucher and discount coupons on platforms such as Meituan, Ele.me, and JD.com, combined with brands' own promotions, order volumes have far exceeded previous years. However, behind the order surge is extreme pressure on store operations: receipt piles are mountainous, rider capacity is severely insufficient, delivery delays and wrong drink deliveries occur frequently, and customer complaints have surged. To ease the pressure, some stores of brands such as Starbucks, Luckin Coffee, Heytea, and Chagee have had to temporarily close or shut down delivery channels, leaving consumers unable to use the coupons they hold. This annual carnival, while bringing huge challenges to workers, has also exposed the fragility of the instant delivery system under extreme peaks. [more…]

A hot beverage accidentally tipping over from a cup holder inflicted irreversible physical and psychological trauma on an ordinary delivery worker. A California jury recently ruled that Starbucks must pay up to $50 million in damages, a total that could climb to $60 million when interest and attorney fees are included. At the heart of the case is the question of who should bear the duty of ensuring safety during the beverage handoff. Surveillance footage, medical records, and the conflicting accounts of both sides together paint the picture of a years-long legal tug-of-war. This article lays out the full sequence of events, the injured person's condition, the basis for the ruling, and Starbucks' response and intention to appeal, guiding you through this consumer safety lawsuit that has drawn widespread attention. [more…]

The subsidy war among food delivery platforms continues to heat up, with large-value coupons frequently being thrust at consumers, and the pressure on in-store production has surged accordingly. Recently, Meituan released a batch of delivery coupons for Heytea that can be expanded to "18-18," meaning a drink priced at over twenty yuan costs only a few yuan after the discount, and can even be made nearly free by stacking red envelopes. As soon as the news came out, netizens rushed to place orders, and Heytea stores in many parts of the country saw orders surge in a short time. Delivery rider capacity could not keep up, and delays, stuck orders, and no one accepting deliveries occurred one after another. Some stores, facing shortages of both materials and staff, could only temporarily close and reopen after all the backlogged drinks had been made. At the same time, frontline employees poured out their daily experiences of order explosions on social platforms, busy from morning to night, with no time even to eat or drink. [more…]

The "Crazy Saturday" that just passed once again saw major chain beverage brands flooded with free redemption orders. Yet after the revelry ended, store counters were piled high with sealed drinks that no one came to collect, with some stores pouring out nearly a hundred cups in a single night. Staff members felt both heartache and helplessness, while onlooking netizens bluntly said, "If you're not going to drink it, don't order it." What problems does this waste phenomenon, fueled by platform subsidies, actually reflect? How should consumers, merchants, and platforms find a balance among themselves? This article takes you through the full picture of the incident, and you're also welcome to follow Front Street Coffee to chat together about the things behind beverage consumption. [more…]

Recently, Heytea quietly raised its product prices on delivery platforms without issuing any official announcement, sparking widespread discussion among consumers. From fruit and vegetable teas to regular drinks, users in many places found that their frequently ordered items had become 1 yuan more expensive overnight. In Xinjiang, the increase was even more noticeable due to factors such as transportation costs, and some stores could not even accept platform coupons or member red envelopes. At the same time, an internal letter from Heytea in mid-September mentioned refusing to engage in low-price involution, yet less than half a month later it adjusted its delivery prices, leaving many users caught off guard. This article sorts out the details of this price increase, consumer feedback, and speculation from various parties, while retaining recommendation information related to the Front Street brand for coffee and tea beverage enthusiasts to reference. [more…]

Recently, the food delivery competition between JD.com and Meituan has yet to subside, and Ele.me has now joined the fray with a large number of coupons and subsidies. While delivery users enjoy low-priced milk tea, staff at brands like Molly Tea are under unprecedented order pressure. Drinks that originally cost a dozen yuan per cup have seen their prices plummet to five or six yuan after platform subsidies, or even just a few cents, causing order volumes to instantly double or surge, with some stores handling as many as five or six hundred orders per day. Understaffing, material shortages, riders urging them on, and customer complaints have become the daily reality for these coffee and milk tea workers. This article will take you behind the scenes of this delivery subsidy frenzy to see the real working conditions and helplessness of frontline employees. [more…]

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…]

While delivery platforms bring orders to coffee shops, they also carry the hidden risk of brand devaluation. Many shop owners have found that blindly joining price wars not only makes profitability difficult but can also erode the store's brand value. This article systematically sorts out the key aspects of coffee shop delivery operations, from pre-opening pricing planning, accumulating Dianping ratings, and delivery menu strategies, to how to convert platform traffic into private-domain customers. It also emphasizes that independent coffee shops should differentiate themselves from chain brands through professional quality and service details, rather than getting caught in low-price involution. The article also shares practical techniques such as stamp cards and scratch cards to guide delivery customers to offline visits, helping coffee shops effectively attract traffic through delivery while maintaining their brand tone. [more…]

The delivery subsidy war between JD.com and Meituan has unexpectedly spread to Starbucks—after stacking coupons, a breakfast set that originally cost dozens of yuan is now only a little over ten yuan, and you can even get a cup of Starbucks for just over three yuan. Consumers rushed to snap up cakes and bread they normally wouldn't bear to buy, causing the food display cases at many stores to be emptied ahead of schedule, with office workers exclaiming that such a spectacle is rarely seen. Yet store employees are complaining bitterly, as doubled order volumes leave them exhausted. In this clash of the titans between platforms, who really benefits and who suffers? Front Street Coffee takes you through the coffee industry ecosystem behind this delivery melee. [more…]

Recently, Chagee launched a "bring your own cup and get 5 yuan off" promotion at some stores, sparking heated discussion among consumers. This discount model has long been common in the coffee industry, especially since Manner has offered a 5 yuan discount for bringing your own cup for many years, leading many to speculate whether Chagee is imitating Manner. However, this promotion is not uniform nationwide, but limited to regions such as Beijing, Shanghai, Sichuan, and Liaoning, and the rules vary from place to place. Some consumers have noticed that when preparing drinks, staff still use a paper cup first before pouring into the customer's own cup, which has been questioned as contradicting the original environmental purpose. Meanwhile, amid the fierce subsidy battle in food delivery, the value of the bring-your-own-cup discount is also being tested in terms of cost-effectiveness. This article sorts out the details of the promotion and various viewpoints, and mentions related recommendations from Front Street Coffee. [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…]

Recent subsidy promotions on major food delivery platforms have brought consumers tangible savings, with many taking advantage of low prices to stock up on milk tea, coffee, and light bakery items. However, this seemingly win-win promotional feast has stirred up considerable unrest within Luckin Coffee stores. A large number of consumers flocked to stores to buy light food in bulk, directly causing a surge in the number of baked goods that staff need to thaw each night—work that once took just over ten minutes now takes more than half an hour. What leaves employees even more frustrated is that the company has not only canceled performance commissions on light food sales but also requires them to complete thawing tasks strictly according to procedure after closing, forcing many to work unpaid overtime. The cost of this delivery war seems to be quietly borne by frontline staff. [more…]

Once upon a time, a cup of milk tea was a staple of young people's daily consumption, and the tea beverage sector was once regarded as a hotbed of entrepreneurship. However, the latest data shows that in the past year, about 130,000 milk tea shops across the country quietly exited the market, with an average of more than 350 operators choosing to close their stores every day. Even leading brands such as Heytea and Nayuki's Tea have found it hard to escape store closures for their first outlets in some cities. A peak season that is not peak, cutthroat price competition, and rising franchise risks have plunged this once-booming industry into a deep round of reshuffling. This article, drawing on data from multiple sources including Zhaomen Catering and Jihai Brand Monitoring, analyzes the multiple reasons behind the large-scale contraction of tea beverage stores. [more…]

Competition among food delivery platforms has escalated into a battle of three giants, chain brands' average order values continue to decline, and Luckin's timely launch of low-priced bread vouchers has triggered a frenzy of stockpiling among consumers. However, when users take their electronic vouchers to stores for redemption, they find that baked goods at nearby stores are largely sold out, with some cities even reporting no stock citywide. This buying spree, fueled by platform subsidies, not only reflects consumers' strong demand for high-value-for-money coffee companions but also exposes brands' disconnect between demand forecasting and supply chain response. Staff explained that the thawing process and delivery cycle are the two main reasons for the redemption difficulties. For enthusiasts who love pairing coffee with baked goods, Front Street Coffee has always advocated balancing rational consumption with quality experience, and suggests paying attention to store inventory dynamics and arranging redemption times reasonably. [more…]