核心观点 “早C晚A午饮茶”成为热词，近几年咖茶酒的消费者偏好以及市场竞争格局也不乏各式变化，头部企业陆续登录资本市场，引得广泛关注，本篇报告将梳理更新当下现制饮品的消费者偏好和竞争格局，以及代表性企业的对比，为后续现制茶饮、咖啡、酒馆企业的发展路径提供一些参考。 问题一：饮比餐更好做？我们认为无论是需求端还是供给端，现制饮品都呈现显著优势。 1）需求端：咖茶酒均具有天然成瘾性，消费高频、高复购...
Source Link核心观点 “早C晚A午饮茶”成为热词，近几年咖茶酒的消费者偏好以及市场竞争格局也不乏各式变化，头部企业陆续登录资本市场，引得广泛关注，本篇报告将梳理更新当下现制饮品的消费者偏好和竞争格局，以及代表性企业的对比，为后续现制茶饮、咖啡、酒馆企业的发展路径提供一些参考。 问题一：饮比餐更好做？我们认为无论是需求端还是供给端，现制饮品都呈现显著优势。 1）需求端：咖茶酒均具有天然成瘾性，消费高频、高复购...
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