新茶饮巨头去年业绩分化,出海能否成增长点?

大河财立方
03 Apr

【大河财立方 记者 郝楠楠 文图】2024年的新茶饮市场,在一片热闹中迎来了关键转折点。这一年,蜜雪冰城超越星巴克,居全球现制饮品门店规模第一;茶百道成为“新茶饮第二股”;古茗门店数达到9914家,有望成为第二个万店新茶饮品牌;奈雪的茶放低加盟门槛,寻求规模增长……目前,四大巨头业绩均已发布完毕,成绩单却呈现明显分化:蜜雪冰城领先,古茗增长,茶百道业绩下滑,奈雪的茶则出现亏损。业内人士认为,国内...

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