半年报看板丨原料涨价、外卖补贴,新茶饮品牌上半年业绩分化背后

新华财经
Sep 03

新华财经上海9月3日电(葛佳明)2025年上半年,新茶饮行业在“外卖大战”的影响下,呈现出前所未有的分化格局。品牌凭借规模效应和供应链优势持续扩张,而部分品牌则陷入增长瓶颈。新茶饮市场的竞争,已经由“野蛮生长”的上半场,进入“精细化管理”的下半场。可以预见的是,在当前赛道日趋白热化的环境下,如何平衡好规模与创新、塑造品牌形象、打造品牌供应链体系壁垒成为新茶饮品牌后续竞争的重要因素。新茶饮品牌上半年...

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