文 | 新立场Pro2024 - 2025 两年间新茶饮头部品牌扎堆上市,资本注入带来资源集中,加上公众关注放大品牌能量,2025 年有望成为一个爆发窗口期。再者,年初引爆的外卖大战将茶咖品类推上风口浪尖,时有“奶茶店爆单”“门店骑手拥挤”的词条上热搜,这便又有一层时运加成。在此窗口期内,各家品牌却呈现出了不同的业绩曲线。2025 上半年,蜜雪集团实现收入 148.7 亿元,同比增长 39.3%;...
Source Link文 | 新立场Pro2024 - 2025 两年间新茶饮头部品牌扎堆上市,资本注入带来资源集中,加上公众关注放大品牌能量,2025 年有望成为一个爆发窗口期。再者,年初引爆的外卖大战将茶咖品类推上风口浪尖,时有“奶茶店爆单”“门店骑手拥挤”的词条上热搜,这便又有一层时运加成。在此窗口期内,各家品牌却呈现出了不同的业绩曲线。2025 上半年,蜜雪集团实现收入 148.7 亿元,同比增长 39.3%;...
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