新茶饮分化:古茗高增长领跑,霸王茶姬增速放缓

DoNews
Oct 28

2024至2025年,新茶饮头部品牌集中上市,资本与公众关注叠加推动行业进入爆发窗口期。外卖大战进一步助推茶饮品类热度,“奶茶店爆单”“门店骑手拥挤”等话题频繁登上热搜,形成阶段性风口。在此背景下,各品牌业绩表现出现显著分化。2025年上半年,蜜雪集团实现收入148.7亿元,同比增长39.3%;净利润达27.18亿元,同比增幅44.1%。古茗同期营收约56.63亿元,同比增长41.2%;净利润约...

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