2025 年 11 月,中国饮品市场迎来了历史性的 " 万店之月 "。沪上阿姨和幸运咖分别作为茶饮和咖饮的两大头部选手,门店数接连破万,空气中弥漫着扩张的狂热。表面上看,这是茶咖两大阵营的对峙:茶饮界集齐了蜜雪冰城、古茗、沪上阿姨三巨头,咖饮界也凑齐了瑞幸、库迪、幸运咖三张门票。但实际上哪有什么对峙,这六家万店品牌早就想开了。它们既卖水果、茶味和糖分,也乐于出售纯粹的咖啡因。没有什么绝对的赛道之差...
Source Link2025 年 11 月,中国饮品市场迎来了历史性的 " 万店之月 "。沪上阿姨和幸运咖分别作为茶饮和咖饮的两大头部选手,门店数接连破万,空气中弥漫着扩张的狂热。表面上看,这是茶咖两大阵营的对峙:茶饮界集齐了蜜雪冰城、古茗、沪上阿姨三巨头,咖饮界也凑齐了瑞幸、库迪、幸运咖三张门票。但实际上哪有什么对峙,这六家万店品牌早就想开了。它们既卖水果、茶味和糖分,也乐于出售纯粹的咖啡因。没有什么绝对的赛道之差...
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