复盘2025丨为错买单,喜茶纠错收缩、奈雪的茶仍在亏损

澎湃新闻
Jan 12

2025年,新茶饮行业正式告别“跑马圈地”的增量时代,进入“精耕细作”的存量竞争阶段。曾引领中高端茶饮市场的喜茶与 奈雪的茶 ,走出了两条截然不同的发展路径——喜茶因前期扩张“踩坑”被迫战略收缩,转向产品回归;奈雪的茶持续亏损,锚定“健康茶饮”赛道深化布局,谋求未来。喜茶关店“万象城去年换位置,恒隆现在也换”,当济南恒隆广场店调整位置时,一位 消费者 感叹道。2025年,多家媒体报道,喜茶关闭了近...

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