国内新茶饮行业如今正站在转折点上。从已披露的茶饮行业上市公司2026年半年报来看,行业整体已告别高速扩张期,迈入存量竞争的精耕细作阶段。行业头部企业一方面强化供应链、提升单店盈利等“硬实力”,另一方面则在深挖下沉市场、海外市场等增量新空间。 头部企业利润承压行业转向精耕细作 从行业整体来看,头部上市茶饮品牌今年上半年营收增速显著放缓。蜜雪冰城、古茗、茶百道、沪上阿姨、霸王茶姬、奈雪的茶这六家茶...
Source Link国内新茶饮行业如今正站在转折点上。从已披露的茶饮行业上市公司2026年半年报来看,行业整体已告别高速扩张期,迈入存量竞争的精耕细作阶段。行业头部企业一方面强化供应链、提升单店盈利等“硬实力”,另一方面则在深挖下沉市场、海外市场等增量新空间。 头部企业利润承压行业转向精耕细作 从行业整体来看,头部上市茶饮品牌今年上半年营收增速显著放缓。蜜雪冰城、古茗、茶百道、沪上阿姨、霸王茶姬、奈雪的茶这六家茶...
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