Placer.ai：2022年领先咖啡品牌分析报告（中译版）（22页）.pdf

1、Coffee Deep Dive-Waking Up to 2022Leading coffee brands have proven to be extremely resilient to thepandemic-induced dining downturn.Americans may not have been picking upa coffee on their way to work or school,but that did not prevent them fromstopping by their local coffee shop and stop by they di

2、d.In April 2021,foottraffic data for the coffee space shows that visits have essentially returned topre-COVID levels.And since May 2021,coffee visits have consistently outpaced2019 numbers,while the wider dining sector continued to struggle.Who is driving the growth?What brands are the main benefici

3、aries of this foottraffic increase?Are there any regional differences?And has COVID had anylong-term impact at all on this space?The following report answers these questions from a location analyticsperspective.We will analyze various visit numbers from 2021 for the sector asa whole and break down t

4、he data by brand and region to uncover additionalinsights.When relevant,we will compare metrics to equivalent metrics from2019 and 2020 to shed some light on the current coffee comeback and try andunderstand what made the sector so successful in 2021?And what liesahead for the coffee space in 2022?A

5、 Proven Necessity During COVIDThe coffee sub-sector has been booming for quite a while,even as the overalldining sector still struggles to return to its pre-pandemic visit levels.Looking atthe top ten performing coffee chains showed that coffee visits were already up2.8%year-over-two-year(Yo2Y)in Ju

6、ne 2021,while Yo2Y dining visitsnationwide remained 4.6%below June 2019 levels.More recently,the coffeespace witnessed Yo2Y growth of 8.4%and 7.5%in November and December,respectively,while overall dining experienced a decline in visits of 6.4%and1.8%in comparison to 2019.This foot traffic performan