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以终端销售额计的前五大大众现制茶饮店市场份额(2023)
以终端销售额计的前五大大众现制茶饮店市场份额(2023)
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所属报告:
古茗-港股公司研究报告- “茗”起区域筑根基稳拓全国余韵长-250713(32页).pdf
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龙头加速整合,供应链筑基、差异化突围 大众茶饮为细分赛道中流砥柱但竞争相对激烈。据灼识咨询,中价现制茶饮店(产品平均售价 10-20元)市场规模最大,2023年达 1086亿元,24年至 28年预计仍以 20.9%的 CAGR快步增长,贡献现制茶饮市场主要增量。受理性消费趋势影响,高价茶饮店主动采取降价策略争取市场份额,中高端茶饮边界有所融合,而成本控制能力则筑高了平价市场隐形进入壁垒,因此产品创新和定价空间相对富足的中价市场成为大部分品牌的选择,竞争最为 激烈。我 们认为,中价现制茶饮供给丰富、爆品更迭快 速,消费者粘性较低,相比于千人千味的产品,品牌点位的便利性更能影响消费者选择,某种程度上门店密度更高的品牌更易在潜移默化中沉淀消费者心智,形成竞争优势。
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古茗-港股公司研究报告- “茗”起区域筑根基稳拓全国余韵长-250713(32页).pdf
表现金流量
以终端销售额计的前五大大众现制茶饮店市场份额(2023)
2018-2028E按价格划分的中国现制茶饮店市场规模
餐饮细分代表品类CR3/CR5对比
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