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2025年1-8月蜜雪冰城净增门店7625家,古茗净增1973家,瑞幸净增3705家,幸运咖净增1571家
2025年1-8月蜜雪冰城净增门店7625家,古茗净增1973家,瑞幸净增3705家,幸运咖净增1571家
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<table>
    <thead>
        <tr>
            <th colspan="16">门店数量（单位：家）</th>
        </tr>
        <tr>
            <th>月份</th>
            <th>蜜雪冰城</th>
            <th>甜啦啦</th>
            <th>古茗</th>
            <th>茶百道</th>
            <th>沪上阿姨</th>
            <th>喜茶</th>
            <th>奈雪的茶</th>
            <th>霸王茶姬</th>
            <th>茉莉奶白</th>
            <th>爷爷不泡茶</th>
            <th>幸运咖</th>
            <th>库迪咖啡</th>
            <th>瑞幸咖啡</th>
            <th>星巴克</th>
            <th>星巴克臻选</th>
        </tr>
    </thead>
    <tbody>
        <tr>
            <td>202412</td>
            <td>33608</td>
            <td>5171</td>
            <td>9852</td>
            <td>7897</td>
            <td>8495</td>
            <td>4387</td>
            <td>1807</td>
            <td>6181</td>
            <td>1011</td>
            <td>1316</td>
            <td>3329</td>
            <td>9290</td>
            <td>22129</td>
            <td>6791</td>
            <td>804</td>
        </tr>
        <tr>
            <td>202501</td>
            <td>33369</td>
            <td>5210</td>
            <td>9903</td>
            <td>7589</td>
            <td>8545</td>
            <td>4379</td>
            <td>1777</td>
            <td>6402</td>
            <td>1146</td>
            <td>1527</td>
            <td>3050</td>
            <td>9839</td>
            <td>21060</td>
            <td>6827</td>
            <td>805</td>
        </tr>
        <tr>
            <td>202502</td>
            <td>34655</td>
            <td>5164</td>
            <td>9843</td>
            <td>7683</td>
            <td>8469</td>
            <td>4336</td>
            <td>1748</td>
            <td>6411</td>
            <td>1150</td>
            <td>1557</td>
            <td>3315</td>
            <td>9896</td>
            <td>22156</td>
            <td>6828</td>
            <td>806</td>
        </tr>
        <tr>
            <td>202503</td>
            <td>35685</td>
            <td>5013</td>
            <td>9860</td>
            <td>7498</td>
            <td>8422</td>
            <td>4299</td>
            <td>1697</td>
            <td>6421</td>
            <td>1129</td>
            <td>1605</td>
            <td>3573</td>
            <td>9719</td>
            <td>23135</td>
            <td>6912</td>
            <td>806</td>
        </tr>
        <tr>
            <td>202504</td>
            <td>38347</td>
            <td>5096</td>
            <td>10204</td>
            <td>7616</td>
            <td>8531</td>
            <td>4279</td>
            <td>1668</td>
            <td>6592</td>
            <td>1296</td>
            <td>1787</td>
            <td>3847</td>
            <td>10143</td>
            <td>24081</td>
            <td>6965</td>
            <td>808</td>
        </tr>
        <tr>
            <td>202505</td>
            <td>38772</td>
            <td>5271</td>
            <td>10596</td>
            <td>7678</td>
            <td>8641</td>
            <td>4266</td>
            <td>1659</td>
            <td>6705</td>
            <td>1442</td>
            <td>1912</td>
            <td>4174</td>
            <td>10875</td>
            <td>24758</td>
            <td>6990</td>
            <td>813</td>
        </tr>
        <tr>
            <td>202506</td>
            <td>40055</td>
            <td>5384</td>
            <td>11079</td>
            <td>7568</td>
            <td>8585</td>
            <td>4184</td>
            <td>1616</td>
            <td>6760</td>
            <td>1514</td>
            <td>2007</td>
            <td>4402</td>
            <td>12149</td>
            <td>25264</td>
            <td>6998</td>
            <td>814</td>
        </tr>
        <tr>
            <td>202507</td>
            <td>41236</td>
            <td>5444</td>
            <td>11443</td>
            <td>7491</td>
            <td>8707</td>
            <td>4107</td>
            <td>1613</td>
            <td>6849</td>
            <td>1614</td>
            <td>2096</td>
            <td>4491</td>
            <td>13326</td>
            <td>25014</td>
            <td>7007</td>
            <td>815</td>
        </tr>
        <tr>
            <td>202508</td>
            <td>41233</td>
            <td>5526</td>
            <td>11825</td>
            <td>7489</td>
            <td>8826</td>
            <td>4033</td>
            <td>1596</td>
            <td>6851</td>
            <td>1742</td>
            <td>2172</td>
            <td>4900</td>
            <td>14349</td>
            <td>25834</td>
            <td>7020</td>
            <td>817</td>
        </tr>
    </tbody>
</table>

<table>
    <thead>
        <tr>
            <th colspan="16">净增门店数量（单位：家）</th>
        </tr>
        <tr>
            <th>月份</th>
            <th>蜜雪冰城</th>
            <th>甜啦啦</th>
            <th>古茗</th>
            <th>茶百道</th>
            <th>沪上阿姨</th>
            <th>喜茶</th>
            <th>奈雪的茶</th>
            <th>霸王茶姬</th>
            <th>茉莉奶白</th>
            <th>爷爷不泡茶</th>
            <th>幸运咖</th>
            <th>库迪咖啡</th>
            <th>瑞幸咖啡</th>
            <th>星巴克</th>
            <th>星巴克臻选</th>
        </tr>
    </thead>
    <tbody>
        <tr>
            <td>202501</td>
            <td>-239</td>
            <td>39</td>
            <td>51</td>
            <td>-308</td>
            <td>50</td>
            <td>-8</td>
            <td>-30</td>
            <td>221</td>
            <td>135</td>
            <td>211</td>
            <td>-279</td>
            <td>549</td>
            <td>-1069</td>
            <td>36</td>
            <td>1</td>
        </tr>
        <tr>
            <td>202502</td>
            <td>1286</td>
            <td>-46</td>
            <td>-60</td>
            <td>94</td>
            <td>-76</td>
            <td>-43</td>
            <td>-29</td>
            <td>9</td>
            <td>4</td>
            <td>30</td>
            <td>265</td>
            <td>57</td>
            <td>1096</td>
            <td>1</td>
            <td>1</td>
        </tr>
        <tr>
            <td>202503</td>
            <td>1030</td>
            <td>-151</td>
            <td>17</td>
            <td>-185</td>
            <td>-47</td>
            <td>-37</td>
            <td>-51</td>
            <td>10</td>
            <td>-21</td>
            <td>48</td>
            <td>258</td>
            <td>-177</td>
            <td>979</td>
            <td>84</td>
            <td>0</td>
        </tr>
        <tr>
            <td>202504</td>
            <td>2662</td>
            <td>83</td>
            <td>344</td>
            <td>118</td>
            <td>109</td>
            <td>-20</td>
            <td>-29</td>
            <td>171</td>
            <td>167</td>
            <td>182</td>
            <td>274</td>
            <td>424</td>
            <td>946</td>
            <td>53</td>
            <td>2</td>
        </tr>
        <tr>
            <td>202505</td>
            <td>425</td>
            <td>175</td>
            <td>392</td>
            <td>62</td>
            <td>110</td>
            <td>-13</td>
            <td>-9</td>
            <td>113</td>
            <td>146</td>
            <td>125</td>
            <td>327</td>
            <td>732</td>
            <td>677</td>
            <td>25</td>
            <td>5</td>
        </tr>
        <tr>
            <td>202506</td>
            <td>1283</td>
            <td>113</td>
            <td>483</td>
            <td>-110</td>
            <td>-56</td>
            <td>-82</td>
            <td>-43</td>
            <td>55</td>
            <td>72</td>
            <td>95</td>
            <td>228</td>
            <td>1274</td>
            <td>506</td>
            <td>8</td>
            <td>1</td>
        </tr>
        <tr>
            <td>202507</td>
            <td>1181</td>
            <td>60</td>
            <td>364</td>
            <td>-77</td>
            <td>122</td>
            <td>-77</td>
            <td>-3</td>
            <td>89</td>
            <td>100</td>
            <td>89</td>
            <td>89</td>
            <td>1177</td>
            <td>-250</td>
            <td>9</td>
            <td>1</td>
        </tr>
        <tr>
            <td>202508</td>
            <td>-3</td>
            <td>82</td>
            <td>382</td>
            <td>-2</td>
            <td>119</td>
            <td>-74</td>
            <td>-17</td>
            <td>2</td>
            <td>128</td>
            <td>76</td>
            <td>409</td>
            <td>1023</td>
            <td>820</td>
            <td>13</td>
            <td>2</td>
        </tr>
        <tr>
            <td>2025年1-8月合计</td>
            <td>7625</td>
            <td>355</td>
            <td>1973</td>
            <td>-408</td>
            <td>331</td>
            <td>-354</td>
            <td>-211</td>
            <td>670</td>
            <td>731</td>
            <td>856</td>
            <td>1571</td>
            <td>5059</td>
            <td>3705</td>
            <td>229</td>
            <td>13</td>
        </tr>
    </tbody>
</table>

<p>数据来源：久谦数据、开源证券研究所</p>
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所属报告:
【开源证券】社会服务行业周报:十一假期酒旅预订量增价稳,8月潮玩龙头表现突出-250921(24页).pdf
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蜜雪冰城采购规模大,议价能力强
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市场规模
2026-01-28
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蜜雪冰城在国内平价茶饮市占率超过50%(按
fCDlubTku70gfCDonJzpm6rlhrDln47lnKjlubPku7fojLbppa7luILlnLrku73pop3vvIjmjIlHTVborqHvvIkgfAp8LS0tLS0tfC0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS18CnwgMjAyMSB8IDQ3JSAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwKfCAyMDIyIHwgNDYlICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IDIwMjMgfCA1MiUgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICB8CnwgMjAyNCB8IDUzJSAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwKCui1hOaWmeadpea6kO+8mueBvOivhuWSqOivouOAgeicnOmbqumbhuWbouaLm+iCoeS5pu+8jOWbveazsOa1t+mAmuivgeWIuOeglOeptua1i+eulw==
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竞争格局
2026-01-28
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蜜雪冰城更多布局下沉市场(%)
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行业数据
2025-12-08
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2021-2025H1蜜雪冰城加盟商毛开和净开店数量(家)
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行业数据
2025-11-21
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2021-2025H1蜜雪冰城海外门店收入情况及增速
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行业数据
2025-11-21
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2021-2025H1蜜雪冰城加盟商数量(个)及增速
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行业数据
2025-11-21
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2021-2025H1蜜雪冰城内地门店总数(家)及增速
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行业数据
2025-11-21
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2021-2025H1蜜雪冰城海外门店数量(家)及增速
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行业数据
2025-11-21
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2021-2025H1蜜雪冰城闭店率
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行业数据
2025-11-21
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2021-2025H1蜜雪冰城内地门店不同城市层级占比
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行业数据
2025-11-21
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蜜雪冰城加盟费用(统计时间:2025.11)
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行业数据
2025-11-21
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2026-07-30
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全球益生菌膳食补充剂市场规模及增速
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2026-07-30
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2026-07-30
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店的品牌外,其余品牌店效均已实现大幅转正,且龙头品牌店效大幅领先于行业。2025年 8月蜜雪冰城店效同比增长 24.2%,古茗同比增长 22.2%,瑞幸同比增长 8.7%,库迪同比增长 24.6%。
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【开源证券】社会服务行业周报:十一假期酒旅预订量增价稳,8月潮玩龙头表现突出-250921(24页).pdf
国庆假期机酒预订量增势良好
1-8月泡泡玛特/布鲁可线上销售额同比+153%/+15%
8月泡泡玛特/布鲁可线上销售额同比+167%/+41%
1-8月积木/盲盒/毛绒/游戏周边/动漫周边/桌游卡牌/手办线上累计销售额分别同比
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