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2025年1-11月份现制茶饮门店数(家)
2025年1-11月份现制茶饮门店数(家)
行业数据
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图片格式:PNG
图片大小:66KB
图片尺寸:1586*785
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所属报告:
20251230-太平洋-食品饮料行业年度投资策略报告:底部向阳寻找结构性亮点.pdf
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2024.8-2025.4现制茶饮行业上新情况
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2025年全国各线级城市现制柠檬茶门店数
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2026-01-19
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2025年全国现制柠檬茶门店数量TOP10
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请务必阅读正文之后的免责条款部分 守正 出奇 宁静 致远3.2.1 奶茶行业“马太效应”加剧,头部集中度进一步提升➢行业近一年净减少2.93万家门店,门店数量呈现“总量见顶、集中度提升”的趋势。茶饮行业目前品牌总数4073个,连锁化率达50.54%,门店总数41.02万家,近一年新开店数达10.15万家,近一年净减少2.93万家,较去年加速出清(2024年门店净减少1.78万家),其中11月份减少1160家,门店密度达29.04家/万人。过去一年行业每新开 1 家店,就有 1.3 家店倒闭,低门槛下入局者依然众多,但实际存活率较低。头部品牌仍在加速扩张,行业整体已进入“总量见顶、集中度提升”的阶段,具备更强品牌力、单店模型与供应链能力的头部企业有望在出清过程中持续提升份额。➢外卖大战下行业“量升价降+外卖占比飙升”,中小品牌被挤压出清。外卖大战将茶饮外卖订单从约1亿单/日推至2.5–3亿单峰值,头部品牌外卖GMV占比普遍由30–40%跃升至50–70%,单店GMV和店效显著修复,但客单价下探、价格中枢整体下移,行业进入“高频低价”新常态。蜜雪、古茗等凭借供应链+加盟体系+平台议价力,实现收入高增+毛利率稳定甚至改善,而中腰部与尾部品牌在补贴成本共担、实收率下滑、加盟商回本周期拉长中“增收不增利”,关店与出清加速,行业集中度持续上升。
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