Consumer & Categories
5 Major Trends in the New Tea Drink Industry in 2025: Who Will Survive?
The tea drink industry in the first half of 2025 has been turbulent, with financial reports showing Mixue Bingcheng's revenue nearing 15 billion yuan, comparable to the total of the 2nd to 6th ranked companies combined, while Guming's growth soared to 41.2%, and Naixue became the only brand with negative growth. The industry has moved from 'a hundred schools of thought' to 'the strong get stronger' in an ultimate elimination round. This article analyzes five major trends: supply chain, product, sinking market, franchising, and going overseas, and how they are reshaping the industry landscape.
周半仙