瑞幸咖啡如何能够在中国击败星巴克 (第2部分/共3部分)

在第1部分,我详细说明了我参观几家瑞幸咖啡门店的情况。这是一个来势凶猛的新兴企业,它致力于在中国的零售咖啡业打败星巴克。所以,在第2部分,我的问题是:瑞幸咖啡能干掉星巴克吗?

参观瑞幸咖啡(Luckin Coffee):星巴克在中国的首个重要挑战者(第1部分/共3部分)

目前,有关中国的“新零售”咖啡连锁企业瑞幸咖啡(Luckin Coffee),众说纷纭。 开店速度惊人——自今年年初营业以来,大约已有500个门店开张。也就是每天(包括周末)完成2-3个门店的布局。 极其注重互联网和配送——咖啡零售的一种“新零售”模式。 制造了很多新闻,尤其是直接挑战星巴克,还因为竞争行为正在起诉星巴克。 正在迅速筹钱。据说,最近的A轮融资筹得2亿-3亿美元,估值超过10亿美元——使瑞幸咖啡成为中国咖啡业的首个独角兽企业。

Luckin Coffee Doesn’t Have to Beat Starbucks to Win Big in China (Pt 3 of 3)

In Part 1 and Part 2, I described my visit to several Luckin Coffee outlets and a couple strategies for how they can beat Starbucks in China – which is their stated goal. However, this isn’t really necessary. As their CEO Qian Zhiya has said, coffee consumption per capita in China is about 4-5 cups […]

How Luckin Coffee Can Beat Starbucks in China (Pt 2 of 3)

In Part 1, I detailed my visits to several Luckin Coffee outlets. This is an aggressive start-up that is opening striving to beat Starbucks in retail coffee in China. So my question for Part 2 is: can they do it? Let me rephrase that: Could Luckin Coffee take 20% of Starbucks’s current China business? And […]

My Visit to Luckin Coffee: Starbucks’ First Serious Challenger in China. (Pt 1 of 3)

There is a lot of buzz around “new retail” coffee chain Luckin Coffee in China right now. They are opening at a blistering rate – about 500 outlets since their launch earlier this year. That’s 2-3 locations per day (including weekends). They are focusing strongly on digital and delivery – a “new retail” version of […]