来源：伯虎财经 过去几年，"9.9元"几乎成了中国咖啡市场的代名词，对于广大的咖啡用户来说，这不再是一个促销折扣，而是已经被广泛接受的 消费心智。 在这个价格带以内的咖啡，通常意味着高性价比，才能成为消费者的日常必需品；相反，高于9.9元的咖啡，则往往需要更强的品 牌溢价和服务体验，才能打动消费者。 不过，这个由库迪率先建立起来的价格锚点，如今正在逐渐松动。近日，库迪宣布正式结束"全场9.9不限量"活动，仅在特价专区 保留3-7款9.9元产品，其余产品则恢复11.9-16.9元的常规售价，平均涨幅在40%左右。 消息一出，引发了网友的激烈讨论。有网友表示，如果库迪没有9.9元咖啡，自己就去别家买；但网友一对账，才发现自去年外卖 大战以来，低至8.8元，甚至5元以下的低价咖啡，早已悄悄退场，如今想轻松买到一杯9.9元咖啡已越来越难了。 不过，对于咖啡行业而言，这或许并非坏事。只是，没有了库迪，以后还会不会有其他咖啡品牌再次踏入同一条河流，不打价格 战，咖啡品牌还能卷什么？ 咖啡战场上的进退两难 2017年，瑞幸咖啡正式成立，主打"互联网+咖啡"的新鲜概念，通过邀新免费、买2送1等一系列优惠活动，实现门店快速扩张 ...

Monty Rakusen/DigitalVision via Getty Images Listen below or on the go via Apple Podcasts and Spotify Biggest stock movers Monday: SOFI, HIMS, and more. (00:15) Samsung (SSNLF) shares jump on report of imminent HBM4 mass production. (01:03) China's Luckin Coffee (LKNCY) targets Starbucks’ (SBUX) premium market with first flagship store. (01:38) This is an abridged transcript. Hims & Hers Health (HIMS) is on our biggest movers list ahead of market opening. HIMS -15% in premarket action. We told you S ...

Group 1: Hims & Hers Health (HIMS) - Hims & Hers Health announced it will stop offering a compounded version of Novo Nordisk's Wegovy pill due to pressure from Novo and increased FDA scrutiny [3][4] - Following this announcement, HIMS shares fell by 15% in premarket trading [2] Group 2: Samsung Electronics (SSNLF) - Samsung Electronics' shares rose by 6.4% after reports of imminent mass production of HBM4 memory chips, which are essential for AI infrastructure [4] - The company plans to ship these semiconductors to Nvidia as early as the third week of February [5] Group 3: Luckin Coffee (LKNCY) - Luckin Coffee inaugurated its 30,000th store, marking a shift towards targeting Starbucks' premium market with its first flagship store in Shenzhen [5][6] - The flagship store features higher-priced offerings compared to typical Luckin products, with a focus on pour-over and cold brew coffee drinks [7] - This store also represents Luckin's first use of high-end semi-automatic coffee machines [7]

两大现制咖啡代表品牌的近期动作，成为观察行业2026年走向的关键信号。 1月，挪瓦咖啡宣布完成数亿元C轮融资，吸引了包括君联资本、昇望基金、华映资本、挑战者创投、金沙江创投等多家明星机构集体投资，这也是过去 一年中国餐饮业最大规模的一笔融资。 图片来源：挪瓦咖啡官网 2月1日起，库迪咖啡正式结束"全场9.9元不限量"活动，只有部分产品仍延续9.9元不限量。此举被视为价格战阶段性退潮的标志，但其影响远未消散。长 期低价厮杀已深刻重塑消费者心理预期，形成的"低价惯性"将持续对全行业的定价策略构成战略约束。 回望2025年，在外卖大战的催化下，中国咖啡行业完成了一场深刻的范式转移。驱动增长的核心要素，已从早期的"第三空间"体验、品牌溢价，彻底转向 极致性价比、触达便利性，扩张速度直接定义了品牌的梯队座次。 瑞幸公开表示正推进二次上市，挪瓦咖啡、幸运咖从行业边缘跻身头部阵营，星巴克卖身中国资本的靴子终于落下。 瑞幸公开表示正推进二次上市，挪瓦咖啡、幸运咖从行业边缘跻身头部阵营，星巴克卖身中国资本的靴子终于落下。 行业格局仍在持续重构中，新一轮竞争不仅是份额之争，更是商业模式可持续性的验证。 用不同的方式，走进万店俱乐 ...

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] Investment Focus - The company has diversified its investments across various sectors including banking, telecommunications, logistics, and hotels, indicating a strategic approach to portfolio management [1] - The entry into the US market in 2020 reflects a growing interest in international investment opportunities, particularly in sectors like banks, hotels, and logistics [1] Market Trends - The popularity of insurance companies in the Philippines since 2014 suggests a shift in investment preferences among local investors, moving towards more diversified financial products [1] - The trend of using platforms like Seeking Alpha for analysis indicates a growing reliance on data-driven insights for investment decisions in both the ASEAN and US markets [1]

近日，汉堡王品牌母公司RBI与CPE源峰共同宣布，此前公告的合资交易已顺利完成。CPE源峰向汉堡 王中国注入了3.5亿美元的初始资金，并持有汉堡王中国约83%的股份，RBI保留约17%的少数股权及董 事会席位。 更早1月28日晚间，星巴克公司公布了2026财年第一季度（截至2025年12月28日）业绩。值得关注的 是，中国市场的净收入为8.234亿美元，同比增长11%；同店销售额增长7%。 并在随后的业绩会上，星巴克也谈到了其在中国的重磅交易。星巴克董事长兼首席执行官倪睿安表示， 在中国市场，星巴克正更加聚焦于长期未来。"我们已选定博裕作为合作伙伴，帮助我们在更多中国城 市拓展业务，提供更卓越的咖啡体验，为伙伴（员工）创造新的职业发展机会，并进一步巩固星巴克作 为全球品牌的长期增长地位。" 有关于星巴克中国出售的消息在此前犹如"狼来了"的故事，一再在市场激起回荡。2025年末，两个重磅 合作的宣布在中国市场引起喧哗，星巴克与中资合作终于在2025年底"靴子落地"，紧随其后的是汉堡 王。 "市场上有10家左右的外资餐饮企业，要么已知的，要么有传闻称要和中资合作。"艾睿铂大中华区消费 品与零售业务负责人胡玲在接受 ...

记者丨易佳颖 编辑丨高梦阳 近日，汉堡王品牌母公司RBI与CPE源峰共同宣布，此前公告的合资交易已顺利完成。 CPE源 峰向汉堡王中国注入了3.5亿美元的初始资金 ，并持有汉堡王中国约83%的股份 ，RBI保留约 17%的少数股权及董事会席位。 并不特殊 2025年11月，星巴克宣布与博裕投资战略合作，双方成立合资企业，共同运营星巴克在中国市 场的零售业务。博裕将持有合资企业至多60%股权，星巴克保留40%股权，并将继续作为星巴 克品牌与知识产权的所有者和授权方，向新成立的合资企业进行授权。"我们预计交易将在今 年春季完成，具体取决于监管审批。"星巴克首席财务官Cathy Smith补充了最新的时间表。 更早一些，英格卡购物中心宣布与高和资本达成战略合作，双方将携手成立一支专项不动产基 金，共同持有无锡荟聚、北京荟聚、武汉荟聚三座聚会体验中心。值得一提的是，2025年8 月，英格卡投资宣布入股塑料循环再生企业睿莫环保，完成了英格卡集团在华首笔循环经济投 资。 "回顾过去一年的交易案例，除了餐饮，鞋服、综合零售等多个消费领域都有不少交易落地， 像大润发、SKP 相关的案例都在其中。"胡玲表示，"餐饮行业的情况并 ...

Core Insights - Luckin Coffee is launching a flagship store in Shenzhen, targeting the premium coffee market and competing directly with Starbucks Reserve [1][2] - This marks a significant shift from Luckin's original budget-focused strategy, which previously allowed it to surpass Starbucks in the number of locations in China [1][2] - The flagship store features higher-priced specialty drinks, including pour-over and cold brew options, with beans sourced from Brazil, Ethiopia, and Yunnan, aligning with the "origin" theme popularized by Starbucks [3] Company Developments - The new flagship store, named Luckin Coffee Origin, officially opened on January 20 and spans two floors [2] - The store has introduced unique offerings such as a "tiramisu latte" and has generated significant customer interest, with reports of wait times of 1 to 3 hours for drinks [4] Market Context - Luckin's move comes as Starbucks is divesting most of its struggling China operations to a local investment firm, indicating a shift in the competitive landscape [2] - The company has successfully recovered from past fraud allegations that led to its delisting from Nasdaq in 2020, demonstrating resilience and a strategic pivot in its business model [2]

Core Insights - Starbucks holds a $110 billion market cap and reported revenue of $9.9 billion in Q1 of fiscal 2026, but its shares are trading 23% below their peak as of February 4 [1] - Dutch Bros is emerging as a strong competitor, generating nearly 75% of its revenue after 10 a.m., unlike leading chains that see half of their sales during that time [5][6] - Dutch Bros has achieved 12 consecutive quarters of same-store sales growth, contrasting with Starbucks' six straight quarters of declines prior to a recent growth report [8] Company Performance - Starbucks' same-store sales are projected to rise by 3% in fiscal 2026, indicating a potential recovery [9] - Dutch Bros aims for an average annual unit volume of $1.8 million, supported by its unique sales distribution throughout the day [6] Expansion Potential - Dutch Bros has a market cap of $9 billion and had 1,081 locations as of September 30, 2025, indicating significant room for growth [10] - The company believes there is potential for 7,000 stores in the U.S., particularly in the eastern and northern regions, which could lead to substantial revenue and earnings growth [11]

This consumer-facing enterprise has crushed the S&P 500 over the long run.If you're searching for potential investment opportunities, perhaps a good place to start is by looking at past winners. There's one business that has posted a fantastic gain in recent decades.Since this restaurant chain's initial public offering in 1992, the stock price has surged more than 27,000% higher (as of Feb. 3). Including the dividend, the total return balloons to an even more impressive 36,470%. This performance is 11 times ...