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research · [1 source] · · 中文(ZH) 麦记牛奶谢永亮:2025年是唯一窗口期,糖水赛道胜负已定|厚雪专访
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Maiji Milk revitalizes Chinese dessert soup market with fresh, fast-casual model

Maiji Milk Company, a new entrant in the traditional Chinese dessert soup (tangshui) market, has rapidly expanded its store count to over 1,000 locations in 2025. This growth is attributed to its focus on fresh, in-store preparation of core ingredients, offering a less sweet and healthier alternative to pre-made options. The company's strategy also includes streamlining its menu, prioritizing mall locations, and leveraging supply chain efficiencies from the bubble tea industry, leading to a rapid return on investment for franchisees. AI

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IMPACT N/A

RANK_REASON Significant investment and operational takeover of a rapidly growing company in a traditional food category, indicating a major market shift. [lever_c_demoted from significant: ic=1 ai=0.1]

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  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    McDonald's Milk Xie Yongliang: 2025 is the only window, the sugar water track's victory and defeat are decided | Houxue Exclusive Interview

    <p>作者&nbsp;|&nbsp;钟艺璇<br />编辑&nbsp;|&nbsp;乔芊</p> <p>2025年,糖水这个老品类突然火了一把。</p> <p>这个赛道的代表公司是麦记牛奶公司、赵记传承,它们在过去一年��门店增长数约为1000家、300家。尤其麦记牛奶,2025年初,它的门店数量只有53家,一年后,它已经成为糖水赛道门店数量最多的品牌。</p> <p>另一边则是许久尚未增长的老玩家。截止今天,成立于1995年的满记甜品门店约为200家,鲜芋仙2009年进入中国大陆,目前拥有门店500余家。过去数十年,它们几乎没有太大的变化与创新。</p…