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Zebra Consumption Chen Xiaojing

Zebra Consumption Chen Xiaojing

New tea drinks are still a good business, but also a difficult business.

The industry's internal competition has been extending continuously upward from the C-end. While competing for users with low prices, each brand has to introduce various preferential policies to attract more franchisees.

As the requirements on both the B/C ends become more and more stringent, the good days of brands making easy money are gone.

In the first half of this year, the performance of the only two listed companies in the industry, Nayuki's Tea turned from profit to loss and Cha Baidao declined sharply, which is a true reflection of the industry's situation.

Performance has dropped

Within a week, Nayuki's Tea and Cha Baidao, the only two listed companies in the new tea beverage industry, successively disclosed profit warnings, allowing the outside world to see that this hot track has turned from sunny to cloudy.

Cha Baidao (02555.HK) expects that in the first half of this year, the company will record an adjusted net profit of 380 million yuan to 410 million yuan, a decrease of no more than 36.45% from 598 million yuan in the same period last year; the net profit will be approximately 220 million yuan to 250 million yuan, a year-on-year decrease of no more than 63.03%.