刚刚过去的2024年,商业格局表面平静,但实际上,风云变幻。这一点在咖啡赛道,特别明显。说到咖啡,很多人会想起一个品牌:星巴克。不过,星巴克现在在中国的日子过得并没有那么好:2024财年,星巴克中国的营收29.58亿美元(210多亿元人民币),同比下降1.4%。而瑞幸,2024年营收248.6亿元,同比增长39.4%,已连续两年超越星巴克。星巴克曾经坚不可摧的生态位,正在受到冲击。甚至有传言,...
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