古茗深度:大众现制茶饮第一 最大规模冷链赋能

申万宏源研究
09 Apr

古茗成立于2010 年,按照2023 年的商品销售额及门店数量计算,是中国排名第一的大众现制茶饮店品牌,也是中国第二大现制茶饮店品牌。在浙江、福建及江西率先实现关键规模的省份以及每个地级市,古茗在全价格带市场排名第一。截至2024 年底,古茗的门店数量达9914 家门店,加盟店贡献收入的97%。公司80%的门店位于二线及以下城市,41%的门店位于乡镇,在低线城市及乡镇的影响力尤为显著。我们看好古茗...

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