E576-《茶饮江湖大变天：9.3万家门店倒闭，谁在逆势增长110%？》胡讲8讲
在这期播客中，我们深入探讨了当前茶饮市场的竞争格局，分析了瑞幸、奈雪、喜茶等品牌的动向与挑战。随着市场的洗牌，一些曾经的热门品牌如喜茶和奈雪面临业绩下滑的困境，而新兴品牌如古茗却逆势上扬。我们讨论了消费者口味的变化，市场对健康成分的关注日益增强。同时，外卖配送的竞争也加剧，麦当劳、肯德基等快餐品牌在饮品市场的布局引发了新的关注。茶饮市场究竟将走向何方，值得我们持续关注。
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