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Geography
Mainland 100,000 coffeeshops (5358 Starbucks)
Shanghai 6913 coffeeshops （～1000 Starbucks, 86 more in 2020, surpassed Seoul, South Korea in 2015 )
Starbucks stores by country | Statista
China: number of Starbucks stores | Statista
中国咖啡馆数量已超10万家！！上海成为全球咖啡馆最多的城市_咖啡_什么值得买
- The foreign players:
Starbucks (5358)
Tim Hortons (~100)
Peet’s (~25)
Costa (~300)
- The local players:
Luckin (~4800)
Manner (~200) 3 times store value ($12M) compared to Starbucks ($4M) Indie coffee quality at affordable price ($1-2 cheaper than Starbucks)
Indie Coffee Shops
Instant Coffee
三顿半 1-6号超即溶精品咖啡冷萃冷泡拿铁纯黑咖啡 24颗装 72g | 亚米
- Supply chain:
Starbucks
Nestle
Coffee production in China - Wikipedia