China's Price War Ended at Home. Now It Is Shipping.
A chain at 38,000 stores with 100 in Singapore, and a rival that killed the RMB9.9 (≈US$1.46) coupon and took the same playbook into Britain's regions
Read more →Biweekly analysis of Asia-Pacific coffee markets.
A chain at 38,000 stores with 100 in Singapore, and a rival that killed the RMB9.9 (≈US$1.46) coupon and took the same playbook into Britain's regions
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China compounds at 15-20% a year from a hardware base under 3% household penetration, Korea returns results fastest, and Japan is the longest game in the region
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Why the July 2026 Delegated Act on soluble coffee matters for Singapore's traders, Asia's instant producers, and every brand with an EU shelf
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How a shrinking population, a USD 8.69B RTD fortress, and a 15% specialty share are rewriting the rules for mature coffee markets
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How a ~US$3.2–3.5B homegrown chain market, an IDR 18,000 price point, and one IPO are rewriting the playbook for entering Asia's most underrated coffee market
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How 19 Colombian exporters, a 12% tariff wall, and one JAS-certified company proving the playbook are quietly reshaping the Pacific's most overlooked trade corridor
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A firsthand report from six days on the ground, and what three coffee shops reveal about China's most unexpected specialty market
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Why Vietnam, Indonesia, Thailand, and the Philippines are the next battleground for Asian coffee, and what it means for your expansion strategy
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How 123 million people quietly built the world's most sophisticated single-serve coffee culture — and why that matters for every brand in the category
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And why it matters for your coffee business strategy
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Luckin turned its first profit in Q1 2022 and opened 1,137 stores in Q1 2023 as Starbucks' China comparable sales swung from -29% to +3%. Part 3 of a three-part series.
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Starbucks runs 50–200 sqm 'third place' cafes at around a 14.8% margin; Luckin runs 5–20 sqm pickup stores at around 20%. Part 2 of a three-part series.
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Starbucks reached 6,000 mainland China stores by 2022; Luckin passed 7,195 and 6.6% of the market. Part 1 of a three-part series.
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