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ChinaBaoGao.com
According to the "2022 China Prepackaged Coffee Market Analysis Report - Industry Panorama Assessment and Investment Planning Analysis" released by the Guanyan Report Network, since the epidemic in 2020, the coffee industry has faced a huge blow, the number of customers in the store is not as large as before, and the tide of store closures under the pressure of revenue reduction has struck. In June 2020, Starbucks announced plans to permanently close about 400 stores in the Americas over the next 18 months and cut the number of new stores planned to open this fiscal year in half to about 300. It will also restructure its operations in Canada over the next two years, including closing 200 stores. According to CCTV Financial Reports, due to the decrease in the flow of customers in stores, the british old chain coffee COSTA has now joined the "camp" of closing stores. At present, the number of COSTA stores closed in many cities in China accounts for about 10% of the national stores. Among them, all stores were closed in Qingdao and nearly 20 stores in Beijing. In this context, the coffee industry has turned its attention to prepackaged coffee, and the market is gradually hot, with prepackaged coffee sales accounting for 63.5% of overall coffee sales.
Data source: Guanyan Tianxia data center collation
The good market has made the prepackaged coffee industry a lot of capital attention. From January 2020 to October 2021, the prepackaged coffee industry in mainland China generated a total of 19 rounds of financing transactions, of which Santan, Shixin, Yongyu, Sumida chuan, Lian Coffee (retail business) and Yingji Coffee all received multiple rounds of financing.
List of investment and financing events in the prepackaged coffee industry in mainland China from January 2020 to October 2021
| Brand name | The variety of coffee | Financing time | Funding rounds | Financing amount | Investors |
| Woo | Traditional instant coffee | 2020.02 | Strategic investments | 35 million yuan | A family foundation in Singapore |
| Three and a half meals | Specialty instant coffee | 2020.03 | Round B | $120 million | Sequoia Capital, Fengrui Capital |
| 2021.06 | Hundreds of millions of yuan | CPE Source Peak, IDG Capital, GGv Source Capital, Introvert Fund | |||
| Secre | 2020.05 | A轮 | Tens of millions of yuan | Honghui Capital | |
| 2021.02 | A+轮 | Wuxi Financial Investment | |||
| Yong Pu Jia | 2020.06 | Angel Wheel | Xinxian Capital, pro-food war investment, wide and narrow venture capital | ||
| 2020.12 | Jinding Capital, Sixian Capital, Pro-Food War Investment, Wide and Narrow Venture Capital, etc | ||||
| Zhongyuan Capital, Maxstar Capital | |||||
| Sumida River | 2020.08 | Thrive investment | |||
| 2021.03 | 300 million RMB | Qiming Venture Capital, Fuji Capital, Multi-dimensional Capital, Prosperous Investment | |||
| Shallow cup | Seed round | 3 million RMB | Undisclosed | ||
| Even coffee retail | 2020.09 | ||||
| 2021.05 | Millions of dollars | Innovation factory, host Li Jing | |||
| Eagle set coffee | Online main boutique instant coffee, offline open freshly ground coffee chain stores | 2020.10 | Europa Group | ||
| Strategic investment | Individual investors | ||||
| Pre-A轮 | Lemon Pictures | ||||
| EVERYI Yiyuan Capital, Station B | |||||
| Senkozuru coffee | 2021.07 | Millions of yuan | Mushroom Street | ||
| Unlimited spectrum | Ready-to-drink coffee | Dangerous peak evergreen, Zhen Fund, etc |
Source: Guan Yan Tianxia Collation
In 2020, the market size of the prepackaged coffee industry in the mainland reached 35.07 billion yuan, an increase of 16% over the previous year; in 2021, the market size of the prepackaged coffee industry in the mainland reached 41.15 billion yuan, an increase of 17.3% over the previous year.
In 2020, the market size of boutique instant coffee in prepackaged coffee is relatively high, at 44.5%; the scale of the specialty instant coffee market is growing rapidly, at 28.8%.
From the perspective of competition, the new coffee brand is gradually rising. According to the data, in July 2020, Santo and a half ranked second in Tmall Taobao sales, surpassing Starbucks. In July 2021, Sumidagawa's sales exceeded Starbucks. Tmall data shows that the "new packaged coffee" category where Sumidagawa ambient coffee liquid capsules are located has increased by more than 200% in the past three years.
Source: Guanyan Tianxia Data Center Finishing (zlj)