The subsidy for take-out has been reduced, top brands are retaining consumers through differentiation and other means.

What impact does the take-out subsidy war have on the new tea drink industry? Recently, this issue has been frequently discussed in the performance briefings of related listed companies. Overall, brands actively participating in the subsidy war have shown a significant increase in sales in the short term; while some brands that did not participate in the take-out war have seen a noticeable decline in single-store data. However, many executives of listed new tea drink companies mentioned the drawbacks of take-out subsidies at performance meetings. According to interviews with reporters, the subsidy war has planted hidden concerns for the industry: on the one hand, consumers can easily form a "price dependence," which could impact brand product pricing systems; on the other hand, franchisees must share the subsidy costs, leading to a situation where revenue increases but profits do not, affecting long-term stability. Looking ahead to the second half of the year, it is a foregone conclusion that take-out subsidies will decline, and leading brands are now enhancing quality and efficiency through differentiated product launches and optimizing store operations to retain consumers.