China's Freshly Made Drink Sector Is Consolidating -- Market Talk

Dow Jones01-08

0802 GMT - China's freshly made drink sector is consolidating as market leaders gain share through strong branding and supply-chain capabilities, attracting franchisees with sustainable paybacks, Jefferies analysts say in a research note. Mixue dominates the mass-market segment, while Guming is steadily scaling up via regional densification, they say. For Chagee, a more premium brand, the Jefferies analysts reckon that the execution of its high-quality development strategy is key in 2026. "We favor mass-market and mid-priced tiers for stronger growth visibility, supported by lower-tier city penetration and value-for-money positioning amid consumer trade-down," they add. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

January 08, 2026 03:02 ET (08:02 GMT)

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For <a href=\"https://laohu8.com/S/CHA\">Chagee</a>, a more premium brand, the Jefferies analysts reckon that the execution of its high-quality development strategy is key in 2026. \"We favor mass-market and mid-priced tiers for stronger growth visibility, supported by lower-tier city penetration and value-for-money positioning amid consumer trade-down,\" they add. 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Mixue dominates the mass-market segment, while <a href=\"https://laohu8.com/S/01364\">Guming</a> is steadily scaling up via regional densification, they say. For <a href=\"https://laohu8.com/S/CHA\">Chagee</a>, a more premium brand, the Jefferies analysts reckon that the execution of its high-quality development strategy is key in 2026. \"We favor mass-market and mid-priced tiers for stronger growth visibility, supported by lower-tier city penetration and value-for-money positioning amid consumer trade-down,\" they add. (sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 08, 2026 03:02 ET (08:02 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"01364","symbol_name":"古茗","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2601359903","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2601359903","pubTimestamp":1767859320,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0802 GMT - China's freshly made drink sector is consolidating as market leaders gain share through strong branding and supply-chain capabilities, attracting franchisees with sustainable paybacks, Jefferies analysts say in a research note. 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Mixue dominates the mass-market segment, while Guming is steadily scaling up via regional densification, they say. For Chagee, a more premium brand, the Jefferies analysts reckon that the execution of its high-quality development strategy is key in 2026. \"We favor mass-market and mid-priced tiers for stronger growth visibility, supported by lower-tier city penetration and value-for-money positioning amid consumer trade-down,\" they add. 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