1. April 2026 Industry Report: New Store Growth Concentrated in Southern and Eastern China
Yi Lan Tea & Coffee Observation has released its Monthly Industry Report for April 2026. The data shows that new store openings for tea and coffee brands remain heavily concentrated in Guangdong, Zhejiang, and Henan provinces, which together account for 26.93% of the nation’s expansion. Conversely, growth in western provinces like Xinjiang, Gansu, and Tibet remains relatively slow, with total new store counts often remaining under 100 per province.
2. Goodme (古茗) to Invest 400 Million RMB in Coffee Category Expansion
During its recent partner conference, Goodme (古茗) announced a strategic plan to invest 400 million RMB into its coffee business. The brand aims to launch 27 new tea-coffee fusion products in 2026. Currently, coffee sales account for approximately 15% of total GMV at its stores, with an average daily sales volume of 70-80 cups per unit.
3. Mixue (蜜雪冰城) to Open 2,000 sqm Flagship Mega-Store in Nanjing
Value-tea leader Mixue (蜜雪冰城) is set to open a massive 2,000 sqm flagship store in Nanjing’s Xinjiekou district by the end of May. Beyond its signature beverages, the store will feature a vast array of brand merchandise, blind boxes, and snacks. This move comes as Mixue’s total global store count reached a staggering 47,213 by late April.
4. Heytea (喜茶) Launches Store-Exclusive “Berry Cocoa Forest” at Beijing Pop Mart City Park
Heytea (喜茶) has unveiled a new exclusive product, “Berry Cocoa Forest,” at its signature location in Beijing Pop Mart City Park. The beverage uses 98% high-concentration cocoa paired with premium 3.8g protein milk. As of the end of April, Heytea operates 1,045 stores across the country.
5. Goodme (古茗) Launches Aggressive 9.9 RMB Coffee Promotion
In a bid to drive coffee trial, Goodme (古茗) has launched an “All Coffee for 9.9 RMB” campaign running from May 18 to May 31. Starting in June, the brand will transition to a “Weekly 9.9 RMB” model, allowing customers to claim one discounted coffee voucher per week through the brand’s mini-program.
6. Naìsnow (奈雪的茶) Enters Functional Market with New Electrolyte Water
Naìsnow (奈雪的茶) has expanded its retail product portfolio with the launch of a new electrolyte water line in Citrus and Grapefruit flavors. Each bottle contains at least 300mg of electrolytes, catering to the health-conscious “active lifestyle” segment. Naìsnow’s total store network stood at 1,700 by late April.
7. ChaPanda (茶百道) Re-elects Board Leadership and Streamlines Governance
At its recent annual shareholder meeting, ChaPanda (茶百道) re-elected Wang Xiaokun as Chairman. In a significant structural move, the company also announced the abolition of its Supervisory Board, with its responsibilities being transferred to the Board’s Audit Committee. This shift is intended to streamline executive decision-making and enhance corporate governance efficiency.
