Subway Store Count Records First Decline in June Report
According to the latest June 2026 industry tracking data, the total number of tea and coffee stores operated by 48 mainstream brands in subway stations dropped to 1,885—a net decrease of 14 locations compared to May. This marks the first sequential contraction after months of steady growth. While brands like Yihe Tang (益禾堂) and BeanStar (比星咖啡) continued to add points, major players including Goodme (古茗) and M Stand saw localized footprint reductions.
Lucky Coffee (幸运咖) Announces 300 Million RMB Equipment Subsidy
Lucky Coffee (幸运咖) has launched a significant 300 million RMB “Equipment Upgrade Fund” targeted at qualifying franchisees. The subsidy will provide professional-grade coffee machines, such as the Eagle One or SmartX models (valued up to 75,000 RMB), to eligible stores, aiming to improve product quality and consistency across its value-focused network.
Luckin Coffee (瑞幸咖啡) Celebrates Spain’s Victory with “Flamenco” Series
Following Spain’s victory in the European Championship, official sponsor Luckin Coffee (瑞幸咖啡) has launched a massive nationwide celebration. The brand is giving away 100,000 free drink vouchers and has unveiled the “Flamenco Pop Ice Tea” collaboration, leveraging the high-profile sports milestone to drive peak summer engagement.
(Luckin Coffee (瑞幸咖啡) continues its strategy of high-impact sports and cultural sponsorships)
Global Lemon Shortage Impacts Mixue Bingcheng (蜜雪冰城) Supply Chain
Mixue Bingcheng (蜜雪冰城) is reportedly facing supply chain pressures for its viral “Fresh Lemon Water” due to extreme weather conditions affecting global lemon production. Yellow lemon prices have hit a five-year high, forcing the brand to adjust its sourcing strategies as it maintains its high-volume, low-cost menu model.
(Mixue Bingcheng (蜜雪冰城) relies on a robust global supply chain to sustain its massive daily lemon water demand)
CNPC and Bond Coffee (邦德咖啡) Launch First IP Theme Store
China Petroleum (CNPC) and Bond Coffee (邦德咖啡), a subsidiary of the Wang Wang Group, have officially opened their first joint IP theme store in Pudong, Shanghai. Bond Coffee now operates nearly 100 offline locations, signaling a deepening partnership between traditional energy retail and specialty beverage brands.
(The CNPC x Bond Coffee collaboration explores the intersection of convenience retail and specialty coffee culture)
Goodme (古茗) to Debut First “Fresh Shop” Format in Nanjing
Leading tea brand Goodme (古茗) has confirmed the upcoming launch of its first “Fresh Shop” concept in Nanjing. The new format focuses on premium, short-shelf-life fresh ingredients and artisanal brewing techniques, as the brand continues to diversify its retail portfolio to compete in the high-end specialty market.
MaiJi Milk (麦记牛奶) Focuses on Franchisee Quality over Quantity
Xie Yongliang, General Manager of MaiJi Milk (麦记牛奶), recently stated that the brand has eliminated its dedicated recruitment team to focus purely on franchisee quality. The brand currently operates 1,085 locations, filtering out approximately 80% of applicants to maintain strict operational standards and long-term brand equity.
