COMPETITIVE LANDSCAPE
Luckin Coffee (Beijing) Co Ltd remains the outright leader
Luckin Coffee (Beijing) Co Ltd remained the top player within cafés/bars by value in 2025. It also recorded the fastest growth rate and the largest share gain in this respect from 2024.
Manner Coffee continues to rank among the fastest growing brands
Shanghai Yinhe Co Ltd was the second most dynamic company within cafés/bars in current value growth terms in 2025. Its Manner Coffee brand continued to perform impressively in specialist coffee and tea shops due to the opening of hundreds of new outlets and the triumph of its "specialty coffee at scale" model.
Independents face biggest threat from chains in specialist coffee and tea shops
Chained operators retained the largest share of cafés/bars current value sales in 2025. The share claimed by independents declined sharply throughout the review period in tandem with the rapid expansion of chains offering more affordable prices, consistent quality standards, frequent new launches, attractive loyalty programmes and faster delivery services.
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Overview:
Understand the latest market trends and future growth opportunities for the Cafés/Bars industry in China with research from Euromonitor International's team of in-country analysts – experts by industry and geographic specialisation.
Key trends are clearly and succinctly summarised alongside the most current research data available. Understand and assess competitive threats and plan corporate strategy with our qualitative analysis, insight and confident growth projections.
If you're in the Cafés/Bars industry in China, our research will help you to make informed, intelligent decisions; to recognise and profit from opportunity, or to offer resilience amidst market uncertainty.
The Cafés/Bars in China report includes:
- Analysis of key supply-side and demand trends
- Detailed segmentation of international and local products
- Historic volume and value sizes, company and brand market shares
- Five year forecasts of market trends and market growth
- Robust and transparent research methodology, conducted in-country
This report answers:
- What is the market size of Cafés/Bars in China?
- Which are the leading brands in Cafés/Bars in China?
- How are multinational and local operators competing and expanding in China?
- How are consumer lifestyle trends and eating habits shaping Cafés/Bars in China?
- How is the Cafés/Bars industry adapting to a post-COVID-19 market environment? Where are the opportunities amidst the challenges?
- How significant are health considerations in shaping the future of Cafés/Bars in China? Which of these trends hold the greatest potential demand?
- Where is future growth expected to be most dynamic?
Cafés/Bars in China - Category analysis
KEY DATA FINDINGS
Current value growth dips as consumers curb discretionary spending
Specialist coffee and tea shops shows fastest development in value terms
Consolidation accelerates in specialist coffee and tea shops
Average spend per transaction continues to fall
Saturation and polarisation will temper growth potential
Delivery services set to gain importance in specialist coffee and tea shops
Frequent innovation will be necessary for chains to maintain consumer interest
Luckin Coffee (Beijing) Co Ltd remains the outright leader
Manner Coffee continues to rank among the fastest growing brands
Independents face biggest threat from chains in specialist coffee and tea shops
Consumer Foodservice in China - Industry Overview
Trade remains resilient despite market-wide slowdown
KEY DATA FINDINGS
Average spend per foodservice transaction shrinks in 2025
Delivery is the fastest growing fulfilment channel
Subscription-style loyalty programmes gain popularity
Value-seeking consumer behaviour will bring greater consolidation and polarisation
Regional cuisine, localisation and healthier choices will be key areas for innovation
Sustainability credentials set to become a more important point of competition
Yum! Restaurants China Co Ltd retains overall market lead in value terms
Ye Gelato is the most dynamic foodservice brand in 2025
Chained players increasingly focused on expansion into low-tier cities
Independents continue to lose ground to chained operators
DISCLAIMER
The following categories and subcategories are included:
Cafés/Bars
- Chained Cafés/Bars
- Independent Cafés/Bars
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- Chained Bars/Pubs
- Independent Bars/Pubs
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- Chained Cafés
- Independent Cafés
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- Chained Juice/Smoothie Bars
- Independent Juice/Smoothie Bars
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- Chained Specialist Coffee and Tea Shops
- Independent Specialist Coffee and Tea Shops
Cafés/Bars
This category encompasses all establishments where the focus is on drinking (either alcoholic or non-alcoholic beverages). While a wide variety of snacks and full meals are offered, it is not uncommon for consumers to only order a drink. As a general rule, establishments deriving 50% of their income or more from the sale of drinks are included here.
See all of our definitionsWhy buy this report?
- Gain competitive intelligence about market leaders
- Track key industry trends, opportunities and threats
- Inform your marketing, brand, strategy and market development, sales and supply functions
This report originates from Passport, our Cafés/Bars research and analysis database.
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