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霸王茶姬称霸之路

用一杯茶,改写行业规则

当所有人都在奶茶红海里厮杀时,霸王茶姬选择了一条没人走过的路:把奶茶做成“茶拿铁”。

2017年,创始人张俊杰在昆明开出第一家店。他看清了一个事实:水果茶赛道打不过喜茶、奈雪,“也耗不起”。于是他主动避战,瞄准了当时几乎空白的“原叶鲜奶茶”——用原叶茶加鲜奶,做一杯更清爽、更健康的“茶拿铁”。

这个选择,让霸王茶姬踩中了时代的脉搏。调查显示,近半数消费者担心奶茶不健康、怕长胖。霸王茶姬率先实现“0奶精、0植脂末、0氢化植物油”,上线“热量计算器”,把健康做成了看得见的卖点。

极简的配方,带来了极致的效率。经典单品“伯牙绝弦”累计卖出超过12.5亿杯。自动化制茶设备将出杯时间压缩到8秒,口味误差率控制在千分之二以内。截至2025年底,霸王茶姬全球门店达到7453家,全年GMV315.8亿元。

更大的野心在海外。当同行还在国内内卷,霸王茶姬已经把店开到了东南亚、北美。2025年第四季度,海外GMV同比大增84.6%,连续三个季度增长超过75%。它要做“东方星巴克”,用一杯茶,会世界友。

当然,称霸之路并非没有波折。2025年外卖平台掀起补贴大战,霸王茶姬选择“不参战”,结果线下客流被截流,管理层坦言“低估了冲击”。但它依然守住了品牌调性,坚持长期价值。

用一杯茶,改写规则。 霸王茶姬证明了一件事:真正的称霸,不是打赢所有人,而是让所有人记住你。

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