In this engaging discussion, guests Lee Kok How, an economist and analyst for the South China Morning Post, and Willie Keng, founder of DividendTitan.com, explore the dynamic landscape of China's beverage giants. They dissect the rapid growth strategies of Mixue, Luckin, and Chagee, revealing how data-driven approaches and franchise models are reshaping the market. The conversation delves into competitive tech advantages, the potential risks of overexpansion, and the global aspirations of these brands in a $46 billion industry. A must-listen for investors and beverage enthusiasts!
