Take Nayuki as an example. Its automatic milk tea machines have been put kuwait whatsapp number data 5 million use since the third quarter of 2022. In 2022, Nayuki had a net loss of 461 million yuan. In 2023, Nayuki turned losses into profits, with a net profit of 21 million yuan. But after a short period of profit, Nayuki fell into losses again, with a loss of 438 million yuan in the first half of this year alone, close to the loss for the whole year of 2022.
Take Nayuki’s coffee latte art robot as an example. The price of a single unit is as high as 800,000 yuan. If all the 1,500+ direct-operated stores are equipped with this equipment, the cost alone will be 1.2 billion yuan, which is already half of Nayuki’s revenue in the first half of this year. If there is no effective customer traffic to cover the cost, it will undoubtedly be a "loss-making business" for Nayuki.
It can be seen from this that although intelligent equipment and systems can bring certain "cost reduction" help to new tea beverage companies, in the face of "hard power" such as brand positioning, operational strategy, and product quality, intelligence can only be said to be "icing on the cake" rather than "coal in the snow."
Especially for small and medium-sized tea beverage brands, they do not have the research and development and iteration capabilities of smart devices, let alone "taking a big step" and betting on AI all at once.
In addition, intelligence should also avoid becoming a "gimmick". For example, "Chamao" previously proposed that all stores should be equipped with a human-machine collaboration system, but franchisees reported that it takes about one minute from ordering to production of a cup of drink, and making tea by machine is not faster than manual production. If "intelligence" cannot solve the actual operational pain points of the store, it will easily become a decoration.
