Andrew Nathan’s Post

☕ A coffee war unfolds as foreign giants like Starbucks face off against tech-savvy local players, with the Chinese giant Luckin' Coffee looming in the background. 🚀 Homegrown startups like ZUS Coffee gained traction, offering premium coffee at competitive prices, catching the attention of foreign entrants like Kopi Kenangan and even inspiring Chinese players. 🌍 Malaysia's growing coffee culture sees a clash between established players and agile tech-driven upstarts. Despite challenges, local brands like ZUS Coffee lead in store count and profitability. 💡 Investors highlight the business model's focus on efficient retail distribution, emphasizing cost recovery and quick returns. The landscape might change with potential entries from aggressive Chinese brands like Luckin' and Cotti. This article was published in August 2023.

☕ A coffee war is brewing in Malaysia, with foreign giants like Starbucks and local tech-enabled startups like ZUS Coffee, Gigi Coffee, and HWC vying for dominance in the growing market. 📈 Homegrown players like ZUS Coffee gained traction by targeting a niche just below Starbucks, expanding rapidly in states overlooked by larger brands, and achieving profitability with 270 outlets nationwide. 🚀 Gigi Coffee and HWC, backed by family conglomerates, have also expanded beyond Kuala Lumpur. Foreign players like Japan's Tim Hortons and Indonesia's Kopi Kenangan are making ambitious moves into the Malaysian market. 💡 Analysts note Starbucks expanding into middle-income spaces, offering competition in pricing. The value in coffee chains is seen in efficient retail distribution, with tech being a "value add." 🌐 While Malaysian coffee chains have scaled, they may face challenges against agile Chinese brands like Luckin' and Cotti, known for aggressive marketing, generous discounts, and rapid scaling capabilities.

[Published in February 2024] ☕ Indonesian coffee brands like Kopi Kenangan and Fore Coffee are expanding beyond their home turf, taking on global chains like Starbucks and Tim Hortons in the regional market. 🇸🇬 Using Singapore as a launchpad, both brands aim to introduce Indonesian coffee culture to a broader audience while emphasizing unique flavors like gula aren latte and pandan oat latte. 💰 Unlike the "growth at all costs" approach, Kopi Kenangan and Fore Coffee prioritize profitability as the foundation of their business model, leveraging positive cash flow for sustainable expansion. 🛒 Despite emerging threats like at-home coffee options and increasing competition, both brands remain optimistic about growth opportunities, emphasizing the resilience and potential of the Indonesian coffee market.

The Malaysian coffee industry is heating up with tech-enabled, homegrown brands vying for market share against foreign giants like Starbucks and The Coffee Bean & Tea Leaf®. The rise of Chinese players like Luckin Coffee adds more competition to the market. ☕ New, tech-enabled local players like ZUS Coffee, Gigi Coffee and HWC are expanding rapidly, offering premium coffee at lower prices. 📈 Despite a growing middle class, some analysts question the room for growth in Malaysia due to higher import costs and a small population, compared to neighbouring countries. 🌍 Even as local firms grow, the speedy expansion of Chinese coffee firms such as Cotti and Luckin' Coffee could pose a significant challenge. - Caption written with AI's help. Want to keep up with the ins and outs of the #tech ecosystem in Asia? Sign up for free at techin.asia/newsletters

In a remarkable surge, #Indonesia's coffee chains #KenanganCoffee and #ForeCoffee are making waves in #Singapore's thriving #coffeemarket. 🚀 Embracing a dynamic blend of culture and flavor, these brands are reshaping the coffee experience in the Lion City. 📰 As reported by Hariz Baharudin of The Straits Times, the entry of Kenangan Coffee and Fore Coffee has sparked excitement among coffee enthusiasts and industry experts alike. This strategic move signifies the evolving landscape of Singapore's coffee culture, promising a delightful journey for both connoisseurs and casual drinkers. GlobalData Plc reported earlier in 2023 that between 2022 and 2027, Singapore’s coffee market sales are expected to register a 3.2% value compound annual growth rate. 🌍 For a comprehensive understanding of the Singapore Coffee Market and its transformative trends, connect with #GlobalData. #Decodethefuture with GlobalData Plc Parthasaradhi Reddy Bokkala Deepak Nautiyal Tim Hill #SingaporeCoffee #CoffeeMarket #KenanganCoffee #ForeCoffee #GlobalDataInsights #IndustryTrends #CaffeineChronicles #BusinessInnovation #SingaporeBiz #MarketWatch #GlobalDataConsumer

Indonesian coffee brands Kopi Kenangan and Fore Coffee are taking their locally-inspired flavours outside their home turf, showcasing increased competition in a market dominated by global names like Starbucks and Tim Hortons. This expansion celebrates Indonesia's position as the world's fifth-largest coffee producer. ☕ The brands are leveraging Indonesia's distinct coffee varieties and flavours, introducing the world to a unique taste profile not found in typical Americano or latte options 💼 Their strategies also stress the importance of profitability, aiming to grow sustainably without compromising their financial stability 🚀 The Covid-19 pandemic and the resultant increase in tech-savviness have been catalysts for their growth, with food delivery apps driving most transactions. - Want to keep up with the ins and outs of the #tech ecosystem in Asia? Sign up for free at techin.asia/newsletters

🇮🇩 Indonesian coffee brands Kopi Kenangan and Fore Coffee are expanding beyond their home country, facing competition from global chains and other start-ups in the coffee industry. ☕ By focusing on the unique characteristics of Indonesian coffee and maintaining profitability, they aim to establish a strong position in the market. 🌏 The companies see potential in expanding into other Southeast Asian markets, such as the Philippines and Malaysia, following successful launches in Singapore. - Want full insights? Subscribe to Tech in Asia to read the entire article.

In Malaysia, a coffee war is brewing between domestic and foreign brands. The competition started with the entry of Starbucks and The Coffee Bean and Tea Leaf, which was countered by local tech-enabled companies offering high-quality coffee at lower prices. - ☕️🇲🇾 Domestic favorites like ZUS Coffee, Gigi Coffee, and HWC have grown rapidly, with ZUS leading with 190 outlets and profitable operations. - 🌐🇮🇩 Foreign players like Indonesian Kopi Kenangan and potentially Chinese brands like Luckin' Coffee are also making their move into the Malaysian market. - 🤔📊 Despite the heated competition, analysts and investors question the sustainability of this growth, citing Malaysia's smaller population and external economic factors as potential limiters. - Caption written with AI's help. Want to keep up with the ins and outs of the #tech ecosystem in Asia? Sign up for free at techin.asia/newsletters

🇲🇾 Coffee war in Malaysia: Local vs. foreign brands. ☕️ Malaysia's growing middle class drives coffee consumption. 🏪 Tech-enabled local coffee chains challenge giants like Starbucks. 🚀 Chinese players like Luckin Coffee loom on the horizon. 💡 It's not just about quality coffee; efficient retail distribution matters

📢 Exciting News! 🌟 Jollibee, the beloved Filipino fast-food chain, is setting its sights on conquering Vietnam with its current  158 stores. To support the company’s growth plans, Jollibee established its own commissary in Vietnam, which has the capacity to support 400 stores. With plans to expand its presence in the country, Jollibee aims to bring its iconic flavors and renowned brand to Vietnamese consumers. This move reflects Jollibee's commitment to growth and its confidence in the Vietnamese market. Jollibee today is the third biggest quick-service restaurant brand in Vietnam and caters to a 100 percent local Vietnamese customer base. Read more about their plans here: https://lnkd.in/gsQWeG5q #Expansion #Vietnam 🎯🎯🎯 Too much market noise and no clarity? Actionable insights to help you stay ahead. Contact us for your expansion, penetration, exploration to invest in these emerging markets: https://lnkd.in/gzdB5BG CEL Demand Supply Alignment www.cel-consulting.com #CEL #Demand #Supply #Alignment