中国咖啡新贵瑞幸进军印度和中东
Luckin continues to expand at jaw-dropping speedas it announced plans to open shop overseas for the first time. On Monday, theStarbucks challenger from China said it has signed a memorandum of understanding to setup a joint venture with Americana Group, a major international food group.
瑞幸(Luckin)继续以令人瞠目结舌的速度扩张，它宣布了首次在海外开店的计划。周一，这家来自中国的星巴克挑战者表示，它已与主要国际食品集团美国集团(Americana Group)签署了一份谅解备忘录，将成立一家合资企业。
The deal will see Luckin launch a newretail coffee business in the Greater Middle East region and India, said thecompany that in May took public its 18-month-old business. Its partner has afar longer track record. Founded in Kuwait more than 50 years ago, Americanaowns the local franchises of KFC, Pizza Hut, Friday’s, Costa Coffee and otherprominent casual dining brands across the Middle East and North Africa.
瑞幸咖啡表示，这笔交易将使其在大中东地区和印度推出新的零售咖啡业务。其合作伙伴的历史要长得多。Americana成立于50多年前的科威特，在中东和北非地区拥有肯德基、必胜客、星期五、Costa咖啡和其他著名的休闲餐饮品牌。
Luckin did not provide further details ofthis new venture and a spokesperson for the company declined to comment whencontacted by TechCrunch.
瑞幸没有提供这个新项目的更多细节，当TechCrunch联系该公司发言人时，他拒绝置评。
But there’s still a lot to read intoits international foray. For one, Chinese companies have had a growing presencein the Middle East and India in recent times as Beijing puts forward its Belt and Roadinfrastructure development and investment initiative. Notably, the MoU between Luckin andAmericana was signed with both Chinese and Arab government officials inattendance.
但对其进军国际市场仍有很多需要解读的地方。首先，随着中国政府提出“一带一路”基础设施发展和投资倡议，中国企业近年来在中东和印度的影响力不断增强。值得注意的是，瑞幸与美国签署的谅解备忘录得到了中国和阿拉伯政府官员的签署。
Chinese tech giants have already takennotice of the regions. Alibaba is active in the Middle East with its cloudcomputing business. Up-and-coming Chinese app developers such as ByteDance runthe immensely popular TikTok and Helo in India.
中国科技巨头已经注意到了这些地区。阿里巴巴的云计算业务在中东非常活跃。新兴的中国应用程序开发商，如ByteDance，在印度运营着非常受欢迎的TikTok和Helo。
These countries are also blessed withemerging middle-class populations, the demographic that Luckin targets backhome. In China, the coffee startup is known for shelling out large subsidies tolure millions of tea drinkers into trying its coffee beverages. Instead ofattracting them to sit and relax at Starbucks-like retail stores, Luckin relieson a massive network of pickup points and delivery staff — which allows it tosave on rent and take advantage of China’s relatively cheap labor — to completeorders.
这些国家还有幸拥有新兴的中产阶级人口，这是瑞幸在国内瞄准的人群。在中国，这家咖啡初创公司以提供巨额补贴吸引数百万喝茶的人尝试其咖啡饮料而闻名。瑞幸并没有像零售店那样吸引他们坐在星巴克休息，而是依靠一个庞大的取货点和送货员网络来完成订单，这让它能够节省租金，并利用中国相对廉价的劳动力。
Luckin also owns a massive amount of userdata, as all orders and payments take place over its app. It can be imaginedhow the Chinese startup sets out to replicate this digital-first model inplaces with booming internet populations.
瑞幸还拥有大量的用户数据，因为所有的订单和支付都是通过它的应用程序进行的。可以想象，这家中国初创企业将如何在互联网人口迅速增长的地区复制这种数字优先的模式。
Like China, India is historically a nationof tea lovers that’s experiencing rapid growth for coffee consumption. Thebeverage scene is crowded with popular tea brands like Chaayos and foreignplayers that team up with local companies to gain an upper hand. Eveninternational coffee behemoth Starbucks is no exception as it works closelywith Indian conglomerate Tata to operate more than 130 stores.
与中国一样，印度在历史上也是一个茶叶爱好者的国家，咖啡消费也在快速增长。饮料业充斥着像Chaayos这样受欢迎的茶品牌，以及与当地公司合作以占得上风的外国公司。就连国际咖啡巨头星巴克也不例外，它与印度塔塔集团密切合作，经营着130多家门店。
“We at Americana believe this MoU will revolutionize the food andbeverage retail industry in the Greater Middle East and India, regions thatprovide promising prospects for new retail growth and expansion,” saidAmericana Group chief executive officer Kesri Kapur in a statement.
Americana集团首席执行官Kesri Kapur在一份声明中说:“我们Americana相信这份谅解备忘录将给大中东和印度地区的食品和饮料零售业带来革命性的变化，这些地区为新的零售增长和扩张提供了广阔的前景。”
Luckin CEO Qian Zhiya noted that hercompany looks “forward to further expanding the freshly brewed coffee marketinternationally as we realize the incredible growth opportunities available tous through our innovative business model.”
瑞幸咖啡首席执行官钱智亚表示，公司“希望通过创新的商业模式，进一步拓展现煮咖啡的国际市场。”
The startup has indeed recorded months ofstunning growth, but it is also facing skepticism from investors who are putoff by its continued cash burn with no plans to achieve profitability on thehorizon. Luckin is aiming to double its China-based operations from just over2,000 locations to 4,500 by 2019, and its new global ambition is set to evenfurther test investor patience.
这家初创公司的确实现了连续数月的惊人增长，但它也面临着投资者的质疑，投资者对它持续烧钱的做法感到反感，因为它还没有实现盈利的计划。瑞幸的目标是到2019年将其中国业务从2000多家增至4500家，其新的全球雄心将进一步考验投资者的耐心。
本文由零售资本论团队编译
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