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Heytea: Self Rescue in the Mass Market

Heytea, the pioneer of "New-Style Tea" in China, reported significant growth in its annual report. Strategic moves like launching a franchise program and reducing prices led to a 280% year-on-year increase in the number of stores, totaling over 3,200 locations in both major cities and smaller towns. Sales revenue at self-owned stores grew consistently for 12 months, with some stores seeing up to an 80% year-on-year sales increase. Heytea also surpassed 100 million registered members, becoming the first tea brand to achieve such a large private membership base.

This rapid expansion was not just luck. Heytea adjusted its brand positioning and business strategy to become more accessible to a broader range of consumers. However, the competitive landscape changes squeezed Heytea's business viability, eroding its first-mover advantage. How should Heytea leverage its resources to adapt to recent changes and chart a course for continued leadership in the competitive New-Style Tea market?

Year of Publication: 2025
Ref. No.: 24/805C
Discipline: Strategy & General Management
Industry: Food, Beverage & Tobacco
Country/Region: China (People's Rep. of)
Company: Heytea
Languages: English
Pages of Text: 16

Learning Objective:

  1. Analyze how firms can capitalize on environmental changes and strategic decisions to establish and sustain a first-mover advantage in emerging consumer markets.
  2. Assess the alignment between shifting market conditions and firms' strategic responses, including pricing, distribution, and expansion strategies.
  3. Examine the challenges firms face in adjusting and implementing strategies in a dynamic business and industry environment.
  4. Conduct rapid assessments of market opportunities and threats, identify sustainable business models, and develop strategic plans leveraging dynamic capabilities to maintain competitive advantage.

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