Remember that summer, half an hour in line for a bowl of tarot four
The taco q bullet, the red beans soft, the fairygrass smooth, plus the real taro。
At that time, the kotsman's door shop was full of people and the orders were ringing。
At the peak, one bowl of sugar can sell 10 million copies a year。
And now
It's more like "too expensive" than "a milk tea"。
From more than 800 businesses to less than 600, the hong kong market fell from 19 to 6 and even recorded a wave of unpaid rents。
This brand that's accompanied countless memories of youth looks really old。
But things have changed recently。
In april 2026, the cfb group formally took over。
Maybe you haven't heard that name, but you must have had their dq ice cream or ordered a great john pizza。
The catering group, which is controlled by source capital, is now a major shareholder of koko。
To be honest, it's an ice cream giant and it's time to save taiwan's sugar bowl。
It's also a legend。
In the 1970s, the fu brothers and sisters who worked as farm farmers in taiwan began only with their own hand-made tacos. In 2007, fu sinchin opened his first shop in new north, using the word "handmade" to kill a bloodline in a chained wave。
New tea drinks were not so crazy when they entered the mainland around 2009。
The taco fairies have an ancient sense of handwork, the tacos are made from the ground, the pixie weeds are made from the ground, the food is real, the taste is felt。
At the height of the fire, there were more than 800 global outlets and continental markets dominated。
But the story has changed since 2019。
The $9. 9 milk tea was blooming, and the brands of new tea and tea pots were starting to sell low-priced sugar, and the bottom of the sea even opened sugar shops。
There's a lot of competition, but it seems that the koba has pressed the pause。
Price increases, weight decreases, product innovation slows as snails。
When the young people were looking for a fresh sense of freshness and value for money, the kodak fairy was still watching the bowl "tat circle four." in 2023, 260 shops were closed in a year, and only 90 new ones were opened。
C. F. B.'s coming in this time. It's clearly a copy。
They are looking not only at the tacos' brand, but also at the bottom of the supply chain and over 600 shops。
The plan of the cfb is straightforward: a pair of western ice cream from dq and chinese sugar water from the potato fairy, and a pair of "big hare"。
After all, the cfb has the ability to digitize its operations, to put back on track the continuous decline of the dq and double the sales of single stores for eight consecutive years。
They want to replicate the game on the kodaks, consolidate the procurement, adapt the association system, and run the entire channel。
But the sugar water track was not ten years ago。
The whole sweet market is now flushing to 60 billion scales, with new items such as cassava sugar。
The new brands ran too fast。
There are a lot of problems to be addressed by the kodaks: the products are getting older, and nearly 200 complaints on black cat complaints platforms relate to food security issues such as fruit deterioration, and union management is loosely sifted。
The total number of cfos has increased from 1850 to 2,500, and the size of this acquisition may not allow the bowl to reseat, but also depends on whether the new brands are fast enough, whether the prices go back to human beings, and whether the store is able to keep pace with the current youth。
Handmade early tastes are good, but in the face of capital and efficiency, love alone does not hold。
C. F. B. Took over and gave the kodak a chance to start over。
Maybe some taco ice cream in the dq store later, maybe more cross-border。
But in any case, the sugar age, which required a queue of half an hour, must not return。
Now you're passing through the mall, and if you see the sign of the taco fairy, will you go in and order a bowl of taro round four
Or, what do you expect from this bowl of sugar water
Some tastes are worth remembering, but the brand of survival has to change。
