The 10 most likely to be the next Starbucks chain of boutique coffee shops

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Although some big companies have entered the high-end coffee market, Starbucks' monopoly is still strong.

"the importance of high-end chains such as Starbucks to the industry is self-evident, so both public and private investors are very concerned about such chains," analyst John Glass said in a note. Many high-end brands affected by the third wave of coffee (Third wave of coffee) still have a deep Starbucks brand, and most of them are concentrated in the Northeast and West Coast of the United States. "

Bernstein analyst Sara Senatore pointed out in a recent report on the third wave of coffee that there is no sign that independent cafes have become a major trend in the US market as a whole. Independent cafes are limited to the market of top cities, and they account for a small share of the sales revenue and profits of the entire coffee market.

In her report, she estimated that the most representative boutique coffee brands in the third wave: Stumptown, Intelligentsia, Philz, Counter Culture, Blue Bottle and La Colombe Coffee Roasters, together generated annual sales of just $126 million. Among the mainstream coffee shop brands, Starbucks alone generated $21.3 billion in sales in 25000 stores around the world last year.

Although these coffee brands will hardly challenge Starbucks' monopoly, Morgan Stanley is still very concerned about these brands. After all, Nestl é recently paid $425 million for a majority stake in Blue Bottle Coffee, which has only 40 chain stores. Here are 10 coffee shops that Morgan Stanley thinks may have a chance to become the next Starbucks chain:

Joe Coffee, with 16 stores, mainly in New York and Pennsylvania

Colectivo Coffee Roasters, a total of 17 stores, mainly in Wisconsin and Illinois

Kaldi's Coffee, with 18 stores, mainly in Missouri and Georgia

Thomas Hammer Coffee Roasters, a total of 18 stores, mainly in Washington State and Idaho

Woods Coffee, a total of 19 stores, the main area is Washington State

Gregorys Coffee, a total of 26 stores, mainly in New York and New Jersey

La Colombe Coffee Roasters, a total of 26 stores, mainly in New York, Pennsylvania, Illinois and Washington, D.C.

Blue Bottle Coffee Company, a total of 35 stores, mainly in California, New York and Washington, D. C.

Philz Coffee, with 40 stores, mainly in California and Washington, D.C.

Black Rock Coffee Bar, a total of 42 stores, mainly in Oregon and Washington, D.C., Arizona, Idaho and California

(source: Hua Lizhi Song Fanfu)