近日，库迪咖啡旗下海南库迪科技有限公司被曝出经营异常，引发市场关注。根据国家企业信用信息公示系统显示，该公司因‘通过登记的住所或者经营场所无法联系’，于2024年被海口市市场监督管理局列入经营异常名录。海南库迪科技成立于2023年，注册资本1000万元人民币，是库迪咖啡在华南地区的重要布局之一，主要承担数字化运营、供应链管理及区域市场拓展等职能。此次经营异常虽不直接等同于公司倒闭或资金链断裂，但反映出其在本地实体运营层面可能存在管理疏漏或战略调整。有分析指出，这或与库迪咖啡快速扩张后的组织整合压力有关。作为瑞幸咖啡原核心团队创立的品牌，库迪自2022年成立以来以‘万店计划’高速扩张，目前已在全国开设超5000家门店。然而，高速扩张也带来运营复杂度上升、区域协同不足等问题。目前，库迪咖啡官方尚未就此事作出详细回应。业内人士建议，投资者和合作伙伴应持续关注其后续整改情况及整体经营稳定性。此次事件也为新兴连锁品牌敲响警钟：规模扩张需与精细化管理同步推进，方能实现可持续发展。
Recently, Hainan Kudi Technology Co., Ltd.—a subsidiary of Cotti Coffee—was reported to be listed as having abnormal business operations, drawing market attention. According to China’s National Enterprise Credit Information Publicity System, the company was added to the list of enterprises with abnormal operations by Haikou’s Market Supervision Administration in 2024 due to ‘inability to contact the company at its registered address or business premises.’ Established in 2023 with a registered capital of RMB 10 million, Hainan Kudi Technology plays a key role in Cotti Coffee’s strategy in South China, primarily handling digital operations, supply chain management, and regional market expansion.Although this abnormal status does not necessarily indicate bankruptcy or cash flow issues, it suggests potential operational oversights or strategic realignments at the local level. Analysts speculate that this may be linked to organizational integration challenges following Cotti Coffee’s rapid expansion. Founded in 2022 by former core executives of Luckin Coffee, Cotti has pursued an aggressive ‘10,000-store plan’ and now operates over 5,000 outlets nationwide. However, such rapid growth has also increased operational complexity and exposed gaps in regional coordination.Cotti Coffee has not yet issued an official detailed response. Industry insiders advise investors and partners to closely monitor the company’s corrective actions and overall operational stability. This incident serves as a cautionary tale for emerging chain brands: sustainable growth requires balancing scale expansion with refined management.
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