TheLowDown-Asia 09月16日
蜜雪冰城进军巴西,首店落户圣保罗
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蜜雪冰城,这家拥有超过46,000家门店的全球最大餐饮连锁品牌,即将在巴西最大的商业中心圣保罗开设其首家门店。新店位于圣保罗市中心的黄金地段Avenida Paulista上的Cidade SP购物中心,该购物中心以其现代化的设施和受年轻消费者欢迎的品牌组合而闻名。蜜雪冰城此次进军巴西,不仅标志着其全球扩张的重要一步,也伴随着对巴西当地的投资承诺,显示出其对拉美市场的重视。同时,美团旗下的Keeta外卖服务也将同期进入巴西市场,预示着两者可能产生协同效应。

🍦 蜜雪冰城作为全球最大的餐饮连锁品牌,正在加速其国际化步伐,继东南亚的成功扩张后,将目光投向了拉丁美洲最大的消费市场——巴西。其在圣保罗开设的首家门店选址于交通便利、商业繁华的Avenida Paulista,表明了其对巴西市场的重视和战略布局。

🤝 蜜雪冰城宣布进入巴西市场之际,恰逢巴西总统卢拉访华,并在此期间承诺在巴西投资当地工厂,并采购价值至少40亿人民币的巴西农产品和原材料。这一举措不仅体现了其深耕巴西市场的决心,也为当地经济发展带来了机遇。

🛵 值得注意的是,美团旗下的Keeta外卖服务也将在同期进入巴西市场,并计划在圣保罗地区率先上线。在亚洲,茶饮品牌常常与外卖服务协同发展,蜜雪冰城与Keeta的组合在巴西市场能否复制类似的成功模式,值得期待。

☕️ 巴西本土茶饮市场尚处于发展初期,缺乏大规模连锁品牌,这为蜜雪冰城提供了进入市场的机会。尽管巴西拥有浓厚的咖啡文化,但随着消费者对多元化饮品需求的增加,以及蜜雪冰城在亚洲市场的成功经验,其在巴西市场的潜力不容小觑。

Mixue, the world’s largest F&B chain with more than 46,000 stores globally, is about to open its first store in Brazil – right in the heart of the country’s largest commercial hub, São Paulo.

The store, which is currently under renovation, is located in Shopping Cidade São Paulo (Cidade SP), a mall situated on the prime Avenida Paulista, a well-connected thoroughfare in the city lined with office towers, shopping centers, cultural spaces, and tourist attractions.

Cidade SP itself is relatively new, having opened in 2015. With six floors and around 17,000 square meters of leasable area, it hosts roughly 150 stores. Positioned in the upper-mid market, the mall is modern, stylish, and home to a mix of international and domestic brands – particularly popular among younger consumers.

The construction hoarding of the new Mixue store features the familiar Snow King mascot alongside a Portuguese slogan that reads: “São Paulo Chegamos! Em Breve!” (São Paulo, we’ve arrived! Coming soon!). 

The hoarding also includes a QR code with more information – included Mixue’s 2025 English brand manual (not yet in Portuguese):

Mixue announced Brazil entry alongside Keeta

Mixue announced its entry into Brazil earlier this year in May, during Brazilian President Lula’s official visit to China. 

At the same event, the company committed to investing in local factories and purchasing at least RMB 4 billion (US$562 million)  worth of agricultural products and raw materials from Brazil.

The signing ceremony was attended not only by Mixue’s senior executive Mr Sun, but also by Wang Xing, the founder of Meituan. 

Meituan used the same occasion to announce a planned US$1 billion investment in the Brazilian market and the planned entry of Keeta food delivery services. 

On the signing table, a Meituan kangaroo mascot was placed together with Mixue’s Snow King – an image that drew plenty of attention.

Will Mixue work in Brazil?

So far, Brazil hasn’t developed large-scale local tea chains of its own. Why that is remains an open question – some people attribute it to the country’s strong coffee culture. 

We think the more likely reason is that nobody has yet built tea chains at industrial scale – most tea chains remain small and often concentrated in Asian neighborhoods such as Liberdade (São Paulo’s “Japantown”).

Mixue, which has successfully expanded in Southeast Asia (where the bulk of its 4733 overseas stores are located), will test the value proposition in Latin America’s largest consumer market. 

Synergy with Keeta?

Our friends in Brazil have expressed excitement about seeing more tea chains open locally. Interestingly, several Brazilian friends who had lived or worked in Asia before mentioned to us how much they miss the lifestyle of being able to grab bubble tea or milk tea almost anywhere.

Keeta is preparing to launch in Brazil, likely in October or November, starting in the São Paulo area. In Asia, tea drinks often play a useful role in acquiring food delivery customers quickly – will Keet adopt the same tactics in Brazil?

We look forward to seeing how the market evolves.

For more on Mixue, check out Momentum Works report “Who is Mixue”: 

 

You can also make reference to the following Momentum Works reports for more:

The post Mixue, the world’s largest F&B chain, to open its first store in Brazil first appeared on The Low Down - Momentum Works.

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相关标签

Mixue 蜜雪冰城 巴西 Brazil 圣保罗 São Paulo 餐饮连锁 F&B chain Keeta 美团 Meituan 全球扩张 Global Expansion 拉美市场 Latin America
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