☕️ Brew-to-Bourse: Shanghai’s Manner Coffee is eyeing a Hong Kong IPO next year at a valuation of up to US$3 billion. The cult chain is backed by investors like ByteDance and Singapore’s Temasek.

🫘 Spill the beans: Back in 2021/22, banker leaks claimed Manner was preparing a Hong Kong IPO to raise around US$300 million. However, founder Han Yulong publicly denied there was “no such plan.”

🍵 Latte Lab: Manner doubles as ByteDance’s biggest offline behavior lab. Wait times, demand peaks, recipe tweaks, store layouts — everything is digitally tracked and feeds into pricing algorithms, product tests, and Douyin promotions.

🥤 Started at the sidewalk, now we’re here: Founded in 2015 as a tiny street stall in Shanghai, Manner became a Gen Z favorite with 10–20 RMB coffees, minimalist design, great taste, and fast service.

🏦 Bullish Brew for IPOs: After two slow years, Hong Kong’s IPO window is open again: over US$32 billion has been raised so far this year. China consumer stories are back in demand.

Big Picture

We’ve covered China’s wildest coffee inventions — from garlic lattes to paprika Americanos. China is becoming the world’s most dynamic coffee market, where local chains are undercutting Starbucks with “affordable premium” brews.

Sources: Bloomberg BusinessTimes SG Investing.com
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