According to the latest data as of June 30, 2026, the total number of Good Me stores nationwide has reached 14,351, with revenue of RMB 7.47 billion in the first half of the year, up 31.9% year on year. Against a backdrop of increasingly intense competition across the tea beverage industry, Good Me has not slowed its expansion pace, but has continued to deepen its presence in county-level and township markets. This strategy has not only directly driven demand for its own supply chain, but has also brought new structural changes to business for upstream B2B tea beverage ODM manufacturers.

Accelerating Store Expansion Drives Growth in Standardized Contract Manufacturing Demand

Good Me's rapid expansion is essentially a stress test of its supply chain system. Surpassing 14,000 stores means that demand for standardized core ingredients such as tea bases, concentrates, and pre-mixed teas continues to rise. Based on currently available information, Good Me's presence in lower-tier markets is not simply a replication of stores; instead, it reduces reliance on on-site manual operations through modular product portfolios. This model directly drives the procurement scale of standardized contract-manufactured products, particularly pre-mixed tea and concentrate products that can accommodate the operational capabilities of different stores.

Changes in Contract Manufacturing Demand Structure: Extending from First-Tier Cities to Second- and Third-Tier Cities

It is worth noting that Good Me's expansion focus has shifted from first- and second-tier cities to county-level and township markets, resulting in corresponding changes in the geographical distribution of tea beverage contract manufacturing demand. In the past, tea beverage ODM orders were mainly concentrated among premium brands serving core commercial districts in first-tier cities, characterized by high average order values, small batches, and diverse product varieties. In contrast, Good Me's demand in lower-tier markets features scale, modularization, and cost-effectiveness. This means that contract manufacturers need to adjust their production capacity allocation and product lines to meet the requirements of stores in second- and third-tier cities for stable supply and cost control.

Implications for B2B Tea Beverage ODM Manufacturers

For Chinese B2B tea beverage ODM manufacturers, this change at Good Me sends a clear signal: lower-tier markets are becoming a new growth driver for tea beverage contract manufacturing. In the past, the main customers of contract manufacturers were leading brands and their stores in first- and second-tier cities, and orders were relatively concentrated. However, as brands such as Good Me continue to penetrate county-level markets, contract manufacturing orders will become more dispersed, while the overall volume will increase. Manufacturers need stronger flexible production capabilities, as well as delivery capabilities that can cover logistics networks across different regions. At the same time, modular and standardized product design capabilities will become key to capturing the benefits of this round of lower-tier market growth.

Based on current information, Good Me's revenue growth and store expansion are still continuing, and the trend of contract manufacturing demand shifting toward lower-tier markets has begun to emerge. Going forward, whether upstream contract manufacturers can respond quickly to this structural change may directly affect their competitive position in this round of industry consolidation. Areas worth continued attention include whether Good Me will further adjust its list of supply chain partners, and whether the operational stability of stores in second- and third-tier cities will impose new quality requirements on contract-manufactured products. These developments can be further verified through company announcements, industry association information, and reports from authoritative industry media.