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Strengths
• Extremely low initial capital barrier, lean team (e.g., about 4–6 people for Ru Guo Coconut Water), fast capital turnover, and strong risk-resistance capacity
Weaknesses
• Quality control and supply chain are not self-controlled; issues in the contract manufacturing stage can easily trigger trust crises
• Shared-style formulations are easily imitated, posing a high risk of homogenization
Opportunities
• A surge in low-MOQ contract manufacturers, making small-batch quick-response and multi-SKU iteration a reality
• Continued expansion of sub-segments like sugar-free tea and functional drinks, with category dividends still present
Threats
• Leading brands like Oriental Leaf and Suntory squeezing prices and siphoning channels through scale advantages
• Competition for refrigerator and display resources driving up customer acquisition costs
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