Drinkit is growing while other coffee chains are closing locations.
According to INFOLine research, as of September 2026, the total number of establishments of the 10 leading coffee&go chains and coffee shops has decreased by 244 points or 7% compared to the beginning of the year. The total number of objects in the section is slightly over 3,000. At the same time, the dynamics of individual rating participants differ significantly.
The leader of the top 10 by the number of establishments remains Coffee Lake. By September, the chain had 900 coffee shops, after reducing the number of locations by 166 since the beginning of the year. The company is reviewing its portfolio, closing unprofitable sites and concentrating on more efficient locations. According to its data, after increasing the break-even threshold, cafes with revenues of 320-325 thousand rubles give way to new facilities, the average income of which is 730-780 thousand rubles.
The most active player in terms of expansion rate was the Drinkit chain: from the beginning of 2026 it opened 94 establishments and reached 216 points. During this period the chain entered seven new cities. By the end of the year, the company plans to increase the number of cafes to 300.
INFOLine believes that the grab-and-go coffee and coffee shop market is entering a maturity stage, where it is not the number of branches that wins, but the quality of the locations and operational efficiency. The competition for traffic and prime locations will increase, and players who fail to adjust their investment portfolio will continue to lose ground.
According to the company, in 2027 the unification of the segment will continue: large chains will unite by absorbing small players and redistributing the best locations, and the busy coffee&go format will finally take shape as an independent driver of the catering market. Further growth of companies here is possible only by increasing the efficiency of the points, and not by extensive expansion.