AI revenue is the electricity bill — first the meter, then the bill.
| Phase | Store scale | Supply-chain / store share | AI fees | Receipt/carbon fees | Data value |
|---|---|---|---|---|---|
| I (0-6 mo) | 2-3 owned stores | 70% | 5% | 15% | 10% |
| II (6-18 mo) | 50 franchised stores | 55% | 20% | 15% | 10% |
| III (18-36 mo) | Overseas + ecosystem | 40% | 30% | 20% | 10% |