截至2025年10月的净值预估。公司估值基于风险投资融资轮次、年度营收表现及其在35亿美元约会应用行业内的市场定位。.
公司概览
Coffee Meets Bagel is a dating app founded in 2012 by sisters Arum, Dawoon, and Soo Kang that revolutionized online dating by focusing on quality over quantity. The platform sends users one curated match (“bagel”) daily at noon, rejecting the unlimited swiping model popularized by Tinder. This anti-swipe positioning targets users seeking serious relationships rather than casual hookups.
The company achieved fame by rejecting Mark Cuban’s $30 million buyout offer on Shark Tank in 2015, the largest cash offer in the show’s history. The Kang sisters’ bet has paid off, with current valuations ranging from $150M-$600M. The company operates profitably with strong unit economics, ranking as the 14th highest-earning dating app in the US and 4th in Southeast Asia.
收入模式
Coffee Meets Bagel通过多元渠道实现年营收超2500万美元：
- Premium Subscriptions: Monthly premium costs $35 ( $20 on six-month plans ) and includes advanced filters and read receipts.
- In-App Currency (“Beans”): Users buy virtual currency to boost profiles or send special reactions, generating around $900K monthly in-app purchases.
- Brand Partnerships: Collaborations with lifestyle brands add revenue streams.
该平台拥有34%的高级功能转化率，属行业最高水平之一，使其无需巨额营销投入即可实现EBITDA盈利。.
主要竞争对手
| Xếp hạng | 公司 | 估值 | DOANH THU | 用户数 | TRẠNG THÁI |
|---|---|---|---|---|---|
| 1 | Match Group | 79亿美元 | 34.7亿美元（年度） | 1490万付费用户 | 上市公司(MTCH) |
| 2 | Tinder | 420亿美元（2021年） | 19.1亿美元（▼4%） | 960万付费用户 | Match子公司 |
| 3 | Bumble Inc. | 8.4亿美元 | 2.48亿美元（▼8%） | 380万付费用户 | 上市公司(BMBL) |
| 4 | Hinge | khong-co | 1.68亿美元（▲25%） | 170万付费用户 | Match子公司 |
| 5 | Coffee Meets Bagel | 1.5亿-6亿美元 | 1600万-3600万美元 | 600万月活用户 | 私营/盈利 |
| 6 | OkCupid | khong-co | 1000万-3500万美元 | 200万月活用户 | Match子公司 |
| 7 | eHarmony | khong-co | 750万美元（下滑中） | 75万付费用户 | ProSieben旗下 |
（在移动设备上横向滚动可查看完整表格）
Match Group主导地位
Match Group 拥有 Tinder、Hinge、Match.com、OkCupid 和 PlentyOfFish，占据在线约会市场超过 70% 的份额。其 2024 年营收达 34.7 亿美元，拥有 1,490 万付费用户，现金流利润率高达 26.4%。.
Hinge 表现亮眼，季度营收达 1.68 亿美元（同比增长 25%），付费用户达 170 万，其目标用户群体与 Coffee Meets Bagel 一致，均专注于婚恋关系导向的客群。.
对比分析
The app’s valuation of $150M-$600M places it below Tinder and Bumble but above most independent apps. With $16–36 million in annual revenue and EBITDA profitability, it shows strong unit economics and 34% premium conversion versus Bumble’s losses.
While Match Group dominates, Coffee Meets Bagel thrives as a quality-first alternative for users seeking serious connections and a less swipe-driven experience. The company’s updates and community engagement can also be followed on Instagram, while its help center is available on Zendesk for users seeking support.
战略定位与结论
The Kang sisters’ decision to reject Mark Cuban’s $30 million offer proved wise. Now valued between $150M-$600M, Coffee Meets Bagel demonstrates that focus on intentional dating and financial discipline can outperform many venture-funded rivals. The challenge ahead is scaling while preserving authenticity in a market dominated by giants.
The Bottom Line: CMB’s independence and profitability prove it as a rare success story in a consolidated industry. Sustaining growth without losing its identity will determine whether it remains the most beloved alternative to Match Group’s empire.
Data compiled from venture capital disclosures, public filings, and industry reports as of October 2025. Additional sources: Official Site, Wikipedia, Instagram, Help Center, and App Store.
关于作者
Amelia Grant 是驻纽约的商业与科技记者，专注报道初创企业文化、在线平台及科技创新与人类行为的交叉领域。其作品常探讨像 Coffee Meets Bagel 这类数字原生企业如何通过设计思维与数据驱动增长挑战行业巨头。Amelia 的文章多见于关注创业精神、消费科技与数字媒体趋势的出版物。.
