Workflow
XIABUXIABU(00520)
icon
Search documents
商场B1的“穷鬼火锅”,开始暴击海底捞们
商业洞察· 2025-03-15 04:29
前段时间,巴奴火锅创始人杜中兵因为直播言论,被卷进舆论漩涡。 "火锅不是服务底层人民""月薪5000不要吃巴奴"这几句单拎出来很冒犯的话,让巴奴成为众矢之的。 好在杜中兵很快找到了问题的根源:高价不是原罪,傲慢才是。 以下文章来源于金错刀 ,作者云摇 金错刀 . 科技商业观察家。爆品战略提出者。 作者: 云摇 来源:金错刀(ID: ijincuodao ) "爹味"魔咒,再次给大佬上了一课。 但这次事件的核心,一方面是爹味输出的反面教材,另一面是火锅行业的价格战和品质战,已经进入 白热化阶段。 "穷鬼系列"爆火,小火锅模式反超老大、自助形式翻红,本质都是年轻人对性价比的追捧。与此同 时,人均150元左右的品质火锅,正在沦为"消费降级"的活靶子。 这次舆论中,不少年轻人很客观地表示,比起贵不贵,更在乎值不值。 像巴奴18块钱一份的乌兰察布土豆,有乌兰察布的网友吐槽,并不知道有这种土豆。 无数迹象表明,火锅巨头们需要点高价之外的刺激。 01 被穷鬼食堂卷懵, 巨头被迫自降身价 过去,火锅品牌崛起的秘诀基本是:五分靠价格,五分靠逼格。 以呷哺呷哺为代表的价格派,直接打爆性价比。 11年前呷哺的菜单,锅底全部3块钱, ...
呷哺呷哺:经营调整,供应链优化,静待改善
HTSC· 2024-12-24 05:50
Investment Rating - Maintain "Overweight" rating with a target price of HKD 1.32 [49][50] Core Views - The company is undergoing a period of adjustment and reform, with profitability under pressure and high uncertainty in the actual results of the reforms [2] - The target price is adjusted to HKD 1.32 based on a 5X 2025E EV/EBITDA, reflecting a discount due to the company's consecutive losses and ongoing adjustments [2][49] - The company is expected to achieve a turnaround in 2026, with a projected net profit of RMB 2.49 million [6][20] Financial Projections Revenue and Profit - Revenue for 2024-2026 is projected at RMB 4.913 billion, RMB 4.630 billion, and RMB 4.719 billion, with YoY changes of -17%, -6%, and +2% respectively [6][30] - Net profit attributable to shareholders for 2024-2026 is projected at RMB -451 million, RMB -229 million, and RMB 2.49 million [6][20] - EBITDA for 2024-2026 is projected at RMB 321 million, RMB 827 million, and RMB 1.257 billion [6][19] Costs and Margins - Gross margin is expected to improve to 64.1%, 64.6%, and 65.6% for 2024-2026, driven by supply chain optimization [34] - Labor costs as a percentage of revenue are expected to decline slightly to 37.26% and 35.82% in 2025 and 2026, respectively [20] - Depreciation and amortization as a percentage of revenue are expected to decrease to 17.83%, 17.52%, and 16.24% for 2024-2026 [20] Store Performance Xiabu Xiabu - Average single-store revenue for Xiabu Xiabu is projected at RMB 3.07 million, RMB 3.03 million, and RMB 3.09 million for 2024-2026, with YoY changes of -17%, -1.4%, and +2% [1] - The brand is focusing on cost-effectiveness and optimizing its store model, with a target of achieving profitability across all stores by 2H24 [44] Coucou - Average single-store revenue for Coucou is projected at RMB 9.37 million, RMB 9.56 million, and RMB 9.85 million for 2024-2026, with YoY changes of -15%, +2%, and +3% [1] - Coucou is expanding into lower-tier markets and reducing store sizes, which may impact average spending per customer [1] Store Expansion and Closure - Xiabu Xiabu is expected to close 50 stores in 2024 and 5 stores in 2025, with a net addition of 6 stores in 2026, bringing the total to 784 stores [43] - Coucou is expected to close 37 stores in 2024 and 35 stores in 2025, with no net additions in 2026, maintaining a total of 215 stores [43] Valuation Metrics - The company's EV/EBITDA for 2024-2026 is projected at 10.14X, 4.41X, and 3.14X [38] - The PE ratio for 2026 is projected at 421.34X, reflecting the expected turnaround in profitability [38] Industry and Market Context - The company faces intense competition and a challenging consumer environment, with both Xiabu Xiabu and Coucou experiencing declines in same-store sales [45] - The company is focusing on membership value and supply chain optimization to improve long-term profitability [42][45]
大面积塌方开始了
商业洞察· 2024-11-07 08:01
销售与管理视频号开通啦 欢迎关注并留下您睿智犀利的评论吧 ----------------------------------------- - - 作者: 智先生 来源:智先生(ID:zhixs10) 要说2024年有什么天坑行业排行的话,餐饮业估计能名列前茅。 很多地区的"排队王"都陷入了摆烂的局面,客流量肉眼可见变得稀疏起来,预订率下降,导致营业额也大幅缩水。 有餐饮人在网上自嘲, "开店时身上有二十多万,关店时能去到四十多万,可惜是负债"。 数据是最直观的。 哪怕它们纾尊降贵,推出298、398的"平民套餐",也依然挡不住大规模关停潮来袭,因为老百姓对米其林评价已经祛魅。 当行业环境不济时,大部分企业首先会考虑加入红海战场,开卷价格大战,虽然"以价换量"不是什么新鲜把戏了,但胜在有用。 一部分餐饮头部借此实现了逆增长,比如像海底捞,萨莉亚、瑞幸咖啡、百胜中国等佼佼者。 不过仔细翻看各上市公司的财报,可以发现一点,能实现同比增长的寥寥无几, 与其说逆增长,不如说维持营收平衡更贴切 。 根据国家统计局数据,今年1-8月份,餐饮收入34998亿元,同比增长6.6%,从大盘来看,还算可以,最起码像房地产、家装 ...
呷哺呷哺(00520) - 2024 - 中期财报
2024-09-26 08:30
Financial Performance - Xiabuxiabu reported a significant increase in revenue, achieving HK$1.2 billion for the first half of 2024, representing a 15% year-over-year growth[16]. - The Group's revenue decreased by 15.9% from RMB2,846.1 million in the first half of 2023 to RMB2,394.5 million for the Reporting Period[22]. - Sales from Xiabuxiabu decreased by 4.6% from RMB1,377.0 million in the first half of 2023 to RMB1,313.1 million for the Reporting Period[22]. - Sales generated from Coucou decreased by 28.3% from RMB1,401.5 million in the first half of 2023 to RMB1,004.5 million for the Reporting Period[22]. - The Group recorded a pre-tax loss of RMB267.0 million for the Reporting Period, compared to a pre-tax profit of RMB7.0 million for the same period in 2023[22]. - The Group's loss for the period was RMB273.7 million, a significant decrease from a profit of RMB2.1 million in the same period last year[62]. - The total comprehensive loss attributable to owners of the Company was RMB272.8 million, compared to a profit of RMB2.4 million in the previous year[63]. - Revenue for the six months ended June 30, 2024, was RMB 2,394,528, a decrease of 15.8% compared to RMB 2,846,121 for the same period in 2023[162]. - Loss before tax for the period was RMB 267,000, compared to a profit of RMB 7,038 in the same period last year[162]. - Loss for the period attributable to owners of the Company was RMB 272,820, a significant decline from a profit of RMB 2,406 in 2023[162]. Customer Metrics - The company expanded its user base, reaching 5 million active customers, which is a 20% increase compared to the previous year[16]. - Average spending per customer increased to RMB 59.6 in the first half of 2024, compared to RMB 58.4 in the same period of 2023[34]. - The customer turnover rate decreased from 2.4x in the first half of 2023 to 2.3x in the first half of 2024, indicating reduced customer traffic[36]. - Average spending per customer in Tier 1 cities fell to RMB 124.3 in H1 2024 from RMB 139.3 in H1 2023, a decline of 10.0%[42]. - Premium members contributed RMB 540 million in consumption during this period, with an average spending of RMB 432 and a consumption frequency of 4.9 times, which is 2.7x higher than the 1.8 times for ordinary members[52]. Expansion Plans - Xiabuxiabu plans to open 30 new locations across China by the end of 2024, aiming to increase market penetration[16]. - In the first half of 2024, the Group opened 41 new Xiabuxiabu restaurants and 11 new Coucou restaurants[25]. - The Group operated a total of 1,072 restaurants worldwide by the end of June 2024, including 1,051 in Mainland China[20]. - New restaurant openings will prioritize lightweight design and focus on tier 1 markets, with a more stable approach to expansion[48][49]. Product Development - A new product line featuring healthier menu options is set to launch in Q3 2024, responding to consumer demand for healthier dining choices[16]. - The delivery business is rapidly expanding, with new products like Teriyaki Beef Rice and Tomato Fried Pork and Beef Hotpot introduced to capture the snack and cooked food market[48][49]. - Coucou has launched new soup base flavors and tea beverages, enhancing menu variety and targeting young customers through exclusive activities[50][51]. - A new weekday lunch set meal was introduced in May 2024 to cater to the office worker demographic, focusing on value for money and quick service[50][51]. Financial Management - The cost of raw materials and consumables as a percentage of revenue decreased from 37.4% in the first half of 2023 to 34.6% in the Reporting Period, benefiting from increased strategic suppliers and centralized procurement[67]. - Staff costs increased during the Reporting Period, reflecting higher rates of various expenses compared to the first half of 2023[68]. - The Group's total staff cost was RMB814.1 million, representing approximately 34.0% of total revenue, down from RMB929.9 million in June 2023[103]. - The Group's gearing ratio was 39.1% as of June 30, 2024, calculated by dividing bank and other borrowings by total equity[100]. Market Challenges - The Group's overall performance was impacted by weaker consumer spending in the first half of 2024 compared to the post-pandemic rebound in 2023[36]. - The catering industry is facing challenges such as rising operational costs and increasing competition, with consumers becoming more cautious about dining expenditures[59]. - The Group's revenue decreased by 15.9% from RMB2,846.1 million in the first half of 2023 to RMB2,394.5 million in the Reporting Period due to intense competition and consumption downgrade in the catering industry[64]. Corporate Governance - The company complied with the Corporate Governance Code, except for a deviation regarding the separation of roles between the chairman and chief executive officer[144]. - The board comprises one executive director, two non-executive directors, and three independent non-executive directors, ensuring a strong independence element[145]. - The company will continue to review its corporate governance practices to maintain high standards[144]. Membership and Loyalty Programs - The company is actively promoting its privilege membership business to drive performance growth[47]. - The membership system will be leveraged to create customized discounts for members, enhancing customer loyalty and driving growth[50][51]. - The Group achieved over RMB 140 million in premium membership card sales in the first half of 2024, with average daily card sales per restaurant increasing from 2.9 cards in 2023 to 5.2 cards, a growth of 1.8x[52]. Cash Flow and Assets - Cash and cash equivalents at the end of the period were RMB 310,032,000, up from RMB 175,705,000 in the previous year[176]. - The Group has unused banking facilities amounting to RMB 353 million, ensuring adequate resources for operational continuity over the next 12 months[181]. - Total assets less current liabilities as of June 30, 2024, were RMB 1,819,296, down from RMB 2,231,466 as of December 31, 2023[166].
​晚点财经丨英伟达股价下跌,因为业绩预期超得不够多;华为半年收入增长千亿元,增量从哪来;中公教育盈利,考公培训收入占比再次过半
晚点LatePost· 2024-08-29 14:30
英伟达股价下跌,因为业绩预期超得不够多 去年二季度是英伟达业绩因为人工智能需求而爆发的开始,营收翻倍,净利润增长超 8 倍。即使同比基 数这么高,英伟达这次营收和利润依旧分别增长了 122% 和 168%。 只是很多投资者觉得还不够好。英伟达已经连续一年业绩远超预期,之前两次发财报后分别涨了 16.4% 和 9.3%。随着市值一起被拔高的还有投资者预期,这一次公司业绩没好到完美程度,加上管理层对关键 问题的回应略显平淡,股价盘后罕见大跌。 华为半年收入增长千亿元,增量从哪来? 中公教育盈利,考公培训收入占比再次过半 奈雪茶饮烘焙收入下滑,上海门店利润率跌至 1.4% TikTok 算法推荐惹祸,美国法院判定平台需担责 关注《晚点财经》并设为星标,第一时间获取每日商业精华。 英伟达股价下跌,因为业绩预期超得不够多 怎么看英伟达最近一季的业绩都很好,收入、利润、毛利率、下季度指引,全都超出市场一致预期。 市场现在主要关心两件事:新品延期、客户的资本回报率。 黄仁勋确认下一代旗舰芯片 Blackwell 因生产问题而延期。好在影响良率的掩膜已更换完毕,四季度将 开始发货给客户,带来数十亿美元收入,产能恢复需要几周至 ...
呷哺呷哺(00520) - 2024 Q2 - 业绩电话会
2024-08-29 02:00
尊敬的投资者分析师大家上午好欢迎大家参加峡谷峡谷2024年中期业绩发布会我是今天的主持人陆远中童梦琪首先非常欢迎大家关注峡谷峡谷下面我先介绍一下今天我们出席的管理层他们是董事会主席兼首席执行官贺冠企先生集团副总裁及首席财务官冯辉煌先生 那我们今天的业绩发布会会分成两个环节首先会有管理层来跟我们介绍这个经营的情况接下来是一个QA的问答环节我们接受线上和现场的投资者提问那么到时候请大家可以预备问题在线上进行文字或者是电话提问那下面我把时间交给管理层各位投资人以及在现场的 在现场的各位投资人大家好那现在由我先来跟各位报告这个SHARP SHARP集团在2024年上半年的终极的业绩报告首先我想就一些我们26年来整个SHARP集团的一个现况做个简单的介绍那截止到6月底为止整个SHARP集团在这个 大陆境内跟海外的部分总共有1072家的门店其实延续着一直以来公司延续着一直以来公司的所谓的直营的模式总共有1072家的门店特别在整个渠道的布局上面其实包含在大陆一个所谓大概有24个省份跟3个直辖市的一个分布 那另外的我想蛮重要是在我们供电的一个改革除了一直以来我们在19年在内蒙并购了一个这个扬子的屠宰厂那现在这个我们也把相关的 ...
呷哺呷哺(00520) - 2024 - 中期业绩
2024-08-28 11:52
Financial Performance - The company's revenue decreased by 15.9% from RMB 2,846.1 million in the first half of 2023 to RMB 2,394.5 million in the reporting period[3]. - The pre-tax loss for the reporting period was RMB 267.0 million, compared to a pre-tax profit of RMB 7.0 million for the same period in 2023[3]. - The total net loss for the period was RMB 273.7 million, primarily due to a weak overall market environment and increased competition in the dining sector[3]. - The total net revenue for the first half of 2024 was RMB 1,254,525,000, a decrease of 11.7% compared to RMB 1,420,948,000 in the same period of 2023[10]. - The total same-store sales for the group decreased by 43.0% to RMB 750.8 million compared to RMB 1,317.8 million in the same period of 2023[17]. - The group reported a consolidated loss before tax of RMB 267,000 thousand for the six months ended June 30, 2024, compared to a profit in the previous period[59]. - The group reported a total revenue of RMB 2,394.5 million for the six months ended June 30, 2024, a decrease of approximately 15.8% compared to RMB 2,846.1 million for the same period in 2023[47]. Restaurant Operations - The company opened 41 new Xiabuxiabu restaurants in mainland China during the first half of 2024, bringing the total to 821 restaurants in 21 provinces and 3 municipalities[3]. - The company closed a total of 48 Xiabuxiabu restaurants and 23 Coucou restaurants during the reporting period due to business reasons[5]. - The company plans to expand its store presence in first-tier and new second-tier cities, leveraging a proven high turnover rate model[20]. - The company is set to open its first store in Taiwan on June 25, 2024, as part of its strategy to enhance international brand exposure[20]. Sales and Customer Engagement - The sales of Xiabuxiabu decreased by 4.6% to RMB 1,313.1 million, while Coucou sales dropped by 28.3% to RMB 1,004.5 million[3]. - Same-store sales in first-tier cities decreased by 12.9%, with revenue of RMB 410.0 million compared to RMB 573.6 million in the previous year[12]. - The average customer spending in first-tier cities increased to RMB 60.0, up from RMB 58.8 in the previous year[10]. - The average customer spending in other markets was RMB 123.4, down from RMB 143.4 in the previous year[10]. - The company implemented various marketing strategies, including promotions for small portion dishes and online marketing activities, to attract customers amid declining consumer spending[16]. Cost Management and Efficiency - The cost of raw materials and consumables as a percentage of total revenue decreased from 37.4% in the first half of 2023 to 34.6% in the reporting period, reflecting effective cost management[27]. - Employee costs decreased by 12.5% from RMB 929.9 million to RMB 814.1 million due to store closures, with a net reduction of 22 stores compared to the previous year[28]. - Property rental and related expenses increased by 15.1% from RMB 138.8 million to RMB 159.7 million, accounting for 6.7% of total revenue, up from 4.9% in the previous year[29]. - Utility expenses decreased by 8.7% from RMB 98.6 million to RMB 90.1 million, representing 3.8% of total revenue[30]. - The company is focusing on optimizing its business model by closing underperforming restaurants to achieve profitability across all stores by the second half of 2024[18]. Membership and Loyalty Programs - In 2024, the company aims to enhance brand loyalty through a four-pronged membership strategy, focusing on paid membership promotion, new member development, existing member engagement, and platform operations[18]. - The company achieved over RMB 1.4 billion in paid membership card sales in the first half of 2024, with daily card sales increasing from 2.9 to 5.2 cards, a rise of 1.8 times[19]. - The average consumption per paid member reached RMB 432, with a frequency of 4.9 visits, which is 2.7 times higher than that of regular members[19]. Financial Position and Liabilities - As of June 30, 2024, cash and cash equivalents totaled RMB 310.0 million, up from RMB 129.4 million at the end of 2023[38]. - The group’s total liabilities as of June 30, 2024, were RMB 1,747.1 million, compared to RMB 1,884.8 million at the end of 2023[48]. - The group had short-term borrowings of RMB 378.7 million as of June 30, 2024, an increase from RMB 248.6 million as of December 31, 2023[41]. - The net asset value of the group decreased to RMB 967.9 million as of June 30, 2024, down from RMB 1,269.9 million at the end of 2023[48]. Corporate Governance - The board of directors consists of one executive director, two non-executive directors, and three independent non-executive directors, ensuring strong independence[100]. - The company has established an audit committee in accordance with corporate governance codes, comprising two independent non-executive directors and one non-executive director[102]. - The company will continue to review and monitor its corporate governance practices to maintain high standards[100].
呷哺呷哺240612
SINOLINK SECURITIES· 2024-06-12 08:23
也提到了就是我们现在可能把这种渠道作为一个补充另外的话也是就是布局那种非热门的时段然后像我知道之前像比如说凑凑在比较早之前就已经会去做一些下午茶的这样的一些场景然后想问说我们现在可能除了晚餐以外虾布和凑凑他的那个午餐以及说像下午茶这些场景的话大概能占到一天的这个销售比例有多少以及说跟之前大概是 这个我们没有去专门的去做一个具体的披露主要也是说如果你一个业态或者是某一项服务它一般可能要占到总的收入10%以上 那教育所会对你进行一个披露的一个要求但目前来讲这一类主要都还是我们的一个补充的数字来源确实也没有这个数字立刻在手上 那从我自己的观察来看的话呢处处可能还是晚市居多吧因为它毕竟是这个商务宴请约会为主的那下午来讲的话分饭的会比较多一些正常的午餐晚餐吧应该都是比较频繁的 了解了解但总的来说我们可能在这个多场景一些非热门时段还是有比以前更大力度的去做你也不能说更大力度吧其实之前比较巧妙的 因为我们自己现在看来的状况来讲,首先国会会员他的课单消费是普通的消费者的两倍以上 其次的就是他在一年度里面他其实回来的这个复购是可以达到六到八次的所以不论是说他的这个经济能力还是说他对这个品牌的忠诚度都非常的高那你要想留住这群人的 ...
呷哺呷哺(00520) - 2023 - 年度财报
2024-04-24 08:54
Financial Performance - The company reported a significant increase in revenue, achieving a total of 1.2 billion RMB for the fiscal year, representing a 15% year-over-year growth[3]. - Revenue for the year ended December 31, 2023, was RMB 5,917,962,000, representing an increase of 25.3% compared to RMB 4,724,834,000 in 2022[16]. - The Group's revenue for the year ended December 31, 2023, increased by more than 25% compared to the previous year, and the loss has narrowed compared to the previous year[27]. - The total net revenue for the Group in 2023 was RMB 3,081,423 thousand, a significant increase from RMB 2,253,777 thousand in 2022, representing a growth of approximately 36.6%[70]. - The revenue from Xiabuxiabu increased by 32.3% from RMB2,285.8 million in 2022 to RMB3,023.9 million in 2023[148]. - Coucou's revenue increased by 20.2% from RMB2,205.8 million in 2022 to RMB2,651.9 million in 2023[148]. Loss and Improvement - Loss before tax for 2023 was RMB (124,375,000), a significant improvement from a loss of RMB (350,935,000) in 2022[16]. - Loss attributable to owners of the Company for 2023 was RMB (199,466,000), compared to a loss of RMB (353,052,000) in the previous year, indicating a reduction of 43.5%[16]. - The loss attributable to owners of the Company decreased from RMB353.1 million in 2022 to RMB199.5 million in 2023[169][175]. Market Expansion and Strategy - The company is expanding its market presence with plans to open 50 new locations across major cities in China within the next year[3]. - The Group plans to continue its investment in new product development and technology to drive future growth[14]. - The Group aims to enhance brand loyalty through clearer campaign planning and diversified promotional strategies[30]. - The Group's strategy includes optimizing talent training and enhancing personnel skills to improve operational efficiency[41]. - The Group aims to strengthen its global brand effect through overseas expansion, particularly in Hong Kong, Taiwan, and Singapore[54]. Product Development and Offerings - New product launches included a range of premium condiment products aimed at mid-to-high-end customers, expected to drive additional sales[12]. - The Group plans to accelerate the launch of new dishes and establish a dish library to respond to market demand[30]. - The Group is focusing on expanding product lines, including afternoon tea and late-night snacks, to enhance customer experience and increase visit frequency[71]. - The Group plans to upgrade its afternoon tea and nighttime snack services in 2024, introducing new product offerings to cater to various consumer scenarios[110]. Operational Efficiency - The management highlighted a focus on improving operational efficiency, aiming for a 5% reduction in costs through streamlined processes[3]. - The Group effectively reduced the average purchase price and labor costs through supply chain optimization and efficient scheduling[27]. - The seat turnover rate improved from 2.0x in 2022 to 2.6x in 2023, indicating enhanced operational efficiency[71]. Sustainability and Social Responsibility - The company emphasized its commitment to sustainability, with plans to implement eco-friendly practices in all new restaurant openings[3]. - The Group donated RMB 1,000,000 and allocated 100 tonnes of lamb to support disaster relief efforts during the 2023 Beijing-Tianjin-Hebei flood[35]. Membership and Customer Engagement - The total number of members of the Group has exceeded 35,000,000, with nearly one million units of the super membership card sold in the first half of 2023[34]. - The Group's membership system saw a 62% year-on-year increase in new members, with member consumption frequency rising to 2.79 times, totaling nearly 9.4 million member transactions, both up 1.4 times year-on-year[104]. - The all-you-can-eat card for premium members launched in 2023 generated over RMB 150 million in sales, with consumption frequency for these members increasing by 2.1 times compared to ordinary members, and per capita repurchase spending reaching RMB 542, a 2.3 times increase[104]. Financial Management - The Group's cash and cash equivalents amounted to RMB 129.4 million, a decrease of approximately RMB 171.3 million from RMB 300.7 million on December 31, 2022[181]. - The Group held financial assets measured at fair value through profit or loss totaling RMB 654.0 million, with expected annual returns ranging from 2.60% to 5.25%[182]. - The gearing ratio as of December 31, 2023, was 19.6%, calculated by dividing bank and other borrowings by total equity[192]. Challenges and Competition - The catering industry in China faced intense competition, with a GDP growth rate of 5.2% in 2023[54]. - The average spending per customer in Tier 1 cities decreased from RMB 67.9 in 2022 to RMB 63.4 in 2023, while the average spending in other markets was RMB 131.4[70]. - Same-store sales in Tier 1 cities decreased by 11.7% in 2023 compared to 2022, while Tier 2 cities saw a decrease of 11.9%[80].
呷哺收入同比增长25.3% 湊湊业务收入增加20.2%
挖贝网· 2024-03-28 09:30
近日,呷哺呷哺发布了最新业绩公告,公司全年营收达到59亿元,同比增长25.3%,远超行业平均增 速,表现抢眼。其中,湊湊业务作为公司的重要增长引擎之一,其业绩表现颇为亮眼。 据业绩公告显示,湊湊业务收入在报告期内实现了20.2%的稳健增长,达到26.5亿元,占公司总营收的 近一半,成为公司盈利的重要支柱之一。这一成绩不仅反映了湊湊品牌在市场中的强大竞争力和广泛认 可度,更彰显了其持续创新和发展的能力。 在门店扩张方面,湊湊同样取得了显著进展。期内,公司新开了48间湊湊餐厅,进一步扩大了品牌的市 场覆盖面和影响力。湊湊品牌不仅在国内市场稳扎稳打,更在海外市场展现出强大的增长潜力。虽然中 国大陆以外湊湊餐厅数量仅占公司全部湊湊餐厅的5.5%,但却实现了高达11.89%的净收入占比,达到 3.11亿元,较2022年大幅增长36.5%。这一数据充分证明了湊湊品牌在海外市场的受欢迎程度和增长潜 力。 此外,湊湊业务在提升运营效率方面也取得了显著成效。湊湊品牌在提升顾客体验和运营效率方面的持 续发力,通过优化服务流程、提升菜品品质以及加强品牌营销等措施,成功吸引了更多消费者的关注和 喜爱。 综上所述,湊湊业务在呷哺呷哺的 ...