什刹海畔的烤肉季则上演"舌尖上的非遗蝶变"，国家级烤肉技艺传承人以内蒙古沙葱入馔，首创"塞外秋韵烤羊肋间"，让食客在炭火氤氲中感受穿越百年 的仪式感。 此外，烤肉季还推出了贴骨羊排。 始建于1930年的西来顺在西四北六条东口悄然落子"清真美食驿站"，这家坐落在西四北大街79号的小店， 不仅复刻了总店厨艺的马连良鸭子，更暗藏惊 喜——小店独有的风味肉饼；店里还有酱羊蹄、酱牛肉、野菜团子、全麦豆包、糖火烧等各色小食，让街坊邻居在家门口就能解锁老字号名店的经典厨 艺。 西来顺经理张丽萍说："有些品种连老店都没有，主要是为了方便邻居们日常购买特别推出的。 像店里的西来顺特色肉饼，邀请了几位大师进行指导，是 这家小店的专属，也是胡同打卡的新标志。" △烤肉季工作人员正在展示贴骨羊排。 烤肉季经理鲁建伟表示："我们一方面以国家级非遗烤肉技艺为基础创新，不断提升非遗项目的参与体验和味觉体验；另一方面，逐步将店里的传统技艺 与羊肉的不同部位相融合，努力做北京最好吃的羊肉菜，这也是游什刹海到烤肉季打卡美食的引力所在。" 国庆与中秋"双节"合体造就的八天超长假，正推动餐饮市场迎来年度消费小高峰。10月4日，中国商报记者从多家老字 ...

京城老字号上新 始建于1930年的西来顺在西四北六条东口悄然落子"清真美食驿站"，这家坐落在西四北大街79号的小店，不仅复刻了总店厨艺的马连良鸭子，更暗藏惊喜 ——小店独有的风味肉饼；店里还有酱羊蹄、酱牛肉、野菜团子、全麦豆包、糖火烧等各色小食，让街坊邻居在家门口就能解锁老字号名店的经典厨艺。 西来顺经理张丽萍说："有些品种连老店都没有，主要是为了方便邻居们日常购买特别推出的。像店里的西来顺特色肉饼，邀请了几位大师进行指导，是这 家小店的专属，也是胡同打卡的新标志。" 什刹海畔的烤肉季则上演"舌尖上的非遗蝶变"，国家级烤肉技艺传承人以内蒙古沙葱入馔，首创"塞外秋韵烤羊肋间"，让食客在炭火氤氲中感受穿越百年的 仪式感。此外，烤肉季还推出了贴骨羊排。 中国商报（记者 贺阳）国庆与中秋"双节"合体造就的八天超长假，正推动餐饮市场迎来年度消费小高峰。10月4日，中国商报记者从多家老字号、连锁餐饮 企业了解到，在假期经济与业态创新的双重驱动下，老字号焕新、连锁企业创新业态、场景多元的消费图景全面展开，家庭团聚、旅游打卡、宴会庆典等需 求集中释放。 据了解，护国寺小吃总店的寿桃礼盒，包括9颗寿桃、9根9.9米长的寿面、9 ...

以下文章来源于IC实验室 ，作者IC实验室 IC实验室 . 从品牌看商业。 这次我查阅了大量行业数据，用一期内容的体量，为大家厘清这场这场中国火锅大逃杀 的来龙去脉。 01 2 0 24年，中国餐饮市场的规模高达5.57万亿元，而其中，火锅独占6 1 7 5亿元。 这意味着，中国人在餐饮上每花10块钱，就有一块一是花在火锅上的。 价格战头破血流。 作者 | IC实验室 来源 I IC实验室 （ID：InsightPlusClub） 中国火锅市场，正在经历一场史无前例的大逃杀。 海底捞客单价从1 0 3元降到97.5元。 楠火锅人均价格打到7 0元。 巴奴客单价从1 5 0元掉到1 4 2元又掉到138元。 怂火锅推出锅底八块八，荤菜九块九，素菜六块六的超低价。 价格战打得六亲不认，业绩却一点不见起色。 海底捞营收、利润、翻台率同步下滑，股价只有高点的五分之一。 凑凑一年关店7 3家，呷哺呷哺关店138家，集团股价跌到港币八毛钱，沦为仙股。 楠火锅今年前5个月关了5 7家店，单店日营业额最低1800元创造神话。 火锅，这个稳居中国餐饮之王的品类，如今也要撑不住了吗？ 而且火锅市场规模增长非常迅猛，去年同比增长5 ...

Investment Rating - The report assigns an "Outperform" rating to multiple companies in the consumer staples sector, including Guizhou Moutai, Wuliangye, and others, indicating a positive outlook for these stocks [1]. Core Insights - The wholesale prices of Baijiu have mostly declined, with notable decreases in prices for Guizhou Moutai and Wuliangye, while prices for most consumer goods remain stable [4][10]. - The report highlights a significant drop in the discount rates for liquid milk products, indicating a shift in consumer purchasing behavior [6][18]. - Overall, the report suggests that the impact of funds is greater, advising attention to low-position stocks and heavyweight stocks in the consumer staples sector [8]. Summary by Sections Baijiu Pricing - Guizhou Moutai's wholesale prices for Feitian (case and single bottle) are 1790 and 1770 yuan, respectively, reflecting a decrease of 55 and 70 yuan from the previous month [4][37]. - Wuliangye's eighth-generation price is 895 yuan, down 25 yuan from last month [4][37]. - Luzhou Laojiao's Guojiao 1573 price increased by 10 yuan to 850 yuan [4][37]. Consumer Goods Pricing - The average discount rate for liquid milk products decreased from 74.8% to 69.4% since the end of August [6][21]. - Discount rates for soft drinks, condiments, instant foods, and beer remained stable, with slight variations in average and median values [19][35]. - The report notes that the discount rate for infant formula products also showed a minor decrease from 89.5% to 88.7% [21][35]. Investment Strategy - The report emphasizes the importance of monitoring low-position stocks and heavyweight stocks due to the greater impact of funds on the market [8].

Investment Rating - The report provides various investment ratings for companies in the consumer staples sector, with "Outperform" ratings for several companies including China Feihe, Haidilao, and China Resources Beer, while Budweiser APAC is rated "Neutral" [1]. Core Insights - The overall cost indices for six categories of consumer goods showed mixed trends, indicating stability in the market. Spot cost indices for soft drinks, beer, instant noodles, dairy products, frozen foods, and seasonings changed by +0.97%, +0.51%, +0.26%, -0.13%, -0.44%, and -0.57% respectively, while futures cost indices changed by -1.08%, +1.06%, -1.06%, -1.67%, -0.78%, and -0.06% respectively [31][32][33][34][35][36][37]. Summary by Category Beer - The spot cost index for beer increased by 0.51% month-on-month, while the futures index rose by 1.06%. Year-to-date, the spot and futures indices have decreased by 3.71% and 4.95% respectively [12][32]. Seasonings - The spot cost index for seasonings decreased by 0.57% month-on-month, while the futures index fell by 0.06%. Year-to-date, the indices have changed by -2.41% and -6.71% respectively [15][33]. Dairy Products - The spot cost index for dairy products decreased by 0.13% month-on-month, while the futures index fell by 1.67%. Year-to-date, the indices have changed by -3.36% and -3.93% respectively [18][34]. Instant Noodles - The spot cost index for instant noodles increased by 0.26% month-on-month, while the futures index decreased by 1.06%. Year-to-date, the indices have changed by -3.23% and -6.06% respectively [22][35]. Frozen Foods - The spot cost index for frozen foods decreased by 0.44% month-on-month, while the futures index fell by 0.78%. Year-to-date, the indices have changed by -2.3% and -3.37% respectively [25][36]. Soft Drinks - The spot cost index for soft drinks rose by 0.97% month-on-month, while the futures index fell by 1.08%. Year-to-date, the indices have changed by -4.19% and -10.86% respectively [28][37].

推广 秋天是丰收的季节，远在西北地区的番茄已采收完毕。近年来，以番茄火锅为代表的番茄味型产品迅速 崛起，为国内番茄产业带来新增量，成为国内优质番茄产品的主要去处之一。 今年秋季，海底捞以"海底捞6斤番茄锅"为主推产品，推出提振消费需求、拉动产业发展的系列活动。 作为海底捞的"明星产品"，番茄锅2024年全年销售量超过7000万份，带动番茄全品类产品年采购总量超 过7万吨。 除全国产品外，今年秋季，海底捞各区域产品上线以"鲜"为特色，从鲜切牛肉到海鲜产品，海底捞 以"鲜"促需，不仅丰富餐饮消费选择，还带动更多"鲜"品进入市场。 鼓励共创 海底捞秋季产品深耕"情绪价值" "吸饱浓郁番茄汤汁的炸蛋，既有番茄汤的醇厚鲜香，又保留炸蛋本身的蛋香，是番茄锅的绝佳搭配； 一次吃到吊龙、嫩牛、肥胼3种牛肉的鲜切牛三拼，满口脂香的澳洲谷饲牛上脑，约占牛整体重量1%的 连筋带肉牛板腱，以及人工采摘的山茶茸、易嚼不易塞牙的金色金针菇，在不同区域组合上架，带来差 异性创新体验。"海底捞品牌营销相关负责人表示。 吃鲜吃特色 海底捞区域上新要"不一样" "吃鲜"是今年秋季海底捞区域产品的一大特色。 作为海底捞秋季全国产品主推产品之一，鲜 ...

宠物友好的风，最终还是刮向了海底捞。 2025年9月10日，海底捞首家宠物友好主题店在深圳龙华区正式开业。当天，客人通过线上预约陆续进 店消费。 门店内部分为大宠区、小宠区和普通顾客区，并设有宠物美妆拍照区，提供宠物配饰与服装供拍照装 扮。据消费者反馈，到场后首先需要出示狗证或防疫证，入座前店员还会为宠物进行湿巾消毒处理。 不过更受好评的，依旧是海底捞业内闻名的服务。"他们的确提前做了功课，知道狗狗什么能吃、什么 不能吃。" 养狗3年的消费者灿灿告诉36氪，主题店的店员们不仅没有流露出对大型犬的害怕，"一点小 细节都没有"，反而十分热情地与宠物们进行互动，还会主动询问是否要为宠物换水。 另一位消费者饱饱对此也有同感。她表示，深圳其实有不少餐厅允许消费者携宠入内，但大多数店仅仅 是在门口设有"宠物友好"的标识，并未真正将其落实到服务中。而海底捞的宠物友好主题店，店员甚至 能帮忙照顾宠物。"能看出来他们也都很喜欢小动物。" 她评价道。 事实上，在此之前，已有不少茶饮品牌试水这一赛道。例如，星巴克作为国内饮品行业中最早推出宠物 友好门店的连锁品牌，目前已在国内开设超过100家此类门店。Manner也早在2021年就 ...

Core Viewpoint - The article highlights the innovative approach of Haidilao in launching a pet-friendly themed restaurant, reflecting the growing market demand for pet-inclusive dining experiences and the company's efforts to differentiate itself in a competitive industry [4][10]. Group 1: Haidilao's Pet-Friendly Themed Store - Haidilao opened its first pet-friendly themed store in Longhua District, Shenzhen, featuring designated areas for large and small pets, as well as a pet beauty and photo zone [4]. - The store staff demonstrated exceptional service by being knowledgeable about pet dietary needs and actively engaging with pets, which sets it apart from other restaurants that merely allow pets [5]. - The restaurant offers a dedicated pet menu with items priced around 20-30 yuan, while maintaining the same pricing for regular menu items, surprising pet owners [6]. Group 2: Market Trends and Consumer Behavior - The pet-related business market in China has grown significantly, from 97.8 billion yuan in 2015 to 592.8 billion yuan in 2023, with projections of reaching 811.4 billion yuan by 2025, driven by young consumers who view pets as family [7]. - The shift in consumer preferences has led to an increase in demand for pet-friendly services, transforming "pet-inclusive consumption" from a niche to a mainstream trend [7]. Group 3: Competitive Landscape and Financial Performance - Other beverage brands, such as Starbucks and Manner, have also ventured into the pet-friendly market, indicating a broader trend within the industry [8]. - Haidilao's financial performance showed a revenue of 20.703 billion yuan in the first half of 2025, a decrease of 3.7% year-on-year, while net profit fell by 13.7% due to initial adjustments in service and product innovation [8]. - Despite the financial challenges, revenue from "other restaurant operations" surged from 182 million yuan to 597 million yuan, reflecting the success of Haidilao's new brand initiatives and themed stores [8]. Group 4: Consumer Feedback and Future Outlook - Many pet owners now prioritize Haidilao as their first choice for hotpot dining, valuing pet-friendliness even over taste and price [11]. - Some concerns were raised regarding the management of pet areas and the clarity of pet menu item descriptions, indicating areas for improvement [11]. - Overall, consumer sentiment towards the pet-friendly concept remains positive, and Haidilao plans to continue expanding its themed store offerings in the future [11].

海底捞方面相关负责人表示，今年秋季，海底捞以"海底捞6斤番茄锅"为主推产品，推出提振消费需 求、拉动产业发展的系列活动，还引发了社交平台上的"番茄锅创作热"。 新京报讯（记者王萍）番茄火锅、麻辣火锅、潮汕牛肉火锅成为"年轻人欢迎的锅底"。近日发布的 《2025年轻人「火锅」报告》显示，番茄火锅成为火锅行业品类的"后起之秀"，为国内番茄产业带来新 增量。9月29日，新京报记者从海底捞等火锅赛道头部企业了解到，近期，番茄进入丰收季节，番茄锅 以及一系列相关的火锅新品上线。在销量方面，仅海底捞一家企业，番茄锅2024年全年销售量就超过 7000万份，带动番茄全品类产品年采购总量超过7万吨。 海底捞产品相关负责人表示，在"吃鲜"需求的带动下，海底捞推出的系列鲜切鲜活产品，也带动相关地 区产业的发展。"以鲜切牛肉为例，目前我们产品的主要来源地是宁夏、甘肃、贵州、内蒙古等地，在 秋季加大推广力度后，预计每日用量将达到6吨左右。" 同时，作为海底捞秋季全国主推产品之一，鲜切牛三拼已覆盖海底捞全国600多家门店，实现当日配 送。海鲜产品也是海底捞区域主推产品之一，截至9月底，海鲜产品已在16个省份上架，涵盖全国600余 家门 ...

除鲜切牛肉外，海鲜产品也是海底捞区域主推产品之一。据海底捞产品相关负责人介绍，截至9月底海 鲜产品已在16个省份上架，涵盖全国 600余家门店。此外，南京、青岛、烟台等地还在9月份推出限时 价14.9元的平价海鲜产品。 近年来，海底捞持续发力打造"不一样的海底捞"，在荤菜品类打造"鲜切"系列。据海底捞产品相关负责 人表示，截至2025年9月底，主打鲜切鲜活产品的标准版主题店已营业超100家，涵盖鲜切牛肉、鲜活海 鲜、鲜切羊肉、鲜切脆皖鱼、鲜切黑猪等品类。 北京商报讯（记者 郭缤璐）9月29日，北京商报记者了解到，今年秋季，海底捞各区域产品上线 以"鲜"为特色，从鲜切牛肉到海鲜产品，丰富餐饮消费选择，还带动更多"鲜"品进入市场。 作为海底捞秋季全国产品主推产品之一，鲜切牛三拼已覆盖全国六百多家门店，实现当日配送。在鲜切 牛三拼的基础上，海底捞部分区域推出更多鲜切牛肉产品，如广东、福建区域部分门店推出了甄选鲜切 牛三拼、鲜切肥牛、窝蛋鲜牛肉等产品，山东、上海地区部分门店推出优选鲜切嫩牛肉、精选鲜切牛吊 龙、甄选鲜切牛肥胼等产品，打造"鲜切现捞季"。 在"吃鲜"需求的带动下，海底捞推出的系列鲜切鲜活产品，也带动相关 ...