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快餐业竞争加剧,外企转变策略拓展在华市场
Huan Qiu Shi Bao· 2025-12-16 03:37
本报记者 倪 浩 编者的话:"民以食为天",中国独特的饮食文化和庞大的消费者群体创造了一个规模超过5万亿元的餐 饮市场。而占据餐饮门店数量"半壁江山"的快餐行业近年来发展不断加速,在给消费者味蕾带来新体验 的同时,日益激烈的竞争也在考验中、外、新、老品牌的经营策略。15日,麦当劳上调部分产品价格引 发网友热议。而在此之前,国际餐饮品牌星巴克、汉堡王相继卖出股份,与中国资本成立合资公司,并 表示希望借此增加其在华门店数量。有观点分析认为,这并非海外企业"撤退",而是反映出企业经营战 略的转变:希望通过加强本土化更好地参与竞争。当前中国快餐行业的现状和竞争格局如何?外国餐饮 企业在中国市场有着怎样的机遇和挑战?《环球时报》记者对此进行了采访调查。 引入中资寻求加速拓展门店 2005年,在上海静安寺附近的一栋复古小洋楼里,汉堡王进入中国市场的第一家门店开张了。但此时已 落后产品类别相似的肯德基18年,较麦当劳也晚了15年。目前,汉堡王在中国市场的门店约1200家,相 比而言,第三方餐饮数据平台窄门餐眼数据显示,截至12月15日,肯德基营业门店数量已达12288家, 麦当劳紧随其后,也有8145家门店。 上个月,中国 ...
麦当劳涨价,包含巨无霸、麦乐鸡等多款汉堡、小食和套餐,公司回应
3 6 Ke· 2025-12-16 00:20
12月15日,有不少消费者发现,麦当劳大部分餐品的价格有所上调,涨幅普遍在0.5元到1元不等,包括多款汉堡、小食及套餐等。 对此,麦当劳中国方面回应智通财经称,"麦当劳致力于持续为消费者提供高品质的餐食和超值的选择。2025年12月15日起,部分餐品的价格增加0.5到1 元。目前,麦当劳正在进行'麦麦农场美食节之十元吃堡'优惠活动,我们将继续为消费者带来超值美味和便捷服务。" 麦当劳小程序菜单显示,巨无霸、双层深海鳕鱼堡、麦香鱼等经典汉堡单价均上涨1元;麦乐鸡、那么大鸡排等小食也涨价1元,麦麦脆汁鸡、中份薯条等 则上调0.5元,麦旋风、新地等甜品同步涨价0.5元。 | PARTUAL 1+1 | 麦金卡 | 套餐 | 单品 | | 精选单人管 | 麦金卡 | 套餐 | 東部 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 双层吉士汉堡套餐 | | | | | 双层吉士汉堡套餐 | | 大陸国路 | | | 1个双层吉士汉堡+1份小食+1杯饮料 | | 八食井分 | | | 1个双层吉士汉堡+1份小食+1杯饮料 | | 单人餐 ...
8点1氪:麦当劳多款餐品涨价;深圳一地厕所安装“吸烟会变透明”玻璃;纳斯达克称申请将工作日交易时长延长至23小时
36氪· 2025-12-16 00:12
Group 1 - McDonald's has increased the prices of several menu items by 0.5 to 1 yuan, including various burgers, snacks, and meals, with the Big Mac and Double Filet-O-Fish both rising by 1 yuan [3][4] - The "1+1 Flexible Combo" meal, humorously referred to as the "poor man's meal," remains unchanged at a starting price of 13.9 yuan, although some combinations within it have seen a 1 yuan increase [4] Group 2 - In Shenzhen, a restroom has been equipped with glass that turns transparent when smoke is detected, aimed at discouraging smoking [5] Group 3 - The breakfast combo at Mixue Ice City priced at 7.9 yuan has faced criticism for being expensive, as consumers compare it to cheaper local options [7][8] - The breakfast items sold at Mixue are pre-packaged rather than freshly made, leading to perceptions of lower value compared to local street food [7][8] Group 4 - The U.S. has seen a rise in tuition fees at several universities, with total costs for a bachelor's degree nearing 2.8 million yuan, particularly at prestigious institutions [9] Group 5 - Nasdaq has filed to extend trading hours to nearly 23 hours on weekdays, aiming to enhance trading flexibility [7] Group 6 - The first L3 level autonomous driving vehicles in China have received approval for commercial testing, marking a significant step towards the commercialization of autonomous driving technology [10]
8点1氪丨麦当劳多款餐品涨价;深圳一地厕所安装“吸烟会变透明”玻璃;纳斯达克称申请将工作日交易时长延长至23小时
3 6 Ke· 2025-12-16 00:08
蜜雪冰城工作人员回应7.9元早餐套餐被嫌贵 同仁堂回应磷虾油涉嫌造假 《黄金以旧换新经营服务规范》团体标准正式发布 韩国航企表示"零容忍"乱动机舱安全门行径 英国房价因税收政策不确定性下跌 麦当劳部分餐品涨价0.5到1元,"随心配"价格未调整 12月15日早间,有网友发现麦当劳餐品的价格均有所上调,涨幅在0.5-1元,包括多款汉堡、小食及套餐。 其中巨无霸汉堡价格 上涨1元,双层深海鳕鱼堡上涨1元,麦香鱼上涨1元;在小食方面,麦乐鸡价格上涨1元、那么大鸡排上涨1块、红油添香小酥肉 上涨0.5元、麦麦脆汁鸡上涨0.5元、中份薯条上涨0.5元、脆脆薯条上涨0.5元,玉米杯上涨0.5元,麦旋风和新地上涨0.5元。 值得 注意的是,被网友调侃为"穷鬼套餐"的"1+1随心配"套餐价格并未调整,仍为13.9元起,但其中搭配不同的单品,出现了1元涨幅 的组合方式。(新浪财经) 深圳一地厕所安装"吸烟会变透明"玻璃 12月14日,多位网友称在深圳罗湖区一家商场内,厕所隔间内的门很特别,传言"如果吸烟,门上的玻璃会变透明"。针对网络 流传的"商场客服否认"说法,深视新闻记者调查发现深圳一地厕所安装"吸烟会变透明"玻璃消息属实, ...
中国11家上榜全球餐饮TOP50
Shen Zhen Shang Bao· 2025-12-15 22:55
【深圳商报讯】(记者 苑伟斌)12月15日,《胡润全球餐饮企业价值TOP50》榜单正式发布,该榜单 按照企业市值或估值进行排名。这是胡润研究院第四次发布餐饮行业榜单,同时也是首次发布全球范围 的餐饮企业价值榜单。麦当劳成为全球餐饮行业最具价值企业,价值1.54万亿元人民币,也是价值最高 的连锁餐厅企业。中国11家企业上榜,其中2家位居前十,分别是价值1500亿元的蜜雪集团和价值1100 亿元的百胜中国。 根据榜单,麦当劳稳居全球第一餐饮企业的宝座,品牌价值1.54万亿元人民币,超过其后三大企业的总 和,约占全榜单总价值的近三成。它一直是全球快餐企业竞相效仿的标杆。 据悉,中国上榜企业平均仅16岁。在9家上榜的饮品服务企业中,中国独占7家;最近10年成立的4家上 榜企业中,有3家源自中国,分别是2017年创立的霸王茶姬和瑞幸咖啡,以及2015年成立的Manner咖 啡。在胡润看来,他相信,再过十多年,中国企业在这份榜单上的数量将显著增加。"中国庞大的国内 消费市场为餐饮企业提供了模式验证和规模积累的土壤,蜜雪冰城、瑞幸等品牌率先在国内铺设了庞大 的门店网络。此外,这些企业擅长结合互联网进行精准营销和模式创新,并 ...
Domino's: Restaurant Recovery Will Likely Leave Pizza Places Behind (DPZ)
Seeking Alpha· 2025-12-15 21:34
To say it wasn't a great year for the restaurant sector would be an understatement. Legendary safe-haven compounders like Domino's Pizza, Inc. ( DPZ ) and McDonald's ( MCD ) have severely underperformed the market, while investor darlings like Chipotle (I aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow ...
Domino's: Restaurant Recovery Will Likely Leave Pizza Places Behind
Seeking Alpha· 2025-12-15 21:34
To say it wasn't a great year for the restaurant sector would be an understatement. Legendary safe-haven compounders like Domino's Pizza, Inc. ( DPZ ) and McDonald's ( MCD ) have severely underperformed the market, while investor darlings like Chipotle (I aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow ...
MCD or CMG: Which Restaurant Stock Looks Better Positioned Right Now?
ZACKS· 2025-12-15 16:55
Key Takeaways MCD is leaning into value meals, scale and digital engagement to stabilize traffic and defend margins.CMG faces transaction softness and operational fixes, with margin pressure lingering amid cautious pricing.MCD shares rose 4.5% in three months, while Chipotle stock fell 8% amid weaker sentiment and estimates.McDonald’s Corporation (MCD) and Chipotle Mexican Grill, Inc. (CMG) stand as two bellwethers of the U.S. restaurant industry, each navigating a consumer environment defined by heightened ...
麦当劳年末再涨价,“穷鬼套餐”成最后坚守?
Guan Cha Zhe Wang· 2025-12-15 14:28
12月15日,全球快餐巨头麦当劳在中国市场启动了新一轮价格调整。不少消费者在点餐时发现,菜单上多款经典产品的价格悄然上浮,涨幅在0.5元至1元之 间。这一消息迅速在社交媒体上发酵,登上热搜榜。 根据麦当劳官方小程序及多家媒体报道,本轮价格调整涉及范围广泛。在汉堡品类中,巨无霸、双层深海鳕鱼堡、麦香鱼等经典产品的单价均上涨了1元。 小食方面,麦乐鸡、那么大鸡排涨价1元,而麦麦脆汁鸡、中份薯条、脆脆薯条、玉米杯以及甜品麦旋风和新地则上调了0.5元。 f t 小食甜品 /其他 新 McCafé 麦咖啡™ 新 e 500 大卡套餐 n 饮品 i 不过,被广大消费者戏称为"穷鬼套餐"的"1+1随心配"套餐,其基础价格在此次调整中并未变动,仍为13.9元起。除非在该套餐中选择"双层吉士汉堡"等特定 单品,才需在13.9元的基础上额外支付1元。这被部分网友解读为一种"结构性涨价"。 对于此次调价,麦当劳中国方面承认,自12月15日起,部分餐品的价格增加0.5到1元。但同时强调,目前正在进行"麦麦农场美食节之十元吃堡"优惠活动, 将继续为消费者带来超值选择。 观察者网了解到,此次涨价并非孤立事件,而是麦当劳近年来一系列价格调 ...
Barclays Analyst A Buy Rating On McDonald’s Corporation (MCD)
Yahoo Finance· 2025-12-15 13:46
McDonald’s Corporation (NYSE:MCD) is among the 12 Best Performing Dow Stocks in 2025.  Barclays Analyst A Buy Rating On McDonald’s Corporation (MCD) Barclays analyst Jeff Bernstein kept a Buy rating on McDonald’s Corporation (NYSE:MCD) on December 6 and set a price goal of $358. According to a December 8 CNBC report, starting on January 1, 2026, McDonald’s Corporation (NYSE:MCD) will evaluate franchisees worldwide based on how well their prices provide value in accordance with revised global franchising ...