Group 1 - McDonald's is a legendary company with 70 years of restaurant experience and millions of customers globally [1] - The company operates more than 43,000 restaurants worldwide, making it one of the most effective franchising businesses [1]

点击图片▲立即订阅 " 过去，游客们忍受了千篇一律的古城和小镇，如今是千篇一律的美食和小吃。 " 文 / 巴九灵（微信公众号：吴晓波频道） 当端午节遇上儿童节，出去玩儿的理由便翻了倍。 毕竟，过完端午，下次放假就要等到三个月后的中秋，看着上半年最后的假期，人和店都在加把劲。 来自《北京商报》的一线探查说，不少餐饮店尤其是位于景区附近的店里，尤其是景区门店，端午节当天的包厢和散台早已订完，亲子游自然唱起 了主角，不少门店还特意推出了"亲子套餐"或者儿童消费赠礼，以期抓住"双节"机会。 线下门店热，线上也在努力"过节"，一些餐饮平台则联合百大知名餐饮、零售品牌启动"618"大促，发大额消费券。 有意思的是，小巴综合了许多与端午消费热相关的新闻后发现，那些热衷于策划新套餐并抓住节假日消费机会的，都是一些知名餐饮企业。 但消费者对它们的态度又如何呢？ 就在端午节假期开启几天前，深蓝智库发布《寻找消费力》报告，其中提到一组数据，反映了消费者对餐饮连锁品牌"既嫌又爱"的复杂情绪。 先看看消费者对品牌餐饮的态度吧。 28.2%的消费者认为"不在乎品牌，只要产品好就会选择"； 而20.6%的消费者喜欢选择大品牌、知名品牌的餐 ...

Core Insights - McDonald's Corporation (MCD) and Yum! Brands, Inc. (YUM) are leading companies in the quick-service restaurant industry, focusing on digital innovation and global expansion to drive growth and customer engagement [1][2][3] Industry Overview - The restaurant industry is benefiting from higher menu pricing, average check growth, and aggressive expansion strategies [2] - Strategic partnerships with third-party delivery services and ongoing digital transformation are contributing to positive momentum for both companies [2] Challenges - Elevated labor costs and persistent food inflation are impacting profit margins for both companies [3] - Inflation-driven menu price increases are affecting customer traffic in certain segments [3] McDonald's Case - McDonald's is the largest fast-food chain globally, with a presence in over 100 countries, and has achieved billion-dollar brand status through product innovation and geographic expansion [4] - The company plans to open 2,200 restaurants globally in 2025, including 600 in the U.S. and over 1,600 in international markets, with a goal of 50,000 restaurants by 2027 [5] - McDonald's is focusing on menu innovation, launching the McValue platform and affordable offerings, and expanding its chicken portfolio [6] - The loyalty program has transformed customer engagement, with over 170 million active users and projected growth to 250 million by 2027 [8] Yum! Brands Case - Yum! Brands is implementing next-generation growth initiatives, focusing on streamlining operations and enhancing team member empowerment [9] - The company opened 751 stores across 68 countries in Q1 2025, with KFC leading the expansion [11] - Yum! Brands reported a 3% year-over-year increase in worldwide comparable sales, driven by strong performance in international markets [13] - The company aims to drive further growth through deeper market penetration and an expanded range of offerings [14] Financial Performance - The Zacks Consensus Estimate for McDonald's 2025 sales implies a 1.6% year-over-year growth, while Yum! Brands' estimate indicates a 6.8% increase [15][16] - McDonald's stock has gained 7.6% year-to-date, while Yum! Brands has risen 7.4% [18] - McDonald's is trading at a forward P/E ratio of 24.69X, while Yum! Brands is at 22.99X [21] Conclusion - Yum! Brands appears to be slightly ahead of McDonald's due to stronger expected earnings and sales growth, driven by aggressive global expansion and faster same-store sales growth [22] - McDonald's remains a solid performer with robust loyalty engagement and expansion plans, but Yum's dynamic international development and higher earnings momentum suggest more effective execution on growth opportunities [23]

作为端午节的"C位"，各家餐饮老字号"错过等一年"的特色粽子从上周开始进入销售旺季。聚德华天公司相关负责人告诉新京报记者，今年旗下的鸿宾楼、 烤肉宛、烤肉季、曲园酒楼、长椿街马凯餐厅、峨嵋酒家地安门店、护国寺小吃总店、又一顺饭庄、玉华台饭庄等老字号的粽子依旧坚持现包、现煮、现 售。护国寺小吃总店每天限量供应200个的绿豆百合粽、峨嵋酒家的宫保鸡丁粽、曲园酒楼的竹筒粽，都成为传统民俗食品更为"个性化"的表达，非常受年 轻消费群体欢迎。 . . .... . t 2007 399 t a t and r project 2 on the 1 e t il be S 1 PACH SE 1 the state of the the first 北京华天所属同和居、同春园、鼓楼马凯餐厅、庆丰包子铺等多家老字号以及惠丰饺子楼、惠丰门丁肉饼店、惠丰涮肉馆等品牌餐厅也都推出了各式手工粽 子。北京华天所属华饮天食还推出"悦享福礼"手工礼粽，包含了五谷杂粮、栗子鲜肉、细沙、黍米蜜枣、桂花蜜藕5种口味，在同和居、同春园、鼓楼马凯 餐厅、庆丰包子铺、华天二友居、华天延吉餐厅、惠丰饺子楼、新川面馆、香妃烤鸡等品牌门店都能直接购买。 ...

麦当劳今年近半新餐厅将开在中国，九成采购本土化；成立一年开设800家门店，网红蛋糕慕叁山高速扩张引 争议。详情请看红餐网《每日餐讯》。 企业资讯 90%以上采购本土化，麦当劳今年近半新餐厅将开在中国 第一财经消息，近日，麦当劳中国方面回应，前段时间的"对等关税"事件，对其生意并没有受到重大影响。"我们中国市 场90%以上原材料实现本土采购，鸡肉、土豆等核心原材料，是在中国完成生产、加工、采购的。" 麦当劳中国首席影响 官顾磊说道。 未来麦当劳还会在中国持续下沉。据了解，2025年，麦当劳有将近一半的新餐厅将开在中国。目前麦当劳中国已经有超 过7000家餐厅。 △图片来源：麦当劳中国小红书官方账号 成立一年开设800家门店，网红蛋糕慕叁山高速扩张引争议 中国经营报消息，近日，有消费者爆料称，网红蛋糕品牌慕叁山将保质期6个月的预制冷冻蛋糕当现做蛋糕售卖，且拆除 原产品标签，侵犯消费者知情权。据爆料，慕叁山的产品均为包装成品，门店背后是一个冷冻仓库，营业员拒绝入内参 观。在小程序上，慕叁山的蛋糕基本在108-398元，最便宜是98元。 近日，慕叁山还拿出了一份整改方案，称"正式启动企业全链路透明沟通体系建设，通过健 ...

深圳商报·读创客户端记者 刘琼 吴素红 我们希望向行业传递，在数智化变革尤其是AI技术快速渗透的背景下，企业需平衡技术效率与人文关 怀，因为真正驱动业务的是"人"。 ——麦当劳中国副总裁/深圳市场高级总经理 赵崇基 当AI技术快速席卷职场，将给年轻人带来怎样的冲击与期待？麦当劳中国近日启动520全国招聘周，并 发布了《未来已来——AI时代年轻人理想职场洞察报告》（以下简称"报告"）。此次报告共收集到4312 份有效问卷，提炼出五大核心洞察，揭示AI技术巨变下年轻人的理想职场生态。 持续吸引留住优秀年轻人才 本次发布的报告结合麦当劳内部人员幸福感指数调研，提炼出五大核心洞察。在赵崇基看来，这五大洞 察与麦当劳的用人与管理实践非常吻合。"成为持续吸引、留住优秀年轻人才的关键因素。" "稳定与成长并重"。麦当劳中国为年轻人提供了兼具稳定与成长的平台。多元化的岗位设计配合"有保 障、有福利、有成长"全面薪酬福利体系，让不同背景、不同年龄的员工都能找到适合自己的发展路 径。"每一个人都是独特的，都可以找到自己的价值"。 5月21日，麦当劳中国副总裁、深圳市场高级总经理赵崇基接受深圳商报/读创客户端记者专访，结合麦 当劳 ...

Core Insights - McDonald's is closing its CosMc's spin-off line of Starbucks-style drink shops, which was initially launched in 2023 as a small format beverage-focused concept [1][3] - The decision to close CosMc's comes amid declining sales, with US same-store sales dropping 3.6% in the first quarter [3] - The company plans to integrate successful flavors from CosMc's into the main McDonald's experience, indicating a shift in strategy rather than a complete abandonment of the beverage market [3] Group 1 - CosMc's was designed to test new beverage flavors and technologies without affecting the existing McDonald's experience [3] - The menu at CosMc's included a variety of drinks and food items, such as coffees, teas, and breakfast sandwiches, aiming to create a unique identity while retaining McDonald's DNA [2] - Economic uncertainty has led to reduced spending among low and middle-income diners, impacting McDonald's sales performance [4] Group 2 - The closure of CosMc's will begin in late June, and the associated app will also be discontinued [1] - CEO Chris Kempczinski emphasized the need for McDonald's to adapt to changing consumer behavior, as customers are becoming more selective with their spending [4] - The company views the CosMc's initiative as a valuable learning experience for future beverage offerings [3]

2025.05. 24 本文字数：928，阅读时长大约1.5分钟 作者 | 第一财经 揭书宜 麦当劳近日发布2025年第一季度业绩，在业绩会上，麦当劳全球首席财务官Ian Borden透露，一季 度中国的业绩保持稳定，主要得益于外卖份额的提升、超值套餐的成功，以及鸡肉业务的强劲表现。 "金拱门"时代之前，麦当劳更多聚焦于一二线城市的市场开发，而现在，大概50%的麦当劳餐厅分布 在三四五线城市。 "我们看到在理性消费的趋势下，中国餐饮市场已经进入'质价比时代'，而非单纯地追求'性价比'。去 年年底，我们通过逾40,000份问卷分析挖掘年轻人餐饮消费的趋势，发布了《年轻人餐饮消费五大 趋势》，发现年轻消费者并非单纯追求价格低廉，而是更倾向于为高品质、高体验的产品支付合理价 格。"顾磊说。 微信编辑 | 七三 未来麦当劳还会在中国持续下沉。据了解，2025年，麦当劳有将近一半的新餐厅将开在中国。 麦当劳高管曾在在财报电话会上表示："在全球范围内，我们今年计划将开设约2200家餐厅，其中约 四分之一开设在美国和国际运营市场部门，国际特许市场部门将开设1600多家，其中中国约1000 家。"麦当劳会在今年不断拓展新的商 ...

Core Points - McDonald's is extending operating hours at most U.S. locations to midnight or later, excluding certain areas like airports and shopping malls [1][10] - The company plans to hire up to 375,000 workers this summer, marking one of its largest hiring pushes in years [7][10] - Most signature menu items will be available during late-night hours, with individual franchisees making final decisions [4] - To celebrate the extended hours, McDonald's is offering 1,000 free virtual gift cards for McCrispy Strips and distributing merchandise at concerts in major cities [4][5] Hiring and Expansion - The hiring initiative is aimed at preparing to serve more customers during the summer months [10] - McDonald's has over 2 million employees globally, with more than 150,000 in corporate offices and company-owned restaurants [7] - The company aims to open 50,000 new locations by 2027, increasing by 900 restaurants over the next two years [10]

面对越来越追求"质价比"的中国消费者，近年来麦当劳推出了不少高性价比的活动。2025年，麦当劳中 国正式开启"超值年"计划，通过大堡口福、随心配1+1、会员奖励计划和麦金卡四大超值项目，带来全 年不间断的"麦"超所值体验。 "我们看到在理性消费的趋势下，中国餐饮市场已经进入'质价比时代'，而非单纯地追求'性价比'。去年 年底，我们通过逾40,000份问卷分析挖掘年轻人餐饮消费的趋势，发布了《年轻人餐饮消费五大趋 势》，发现年轻消费者并非单纯追求价格低廉，而是更倾向于为高品质、高体验的产品支付合理价 格。"顾磊说。 2017年，中信入主麦当劳中国，麦当劳正式进入"金拱门时代"，成为一家由中信资本联合体实际控股的 本土企业。 因此，面对前段时间的"对等关税"事件，麦当劳中国的生意并没有受到重大影响。 "我们中国市场90%以上原材料实现本土采购，鸡肉、土豆等核心原材料，是在中国本地完成生产、加 工、采购的。" 谈及"对等关税"事件，麦当劳中国首席影响官顾磊告诉第一财经记者。 面对前段时间的"对等关税"事件，麦当劳中国的生意并没有受到重大影响。 未来麦当劳还会在中国持续下沉。据了解，2025年，麦当劳有将近一半的新餐 ...