过去大半年，不少消费者发现，原本被视为"性价比担当"的茶饮、快餐外卖，正在悄然变贵。肯德基、 麦当劳接连涨价的同时，萨莉亚以及多家咖啡茶饮品牌也在调整价格。31日，有消息称，库迪咖啡也将 收缩全场9块9补贴。 有网友在社交平台上晒图称，库迪的"全场9.9元不限量"活动将在1月31日24:00正式结束。2月1日起，库 迪将开启特价专区，部分产品仍将延续9.9元不限量，而其所有平台内非特价活动产品，均按零售价售 卖。 此外，根据该通知，库迪新店首月8.8元活动也自2月1日起开始调整，调整前用户扫码可以获得3张6.9元 饮品券，调整后则可通过扫码获得3张8.8元的饮品券。 目前尚不能确定库迪9.9元活动覆盖的饮品占比，而根据点餐小程序，库迪饮品的零售价在10.5元-15.9 元之间，这也意味着，调整后，其饮品的整体价格将有明显上调。 多家餐饮集体调价 1月26日，肯德基中国宣布对旗下外送产品价格进行小幅调整，平均上涨0.8元，堂食价格保持不变。 中国社会科学院财经战略研究院研究员、服务经济与互联网发展研究室副主任黄浩在公开文章中指出， 激战之下，需求暴增也可能推高原材料成本，这进一步挤压了小品牌的利润空间，甚至将压 ...

Core Viewpoint - The article discusses the recent price adjustments made by major fast-food and beverage brands in response to rising operational costs and competitive pressures in the delivery market, indicating a shift in pricing strategies across the industry [1][5][14]. Price Adjustments - KFC has raised the prices of its delivery products by an average of 0.8 yuan while keeping dine-in prices unchanged, citing the need to respond to operational cost changes [5][9]. - McDonald's has also increased the prices of some menu items by 0.5 to 1 yuan, with delivery prices adjusted accordingly [9]. - Other brands like Salvia and Luckin Coffee have followed suit, with price increases ranging from 1 to 2 yuan for certain items, often through indirect methods such as eliminating discounts [5][9]. Market Dynamics - The article highlights the impact of the intense competition in the delivery market, which has led to a "price war" that is reshaping the competitive landscape, with new entrants continuously driving prices lower [5][13]. - The rising costs of raw materials, as indicated by a 4.4% increase in fresh fruit prices, are also contributing to the need for price adjustments among these brands [10][11]. Consumer Behavior - The shift in pricing strategies may alter consumer perceptions, as many have become accustomed to lower prices due to previous promotional activities, potentially leading to resistance against higher prices [13][14]. - The reliance on delivery services has increased significantly, with KFC's delivery sales growing by 33% year-on-year, accounting for 51% of its restaurant revenue [9]. Strategic Adjustments - Many smaller brands are adopting more discreet pricing strategies to avoid direct price hikes, focusing on high-margin meal bundles to improve delivery profitability [13][14]. - The article suggests that the adjustments in pricing are part of a broader strategy to regain pricing power and reduce dependency on delivery channels, which have been detrimental to profit margins [14].

Core Viewpoint - The recent price adjustments by major fast-food chains like KFC and McDonald's, along with various coffee and tea brands, reflect a response to rising operational costs and the competitive pressures of the takeaway market [1][2][3] Price Adjustments - KFC China announced a slight price increase of 0.8 yuan for its delivery products while keeping dine-in prices unchanged, citing operational cost changes as the reason [1][3] - Other brands, including McDonald's and various tea brands, have also raised prices by 1-2 yuan, often through indirect methods like eliminating discounts [1][3][4] Market Dynamics - The competitive landscape has shifted due to an intense price war in the takeaway sector, leading to a "mixed battle" environment where prices continue to drop, potentially harming overall industry profitability [2][7] - KFC's delivery sales grew by 33% year-on-year, accounting for 51% of its restaurant revenue, indicating a significant reliance on the delivery segment [3] Cost Pressures - Rising raw material costs are a contributing factor to the price increases, with the Consumer Price Index (CPI) rising by 0.8% in December 2025, and fresh fruit prices increasing by 4.4% [4][6] - The price of lemons, a key ingredient for many beverages, rose by 28.3% from April to June 2025, coinciding with increased demand from takeaway services [6] Strategic Adjustments - Smaller brands are adopting more discreet pricing strategies to cope with the competitive pressures, often increasing the prices of high-margin combo meals to improve profitability [7][8] - The industry is witnessing a shift towards reducing reliance on takeaway channels, with brands adjusting their pricing structures and enhancing dine-in experiences to balance profitability [8]

Core Insights - The article discusses the recent price adjustments made by major fast-food chains like KFC and McDonald's, as well as various coffee and tea brands, primarily targeting delivery services to cope with rising operational costs [1][2]. Price Adjustments - KFC China announced a price increase of 0.8 yuan on delivery products while keeping dine-in prices unchanged, citing operational cost changes as the reason [1][2]. - McDonald's also raised prices on certain menu items by 0.5 to 1 yuan, with delivery prices adjusted accordingly [2]. - Other brands like Salvia, Nayuki, and Luckin Coffee have also increased their prices, typically by 1 to 2 yuan, to balance costs and profits [1][2]. Market Dynamics - The competitive landscape has shifted due to an intense delivery price war, which has altered the profit margins for many restaurants [1][4]. - The increase in raw material costs, as indicated by a 0.8% rise in the Consumer Price Index (CPI) and a 4.4% increase in fresh fruit prices, is contributing to the need for price adjustments [3][4]. Impact on Smaller Brands - Smaller businesses are adopting more discreet and flexible pricing strategies compared to larger chains, which can afford to raise prices openly [5][6]. - Many small brands are experiencing significant profit reductions, with some reporting a 60% decrease in net profits due to low-price subsidies [6]. Long-term Implications - The ongoing price adjustments reflect a broader trend of brands reassessing their reliance on delivery channels and seeking to improve in-store experiences [7]. - The adjustments may help the industry move away from a low-price competition model, fostering a healthier market environment as subsidy pressures ease [7].

McDonald's is just one of a number of fast-food and fast-casual chains going the plus-size route with their burgers. ...

Core Viewpoint - McDonald's China celebrates the 10th anniversary of the Ronald McDonald House in mainland China, emphasizing its commitment to providing emotional support and care for families of children undergoing medical treatment away from home through various initiatives, including the launch of a theme song and a new music classroom [2][4][5]. Group 1: Ronald McDonald House Initiatives - The Ronald McDonald House project in China aims to provide a "home away from home" for families of children receiving medical treatment, focusing on family-centered care [4][5]. - As of the end of 2025, there will be three Ronald McDonald Houses in mainland China, located in Changsha, Shanghai, and Beijing, serving over 1,890 families and providing more than 83,000 nights of accommodation [2][9]. - The newly launched music classroom in Hunan is designed to offer emotional support and healing for families, complementing the existing services that include stable housing and community activities [6][7]. Group 2: Community Engagement and Support - McDonald's China has established a sustainable support mechanism for the Ronald McDonald House, integrating customer participation into daily consumption, such as donating 0.5 yuan from every Happy Meal sold since 2015 [11]. - The "McDonald's Volunteer Team" has been active for 16 years, providing ongoing support and care for families at the Ronald McDonald Houses [11]. - Community events like the "Public Welfare Market" and the "Love Run" have been organized to engage employees, volunteers, and the public, raising funds to support the Ronald McDonald House's operations [12].

麦当劳中国长期支持实体公益项目"麦当劳叔叔之家"，为异地就医的困难患儿家庭提供"家以外的家"及"以家庭为中心"的关爱和照护。截至2025年底，中国 内地已有湖南长沙、上海、北京三所麦当劳叔叔之家，累计服务超过1890户家庭，提供超过8.3万个安睡夜晚。 据了解，2006年，麦当劳中国与中国宋庆龄基金会共同成立发起了中国宋庆龄基金会麦当劳叔叔之家慈善基金(简称"中国麦基金")，通过可持续的募款机制 以及设立、寻找并资助直接改善中国儿童的健康和福利的项目，促进中国儿童的健康和福利事业。麦当劳叔叔之家是中国麦基金资助的公益慈善项目之一。 北京商报讯(记者郭缤璐)1月30日，在"麦当劳叔叔之家"进入中国内地十周年之际，麦当劳中国携手内地流行乐歌手、唱作人希林娜依.高发布麦当劳叔叔之 家主题曲《在一起就是家》。同时，湖南麦当劳叔叔之家正式启用全新音乐教室，进一步为患儿家庭提供情感陪伴与情绪疗愈。 qu -22 a ...

Americans increasingly see fast food as a luxury item. With costs rising everywhere, people have looked more closely at what they're spending, and they're not always liking what they see, especially when it comes to fast food. It's an area known for offering good value, but many American no longer see it that way, according to a survey of 2,000 Americans from Lending Tree. Three in four Americans typically eat fast food at least once a week, but the majority (62%) say they’re eating it less due to risi ...

Over the last few months I have mentioned multiple times my intention to pile up some cash, and this is what I did. I don’t think there are currently many opportunities to seize; therefore, I am waiting on the sidelines. However, as the cash pile getsPassionate about geopolitics and macroeconomics, I express my opinion through my articles and enjoy engaging with all of you. I also write about companies that catch my attention, particularly those in my portfolio. For me, Seeking Alpha is a way to expand my k ...

McDonald’s Corporation (NYSE:MCD) is included among the 12 Best Dow Jones Dividend Stocks to Buy According to Hedge Funds. Bank of America Trims McDonald’s (MCD) Target as Oppenheimer Turns Bullish On January 26, Bank of America trimmed its price target on McDonald’s Corporation (NYSE:MCD) to $344 from $348 and kept a Neutral rating on the stock. The adjustment came as the firm fine-tuned estimates across 22 restaurant names in its coverage, with some price targets reset to reflect updated forecasts and ...