暑期过半，餐饮人没等来旺季，怎么了？

Core Insights - The domestic tourism in China is expected to exceed 2.5 billion trips during the summer of 2025, indicating a significant increase in consumer spending in major cities and popular tourist destinations [1] Group 1: Summer Consumption Trends - The summer consumption remains robust, particularly in travel and food sectors, but experiences vary among restaurant operators [2][6] - Data from Meituan shows a small peak in customer flow in July, with online orders for barbecues in Northeast China increasing by 101% year-on-year, and night dining transactions for fish dishes in Jiangsu, Zhejiang, and Shanghai rising over 40% [3][4] - Some restaurants report a significant drop in business, with weekend sales down nearly 60% compared to normal periods, highlighting a disparity in experiences among different establishments [7][10] Group 2: Impact of Policies and Market Conditions - The implementation of a strict "ban on alcohol" in May has led to a noticeable decline in business for medium to large restaurants that rely on banquet services [20][21] - Many restaurants have reported a drop in revenue, with some experiencing a 40% decline in June and continued poor performance in July, prompting some to consider closing or transferring their businesses [25][27] - The increase in external delivery subsidies and promotions has negatively impacted dine-in sales, with some establishments reporting a rise in delivery orders but a decrease in overall profitability [28][29] Group 3: Strategies for Survival - Restaurant operators are focusing on cost-cutting measures, such as reducing staff and downsizing to smaller locations to maintain operations [31][33] - There is a trend towards opening smaller, more efficient establishments that cater to practical consumer needs, emphasizing quality and value [36][39] - The industry is urged to adapt by optimizing customer experience, controlling costs, and providing value to navigate the current challenges [39]