“卖身”之后，赛百味按下中国快进键

Core Insights - Subway has opened its 1000th store in China, marking a significant milestone in its expansion strategy [1] - The brand, previously perceived as struggling in the Chinese market, is now demonstrating a strong growth attitude [2] - A major turnaround occurred with a new franchise agreement in June 2023, allowing for the opening of nearly 4000 stores in the next 20 years [3] Expansion and Growth - Subway's growth in China has accelerated dramatically, with nearly 500 new stores opened in just over two years, nearly matching the total from the previous 28 years [1][3] - The company plans to open over 300 new stores in China by 2025, aiming to exceed a total of 1100 locations [6] - Sales in China have increased by over 30% year-on-year, with same-store sales achieving double-digit growth [5] Localization and Innovation - Subway is undergoing a comprehensive localization transformation, including redesigning stores and introducing new menu items tailored to local tastes [4] - The introduction of heated sandwiches and innovative products like the 237 energy bowl caters to Chinese dining preferences [4] - Marketing strategies have been revamped, including the use of social media to engage younger consumers [4] Challenges Ahead - Cost control is a primary concern as the company expands into lower-tier cities, where price sensitivity is higher [6] - The need to modernize older stores while maintaining quality and competitive pricing poses a significant challenge [6] - Subway's ambitious goal of opening 500 to 1000 new stores annually reflects a bold vision for future growth [6]