Core Insights - The restaurant industry in China is transitioning from "incremental" growth to "stock" market, facing challenges such as rising costs and declining per capita consumption prices, leading brands to focus on cost reduction and efficiency improvement [1][2][9] - The importance of the restaurant supply chain is increasingly recognized as a key driver of industry development, with a shift in the role of supply chain companies from supporters to market leaders [10][11] Industry Trends - The restaurant supply chain is becoming more refined, with a market size projected to reach 2.8 trillion yuan in 2025, reflecting an 8.1% growth from 2024 [7][9] - The chain rate in the restaurant industry has increased from 15% in 2020 to 23% in 2024, indicating a trend towards higher concentration and standardization [4] - Supply chain companies are evolving to meet the higher demands for food quality, safety, and innovation from chain brands, pushing the supply chain towards greater standardization and professionalism [4][6] Supply Chain Evolution - The supply chain is entering a 3.0 phase, where companies proactively lead market trends and develop products ahead of demand, providing comprehensive solutions to restaurant brands [9][10] - The supply chain is upgrading in five key directions: health-oriented, regional, segmented, customized, and globalized [11][24] Health-Oriented Development - There is a significant focus on health in the supply chain, with companies introducing healthier ingredients and products in response to consumer demand for food safety and health [12][14] Regional Focus - Regional specialties are becoming crucial for differentiation, with supply chain companies exploring local ingredients and flavors to meet consumer preferences [15][17] Segmentation and Customization - The trend towards segmentation is deepening, with specialized companies emerging that focus on specific products, providing tailored solutions to meet diverse brand needs [18][20] - Supply chain companies are expanding their services to include product development, menu optimization, and logistics, enhancing their value proposition to restaurant brands [21][23] Globalization and Digitalization - Supply chain companies are actively expanding into international markets, establishing production and distribution systems abroad to address challenges faced by Chinese cuisine overseas [24] - Digital tools and smart devices are driving the digital transformation of the supply chain, enhancing efficiency and precision across various operational aspects [25][27] Conclusion - The restaurant supply chain is at a pivotal moment, with opportunities for flexible customization, product innovation, and the development of "hit products" as key competitive strategies [34]
《餐饮供应链趋势发展报告2025》:2.8万亿市场角逐,供应链驱动餐饮产业持续进化
Xi Niu Cai Jing·2025-09-29 07:54