Di Yi Cai Jing·2025-10-10 03:20Core Insights - The 2025 National Day and Mid-Autumn Festival holiday has seen a significant increase in consumer spending, particularly in the food and beverage sector, with a 2.7% year-on-year growth in sales for key retail and catering enterprises [1] - The holiday period has been characterized by a strong willingness to travel, with record numbers of travelers and a shift towards family-oriented and self-driving tourism [2] Retail and Catering Performance - Key retail and catering enterprises reported a 2.7% year-on-year increase in sales during the holiday [1] - Foot traffic and sales in monitored pedestrian streets increased by 8.8% and 6.0% respectively during the holiday [1] - Haidilao restaurants in popular tourist cities experienced high customer traffic, with some locations achieving over 13 table turnovers in a day [2] - The total net income for the Xiabuxiabu group exceeded 100 million yuan during the holiday, with a 3.4% year-on-year increase in net sales [2][5] New Consumption Trends - The holiday has highlighted new consumption trends, including the popularity of food as a central aspect of travel experiences [1][2] - The rise of "small-town tourism" has led to increased customer traffic in county-level cities, with consumers discovering local and branded dining options [2] - The performance of tea brands like Cha Baidao has surged, with some stores seeing sales increase by over 1000% during the holiday [6] Transportation Hubs and Experience-Based Consumption - Sales at tea shops located in transportation hubs have significantly increased, with some locations reporting a 700% rise in daily sales compared to pre-holiday levels [6] - The trend of integrating dining experiences into transportation hubs and tourist attractions is emerging as a new growth engine for the catering industry [7] - Popular tourist spots have seen substantial sales increases, with some stores reporting over 300% growth compared to pre-holiday figures [6]