2 1 Shi Ji Jing Ji Bao Dao·2025-10-16 16:08Core Insights - The current era for the food delivery industry is characterized as a "super cost-performance era," emphasizing operational efficiency over mere low pricing [1] - The importance of online and offline integration for restaurant businesses is highlighted, with a focus on creating high cost-performance store types [1] - Customer repurchase rates are crucial for long-term success, with short-term popularity being less significant than sustained business performance [1] Industry Trends - The closure rate of restaurants listed on the 2024 Dazhong Dianping must-eat list is below 1.6% within a year, while the closure rate for trendy follow-up categories is 3.7 times higher than traditional categories [1] - The example of "Tianshui Spicy Hot Pot," which gained popularity last year, illustrates that follow-up stores in this category have a significantly higher closure rate compared to regular hot pot stores [1] Consumer Behavior - The demand for super cost-performance is reshaping the restaurant industry, indicating that businesses should not rely on internal competition but rather leverage structural cost advantages to enhance overall operational levels [1] Technological Integration - The application of AI in restaurant operations is being explored, with many businesses facing challenges in utilizing AI due to limited funds and technical capabilities [1] - Meituan has introduced an AI decision-making tool called "Kangaroo Advisor," which is based on its self-developed model "Longcat," covering various aspects of daily operations and is currently available for free to all industry merchants [1] Financial Insights - The average dining price has returned to levels seen a decade ago, indicating significant implications for the industry [3] - Data shows that the annual revenue of the restaurant industry maintained growth until 2019, experienced fluctuations starting in 2020, and has shown slow growth in the past two years [3]