卤味高价策略还能躺赢市场吗

Core Viewpoint - Despite high prices for marinated food, leading national chain companies in this sector are experiencing disappointing performance in 2024, with significant revenue declines reported across major brands [1] Company Performance - Huang Shang Huang reported a revenue of 1.739 billion yuan in 2024, a year-on-year decrease of 9.44%, marking the lowest since 2018 [1] - Ziyan Food achieved a revenue of 3.363 billion yuan in 2024, down 5.28% year-on-year [1] - Zhou Hei Ya's total revenue for 2024 was 2.451 billion yuan, reflecting a 10.7% decrease compared to the previous year [1] - Juewei Food's revenue for 2024 was approximately 6.257 billion yuan, which represents a decline of 13.84% year-on-year [1] Industry Challenges - The marinated food industry is facing multiple challenges, including market saturation due to rapid expansion in recent years, leading to increased competition [1] - Consumer demands are evolving with a focus on product quality, taste, and health, while some brands have failed to keep pace with innovation and quality improvements [1] - The rise of online channels and the development of new retail models have disrupted traditional offline store operations [1]