21特写｜“焦虑”海底捞，欲批量制造餐饮品牌

Core Insights - Haidilao is actively expanding its brand portfolio and experimenting with new restaurant concepts to adapt to changing consumer preferences and market conditions [3][9][12] Group 1: Brand Expansion and Strategy - Haidilao has launched the "Red Pomegranate Plan" to encourage internal entrepreneurship and develop new restaurant brands across various price segments [9][10] - The brand "Jugaogao," acquired from former Haidilao employees, offers a self-service hot pot experience at a significantly lower price point of 59.9 yuan per person, attracting high customer traffic [4][5][11] - The company has rapidly expanded "Jugaogao" to over 50 locations within six months, indicating a strong market demand for affordable dining options [6][11] Group 2: Market Position and Consumer Response - Despite the initial success of new brands, there are concerns about service quality and operational issues, with some consumers reporting inconsistent food quality and slow service [8][11][14] - The overall dining market is experiencing a downturn, with average consumer spending in the restaurant sector declining, which poses challenges for Haidilao's growth strategy [12][13] Group 3: Financial Performance and Challenges - Haidilao's aggressive expansion strategy has led to significant financial losses in the past, prompting a reevaluation of its growth approach [13][14] - The company's market valuation has fluctuated significantly since its IPO, reflecting a shift from high-growth expectations to a focus on sustainable profitability [13][14] - The new brands launched under the "Red Pomegranate Plan" have yet to contribute significantly to overall revenue, highlighting the challenges of scaling new concepts effectively [11][14]