塔斯汀90天关了907家店

Core Insights - Tasiting has opened 968 new stores and closed 907 in the past 90 days, resulting in approximately 10,296 operating stores, indicating a high closure rate compared to established brands like Wallace and KFC [1] - Founded in 2012 by three individuals, Tasiting initially focused on Western fast food before pivoting to a differentiated product positioning of "Chinese hamburgers" in 2019, which led to accelerated growth [1] - Starting in 2024, Tasiting will increase its franchise fees from 369,800 RMB to 452,300 RMB and raise the standard store size from 60 square meters to 65 square meters, reflecting a strategic shift to slow down expansion [4] Store Performance - Tasiting's store closure rate is significantly higher than that of competitors, with Wallace opening 314 new stores and closing 135, while KFC opened 676 and closed 130 in the same period [1] - The rapid expansion of Tasiting is notable, as it has outpaced KFC and McDonald's in terms of new store openings, despite the latter two having a longer presence in the Chinese market [4] Business Model and Strategy - Tasiting relies heavily on a franchise model for rapid expansion, but has faced food safety issues in its franchise stores, prompting a reevaluation of its growth strategy [4] - The dynamic changes in store numbers are considered normal for a company with a significant number of franchise locations, often due to market saturation or underperformance of certain stores [4][5]