Yum!(US:YUM) 3 6 Ke·2026-01-09 03:55Core Insights - KFC has opened its first subway space store in Tianjin, targeting commuters and local residents, indicating a shift in restaurant location strategy towards public transport hubs [1][3] - The trend of opening stores in subway and bus stations is gaining momentum among various chain restaurant brands, moving away from traditional locations like airports and train stations [6][7] Group 1: KFC's Subway Store Launch - KFC's new store is located at the Tianjin Tumor Hospital Station, a transfer point for subway lines 5 and 6, designed to attract high foot traffic from commuters and travelers [1] - The store offers a full range of services throughout the day, including coffee, burgers, and snacks, catering to diverse dining needs [3] - KFC plans to expand this "rail + dining" model to other subway stations in Tianjin, indicating a strategic focus on high-traffic areas [3] Group 2: Industry Trends - Other brands like Luckin Coffee and McDonald's are also expanding into subway stations, with Luckin planning to open 200 stores in collaboration with Tianjin's transit authority [6][7] - The operational costs at subway and bus stations are lower compared to airports, making them attractive for restaurant brands seeking to optimize expenses while capturing stable commuter traffic [7] - The current trend reflects a broader strategy among chain restaurants to tap into the underutilized market potential of public transport hubs, which are seen as a blue ocean market with significant growth opportunities [7]