烟火里的“稳”字歌｜新店数量翻番、低效门店业绩赶超 比格比萨创始人赵志强：从“自嗨”到“共创”

Core Insights - The Chinese catering market is entering a deep stock game era in 2025, with a scale of 5 trillion yuan and 8 million stores competing, while the chain rate steadily rises to 24% and per capita consumption decreases to a rational level [1][4] Industry Overview - The catering industry in 2025 is characterized by cautiousness, yet Big Pizza has achieved a "frenzied" growth with nearly 60% overall performance increase, approximately 18% same-store growth, and revenue nearing 2 billion yuan [3][4] - The opening of nearly 160 new stores this year has brought the total number of direct-operated stores close to 400, surpassing the total number of stores opened in the past 22 years [3][4] Company Performance - Big Pizza's growth is attributed to two key opportunities: the release of quality resources during the industry contraction and the traffic benefits brought by the short video era [4][10] - The new stores have not diluted the brand's profitability; instead, they have optimized the cost structure through economies of scale, contributing to the overall revenue nearing 2 billion yuan [5][11] Consumer Insights - The core of performance growth lies in understanding consumer needs, particularly as the main consumer group shifts from the "80s" and "90s" to the "00s" and "10s" [5][7] - New generation consumers seek diverse experiences and have changed their consumption decision-making paths, often discovering brands online before visiting stores [7][9] Innovation and Product Development - Big Pizza has adopted a user-centric approach, allowing consumer feedback to drive product innovation, with a focus on rapid response to market demands [8][9] - The brand plans to iterate 30% of its SKU annually, replacing the lowest-selling products based on consumer preferences [9] Future Strategy - Big Pizza aims to reach a target of over 1,000 stores by 2025, focusing on four competitive dimensions: innovative multi-category experiences, high cost-performance ratio, alignment with new generation demands, and deep online traffic operations [10][11] - The brand will enhance supply chain optimization, strengthen online operations, and improve operational efficiency to support its growth objectives [11][12]