穿越餐饮业“斩杀线”：和府捞面靠什么实现26亿营收？

Core Insights - The Chinese catering industry in 2025 is experiencing a significant transformation characterized by both growth and challenges, with a notable decline in growth rates and an increase in store closures [1] - The industry faces multiple challenges including high costs, intensified competition, and a lag in digital transformation, leading to a price war that is detrimental to many small and medium-sized brands [1] - Companies are shifting their focus from aggressive growth strategies to long-term survival, emphasizing the need for systemic evolution to navigate through market cycles [1] Industry Overview - The overall catering industry is still expanding, with a focus on boosting domestic demand and employment [1] - However, from January to August 2025, the national catering growth rate decreased by 3 percentage points compared to the same period in 2024, with over 760,000 stores, a 1.9% decline from 2024 [1] Company Performance - HeFu LaoMian reported a revenue of over 2.6 billion yuan in 2025, a steady increase from 2.5 billion yuan in 2024, and expanded its store count to 632, adding 112 new stores [2] - The company has successfully built a more balanced and resilient ecosystem for sustainable expansion [2] Quality Assurance - The company emphasizes food safety and quality as critical survival factors, achieving FSSC22000 certification in 2025, which reflects its advanced food safety management standards [4] - HeFu LaoMian has focused on sourcing high-quality ingredients, significantly increasing its direct procurement of local produce [3] Business Model Innovation - The company has adopted a "co-living" model, adding 87 joint venture stores in 2025, with a profitability rate of over 95%, significantly higher than the industry average [5][6] - This model allows for shared risks and benefits, enhancing the sustainability of its expansion strategy [6] Membership Strategy - HeFu LaoMian has built a robust membership system, surpassing 4 million members, contributing over 70% of sales, with 500,000 paid members benefiting from exclusive offers [9][10] - The company views each member as a valued partner, fostering long-term relationships through high-quality products and personalized experiences [10] Differentiation Strategy - The company is focusing on creating unique experiences rather than competing solely on price, which is crucial in the current market environment [11][12] - HeFu LaoMian's strategy includes collaborations with various cultural and entertainment sectors to enhance brand visibility and engagement [12] Social Responsibility - The company has initiated a fund to support education and welfare projects, reflecting its commitment to social responsibility and community engagement [13] - This initiative aligns with the brand's values and aims to create a positive impact beyond commercial success [13] Conclusion - HeFu LaoMian's approach to navigating the challenges of the catering industry serves as a model for long-term survival, emphasizing resilience, quality, and community engagement [14] - The company's strategic focus on systemic evolution and sustainable practices positions it well for future growth amidst industry challenges [14]