闭店率超30%，商场的餐饮生意越来越难做了？

Core Viewpoint - A significant number of restaurants are rapidly exiting shopping malls due to declining foot traffic, high rents, and increasing operational challenges, with a closure rate exceeding 30% in some areas [3][11][15]. Group 1: Current Trends in Restaurant Closures - Many restaurant owners report that despite substantial investments, they are forced to close their businesses within a year due to poor performance in malls [3]. - The trend of restaurant closures is expected to continue for at least two more years, indicating a prolonged period of adjustment for both malls and restaurants [4][6]. - A report indicates that by 2024, 34.9% of shopping centers will see more closures than new openings, leading to increased vacancy rates [5]. Group 2: Factors Contributing to Declining Foot Traffic - The overall number of shopping malls has increased, leading to diluted foot traffic and making it less viable for restaurants to operate profitably [9][10]. - A specific shopping mall in Hunan reported a nearly 40% decline in foot traffic compared to the previous year, contributing to the high closure rates of restaurants [11]. - Many malls are outdated and fail to attract customers, particularly in higher floors where restaurants are located, further exacerbating the issue [11]. Group 3: Economic Pressures on Restaurants - High rental costs combined with declining customer numbers make it increasingly unprofitable for restaurants to operate in shopping malls [17]. - For instance, a restaurant in Shanghai faces an annual rent of approximately 2.2 million, necessitating a daily revenue of at least 12,200 to break even [19]. - The average rent for shopping mall spaces is projected to remain relatively stable, with only a slight decrease of 0.06% year-on-year, despite rising vacancy rates [16]. Group 4: Opportunities in the Market - The concept of "downward expansion" is emerging, where restaurants are increasingly looking to open in lower levels of shopping malls, which tend to have lower rents and stable foot traffic [22]. - There is a growing interest in county-level markets, where shopping centers are less saturated and consumer spending is on the rise, presenting new opportunities for restaurant brands [23][24]. - The potential for growth in these underdeveloped markets is significant, as they are still undergoing commercial upgrades and have a demand for quality dining experiences [24].