地摊爆火，实体门店急了？

Core Viewpoint - The article discusses the rise of street food vendors in China, highlighting the impact of this trend on traditional brick-and-mortar restaurants, driven by policy support and changing consumer behavior [4][5][6]. Policy Support - Since 2020, cities like Chengdu have initiated policies to support street food, leading to a nationwide trend where local governments designate areas for vendors, thus expanding the operational space for street food businesses [5][6]. - The ongoing increase in nighttime consumption has further encouraged the growth of street food markets in cities such as Shanghai and Chengdu [5]. Market Environment - Consumers are becoming more price-sensitive, favoring high-value street food options that align with their needs for affordability and convenience [6][15]. - The social atmosphere of night markets and street food aligns with consumer desires for a lively dining experience [6]. Competition Dynamics - High-end hotels and major restaurant brands are entering the street food market, with examples including various hotels selling snacks and popular chains like Haidilao setting up outdoor stalls [7][9]. - The competition between street vendors and traditional restaurants is intensifying, with some restaurant owners expressing concerns over lost business due to nearby street food stalls [11][13]. Economic Impact on Traditional Restaurants - Traditional restaurants face significant challenges due to the low operational costs of street vendors, which allows them to offer lower prices and attract price-sensitive customers [11][13]. - Restaurant owners report drastic declines in revenue, with some experiencing a 50% drop in sales as customers shift to cheaper street food options [13]. Market Adaptation - The article suggests that the relationship between street vendors and traditional restaurants is not strictly adversarial; rather, both can coexist if they find unique value propositions [18]. - The street food market's flexibility allows for rapid innovation and adaptation to consumer trends, while traditional restaurants must focus on enhancing customer experience and product quality to remain competitive [15][19]. Future Outlook - The article concludes that the market will eventually reach a balance where both street food and traditional restaurants can meet consumer demands effectively, although this process may take time [20].