海底捞上半年业绩出炉！外卖收入大增

Core Viewpoint - Haidilao's performance in the first half of 2025 shows a slight decline in revenue and profit, indicating challenges in the competitive dining market and changing consumer demands [3]. Financial Performance - In the first half of 2025, Haidilao achieved revenue of 20.703 billion yuan, a decrease of 3.7% year-on-year, and a net profit of 1.755 billion yuan, down 13.7% from the previous year [3]. - The overall table turnover rate for self-operated restaurants was 3.8 times per day, with a total customer reception of nearly 190 million [3]. Restaurant Operations - As of June 30, 2025, Haidilao operated 1,363 restaurants, having opened 25 self-operated and 3 franchised restaurants during the first half of the year [3]. - The company implemented the "Woodpecker Plan" to close underperforming restaurants and optimize its store network [3]. Franchise Business Development - Since opening franchises in 2024, Haidilao has validated the feasibility of its franchise model, with 41 franchise stores by mid-2025 [5]. - The company aims to maintain consistent operational standards across franchise and self-operated stores to uphold brand reputation [5]. Growth in Delivery Services - Haidilao's delivery business saw a nearly 60% increase in revenue, with "one-person meal" options contributing over 55% of delivery income [6]. - The company plans to integrate multiple brands and categories to enhance delivery services and user engagement [6]. Multi-Brand Strategy - Haidilao has launched multiple restaurant brands under the "Pomegranate Plan," with 126 restaurants across 14 brands as of June 30, 2025 [7]. - The company is focusing on resource sharing and collaboration among its brands to achieve strategic goals [7][8]. Membership Growth - Haidilao's membership base surpassed 200 million, supported by digital innovations and partnerships with various industries [11]. - The company is enhancing member benefits and maintaining the integrity of its membership system [11].