餐饮“四大金刚”，挤满全国商场

Core Viewpoint - The article discusses the rapid expansion of the food and beverage industry in shopping malls, highlighting the dominance of four key segments: tea and coffee, baking, hot pot, and noodle shops, which are becoming essential players in mall renovations and attracting foot traffic [6][14][23]. Group 1: Industry Trends - The food and beverage sector is expanding at an unprecedented rate in both high-end and community shopping centers, with tea and coffee, baking, hot pot, and noodle shops emerging as the "four kings" of this transformation [6][7]. - In April, the reopening of Shenzhen iN City Square showcased a shift from luxury brands to a significant presence of food and beverage outlets, indicating a broader trend across various malls [7][8]. - According to statistics from Winshang, in the second quarter of this year, new food and beverage openings accounted for 30% of mall openings, with a store opening-to-closing ratio of 1.51 [7][20]. Group 2: Market Dynamics - The article notes a stark contrast between the decline of fashion and beauty retailers and the rise of food and beverage establishments, with many malls now prioritizing dining options over traditional retail [5][15]. - The pressure of high vacancy rates in shopping malls is increasing, with projections indicating that by mid-2025, 27% of shopping center projects may experience rising vacancy rates [17][18]. - The food and beverage industry is seen as a "lifeline" for malls facing challenges in attracting customers and filling vacant spaces, as it has a strong customer draw and lower entry barriers for new businesses [19][21]. Group 3: Competitive Landscape - The "four kings" of food and beverage are characterized by their rapid expansion and high turnover rates, with tea and coffee shops alone reaching nearly 900,000 locations nationwide by May 2025 [20][21]. - Brands like Bawang Chaji and A Ma Handmade are increasingly occupying prime locations in malls, reflecting their strong rental capabilities and the demand for stable rental income from shopping centers [21][24]. - The article emphasizes that the food and beverage sector is well-suited for mall operations due to its standardized processes and lower complexity compared to traditional dining establishments, making it easier for brands to establish a presence in shopping centers [26].