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Core Insights - The article discusses the significant impact of the ongoing food delivery competition on the restaurant industry, highlighting the challenges faced by community dining establishments due to consumer shifts towards online platforms [1][2]. Group 1: Restaurant Market Overview - The restaurant market is currently facing a bleak outlook, with intensified price wars leading to a decline in average spending. According to Meituan Research Institute, 47.8% of continuously operating restaurants reduced their average price in 2024, with over 80% of restaurants with an average price above 100 yuan experiencing a drop in customer spending [1]. - The number of restaurant closures in China has surged to 4.09 million in 2024, with a closure rate of 61.2%, surpassing the figures from 2023. Many national restaurant brand founders have expressed concerns about declining revenues and profits, prompting cost-cutting measures such as reducing staff and downgrading renovations [1]. Group 2: Rental Costs and Trends - The decline in restaurant rental costs has become increasingly important, with some restaurant brand founders noting a downward trend in rental prices, particularly outside of first-tier cities, although the decrease is not yet significant [2]. - In first-tier cities, the restaurant market is contracting, with Beijing's restaurant revenue dropping by 3.6% to 79.2 billion yuan and Shanghai's by 2.9% to 114.195 billion yuan from January to July [2]. - The ongoing shift of consumer traffic from offline to online platforms has led to a decrease in the tolerance for high rental prices among restaurants, particularly in community dining [2]. Group 3: Future Outlook - The current situation presents a critical negotiation phase between property owners and restaurant operators, with the potential for faster rental declines due to the survival challenges faced by restaurants amid the food delivery competition [2]. - There is hope that rental reductions could help alleviate some of the financial pressures on restaurant owners, although concerns remain about potential increases in service fees from delivery platforms like Meituan [3].