2025年中国餐饮食品连锁加盟行业白皮书

Core Insights - The Chinese catering and food chain franchise industry is undergoing significant transformation, driven by macroeconomic recovery and increasing consumer spending power, leading to market expansion and digital transformation [1][4][9] Market Overview - The Chinese catering food market reached a scale of 12.6 trillion yuan, with a compound annual growth rate (CAGR) of approximately 7.2% from 2020 to 2024, driven by both catering services and retail [9] - The average annual growth rate of GDP is projected at 6.9%, while the retail sales of consumer goods are expected to grow at about 5.5%, indicating a resilient domestic demand [4] Consumer Behavior - Urban and rural residents' per capita consumption expenditure is showing a recovery trend, with urban residents growing at 6.4% and rural residents at 8.9% annually, reflecting the ongoing vitality of the lower-tier markets [6] - The demand for food and beverages remains stable, with food and alcohol expenditures showing strong resilience, providing a solid demand foundation for the catering industry [6] Industry Trends - The chain rate in the catering service sector is expected to rise from 15% in 2020 to 24% by 2025, indicating a shift towards more standardized and digitalized operations [12] - The rise of "at-home dining" is reshaping the industry, with this market segment growing at an annual rate of 18.4%, significantly outpacing overall food retail growth [10][36] Competitive Landscape - The franchise market is dominated by the catering sector, which accounts for nearly 50% of the market, but most franchise businesses are still in early expansion stages, with nearly 80% of franchise companies having fewer than 10 stores [20][22] - Major brands like Mixue Ice City and Zhengxin Chicken are rapidly expanding their networks, joining the "10,000 stores" club through franchise models [22] Investment Considerations - Franchisees are increasingly focused on competition and financial returns, with a shift from broad expansion to refined operations and careful site selection [24] - The "at-home dining" segment is favored by franchisees due to its lower investment threshold and shorter return on investment period, making it an attractive option for new investors [34][36] Digital Transformation - The industry is moving towards digitalization to support scale expansion and profitability, with brands leveraging data-driven site selection and standardized operational systems to reduce risks for franchisees [44] Franchisee Dynamics - A growing number of professional franchisees are emerging, leading to a two-way selection process between brands and franchisees, emphasizing the importance of operational support and clear profit models [47][48]