2025年中国餐饮食品连锁加盟行业白皮书

Core Insights - The Chinese restaurant 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][12] - The rise of home dining and heightened consumer demand for health, efficiency, and social value are reshaping industry structures, prompting chain brands to accelerate their digital transformation and omnichannel marketing strategies [1][10] - The relationship between brands and franchisees is shifting from extensive expansion to refined operations and mutual selection, with a growing group of experienced "professional franchisees" [1][47] Market Overview - The Chinese restaurant food market reached 12.6 trillion yuan, with a compound annual growth rate (CAGR) of approximately 7.2% from 2020 to 2024, driven by both service and retail sectors [9] - The restaurant service sector is recovering strongly post-pandemic, with an annual growth rate nearing 9%, while food retail is experiencing structural upgrades with high-value subcategories [9][10] - The home dining market is growing rapidly at an annual rate of 18.4%, expected to account for 13.5% of the overall food retail market by 2029, indicating a significant shift towards retailization in the industry [10][36] Consumer Spending Trends - From 2020 to 2024, urban and rural residents' per capita consumption expenditure is showing a recovery trend, with urban growth at 6.4% and rural at 8.9%, reflecting the ongoing vitality of the lower-tier market [6] - Food and beverage spending remains stable and resilient, providing a solid demand foundation for the restaurant food industry [6] Franchise Market Dynamics - The franchise market is dominated by the restaurant sector, which accounts for nearly 50% of the market, indicating its high-frequency consumption and standardization advantages [20] - The chain rate in the restaurant service sector is expected to rise from 15% to 24% between 2020 and 2025, although it still lags behind developed markets like Japan and the U.S. [12] - The competitive environment is shifting towards refined operations, with franchisees focusing on quality site selection and cost structures as market saturation increases [24][48] Investment Considerations - Franchisees are increasingly favoring low-investment, high-profit margin segments, with the home dining sector being particularly attractive due to its lower entry barriers and shorter investment return periods [34][36] - The home dining segment is characterized by a high degree of standardization and flexibility in product offerings, making it appealing for franchisees [32][34] Brand Selection Criteria - Franchisees prioritize brands with clear profit models, operational support, and a proven track record, leading to a dual selection mechanism between brands and franchisees [48] - The leading brand in the home dining sector, Guoquan Shihui, is recognized for its low investment threshold, mature replicable model, and diverse product matrix, making it a preferred choice for franchisees [39][40] Digital Transformation - The industry is witnessing a pressing need for digital transformation to support scale expansion and profitability, with brands leveraging data-driven site selection and standardized operational systems [44] - Digital management of supply chains is enhancing control, reducing waste, and improving efficiency, which is crucial for increasing single-store profitability [44] Conclusion - The Chinese restaurant food chain franchise industry is poised for growth, driven by changing consumer behaviors, digital transformation, and evolving franchisee dynamics, presenting numerous opportunities for investment and expansion [1][9][12]