日本知名巨头退出中国内地市场，平价品牌狂奔，有门店日排队3000桌

Core Viewpoint - Sushi Ramen has emerged as a phenomenon in the dining industry in 2025, characterized by long queues and high demand, attributed to its affordable pricing and perceived value [1][2]. Group 1: Sushi Ramen's Popularity - On December 31, 2025, a user reported waiting for a table at Sushi Ramen for over five hours, highlighting the brand's immense popularity [1]. - The brand's pricing strategy, with items like caramel foie gras at 8 yuan and salmon at 15 yuan, has made it a favorite among young consumers, earning it the nickname "the Luckin Coffee of Japanese cuisine" [1]. - Sushi Ramen's parent company reported a net sales increase of 41.5% year-on-year, reaching 588.07 billion yen, with profits up 98.7% to 63.71 billion yen [6]. Group 2: Competitive Landscape - Other budget sushi brands like Bin Sushi and Goldsmith Sushi are also expanding, contrasting with Kura Sushi, which is closing its stores in China due to poor performance [2][10]. - Kura Sushi's initial plan to open 100 stores in China within ten years has failed, with only three stores opened since its debut in June 2023 [11]. - Kura Sushi's financial struggles are evident, with cumulative losses exceeding 81.9 million yuan, attributed to its inability to adapt its Japanese model to the Chinese market [13][12]. Group 3: Consumer Behavior and Market Trends - The long queues at Sushi Ramen are driven by factors such as novelty, emotional value, and social influence, with many consumers feeling compelled to join the trend [2][6]. - The average consumer spending at Sushi Ramen is under 100 yuan, with many sharing promotional activities on social media [9]. - A report indicates that 31% of global consumers feel dining out does not provide sufficient value, reflecting a shift towards more rational consumer spending [9]. Group 4: Strategic Insights - Sushi Ramen's success is partly due to its localized menu, which reduces the proportion of raw fish dishes compared to its Japanese counterpart, appealing to local tastes [14]. - The competitive landscape in China's dining industry is intensifying, with consumers increasingly comparing local offerings to international standards, pushing brands to improve [15]. - Key factors for success in the Chinese market include supply chain integrity, product quality stability, and stringent food safety standards, particularly for sushi and Japanese cuisine [16].