面包刺客，正在失去年轻人

Core Viewpoint - The article discusses the rising prices of bread in the Chinese market, highlighting the disconnect between high prices and consumer willingness to pay, driven by factors such as cost increases and emotional value associated with premium products [8][20]. Group 1: Price Trends and Consumer Behavior - The average dining price for meals has approached levels seen in 2015, prompting many restaurants to lower prices to survive in a competitive market [8]. - Despite high prices, the demand for bread remains strong, with some popular bakeries experiencing long queues and even offering "resale" services at a markup [11][12]. - Consumers are increasingly willing to pay high prices for bread, associating it with emotional value and a sense of luxury in their fast-paced lives [20][21]. Group 2: Cost Factors Influencing Prices - High rental costs significantly impact bakery operations, with rents in prime locations consuming 15%-20% of sales [16]. - The trend of using premium ingredients has led to increased costs, as many brands compete on the quality of their raw materials [16]. - The "made fresh daily" model, while ensuring quality, raises labor costs and increases waste due to unsold products, with some bakeries reporting over 50% spoilage rates [19]. Group 3: Market Dynamics and Future Outlook - The bakery industry is undergoing a harsh consolidation phase, with a reported decrease of 87,658 bakery stores in the past year, and over 57% of new stores closing within two years [23][24]. - The high pricing strategy may not be sustainable as consumers become more rational and less willing to pay for inflated prices driven by marketing rather than product quality [24]. - The market may see a shift towards offering both high-quality and affordable products, as brands are pressured to focus on genuine quality and fair pricing to survive [27].