「抠出」极致性价比的萨莉亚，为何今天在中国市场也难赚钱了？ | 声动早咖啡

Core Viewpoint - The article discusses the challenges faced by Salia, a popular low-cost Western restaurant chain in China, as it experiences a slowdown in growth despite its historical success and cost-cutting strategies [3][6][11]. Group 1: Company Background and Growth - Salia was founded in the late 1960s in Japan, initially struggling with high prices and low customer traffic until it adopted a low-cost model, which became its brand identity [4]. - The company expanded into China in 2003, quickly growing its presence in major cities like Shanghai and Beijing, capitalizing on the demand for affordable Western dining [5][6]. - In the 2023 fiscal year, Salia reported a nearly 30% increase in overall revenue, with the Chinese market contributing about 80% of its overseas earnings [6]. Group 2: Recent Challenges - Despite previous growth, Salia's revenue in China only increased by 6.3% in the 2025 fiscal year, with significant profit declines in major cities like Beijing, Shanghai, and Guangzhou [6][9]. - The company has faced rising operational costs, leading to price increases on menu items, which have eroded its competitive pricing advantage [7][8]. - The saturation of the market in first-tier cities has resulted in intense competition among Salia's own stores, negatively impacting profitability [9][11]. Group 3: Market Dynamics - The Chinese restaurant industry is experiencing a slowdown, with the market size expected to grow only 3.5% by 2025, significantly lower than previous years [10]. - Salia's reliance on external suppliers in China contrasts with its successful vertical supply chain in Japan, limiting its ability to control costs and quality [10]. - The rise of new competitors offering similar value propositions has intensified the competitive landscape, challenging Salia's market position [11].