12月24日，京东旗下品质餐饮平台七鲜小厨宣布，自今年首店开业以来，仅用4个月时间便在北京完成 30家门店布局，基本实现五环内主要城区全覆盖。 七鲜小厨承诺，将依据消费反馈不定期汰换供应商，并定期更新公示食材清单，从源头保障食品安全， 让消费者清晰了解餐品原料的来源与品质。 从京东的战略布局来看，七鲜小厨的推出是其供应链能力向餐饮终端延伸的重要尝试。 依托京东成熟的超级供应链体系，七鲜小厨实现了从原料采购、净菜加工到冷链配送的全链条把 控，"供应链+标准化门店"的模式不仅大幅降低了运营成本，更支撑了品牌在短时间内的快速复制与扩 张。 七鲜小厨开启新年营销活动，下单送歌帝梵巧克力 作为京东在餐饮领域的供应链创新探索，七鲜小厨以"新鲜现炒"为核心定位，通过三重品质保障体系与 供应链整合优势，不仅为消费者提供安心用餐新选择，更试图打破传统外卖市场的竞争格局，推动行业 从"价格内卷"向"品质竞争"转型。 七鲜小厨的核心定位聚焦于"新鲜、透明、安心"的品质餐饮体验。不同于传统外卖依赖预制菜或中央厨 房配送的模式，该品牌坚持"新鲜现炒"的核心特色：门店选用优质净菜，经过清洗、切块、包装等标准 化工序加工后，每日通过冷链配 ...

Core Insights - The restaurant industry is experiencing a significant rebound during the 2025 National Day and Mid-Autumn Festival holiday, with nearly 160 stores receiving around 1.5 million customers in just eight days, indicating a strong consumer demand for quality dining experiences [1][2] - The shift towards quality consumption is becoming the main theme in the market, with consumers increasingly favoring brands that prioritize taste and ingredient quality, leading to long queues at popular restaurants [2][3] - The contrast in performance among restaurants highlights a divide between those focusing on quality and those engaging in price wars, with many traditional brands struggling due to product homogenization and poor supply chain management [5][9] Industry Performance - During the holiday period, key monitored pedestrian streets saw an 8.8% increase in foot traffic and a 6.0% increase in sales compared to the previous year, showcasing the overall growth in the restaurant sector [1] - Brands like Kuafu Fried Skewers and Nayuki Tea reported significant year-on-year revenue growth, with Kuafu achieving nearly 70% increase in sales [1] - Despite the positive holiday performance, the industry faced challenges earlier in the year, with 161,000 restaurants closing in the first half, averaging six closures per minute [1] Consumer Behavior - Consumers are now more willing to wait for quality dining experiences, as evidenced by long queues at restaurants like Banu Hot Pot, where customers prioritize quality over convenience [3][8] - The demand for high-quality ingredients and unique dining experiences is reshaping consumer preferences, with health-conscious choices becoming more prominent [4][8] - The relationship between consumers and brands is evolving into a partnership, where feedback and engagement play a crucial role in enhancing service and product quality [7][9] Company Strategies - Banu Hot Pot has distinguished itself in the competitive hot pot market by focusing on quality and service, achieving a daily table turnover rate of over eight times and capturing 3.1% of the premium hot pot market share [4][8] - The company plans to expand aggressively, with 177 new stores set to open over the next three years, aiming for an annual growth rate of 30% [4] - Banu's commitment to quality is reflected in its sourcing of premium ingredients and innovative menu offerings, such as introducing seasonal vegetables during peak periods [8]

Core Insights - JD Group reported Q2 2025 revenue of 356.7 billion RMB, a year-on-year increase of 22.4%, exceeding market expectations and setting a new record for revenue growth in nearly three years [1] - The acceleration in revenue growth is primarily driven by the core retail business, with key categories such as electrical appliances and daily necessities showing year-on-year growth of 23.4% and 16.4% respectively [1] - The new business segment, including JD's food delivery service, saw a significant revenue increase of 199% year-on-year [1] Retail Business Performance - JD's retail revenue grew by 20.6% year-on-year in Q2, with an operating profit margin of 4.5%, marking the highest record for any promotional quarter in the company's history [2] - The number of active users and shopping frequency increased by over 40% year-on-year, with active users achieving double-digit growth for seven consecutive quarters [1][2] Food Delivery Business Development - JD's food delivery service achieved a daily order volume exceeding 25 million, with coverage in 350 cities and over 150,000 quality dining establishments [2] - The company emphasizes a commitment to quality and service, rejecting unhealthy competition practices and focusing on technological empowerment and supply chain innovation [2] New Initiatives in Food Service - The launch of "Seven Fresh Kitchen," a quality dining partnership platform, aims to alleviate financial pressures on partner merchants, with plans to establish 10,000 locations nationwide within three years [3] - The first store of "Seven Fresh Food MALL" opened, utilizing 100% kitchen live streaming and a quality dining development plan to enhance consumer trust and operational efficiency for merchants [3]