Workflow
地铁商业
icon
Search documents
盯上310亿客流,头部品牌“扎堆”开进地铁
创业邦· 2025-11-13 00:09
以下文章来源于餐企老板内参 ,作者内参君 餐企老板内参 . 餐饮业首席经管新媒体!超800万餐饮老板、产业高端精准读者;财经作家吴晓波、源码资本等投资;业务涵盖媒体传播、峰会、培训、游学餐访、中餐出海、"餐里眼"大数据、"72 餐"供应链平台、行研报告等…(更多资讯服务下载:餐饮老板内参APP) 鲜#100 发掘未来1-3年有望成为独角兽的新商业领袖 2025创业邦1OO未来独角兽 榜单征集 图源丨Midjourney 打工人福音! "牛马粮草站"涌进北京地铁 周一早上九点,内参君来到位于1号线国贸地铁站C口的瑞幸咖啡门店。刚上扶梯,瑞幸咖啡醒目的蓝色品牌便映入眼帘。10月31日开业的这家瑞幸,是首家入驻北京地铁的咖啡店。 这家门店紧挨着通勤人流主通道,采用"快取店"的模式,面积大约20㎡,不设独立用餐区,顾客可以通过手机线上点单,到店窗口自取的方式完成购买。 内参君注意到,这家瑞幸咖啡的取餐窗口利用隔栏清晰划分站内与站外区域,无论是出站乘客,还是换乘人群,都能在不干扰通行的前提下购买和领取咖啡。 1 (4) bir Home Por NO.24 报名截至11月21日 来源丨餐企老板内参(ID:cylbnc) ...
“八爪鱼”美团,盯上地铁里的5元生意
3 6 Ke· 2025-09-20 01:39
Core Insights - The article discusses the recent developments in Beijing's subway system, which has introduced various convenience services such as food carts and fresh drink stations to enhance commuter experience [1][4][20] - The implementation of the "Urban Public Transport Regulations" on December 1, 2024, aims to prioritize the development of urban public transport, leading to increased commercial opportunities within subway stations [1][11] - Meituan's "Food Light Machine" has emerged as a key player in providing convenient breakfast options within subway stations, with nearly 50 outlets covering about 30 core subway stations [1][5][20] Group 1: Business Opportunities - The introduction of convenience facilities in subway stations is seen as a significant opportunity for businesses to tap into the high foot traffic generated by the subway system [1][9] - Meituan's breakfast service targets busy commuters, offering a range of affordable breakfast items priced between 2 to 5 yuan, which can be pre-ordered or purchased on-site [4][5][6] - The breakfast market in China has reached a scale of 2.1 trillion yuan, with a stable annual growth rate of around 10%, indicating a lucrative opportunity despite the low profit margins typically associated with breakfast sales [6][9] Group 2: Challenges and Competition - The breakfast business is characterized by low profit margins, with many operators struggling to achieve sustainable profitability due to the high competition and operational challenges [3][6][20] - Major players like KFC and McDonald's are also entering the subway breakfast market, intensifying competition for Meituan's "Food Light Machine" [7][9] - The operational complexities of maintaining a stable supply chain and efficient service in a high-traffic environment pose significant challenges for businesses looking to succeed in subway commercial spaces [5][18][20] Group 3: Regulatory and Market Context - The regulatory environment has evolved, allowing for the reintroduction of commercial activities in subway stations after a long hiatus, which presents new opportunities for businesses [11][20] - Despite the potential for high foot traffic, many subway stations face limitations in space and operational capacity, making it difficult to implement large-scale commercial ventures [18][20] - The article highlights the need for businesses to focus on consumer experience and service quality to achieve long-term success in the subway commercial ecosystem [20]