展望未来，Geiger及其团队认为，麦当劳新的定价体系及即将推出的超值组合套餐，有望逐步助力其提 升市场份额，同时加剧整个快餐行业的性价比竞争压力。 不过，瑞银也指出，尽管麦当劳推动的超值活动可能引发全行业竞争加剧，但投资者对于其他企业业绩 显著落后、利润持续承压的担忧可能有些过度。 Geiger提到，餐饮品牌国际(QSR.US)旗下塔可贝尔已通过5美元、7美元和9美元奢华套餐取得成功;汉堡 王凭借当前策略保持了良好势头，有望继续提升市场份额。而温蒂汉堡(WEN.US)则可能在麦当劳新举 措的推动下，进一步强化其菜单的性价比优势。 麦当劳(MCD.US)上周宣布，将于9月初推出超值套餐新定价，八款组合餐的价格将比单点总价低15%， 这一举措震撼了整个快餐行业。针对餐饮行业这一动态，瑞银分析指出，麦当劳计划于9月重新推出5美 元超值早餐和8美元巨无霸套餐，并于十一月推出麦乐鸡套餐，预计将产生更大影响。 分析师Dennis Geiger表示："我们预计，全国性的超值套餐营销推广将提升消费者对品牌性价比的认 知，同时公司为加盟商提供的财务支持也有望缓解经营者的利润压力。"他补充道："尽管麦当劳尚未正 式官宣或回应相 ...

Group 1 - The acquisition plan led by the Ito family for Seven & i Holdings failed due to financing issues, causing a significant drop in the company's stock price by 11.7%, marking its largest single-day decline in over a decade [2][3] - Alimentation Couche-Tard (ACT) has re-emerged as a potential acquirer with a $47 billion offer after its previous $38.5 billion bid was rejected, positioning itself as the strongest contender following the Ito family's exit [3][4] - If the acquisition by ACT is successful, it would become one of the largest acquisitions in Japanese history, significantly impacting the convenience store market [3][4] Group 2 - Seven & i's recent performance shows a revenue increase of 8.8% year-on-year, reaching 60,355 million yen, but operating profit has declined by 22.4% to 1,870 million yen, indicating underlying issues in its core business [10] - The market share of 7-11 in the U.S. convenience store sector is 14.5%, while ACT holds 4.6%, highlighting the competitive landscape in North America [3] - The decline in customer traffic in Japan's convenience store sector has been evident, with a 10.4% drop in 2020, and only slight recoveries in subsequent years, indicating a challenging market environment [10][12] Group 3 - The Japanese convenience store market is experiencing a decline in store numbers for the first time since 2005, with a total of 55,620 stores as of March 2024, reflecting a 0.2% decrease year-on-year [16][17] - Factors contributing to this decline include demographic changes, such as low birth rates and a shrinking population, which directly affect consumer demand [18] - The traditional growth model of convenience stores, based on extensive network expansion, is reaching its limits, prompting companies to seek new growth opportunities, particularly in international markets [19][20]