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开出4000+直营店的现制餐饮“隐形冠军”,正在面临增长危机
虎嗅APP· 2026-01-04 09:47
以下文章来源于职业餐饮网 ,作者肖德睿 职业餐饮网 . 关注餐饮业创新,关注职业餐饮网! 新思维、新机会、新模式! 290万餐饮人已关注!职业餐饮网 (2006-2025)与你共同成长! 本文来自微信公众号: 职业餐饮网 ,作者:肖德睿,原文标题:《开出4000+直营店的餐饮"隐形冠 军":没有冷冻柜,不用预制菜,年入近800亿人民币!》,题图来自:Unsplash 奇波雷Chipotle在中国的名气远不如Shake Shack响亮,但它却是全球餐饮界最不容忽视的"隐形冠 军"。 1. 群众基础与"反冻品"情绪的共振 论体量,它只有4000多家门店;论市值,它却长期力压百胜集团,是仅次于麦当劳、星巴克与康帕 斯的顶级巨头。 凭什么?当同行广泛运用冷冻食品时,它主打鲜食,坚持不设微波炉、不设冷冻柜,仅靠53种核心 食材打天下;当同行靠加盟跑马圈地时,它死磕直营开店,稳步扩张,年入百亿。 靠着对"新鲜现制"的偏执,它收获了中产阶级的疯狂追捧,但这也曾让它遭遇惨痛的食安代价。 它曾凭借极致的数字化手术奇迹重生,捅破了效率的天花板;却又在宏观经济的寒冬里,因"份量"的 失衡,陷入顾客摄像头的舆论反噬,今年股价下跌近4 ...
定价还“跑得通”吗?薛记炒货独家回应:门店规模已增长至1200家左右
Xi Niu Cai Jing· 2025-09-25 09:41
Group 1 - The core viewpoint of the articles highlights the rising popularity of freshly made snacks, particularly represented by the brand Xueji Snacks, which focuses on freshness and quality to meet consumer demands [2][3] - Xueji Snacks has expanded its product offerings to include nuts, dried fruits, and other leisure snacks, with the number of stores exceeding 1,200 nationwide as of 2024 [2] - The company emphasizes that its competitive edge lies in quality and consumer perception of value rather than price competition, stating that they do not engage in price wars [2] Group 2 - Previous funding was primarily allocated to establish a food factory in Texas, covering an area of 133,000 square meters with an annual production capacity of 117,000 tons [3] - Xueji Snacks maintains a strict procurement standard for raw materials, which increases costs but ensures high quality, aiming for a balance between price and quality while achieving reasonable profits [3] - The company plans to continue focusing on key products like chestnuts and cashews, enhancing product quality and expanding its research and development team to introduce more appealing products [3]