1990年，一家全新的餐厅在北京东直门开业。 彩色的吊灯，深色的桌椅，简洁而低调的家庭餐厅风格，必胜客的中国之路就从这家餐厅起步了。 90年代初期，那是一个中国人民才刚刚基本解决温饱问题的年代，城镇居民家庭人均食品消费支出也就在700元上下。 入华之初，必胜客要面对的，是「披萨」概念，在中国消费市场中的空白。 或者说，中国消费者对西餐是什么，怎么吃，都没有什么概念。 那时的必胜客，菜单也远远不如今天的丰富。作为主打的王牌经典款，初代超级至尊披萨在美式厚饼底上铺满意式香肠、培根与蘑菇。 除此之外，罗宋汤和蒜香面包，都构成了无数中国消费者对披萨，对西餐，对精致餐饮的第一印象。 但在整个90年代，高端餐饮的规模并不大，国内高净值人群的数量，完全无法满足必胜客的野心。 即使在北京，必胜客也是那种很多人要咬咬牙下定决心才能上门消费的餐厅，人们往往需要穿上正装，带上几乎一整个月的工资，预习一下西餐的礼仪， 才能在必胜客餐厅好好的吃上一顿饱饭。 35年后的今天，当必胜客开遍中国的大小城市，披萨成为了大众餐饮的一部分，曾经那个高端精致的披萨品牌，变得平价亲民。 必胜客是如何完成在中国市场的蜕变？为何在35年过后，它依然是中国 ...

今天分享的是：品牌运营：2025中餐连锁品牌出海白皮书 报告共计：47页 《2025中餐连锁品牌出海白皮书》由亿欧智库发布，聚焦中餐连锁品牌出海发展。2023年被视为"中餐出海元年"，其国际化进程从主要服务华人社区向全面 服务全球消费者转变 。出海驱动力包括"一带一路"倡议推动、海外华人群体支持以及海外高收入群体对多元化餐饮的需求等 。在规模及区域市场方面， 2020 - 2024年，中餐连锁品牌出海规模呈增长趋势，东亚是主要拓展区域，不同区域市场各有特点 。如美国市场，移民政策和关税政策影响着中餐品牌的 发展；新加坡、马来西亚等东盟国家市场，凭借网络配送完善、对新口味接受度高，发展潜力较大 。在品类特征上，火锅、正餐、快餐等品类因标准化程 度高、文化输出性强等特点，更适合出海 。通过海底捞、探鱼、汤火功夫等标杆案例分析可知，它们在出海路径上，均注重品牌市场定位，借助TikTok等 平台与KOL合作进行宣传；在产品方面，推进菜品本地化，调整口味和食材种类 。同时，构建全球化供应链网络，加强冷链物流与品控创新，像汤火功夫 建立多级物流配送体系 。然而，中餐连锁品牌出海面临诸多挑战，如关税政策导致供应链成本上升、 ...

Sweetgreen (SG) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Rebecca Nounou - IRJonathan Neman - Co-Founder and CEOMitch Reback - CFOZach Ogden - VP - Equity ResearchRahul Krotthapalli - Vice President - Equity Research Conference Call Participants Jon Tower - AnalystSara Senatore - AnalystSharon Zackfia - Partner & Head of Consumer Equity Research & Analyst - Restaurants, Lifestyle & Leisure BrandsLogan Reich - AnalystBrian Mullan - Director & Senior Research AnalystBrian Bittner - S ...

Sweetgreen (SG) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 Thank you for standing by. My name is Tina, and I will be your conference operator today. At this time, I would like to welcome everyone to the Sweetgreen Incorporated First Quarter twenty twenty five Earnings Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. We respectfully ask that you keep your questions to one. Press 1 again. Thank you. ...

Financial Data and Key Metrics Changes - In Q1 2025, EBITDA decreased to $54.7 million from $60.8 million in the same quarter last year [13] - Revenues increased by 4% to $214.8 million compared to $206.2 million in Q1 2024 [28] - Adjusted free cash flow was $14.6 million, down from $29.7 million in the prior year [30] - Adjusted diluted EPS for Q1 2025 was $1.03, compared to $1.33 in Q1 2024 [29] Business Line Data and Key Metrics Changes - Applebee's reported a 2.2% decline in comp sales, while IHOP posted a negative 2.7% in comp sales [13][32] - Off-premise comp sales at Applebee's increased by 3.7%, driven by promotions [13] - IHOP's house faves value menu contributed to traffic growth, outperforming the family dining segment [18] Market Data and Key Metrics Changes - The value mix at Applebee's increased from 28% to 34%, while IHOP's value mix rose from 16% to 19% [9] - Approximately 13% of IHOP's and 10% of Applebee's annual market basket is sourced internationally [11] Company Strategy and Development Direction - The company is focused on three key priorities: elevating guest experience, enhancing menu and value programs, and better communicating brand value [7] - The dual brand concept is being expanded, with plans for 13 additional dual brands and 10 conversions this year [21][23] - The company is committed to remodeling Applebee's restaurants and has introduced an early adopter incentive for franchisees [31][75] Management's Comments on Operating Environment and Future Outlook - Management noted that consumer confidence has declined, affecting spending, particularly among lower-income guests [8] - Despite challenges, there was positive momentum in sales and traffic in March and April [9][94] - The company maintains its full-year financial guidance, indicating confidence in its strategic initiatives [35] Other Important Information - The company is actively monitoring global trade tensions and their potential impact on costs, with a small portion of market basket sourced internationally [10] - The company has implemented cost-saving initiatives resulting in over $14 million of annualized savings across both systems [34] Q&A Session Summary Question: Context on Applebee's performance in April - Management noted modest improvement in January, pressure in February, but a significant improvement in March that continued into April, driven by promotions and off-premise sales [41][42] Question: IHOP's same-store sales guidance - Management confirmed confidence in IHOP's guidance due to traffic momentum and successful marketing initiatives [50][56] Question: Value proposition at both brands - Management emphasized the importance of evolving the value proposition based on consumer feedback and market conditions [59][63] Question: Applebee's remodel package details - The remodel package is expected to cost between $200,000 to $300,000 per franchisee, with incentives provided for early adopters [72][75] Question: Average check growth expectations - Applebee's check increased slightly, while IHOP's check dropped due to a shift in product mix [77] Question: Operational simplification examples - Management highlighted improvements in ordering speed through technology and operational flow enhancements [81][84] Question: Future direction for Club Applebee's - The company plans to enhance Club Applebee's with more personalized marketing and exclusive offers for members [87][92]