Core Insights - The traditional model of "single category + single time period" in fried chicken franchises is being disrupted by the emergence of "micro food delivery centers" that cover a 1-3 kilometer radius, indicating a significant shift in business logic from traffic competition to deep user operation [1][3] Industry Trends - Leading brands are transforming store functions into a "front store and back warehouse" model, significantly reducing marketing budgets by 60% and increasing member repurchase rates from 12% to 45%, with monthly net profits exceeding 30,000 yuan per store [3] - The implementation of "smart location technology" has reduced traffic costs from 40% to 12% and shortened the investment payback period to 6-12 months, enhancing operational efficiency [3] - By 2025, national catering revenue is projected to reach 457.8 billion yuan, with nighttime consumption accounting for 49.3%, a 6% increase from the previous year [3] Business Model Evolution - By 2026, stores adopting the "front store and back warehouse" model are expected to see non-meal period revenue exceed 40% and improve space efficiency by over 50% [5] - The shift from "traffic thinking" to "user asset thinking" is fundamental to this transformation, emphasizing the need for multi-time period product development capabilities [5] - Innovative examples include a brand's "spicy fried chicken leg" contributing 60% of revenue, and Dada Group's "instant snacks + instant delivery" model ensuring stable supply during the pandemic [5] User Engagement Strategies - The restructuring of user operation systems reveals that 20% of super users contribute over 60% of profits, with stores that incorporate interactive elements seeing a 68% sharing rate among customers [7] - This value stratification theory encourages businesses to allocate 80% of operational resources to core customer groups, establishing a three-dimensional membership grading system based on frequency, unit price, and activity [7] - The future winners in the industry will be those providing "food solutions," marking a strategic leap from traffic acquisition to user retention [7]