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700+门店、20+亿年收入,山东走出一家「穷鬼食堂」
36氪· 2025-05-22 09:50
Core Viewpoint - The article discusses the rise of affordable dining options in China, highlighting the success of the fast-food brand Chao Yixing, which offers low-cost meals while maintaining quality and safety standards [3][5][11]. Group 1: Company Overview - Chao Yixing, founded in 1993, has evolved from a local eatery to a fast-food chain with 729 stores, primarily in northern China, and an average consumer spending of 14.93 yuan [3][8]. - The brand's growth strategy includes a focus on community dining and a commitment to providing high-quality, affordable meals [4][10]. Group 2: Market Dynamics - The current consumer trend emphasizes value for money, with customers prioritizing safety and taste in their dining choices [11][12]. - The fast-food industry is experiencing a shift from product-driven growth to supply chain efficiency, with brands competing on the basis of repeat purchases rather than just location [10][19]. Group 3: Expansion Strategy - Chao Yixing has begun its regional expansion, opening stores in Hebei and Beijing, with prices slightly adjusted to accommodate local market conditions [16][18]. - The brand's operational model relies on a centralized kitchen system that ensures consistent quality across its locations, which is crucial for maintaining its low pricing strategy [13][18]. Group 4: Competitive Landscape - The article notes that the restaurant industry lacks absolute barriers to entry, with scale being the primary competitive advantage [19]. - Chao Yixing targets a consumer base that is cautious about spending but shows high loyalty once a brand is accepted, positioning itself well for sustainable growth [19].
700+门店、20+亿年收入,山东走出一家“穷鬼食堂”
36氪未来消费· 2025-05-21 08:51
一位曾跟踪过该品牌的消费投资人告诉36氪,"20+亿、30亿左右的年收入规模,也有几个点的净利润,超意兴是社区餐饮里的不错标的。" 在消费收紧、信心重塑的今天,超意兴是众多平价故事里的一个典型样本——它诞生于90年代,经历过长足的、偏安一地的低调发展期,又在周期性变 化里看到时机、谋求向外扩张。这与我们熟知的一些平价品牌的路径相似,比如来自河南的蜜雪冰城。而能否如后者般迎来真正的爆发期,是超意兴当下 面临的课题。 1990年至今,日本消费领域被长期的低景气度围绕,期间出现的20只"十倍股"中,有11家来自餐饮企业,萨莉亚、吉野家都在其中。在这些公司的特质 里,"性价比"是那个最大公约数。 编辑 | 乔芊 平价时代的注脚又多了一个。 3元一份的酸辣土豆丝、6元一份的冬瓜猪肉丸、9元一份的椒麻炒鸡块,是让北漂们直呼"大开眼界"的感人物价,也是山东人引以为傲的"中国版萨莉 亚"、"餐饮界拼多多"。 超意兴,这家诞生于山东济南、以把子肉为招牌菜的快餐品牌,正成为新的"平价奇迹"。窄门餐眼数据显示,超意兴目前在营门店729家,大多采用联营 模式,人均消费14.93元,在山东、北京、天津、河北、河南等地均开有门店。 这是 ...