餐饮+食品双轮驱动

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161岁全聚德:老字号书写新故事
Huan Qiu Wang· 2025-07-01 09:05
Core Insights - The article highlights the innovative transformation of Quanjude, a 161-year-old brand, focusing on appealing to younger consumers through creative products and immersive dining experiences [1][6][11] Group 1: Brand Heritage and Innovation - Quanjude's Peking Duck cooking technique has been recognized as a national intangible cultural heritage since 2008, emphasizing its traditional culinary craftsmanship [3] - The company is committed to preserving its cultural heritage while actively seeking innovation, aiming to blend traditional Chinese culinary culture with modern consumer demands [6][11] Group 2: Product and Market Strategy - Quanjude has adopted a dual strategy of "catering + food products," with the food segment showing strong growth, contributing over 21% to the company's total revenue, amounting to nearly 300 million yuan in 2024 [6][8] - Seasonal products, such as festive gift boxes and themed food items, have been introduced to enhance sales and connect with traditional cultural practices [8] Group 3: Consumer Engagement and Experience - The company has revamped its stores to create immersive dining experiences, appealing to younger consumers with unique themes and interactive environments [9][11] - Quanjude has launched a series of creative products, including the "Mengbao Duck" IP, to engage with Generation Z and enhance brand visibility [9][11]
“餐饮+食品”双轮驱动 全聚德第一季度实现营收3.32亿元
Zheng Quan Ri Bao Wang· 2025-04-30 03:13
Group 1 - The core viewpoint of the articles highlights the financial performance and strategic initiatives of Quanjude, including a revenue of 332 million yuan and a net profit of 4.21 million yuan for Q1 2025 [1] - Quanjude is actively exploring the transformation of its time-honored brand towards a younger demographic, implementing a strategy that combines traditional branding with new technology [1] - The company has engaged in deep cooperation with Meituan since Q4 2024, focusing on product structure, store models, and digital operations, leading to the creation of new "brand satellite stores" [1] Group 2 - Quanjude has announced the opening of its first direct-operated store in Haikou, Hainan, set to open in May 2025, with an area of over 756 square meters to cater to various dining scenarios [1] - The company showcased its "Zero Research Institute" brand at the 112th Chengdu Spring Sugar and Alcohol Fair, featuring a range of healthy snack products, including duck-based items [2] - Quanjude aims to enhance customer experience through a dual-track model of "themed stores + retail," focusing on both core customer retention and reaching a broader audience with snack and customized products [2]
上下半年业绩“两极反转”,全聚德2024年归母净利暴跌43%,投资收益输血难解主业困局
Zheng Quan Zhi Xing· 2025-04-17 07:31
在2024年上半年实现收入利润同比双增后,老字号品牌全聚德(002186)(002186.SZ)良好的业绩表现 并未在下半年延续,尤其是进入第四季度,全聚德业绩恶化,归母净利大幅亏损3632.07万元,这一"雪 崩式"下跌也导致公司全年的业绩急转直下,实现营收和归母净利润为14.02亿元和3413.09万元,分别同 比下降2.09%和43.15%。这份成绩单也显著低于市场预期。 2024年,国内餐饮企业盈利能力承压,行业竞争加剧。作为以烤鸭为核心的高端正餐品牌,全聚德受到 商务宴请、大型聚餐等场景需求锐减的冲击,尤其在旅游淡季的第四季度,伴随消费意愿显著下降,公 司业绩承压加剧。证券之星梳理发现,尽管全聚德正加速推进"餐饮+食品"双轮驱动,但转型效果尚未 显现,其中公司2023年推出的休闲零食品牌"零研所"目前表现平平,业绩贡献甚微。 连续7年第四季度亏损 2024年之前,全聚德发布的半年度业绩快报还要追溯至2019年,彼时因餐饮门店接待人次减少,导致业 绩惨淡,公司归母净利润更是出现同比腰斩。时隔五年,全聚德发布的又一份半年度业绩快报终于迎来 业绩预喜,2024年上半年实现的营收和归母净利润分别同比增长:2 ...
全聚德:2024年实现营收14.02亿元 推动“餐饮+食品”双轮驱动落地
Zheng Quan Shi Bao Wang· 2025-04-15 01:41
Core Viewpoint - The company reported a revenue of 1.402 billion yuan and a net profit of 34.13 million yuan for the 2024 fiscal year, focusing on dual strategies of "commercialization of restaurant operations" and "food productization" to stabilize revenue and strengthen transformation foundations [1] Group 1: Financial Performance - The company achieved a revenue of 1.402 billion yuan and a net profit of 34.13 million yuan during the reporting period [1] - The company’s food sales revenue reached nearly 300 million yuan, accounting for over 21% of total revenue [4] Group 2: Store Operations and Marketing - The company optimized its offline store structure, adding 4 new direct stores and 1 franchise store, bringing the total to 101 stores [2] - The company launched themed operations such as "Chinese Unique · Sky Courtyard," enhancing customer experience and store loyalty, with revenue contributions of 44.85% from the Peace Gate store [2] - Holiday dining revenue increased by 6% year-on-year, with a 10% increase in Beijing during holidays [2] Group 3: Online Operations - The company strengthened its online delivery capabilities, achieving an average rating of 4.8 across 17 stores and receiving accolades from major delivery platforms [3] - A pilot project for "delivery satellite stores" was launched in collaboration with Meituan, aiming for low-cost online expansion [3] Group 4: Brand and Product Development - The company celebrated its 160th anniversary with a series of brand events, significantly enhancing brand influence and recognition [5] - The company introduced over 20 seasonal products and gift boxes, leveraging social media and live streaming for promotion [4] - The company aims to enhance its dual-driven model of "restaurant + food" and improve operational capabilities in the food sector [6] Group 5: Future Outlook - The company plans to continue enhancing its brand value and operational efficiency, aiming for a balance between renewal and heritage in high-quality development [6] - The company anticipates further brand benefits as consumer demand recovers and holiday economies continue to stimulate growth [6]