国家统计局数据显示，1-6月全国餐饮收入同比增长4.3%，但限额以上单位餐饮收入增速仅为3.6%。尤其是6月，限额以上餐饮收入同比下降0.4%。7月继续 承压，同比下降0.3%。中国烹饪协会用"营收增速放缓、利润下滑、竞争加剧"来形容上半年的行业态势。 海底捞上半年财报显示，在餐厅表现方面，今年上半年海底捞自营餐厅整体翻台率为3.8次/天，同店翻台率3.8次/天，上半年海底捞接待顾客总数近1.9亿人 次。海底捞餐厅翻台率及客流量于2025年上半年有所下降，主要由于餐饮市场竞争加剧，顾客消费需求变化等影响。 8月25日，海底捞交出了2025年上半年的成绩单：营业收入207.03亿元，净利润17.55亿元，核心经营利润24.08亿元。在餐饮行业整体增速放缓、竞争加剧的 背景下，"餐饮一哥"这份财报背后，或可一窥行业的暗流。 | 主要財務摘要 | | | | --- | --- | --- | | | 截至6月30日止六個月 | | | | 2025年 | 2024年 | | | (人民幣千元) | (人民幣千元) | | | (未經審核) | (未經審核) | | 收入 | 20,703,294 | 21.490 ...

Core Viewpoint - KURA Sushi is gradually closing all its stores in mainland China due to significant losses and inability to compete effectively in a crowded market [4][11]. Group 1: Company Performance - KURA Sushi has accumulated losses exceeding 80 million yuan (approximately 8.19 million) in just two years of operation in mainland China [8]. - The company initially opened three stores in Shanghai but has not expanded further since [9]. - KURA Sushi's first store in Shanghai was met with high consumer interest, but the subsequent performance has been disappointing, leading to the closure of its first store by June 30 [4][7]. Group 2: Consumer Feedback - Consumer reviews on platforms like Dianping highlight issues such as poor taste, limited product variety, and freshness concerns [11]. - Specific complaints include the salmon sashimi having a fishy taste and the menu being too limited [11]. - Despite attempts to adjust pricing, including promotional offers reducing prices to as low as 8 yuan per plate, these efforts have not salvaged the brand's performance [11]. Group 3: Competitive Landscape - In contrast to KURA Sushi, other Japanese sushi brands like Sushi郎 and滨寿司 are thriving in the Chinese market, with significant sales growth and expansion plans [12][13]. - Sushi郎 reported a net sales increase of 41.5% in overseas markets, with plans to expand its store count significantly by 2026 [13]. - The success of these brands is attributed to their ability to cater to local tastes and offer a wider variety of dishes at competitive prices [13][17].