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餐饮房租,可以降了
21世纪经济报道· 2025-09-28 02:13
记者丨贺泓源 实习生 刘瑾睿 李音桦 编辑丨高梦阳 外卖大战,正在深刻地改变餐饮业。 比如,在号称800亿元规模的补贴下,淘宝闪购日均订单峰值达到1.2亿,美团也达到每日1亿订单量。 此种局面下,深刻冲击了承担着高房租的社区餐饮门店的客流,因为消费者被分流到线上外卖平台了。 眼下,餐饮本就不容易。 不少餐饮老板都向我强调,至少社区餐饮房租,必须降了! 今天,我们就来聊下,外卖大战冲击下餐饮房租究竟去向何方。 首先,我们来看看餐饮市场究竟怎么样? 答案是并不乐观。 一方面,价格战加剧。美团研究院数据显示,2024年,47.8%的持续经营餐饮商户降低了人均价位。其中,在人均价位 在百元以上的餐厅中,超过80%的商户出现了客单价下降的情况。 客观上,餐饮房租已经有了下滑态势。 不少餐饮品牌创始人告诉记者,一线城市的头部商场房租坚挺,甚至微涨。其他区域,房租有了松动趋势,但跌幅不 够明显。 需要看到,现在一线城市餐饮市场处在收缩区间。1—7月,北京餐饮收入同比下降3.6%至792.0亿元。同期,上海的餐 费收入同比下降2.9%至1141.95亿。 这意味着,随着营收下滑,一线城市的餐馆对高价房租的忍耐力明显下降。 社 ...
餐饮房租,可以降了
Core Insights - The fierce competition in the food delivery market is significantly impacting the restaurant industry, with major platforms like Taobao and Meituan achieving daily order peaks of 120 million and 100 million respectively under a subsidy scale of 80 billion [1]. Industry Overview - The current state of the restaurant market is not optimistic, with intensified price wars leading to 47.8% of ongoing restaurant operators reducing their average prices in 2024. Over 80% of restaurants with an average price above 100 yuan are experiencing a decline in customer spending [4]. - The number of restaurant closures in 2024 has risen to 4.09 million, with a closure rate of 61.2%, surpassing the figures from 2023 [4]. Cost Management - Many restaurant owners are focusing on cost-cutting measures, including reducing staff and downgrading renovations, as their revenues and profits are declining [5]. - Lowering rental costs for restaurants has become increasingly important in this challenging environment [6]. Rental Market Dynamics - There is a noticeable downward trend in restaurant rental costs, particularly outside of first-tier cities, although the decline is not yet significant. In first-tier cities, rental prices remain stable or slightly increase [7]. - The restaurant industry in first-tier cities is contracting, with Beijing's restaurant revenue declining by 3.6% to 79.2 billion yuan and Shanghai's by 2.9% to 114.195 billion yuan in the first seven months [7][8]. Community Restaurant Impact - Community restaurants are particularly affected, as the expansion of food delivery services has diverted customers away from physical locations, impacting their profitability [9]. - There is a belief that the rental premium should now be allocated to food delivery platforms due to the shift in consumer behavior from offline to online [10]. Ongoing Negotiations - The current period is critical for negotiations between property owners and restaurant operators, with many restaurant brands reporting lower rental costs compared to previous years, although property owners still hope for price increases [11][14]. - The ongoing survival challenges in the restaurant sector, exacerbated by the food delivery competition, may accelerate the decline in rental prices, potentially aiding some restaurant owners [14].
餐饮房租,可以降了 丨消费参考+
Core Insights - The fierce competition in the food delivery market is significantly transforming the restaurant industry [1] Group 1: Market Conditions - The restaurant market is facing a bleak outlook, with intensified price wars leading to a decline in average spending per customer [7] - In 2024, 47.8% of continuously operating restaurants have lowered their average price, with over 80% of restaurants with an average price above 100 yuan experiencing a drop in customer spending [7] - The number of restaurant closures in 2024 has risen to 4.09 million, with a closure rate of 61.2%, exceeding the figures from 2023 [7] Group 2: Impact on Rent - The need to reduce rental costs for restaurants has become increasingly critical due to declining revenues [9] - There is a noticeable downward trend in rental prices, particularly in non-first-tier cities, although first-tier city rents remain stable or slightly increase [10] - In the first seven months of the year, Beijing's restaurant revenue decreased by 3.6% to 79.2 billion yuan, while Shanghai's revenue fell by 2.9% to 114.195 billion yuan [10][11] Group 3: Community Restaurants - Community restaurants are particularly affected, as the expansion of food delivery services has diverted customers away from physical locations [12] - The founder of a rapidly expanding coffee brand noted that the significant subsidies in the delivery market have impacted the profitability of community restaurants [12] - There is an ongoing negotiation phase between property owners and restaurant operators regarding rental agreements, with expectations of faster rent reductions due to the current survival challenges in the restaurant sector [14][17]