餐饮新业态

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中经评论:餐饮新业态带来一股新风
Jing Ji Ri Bao· 2025-07-30 00:05
Core Insights - The competition in the food delivery industry is evolving, with companies like Meituan and JD introducing new concepts to address the challenges of affordability, taste, and safety in food delivery [1][2] Group 1: New Business Models - Meituan's "Raccoon Canteen" and JD's "Seven Fresh Kitchen" represent a shift in the restaurant business model, focusing solely on delivery without the need for prime locations or dine-in spaces [1][2] - "Raccoon Canteen" operates like a food supermarket, housing multiple brands that maintain their own cooking and packaging processes, while "Seven Fresh Kitchen" utilizes robots for standardized cooking, reducing labor costs [2] Group 2: Cost Reduction and Safety - Both new business models aim to lower costs, ensure food safety, and provide affordable options for consumers, with a focus on clean and safe food delivery [2][3] - The implementation of transparent kitchen practices, including live streaming and regular inspections, enhances food safety and consumer trust, potentially reducing the prevalence of "ghost kitchens" and unsanitary food operations [3] Group 3: Market Impact - The rise of these new models may pressure small, unbranded restaurants that lack distinctive offerings and cost control, as they compete with the efficiency and pricing of larger, tech-driven operations [3] - The ultimate goal of these innovations is to ensure that all consumers have access to safe, affordable, and enjoyable meals, rather than a winner-takes-all scenario in the market [3]