Core Insights - The restaurant industry in China is facing significant challenges, with dining-in customer spending nearly returning to 2015 levels, indicating a downturn in the market [2][3] - The industry is experiencing a slowdown in revenue growth, declining profits, and intensified competition, with a reported 3.6% year-on-year decrease in national restaurant revenue for the first half of the year [3][10] - The overall performance index for the restaurant industry was recorded at 43.25 in August, indicating contraction, despite some signs of recovery in sales and customer traffic [3][10] Industry Challenges - The decline in consumer spending is attributed to a more rational approach to consumption, insufficient sales and customer traffic growth, and increased labor costs due to compliance with social security regulations [3][4] - The market is experiencing intensified price competition due to a surge in new restaurant openings and aggressive discounting strategies by new entrants [5][6] - The industry's high churn rate is evident, with 3.54 million closures against 3.88 million new openings last year, leading to a projected churn rate of nearly 40% in 2024 [10][11] Strategic Adjustments - Restaurants are adapting by refining their operations and adjusting menu prices to align with consumer demand, with some establishments reverting to pricing levels from a decade ago [7][8] - A shift from price competition to value competition is being emphasized, focusing on product quality and customer experience to enhance brand value [8][11] - Innovative strategies include menu adjustments, such as removing high-priced items and introducing lower-cost options, which have led to improved profitability for some businesses [7][8] Platform and Policy Support - Major platforms like Meituan are enhancing support for restaurants through initiatives such as the "Prosperity Plan," which includes financial assistance and operational tools to promote healthy industry development [11][12] - Regulatory bodies are advocating for fairer subsidy mechanisms and improved operational environments for restaurants, aiming to alleviate financial burdens and enhance service quality [12][13] - The rise of new delivery models and technology integration, such as AI and automated cooking, is seen as a way to reduce costs and improve efficiency in the restaurant sector [9][12]

作者 | 第一财经 陆涵之 今年餐饮业因外卖补贴、预制菜之争等话题备受关注，但热闹的另一面是行业需要直面下行的困境。 第八届餐饮产业大会上，美团核心本地商业CEO王莆中表示，当前的餐饮行业面临着较大挑战，堂 食的客单价已接近2015年。 在商家看来，调整策略是行业进入下行周期阶段不得不做的选择。通过精细化运营、针对消费者需求 调整客单价等举措，商家们正在危机中探索新的发展路径。 2025.10. 23 本文字数：3380，阅读时长大约5分钟 挑战加剧的餐饮业 各项数据表明，餐饮业在多重维度上都面临着挑战。 中国烹饪协会发布的数据显示，今年1到6月全国餐饮收入同比下降3.6%，增长动能减弱。综合数据 与市场调研，上半年餐饮业呈现"营收增速放缓、利润下滑、竞争加剧"的态势。 此外，中国餐饮业表现指数显示，8月餐饮业表现指数为43.25，环比下降2.90，低于中性水平 6.75，行业整体态势处于收缩区域。中国烹饪协会认为，虽然8月门店销售额指数、盈利指数和客流 量指数环比上升，有回暖迹象，但预期指数下降幅度较大，造成了表现指数的进一步下探，反映出行 业下行压力尚未缓解，需要引起关注。 中国烹饪协会分析了餐饮业下行的 ...

不降价就没单，一降价就亏本。餐饮商家谋出路。 今年餐饮业因外卖补贴、预制菜之争等话题备受关注，但热闹的另一面是行业需要直面下行的困境。 第八届餐饮产业大会上，美团核心本地商业CEO王莆中表示，当前的餐饮行业面临着较大挑战，堂食的 客单价已接近2015年。 在商家看来，调整策略是行业进入下行周期阶段不得不做的选择。通过精细化运营、针对消费者需求调 整客单价等举措，商家们正在危机中探索新的发展路径。 挑战加剧的餐饮业 各项数据表明，餐饮业在多重维度上都面临着挑战。 中国烹饪协会发布的数据显示，今年1到6月全国餐饮收入同比下降3.6%，增长动能减弱。综合数据与 市场调研，上半年餐饮业呈现"营收增速放缓、利润下滑、竞争加剧"的态势。 此外，中国餐饮业表现指数显示，8月餐饮业表现指数为43.25，环比下降2.90，低于中性水平6.75，行 业整体态势处于收缩区域。中国烹饪协会认为，虽然8月门店销售额指数、盈利指数和客流量指数环比 上升，有回暖迹象，但预期指数下降幅度较大，造成了表现指数的进一步下探，反映出行业下行压力尚 未缓解，需要引起关注。 中国烹饪协会分析了餐饮业下行的多方原因：当前，居民消费趋于理性，门店销售与客 ...