餐饮行业困境与调整

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2025年餐饮有多难?
虎嗅APP· 2025-08-19 10:00
Core Viewpoint - The restaurant industry has entered a phase of stock competition, where opening new restaurants is seen as a secondary business in an oversupplied market. The focus should shift to the existing market rather than expanding supply [4][37]. Group 1: Industry Challenges - The restaurant industry is experiencing a significant decline in consumer traffic, particularly during the peak summer months, leading to a drastic reduction in foot traffic and online engagement [6][7]. - Major brands are facing structural issues, with investment return rates dropping significantly, leading to a slowdown in expansion and a general sense of stagnation across the industry [8][9][10]. - The second-hand equipment market, which thrived during the restaurant closure wave, is now facing challenges due to a surplus of equipment and a lack of buyers, resulting in decreased liquidity [11][12][14][16]. Group 2: Investment and Brand Dynamics - The investment return period for major brands has extended beyond acceptable limits, causing anxiety among stakeholders and a reluctance to invest further [9][10]. - The concept of "fast recruitment" has been prevalent, but many brands are now struggling to maintain growth, with only a few successful examples remaining [17][18]. - The overall investment structure in the restaurant industry is becoming more rational, with a focus on sustainable growth rather than excessive spending on marketing and brand promotion [32][33]. Group 3: Market Adjustments - The restaurant market is gradually becoming more rational, with a focus on core revenue from food sales rather than ancillary income streams [31][33]. - Cost structures are being reevaluated, leading to a reduction in marketing expenses and a more careful approach to operational costs [34][35]. - Profitability expectations are adjusting, with many operators now focusing on realistic return timelines and daily financial management [36][37]. Group 4: Training and Consulting - The training and consulting sectors within the restaurant industry are facing difficulties as businesses prioritize practical execution over theoretical strategies [22][23][24]. - Many training companies are struggling to retain clients as the demand for actionable insights increases, highlighting the need for effective implementation strategies [20][21].