1月15日，社交平台流传一份西贝内部会议资料及闭店清单，称西贝将一次性关闭全国102家门店，占其门店总数约三成，并涉及约4000名员工。此外，该 人士称自2025年9月西贝与罗永浩的预制菜之争引发讨论后，没有一家门店盈利，截至目前西贝亏损已超过5亿。 其中，上海涉及门店数量最多为19家； 北京、深圳、广州分别闭店10、8、5家。此外，杭州、武汉、长沙各涉及4家，成都、佛山、昆明、苏州各3家。 上述城市合计涉及约66家门店。 此外，东莞、贵阳、合肥等地的西贝门店亦被列入关店名单中，单城关闭1~2家不等，涉及门店约36家； 总共计划关闭的门店达102家。 | | 历步沟通闭店102家门店，清单如下 序列 所在城市 所在城市 | | | | | | --- | --- | --- | --- | --- | --- | | - 2 | 北京 | 【NETTERES 4 | 原创业分部 | | | | 3 | 北京 | 11/2 | | 14:23 | 网店切步建议 | | 4 5 6 | 北京 北京 北京 | | | | 有限,保留原因有外交 关闭 关闭 | | 7 8 | 北京 北京 北京 | | | | 英國 ...

Group 1 - The core viewpoint is that the recent closure of the Jing Le Group reflects a broader trend of restaurant closures in Hong Kong, with over 20 chain brands shutting down in the past six months, including long-established ones [1][2][3] - The closure of well-known brands such as "Hai Huang Congee Shop" and "Kam Cheong Steamed Milk" highlights the deteriorating business environment and financial crises faced by the industry [4][5] - The trend is not limited to local brands; international brands like "After You Dessert Café" and "Kintan" have also exited the Hong Kong market, indicating a widespread issue [9][10] Group 2 - High rental costs are identified as a significant challenge for restaurant operators in Hong Kong, with many citing increased rent as a reason for closure [16][18] - Changes in consumer behavior, including a shift towards spending in mainland China and a decline in spending by visitors to Hong Kong, have negatively impacted local restaurant revenues [20][21][30] - The number of restaurants in Hong Kong has not decreased despite the drop in demand, leading to an oversupply situation that exacerbates competition and contributes to the closure trend [33][34][45] Group 3 - The current oversupply in the restaurant market is attributed to a mismatch between supply and demand, with many new establishments opening during a period of increased local consumption that has since declined [36][43] - It is projected that up to 2,000 more restaurants may need to close to align with the pre-pandemic market conditions, indicating a necessary market correction [46][47] - The ongoing closures are viewed as a natural market adjustment process, where weaker businesses are eliminated, allowing for a potential rebalancing of the industry [47]