以下文章来源于剁椒Spicy ，作者剁椒团队 剁椒Spicy . 必胜客眼中「 唯一的对手 」。 文 ｜ 南唐枫谏 来源｜ 剁椒Spicy（ID：ylwanjia） 封面来源 ｜ 视觉中国 在当下的餐饮行业，平均每分钟关6家门店的「闭店潮」正在上演，达美乐却是一个「逆势开店」的特殊存在。 今年10月1日，达美乐徐州首店，开业当天日营业额68万元，刷新达美乐全球单店的日销售纪录；而同样在今年，达美乐在邯郸、沈阳等地，分别创下了首 店首日54万元、首店首日52万元营业额记录。 其中，沈阳首店单月营业额突破1000万元，各种庆功海报照片开始在行业流传。 与之相比，早已教育过中国市场的必胜客，一家成熟门店的周营业额为10~15万，月均营业额在40万元左右。 专注于电商、营销、流量生态，以及消费者洞察的全新商业自媒体 达美乐一张三十多块钱的披萨，让几百号人一边排着几小时的长队一边兴奋地拍着抖音「炫耀」。其他人看呆了：「达美乐真有那么好吃吗」、「像没吃过 披萨似的」…… 截至今年三季度，达美乐在中国大陆的直营门店数量已达1283家（必胜客为4022家），覆盖51个城市，门店网络持续向非一线城市下沉。 尽管早早就进入了中国 ...

其中，沈阳首店单月营业额突破1000万元，各种庆功海报照片开始在行业流传。 与之相比，早已教育过中国市场的必胜客，一家成熟门店的周营业额为10~15万，月均营业额在40万元左右。 在当下的餐饮行业，平均每分钟关6家门店的「闭店潮」正在上演，达美乐却是一个「逆势开店」的特殊存在。 今年10月1日，达美乐徐州首店，开业当天日营业额68万元，刷新达美乐全球单店的日销售纪录；而同样在今年，达美乐在邯郸、沈阳等地，分别创下了 首店首日54万元、首店首日52万元营业额记录。 达美乐一张三十多块钱的披萨，让几百号人一边排着几小时的长队一边兴奋地拍着抖音「炫耀」。其他人看呆了：「达美乐真有那么好吃吗」、「像没吃 过披萨似的」…… 截至今年三季度，达美乐在中国大陆的直营门店数量已达1283家（必胜客为4022家），覆盖51个城市，门店网络持续向非一线城市下沉。 尽管早早就进入了中国，但达美乐在2024年才第一次挣到钱，当年净利润0.55亿元，扭亏为盈。2025上半年，达美乐中国实现净利润9142万元（调整 后）。而此前的2019到2023年，达美乐中国累计亏损11.77亿。 逆势增长的达美乐，做对了什么？ 01 必胜客眼中"唯 ...

Core Insights - The number of visa-free foreign visitors in the first three quarters reached 20.89 million, a year-on-year increase of over 50%, indicating a faster-than-expected recovery in travel and consumption [1][3] - The sales volume of tax refunds doubled, reflecting not only an increase in visitor numbers but also a rise in both single purchase amounts and frequency of purchases, showcasing a recovery in both quality and quantity of consumption [3][5] Group 1: Visitor Trends - The increase in visa-free visitors suggests a structural change, with a diversification in visitor nationalities and a stratification in consumption preferences, necessitating faster adaptation by businesses to different market tastes and payment habits [7] - The trend of tourists bringing empty suitcases to China indicates a strong demand expectation, as visitors are willing to stock up on Chinese goods, which reflects the attractiveness of Chinese consumer products [3][5] Group 2: Economic Activities and Events - Events like the China International Import Expo (CIIE) can transform exhibits into commodities, but this requires support from buyers, supply chains, promotional strategies, and policy backing [5][7] - Local initiatives such as consumption festivals in Shanghai and Guangxi's ASEAN Fair are crucial for effectively connecting international goods with local distribution, which will determine their success [3][5] Group 3: Long-term Outlook - The transition from one-time traffic to stable demand is essential for sustainable economic growth, and while current data shows positive trends, it should not be prematurely interpreted as a complete recovery [7][8] - The long-term challenge lies in replicating successful national-level events like the CIIE into local practices to ensure ongoing consumer engagement and market growth [7]

Core Insights - Hema plans to open nearly 100 new stores nationwide this fiscal year, expanding its presence to over 50 new cities and bringing the total number of stores to over 500, solidifying its position among the top three in China's retail chain industry [1][10] - The company achieved its first full-year adjusted EBITDA profitability with a GMV exceeding 75 billion yuan, ranking third in the retail chain sector, only behind Walmart China and RT-Mart [5] Expansion Strategy - Hema will focus on fresh produce and community discount store formats starting in 2024, accelerating its expansion efforts [3] - The company opened nearly 70 new stores in the previous fiscal year, covering 27 cities, with several cities set to welcome their first stores in the first half of 2025 [3][10] Membership Growth - Hema's membership system was integrated with Alibaba's 88VIP, resulting in a doubling of Hema's membership numbers within three days, exceeding expectations [6] - 88VIP users can receive a 90-day free Hema X membership card, which offers various benefits, including discounts and free delivery [6] Supply Chain and Product Innovation - Hema has built a robust global supply chain over the past ten years, featuring eight supply chain centers and over 300 direct sourcing bases, enabling the direct procurement of high-quality products [8][9] - The company emphasizes product innovation, with a range of self-owned brands and differentiated products that attract customers both online and offline [9] Market Positioning - Hema is committed to deepening its market presence, with a dual strategy focusing on broad expansion and enhanced service through technology [10] - The company recognizes the significant contribution of domestic consumption to economic growth, with a contribution rate of 86.4% over the past four years [10]

Group 1 - The core point of the article is the successful opening of the tea brand "去茶山" in Hangzhou, which attracted significant attention and long queues, indicating strong consumer interest and effective marketing strategies [2][3] - The brand focuses on local ingredients from Guizhou, offering unique products such as Guizhou Tongren matcha and prickly pear sparkling water, with prices ranging from 20 to 30 yuan [2][5] - The store's location in a high-traffic commercial area enhances its visibility and customer flow, contributing to its initial success [5][10] Group 2 - The brand's operational efficiency is noteworthy, achieving a cup output of 400 per hour, which is higher than the industry average of 200-300 cups per hour [10][11] - The high output is supported by a large staff presence and a streamlined product offering that reduces preparation complexity, allowing for quick service [11][13] - The brand employs a pre-order system that avoids on-site queuing, enhancing the customer experience despite the potential inconvenience of delayed pick-up times [13][15] Group 3 - The initial success of "去茶山" may not be sustainable in the long term, as similar brands often experience a decline in customer interest after the initial opening phase [14][15] - The brand's strategy includes selling local Guizhou snacks alongside tea, aiming to create a unique consumer experience and increase average transaction value [14] - The overall tea beverage industry is facing challenges such as rational consumer spending and declining average transaction values, which may impact the brand's future growth [15]