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开年消费市场“暖意融融” 多元业态折射经济活力
Xin Hua Cai Jing· 2026-01-12 17:05
新华财经北京1月12日电(记者丁雅雯)新年伊始,我国消费市场迎来"开门红"。出行、餐饮、娱乐等 多领域消费表现亮眼,服务消费持续升温。随着春节临近,跨区域、长周期的消费动能进一步显现。 平台数据显示,假期消费活力集中释放。美团数据显示,元旦假期,出行与本地生活服务需求旺盛,多 项核心消费指标实现同比大幅增长。其中,休闲娱乐业态表现抢眼,洗浴行业订单量同比增长57%, KTV订单量同比飙升74%。家庭聚会、朋友聚餐及夜间娱乐需求旺盛,带动相关场所客流显著攀升,部 分热门门店预约紧张。 尽管距离春节尚有一个多月,但长途出行预订已显著升温,显示出消费者对长假休闲的强烈期待与规划 前置。航旅纵横大数据显示,截至2026年1月9日,国内春节假期机票预订总量已超300万张,日均预订 量较2025年同期增长约20%。 据去哪儿大数据研究院研究员石珂介绍,近期热门目的地机票预订量同比均大幅攀升。其中,海口在热 门目的地TOP10城市中增速领跑,同比增长1.2倍,三亚增长90%。拉萨、芒市、阿勒泰等城市机票预订 量同比增幅达1至2.5倍。 分析人士指出,开年消费市场升温,这不仅是居民消费意愿回升的直观体现,更折射出服务消费与体 ...
100元玩一天,年轻人扎堆的汤泉还能火多久
Xin Lang Cai Jing· 2026-01-10 13:17
年轻人扎堆涌入汤泉 汤泉已经与以往单纯的搓澡泡汤大不相同了,现在的汤泉,不仅卫生条件和环境大大提升,而且装修风 格多样,不再单调无聊,从静谧侘寂到赛博未来,不同的风格吸引着年轻人前去打卡拍照。 更重要的是,它引入各种吸引年轻人前去的玩法,如备受瞩目的"榴莲畅吃"季、限定"龙虾盛宴",或是 配备高端设备的独立电竞房与各类主题助浴套房,甚至还有汤泉与剧本杀店合作,不断刷新着人们 对"泡汤"的传统认知。 价位覆盖范围也比较广,从100元到上千元的价位档都有,比如汤悦温泉汗蒸馆的收费标准是20小时129 元,再加上39元的过夜费,而曲水兰亭的收费标准则是24小时1538元。 文 | Tech星球 张宁洢 在"悦己消费"盛行的当下,在咖啡厅和图书馆之外,年轻人好像又找到了一个适合自己的缓冲地带—— 汤泉。 这里提供的远远不止"洗浴"这一项服务,它更像是一个包容的"第三空间",不需要费力社交、不需要耗 费体力和精力,却能获得身处人群的安全感。年轻人在这里复习备考、远程办公、独自放空,或者跟朋 友躺着漫无边际地聊天。 汤泉极大地满足了年轻人轻松社交的需求,门店销量也在增长。据美团2026洗浴指南报道,2025年1-9 月全 ...
餐饮星级评分“短期震荡”背后:“线上口碑”新标准正挤掉评分“水份”
第一财经· 2026-01-06 07:25
人才落座点单,就有服务员问 " 能写个 评价 吗? "—— 这样的场景你是否熟悉? 在激烈的行业竞争下,消费者越来越依赖线上评分做决策, 而高分直接关联平台曝光与客流 ,商家 为争夺流量不得不 通过 " 要 " 的方式积累评价 ,由此陷入 " 评价内卷 "—— 评价量 成了日常 KPI ,打磨产品反成次要。 在上述 餐饮行业不断变化 的背景下 ,线上评价体系 需要不断 随之迭代 ,才能在新格局中发挥 " 正确 "的作用 。 2025 年 8 月,大众点评率先启动 " 星级评分体系升级 " 试点,并于 10 月在全 国范围落地,旨在引导商家将资源更多地投入到日常经营。升级后的导向明确为: " 反对商家干扰 顾客写评、不提倡过度进行人工店内邀评 " , 推动行业从 " 评价竞赛 " 迈向 " 品质竞争 " 。 " 星级评分体系升级 " 后至今, 不少商家反馈,行 业 正 感受到一波线上 " 星级评分 " 的局部震 荡 , "几家欢乐几家愁"。如何解释上述现象? 背后到底发生了什么? 餐饮行业星级评分"震荡",背后缘由为何 据 大众点评星级评价相关 负责人介绍, 行业为何会感受到 " 星级震荡 ",一 方面 是因为 ...
元旦假期消费市场活力迸发 多领域数据印证假日经济强劲增长
Xin Hua Cai Jing· 2026-01-04 23:44
Group 1 - The core viewpoint of the articles highlights the robust growth of China's consumer market during the New Year holiday, driven by leisure activities, shopping, and travel [1][2] - The demand for leisure and entertainment consumption surged, with a significant increase in searches for beauty services and innovative KTV experiences, leading to a year-on-year growth of over 44% in booking transactions [1] - Major cities like Shanghai, Beijing, Shenzhen, and Chengdu ranked among the top ten in leisure and entertainment transaction volumes, indicating a strong regional performance [1] Group 2 - The Beijing Super Ultra He Shenghui shopping mall successfully created a unique holiday experience through diverse activities, achieving a record single-day foot traffic of over 400,000 on New Year's Eve [2] - The demand for ride-hailing services increased by 31% during the holiday, with significant rises in trips to tourist attractions, dining venues, and large shopping districts, reflecting the active holiday consumption and frequent movement of people [2] - The impressive performance of the consumer market during the New Year holiday demonstrates residents' ongoing pursuit of quality life and leisure experiences, as well as the strong impact of innovative consumption scenarios and business model integration on unleashing domestic demand potential [2]
休闲玩乐消费迎旺季,武汉规模入列全国前十
Sou Hu Cai Jing· 2025-12-31 09:55
Core Insights - The service consumption sector is experiencing a significant surge as the New Year approaches, with various entertainment and leisure activities gaining popularity [1][5][7] Group 1: Consumption Trends - The search volume for "holiday essentials" such as hairdressing, manicures, and eyelash extensions has doubled in the week leading up to New Year's Day [1] - KTV bookings have seen a year-on-year increase of over 44% as new entertainment formats like AI-assisted singing and personal concerts gain traction [1] - The demand for traditional winter experiences, such as visits to bathing centers, is rising among young consumers, indicating a shift towards more immersive leisure activities [1] Group 2: Regional Insights - Major cities like Shanghai, Beijing, Shenzhen, and Chengdu are leading in leisure and entertainment transaction volumes, highlighting regional consumption patterns [1] - The bathing industry is projected to experience significant growth by 2025, with a notable increase in search volume for keywords related to 24-hour bathing centers, which rose over sixfold [1] Group 3: Industry Dynamics - The beauty and wellness sector is witnessing a boom, with nearly 20,000 beauty professionals on platforms like Meituan seeing their incomes nearly double compared to last year [5] - KTV venues are evolving into comprehensive entertainment spaces, integrating food, social activities, and advanced technology to enhance customer experiences [5] - Meituan is actively promoting various service consumption events to stimulate urban consumer activity during the holiday season, aiming to connect supply and demand effectively [7]
跨年消费多元化:宅家体验“微醺”,在洗浴中心“猫冬”
Nan Fang Du Shi Bao· 2025-12-31 07:55
Core Insights - The New Year's consumption trend is shifting towards a more diversified and decentralized approach, with young consumers opting for home celebrations and experiences rather than traditional large gatherings [1][11] Group 1: Consumption Trends - Home-based celebrations are becoming popular among young consumers, with significant increases in sales of alcoholic beverages and digital products. For instance, craft beer and white wine sales have both seen over 100% year-on-year growth, while brandy sales surged by over 230%. Smartwatches and tablets also emerged as popular self-gifting items, with smartwatch sales increasing by 610% [3][5] - The search volume for unique and low-alcohol beverages has risen, indicating a shift in consumer preferences towards emotional value and participation rather than excessive drinking [5][11] Group 2: Service Consumption - Service consumption is trending towards collective relaxation, with significant increases in searches for beauty services such as haircuts, manicures, and eyelash extensions, which have doubled year-on-year. The popularity of KTV and bathing centers has also surged, with KTV transactions increasing by nearly 30% in the weeks leading up to New Year's [8][10][11] - The bathing industry is expected to experience significant growth by 2025, with a notable increase in transaction volumes during the winter season, particularly in cities like Harbin, where transaction growth exceeded 211% [10][11]
Dave & Buster's(PLAY) - 2026 Q3 - Earnings Call Transcript
2025-12-09 23:00
Financial Data and Key Metrics Changes - In Q3 2025, comparable store sales decreased by 4% year-over-year, with a notable improvement in the final month of October, where sales were down only approximately 1% [14][15] - Revenue for the third quarter was reported at $448 million, with a net loss of $42 million, translating to a loss of $1.22 per diluted share, and an adjusted EBITDA of $59 million, resulting in an adjusted EBITDA margin of 13% [15][16] - Operating cash flow for the quarter was $58 million, ending with $14 million in cash and $442 million in total liquidity [15][16] Business Line Data and Key Metrics Changes - The new food and beverage menu launched in October contributed to positive same-store sales, with October being the best month of the year for food sales [7][8] - The Eat & Play Combo promotion has seen a significant increase in guest attachment, now representing a double-digit percentage of guests since the beginning of the year [8][9] - The entertainment segment also showed improvement, with sequential growth noted throughout the quarter [33] Market Data and Key Metrics Changes - The company opened one domestic D&B store and three new domestic Main Event stores in Q3, bringing the total new store openings year-to-date to nine [17] - The company expects to open four more international franchise locations over the next six months, with agreements secured for over 35 additional stores in the coming years [17] Company Strategy and Development Direction - The company is focused on executing its Back-to-Basics plan, which includes enhancing marketing strategies, improving food and beverage offerings, and revamping game selections [4][5] - A new remodel program is underway, with three remodels under construction and plans for six new remodels in the next five months [11][18] - The leadership team has been strengthened with the addition of key executives, enhancing the company's capabilities for growth [12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to improve operating results and drive value creation for guests and shareholders [5][14] - The company anticipates continued improvement in same-store sales and cash flow, positioning itself for sustained growth [44] Other Important Information - The company is committed to generating free cash flow while investing in new store growth and high ROI initiatives [16] - A comprehensive initiative to identify efficiencies across the business is underway, aimed at optimizing the cost structure [15] Q&A Session Summary Question: What marketing messages have resonated with consumers? - Management noted that smart value offers, rather than discounts, have been effective, with combo offers appealing to guests [20][21] Question: How are consumers spending in the Midway? - There has been an increase in both spending and time spent in the Midway, with positive trends observed [24][23] Question: Are refinements to the marketing media mix sufficient? - Management emphasized the importance of data-driven media planning and the need for investment in converting reach into real customers [26][27] Question: What are the learnings from the remodel prototype? - The company continues to see a positive impact from remodels, with a focus on capital investment that directly enhances guest experience [28][29] Question: How did the special events business perform in Q3? - Special events experienced mid-single-digit growth year-over-year, with expectations for continued growth in Q4 [40][41]
陆河县城弗利欧休闲娱乐室(个体工商户)成立 注册资本20万人民币
Sou Hu Cai Jing· 2025-12-09 10:13
天眼查App显示,近日,陆河县城弗利欧休闲娱乐室(个体工商户)成立,法定代表人为彭冬柳,注册 资本20万人民币,经营范围为一般项目:互联网销售(除销售需要许可的商品);食品、酒、饮料及茶 生产专用设备制造;农副产品销售;保健食品(预包装)销售;食品销售(仅销售预包装食品);文化 娱乐经纪人服务。(除依法须经批准的项目外,凭营业执照依法自主开展经营活动)许可项目:营业性 演出;食品互联网销售;食品销售;食品生产;餐饮服务;小餐饮、小食杂、食品小作坊经营;酒类经 营;酒制品生产;烟草制品零售;酒吧服务(不含演艺娱乐活动);电子烟零售;提供电子竞技娱乐的 住宿服务。(依法须经批准的项目,经相关部门批准后方可开展经营活动,具体经营项目以相关部门批 准文件或许可证件为准)。 ...
在抖音,个体创业者正把“小梦想”做成大生意
Zhong Guo Shi Pin Wang· 2025-12-01 05:43
Core Insights - The article discusses how individual entrepreneurs are leveraging Douyin (TikTok) to transform their hobbies and skills into successful businesses, highlighting various success stories and strategies employed by different entrepreneurs [1][37]. Group 1: Individual Entrepreneurs' Success Stories - Wenjie from Rizhao turned his passion for beachcombing into a thriving business by utilizing Douyin to attract customers through engaging video content [5][7]. - Wei Wei, the owner of Daiwei Beauty in Yushan, transitioned from being an apprentice to a business owner, using Douyin to build her personal brand and connect with local customers, which significantly improved her shop's foot traffic [15][21]. - Lao Yu, who has run Yuji Whole Lamb Restaurant for over 20 years, faced challenges in maintaining business during off-seasons but found a solution through Douyin by creating engaging food videos that attracted new customers and revitalized his business [26][29]. Group 2: Strategies for Leveraging Douyin - Entrepreneurs are encouraged to analyze audience preferences and feedback on Douyin to refine their offerings and marketing strategies, ensuring they meet customer expectations [11][24]. - Building a personal brand and engaging with customers through relatable content can enhance trust and loyalty, leading to repeat business [21][24]. - Utilizing Douyin for content marketing allows businesses to showcase their unique selling points and differentiate themselves in a competitive market [29][35]. Group 3: The Role of Douyin in Entrepreneurship - Douyin serves as a powerful platform for individual entrepreneurs to gain visibility, connect with potential customers, and drive sales through creative content [1][37]. - The platform enables entrepreneurs to adapt to market changes and consumer preferences, fostering a dynamic business environment [35]. - The success stories of various entrepreneurs illustrate the potential of Douyin to transform small businesses into thriving enterprises, contributing to a vibrant economic ecosystem [1][37].
抖音生活服务《全运会数据报告》:十五运会相关视频播放量超26.5亿,广深消费增长逾120%
Zhong Guo Jing Ji Wang· 2025-11-26 11:27
Core Insights - The 15th National Games significantly boosted consumption in the Guangdong-Hong Kong-Macao Greater Bay Area, with ticket sales evolving into comprehensive consumption, injecting new momentum into the market [12][13]. Group 1: Online to Offline Consumption - Online engagement surged, with "2025 National Games" videos exceeding 2.65 billion views, and related keyword searches increasing by 258.4% [2][14]. - Guangzhou's gross merchandise volume (GMV) rose by 136.5% year-on-year, while Shenzhen's increased by 128.4%, creating a complete consumption loop from online attraction to offline experience [2][14]. Group 2: Restaurant Sector Growth - The "Eat in Guangzhou" brand effect was amplified, with nearly 800 restaurants offering special "National Games viewing packages" and "champion-style" products, leading to a 142.9% increase in Guangzhou's restaurant consumption and a 134.1% increase in Shenzhen [3][16]. - Cantonese cuisine saw a remarkable growth of 144.6%, with seafood buffets, Japanese cuisine, and barbecues experiencing growth rates exceeding 260% [3][16]. Group 3: Small and Medium Enterprises (SMEs) Participation - The economic benefits of the National Games extended to SMEs, with their transaction volume in Guangzhou and Shenzhen increasing by 81.3% year-on-year [6][20]. - Local specialty shops became popular online destinations, leveraging platforms like Douyin to attract customers through live streaming and themed marketing [6][32]. Group 4: Integration of Viewing and Tourism - The combination of viewing and tourism activated cross-city consumption, with Guangzhou's accommodation spending rising by 114.5% and recreational spending by 134.2%, while Shenzhen's accommodation and recreational spending increased by 87.8% and 143.7%, respectively [8][22]. - Leisure and entertainment consumption also surged, with Guangzhou and Shenzhen seeing increases of 134.9% and 128.8%, respectively, in this sector [8][28]. Group 5: Platform Initiatives - The "Champion Greater Bay Area" initiative, in collaboration with sports stars and media resources, enhanced the economic impact of the event through city events and promotional activities [32]. - The initiative generated over 2 billion yuan in payments, reaching over 12 million users, with a daily order volume nearing 900,000 and an overall transaction growth exceeding 120% [33].