点外卖，谁都想吃个干净、安全。 很多人有自己的"经验"：下单前先点"商家"栏，如果有窗明几净的店面、正式的营业执照，那大概率比较正规，可以"放心点"。 但，如果这一切都是假的呢？ 前不久，市场监管总局又发布实施《外卖平台服务管理基本要求》，直击行业痛点，要求商户入驻必须提供"带门店定位的一镜到底视频"，平台必须核验 定位、证照与实际地址"三一致"，从源头遏制虚假入驻。 治理"幽灵外卖"，难点在哪？ 首先是平台审核"力不从心"。城市里餐饮店家数不胜数。面对海量申请，单纯依靠线上验证和有限的线下核查，难以完全杜绝"证照造假"和"地址造假"。 部分在扩张期的平台，责任边界模糊，审核机制流于形式，也给了不法商家可乘之机。 其次是线下监管常陷"猫鼠游戏"。市场监管力量有限，而这些店铺隐蔽性强、流动性大，一旦被查可迅速换"马甲"重来，让传统"以址管店"的监管模式疲 于应付。 核心症结是信息不对称——线上线下（300959）两张皮，消费者看不见后厨，平台辨不清真伪，线下监管力量难以全覆盖，这就形成了"最后一米"盲区。 舌尖安全，不容"幽灵"游荡。治理重拳不断落下—— 2025年3月，中办国办印发《关于进一步强化食品安全全链 ...

成本还赚多少？我震惊了 一年224万营业额的外卖店，除去 0:00 ...

发布《网络餐饮服务第三方平台提供者和入网餐饮服务提供者落实食品安全主体责任监督管理规定（征求意见稿）》、拟引入标准化方法规范外卖平台服务 管理行为、召开促进网络餐饮外卖行业健康发展座谈会……过去一年，相关部门密集发力制定行业标准、创新监管方式，聚焦市场竞争秩序维护、食品安全 保障以及相关主体权益保护，对餐饮外卖市场提出更高要求。 1月25日，在政协北京市第十四届委员会第四次会议期间，来自社会科学界的市政协委员、北京新联会副会长兼秘书长、北京恒都律师事务所管理委员会主 任高警兵在谈及网络订餐外卖食品安全时表示，近年来外卖行业迅速崛起的同时，无堂食外卖店带来的食品安全风险也日益凸显，例如多个外卖店共用一张 营业执照的问题导致责任主体难以追溯，消费者也面临投诉反馈渠道不畅、处理效率不高的问题，亟待通过完善监管体系、压实各方责任来筑牢安全防线。 高警兵提到，随着外卖订单量的急剧增长，大量无堂食外卖店涌现，这类店铺虽提供了便捷高性价比的餐饮服务，但因隐蔽性强、监管困难，存在不少食品 安全隐患。在高警兵看来，当前外卖食品安全的风险根源，集中于食品安全溯源体系不完善、平台主体责任未压实、监管体系面临新挑战三大方面。 基于上 ...

本报讯 （记者袁传玺） 恰逢腊八，七鲜小厨宣布于1月25日至1月27日推出"腊八纳鲜福事事皆'粥'全"主题买赠活动，活动期间每日10点、12点、 17点三个时段，用户前往京东App下单七鲜小厨任意餐品即可免费获赠1份福粥和福米，五城3天共计发放6万份，京东外卖订 单、线下门店自提或堂食均可获赠，每人每天限领一份，送完即止。 （编辑 何帆） 2026年伊始，京东旗下品质餐饮品牌七鲜小厨全国拓展再提速。继北京4个月开出30家门店、哈尔滨首店开业后，本月深 圳、上海、广州等多城首店集中亮相，实现"五城齐开"，这也标志着七鲜小厨正迈向全国化布局新阶段。 （七鲜小厨上海、深圳、广州等多城首店开业） 作为京东在餐饮领域的供应链创新探索，七鲜小厨自2025年7月份推出以来，凭借"新鲜现炒不隔夜、大牌食材全公示、后 厨24小时直播"三大核心卖点，直击餐饮外卖行业长期存在的"幽灵外卖""后厨不透明"等痛点，重新定义品质餐饮。通过京东的 超级供应链支持，七鲜小厨实现了从原料采购到炒制配送的全程品控，不仅满足了消费者在用餐选择上"安全、健康、透明、 好吃"的核心诉求，也为品质餐饮商家的可持续增长提供了新范式。 与此同时，七鲜小厨还 ...

作为京东在餐饮领域探索供应链创新的重要载体，七鲜小厨自2025年7月推出以来，以"新鲜现炒不隔夜、大牌食材全公示、后厨24小时直播"为核心卖点， 针对性解决餐饮外卖行业长期存在的"幽灵外卖""后厨不透明"等行业痛点，重新梳理品质餐饮的核心标准。 依托京东的超级供应链体系，七鲜小厨实现了从原料采购、菜品炒制到配送环节的全流程品控，既满足了消费者对餐饮"安全、健康、透明、美味"的核心需 求，也为品质餐饮商家的可持续发展提供了新的参考模式。 2026年年初，京东旗下品质餐饮品牌七鲜小厨的全国拓展进程持续加速。 继北京在4个月内新开30家门店、哈尔滨首店顺利开业后，本月深圳、上海、广州等多个城市的首店集中亮相，完成"五城齐开"的布局，该品牌正式迈入全 国化发展阶段。 1月25日至27日，恰逢腊八佳节，七鲜小厨推出"腊八纳鲜福事事皆'粥'全"主题买赠活动，每日10点、12点、17点三个时段，消费者通过京东外卖、线下门店 自提及堂食消费下单七鲜小厨任意餐品，均可免费获赠福粥和福米各1份。此次活动覆盖五城所有门店，每人每日限领1份，送完即止，3天内共计将发放6万 份福利。 这是继2025年12月北京地区"随单送巧克力"活动 ...

恰逢腊八，七鲜小厨宣布于1月25日至27日推出"腊八纳鲜福 事事皆'粥'全"主题买赠活动，活动期间每 日10点、12点、17点三个时段，用户前往京东App下单七鲜小厨任意餐品即可免费获赠1份福粥和福 米，五城3天共计发放6万份，京东外卖订单、线下门店自提或堂食均可获赠，每人每天限领一份，送完 即止。这也是去年12月北京"送巧克力"活动后的再一场买赠活动，覆盖全国门店，以实在福利回馈用 户，以福粥、福米传递佳节祝福。 2026年伊始，京东旗下品质餐饮品牌七鲜小厨全国拓展再提速。继北京4个月开出30家门店、哈尔滨首 店开业后，本月深圳、上海、广州等多城首店集中亮相，实现"五城齐开"，这也标志着七鲜小厨正迈向 全国化布局新阶段。 △七鲜小厨上海、深圳、广州等多城首店开业 与此同时，七鲜小厨还搭建起一套行业领先的"5×2食品安全管理法则"，涵盖从供应链原料到成品送达 全过程的系统化食安管理。即通过5大类，每类2项可视可感的食品安全举措，包括公示食材供应商和后 厨环境、冷链加工运输保障原料新鲜和多重检验保障菜品合格、坚持现炒和只调味不添加任何食品添加 剂、人员三重手部防护和全方位环境消杀防护、甄选非转基因大豆油和无抗认 ...

Investment Rating - The report aligns with the views of CITIC Lyon Research, indicating a strong performance in the Indian consumer goods sector, particularly for Eternal's Blinkit, which exceeded market expectations [4][5]. Core Insights - Blinkit's contribution per order reached 30 INR, surpassing the market consensus of 26 INR, with total order value increasing by 121% year-on-year [4][5]. - The monthly active users reached 23.6 million, driven by a stable pricing strategy and category expansion [4]. - The instant retail segment achieved breakeven earlier than the market consensus expectation for FY2027, despite an increasingly competitive environment [5]. Summary by Sections Instant Retail Performance - The instant retail segment is driven by high-quality customers who prioritize convenience over price sensitivity, providing significant advantages for advertisers [5]. - The total order value in this segment grew by 121% year-on-year, adjusted for GST and seasonal factors, the growth rate is 130% [5]. Food Delivery Growth - The food delivery business saw an acceleration in order value growth, attributed to slight improvements in demand and investments in user activation [6]. Strategic Investments - District and Hyperpure are strengthening Zomato's competitive edge, with District's losses exceeding guidance due to investments in live IP and District Pass [7]. - Hyperpure's underestimated moat enhances restaurant efficiency and trust, deepening partnerships with Zomato [7]. Catalysts for Growth - The food delivery segment continues to enhance order frequency and user growth through the Zomato Gold loyalty program [8]. - The instant retail business is expanding its user base through geographic expansion and the development of a front warehouse network [8]. Company Overview - Eternal, founded in July 2008, initially focused on the Indian market and has expanded to 22 countries with over 120 million active users [11]. - The company holds a 50% market share in India's online food delivery sector, covering over 700 cities [11]. Revenue Breakdown - Revenue by product: 39.9% from Indian food delivery, 30.6% from fresh supply chain, 25.7% from quick commerce, and 3.6% from entertainment ticketing [12].

转自：北京日报客户端 投资门槛低、卫生条件参差不齐、存在监管盲区 无堂食外卖怎样把好卫生安全关？ "运营花光积蓄，卫生全靠良心"，无堂食外卖在满足消费者便捷用餐需求的同时，也存在潜在的卫生安 全问题。目前，针对无堂食外卖的监管工作已在逐步推进。专业人士提醒消费者，应增强食品安全意 识，主动查看商家地址图片、营业执照等信息。 "我跑的区域，每10家店铺可能就有2～3家专做外卖，不设堂食。"1月8日，湖北武汉的外卖骑手小赵告 诉记者，这两年他明显感到无堂食外卖店铺越来越多。 无堂食外卖，是指不设堂食区域，仅保留厨房及操作间，依托第三方网络订餐平台或自建配送系统开展 经营的餐饮模式，多分布于居民楼、厂房等区域。近年来，这一业态凭借投资门槛低、经营成本少、出 餐效率高等优势迅速兴起，成为餐饮创业的新风口。 但是，记者采访发现，当前无堂食外卖店铺的卫生状况令不少消费者担忧，监管上也面临一些难题。 "有次尝试了家附近新开的外卖店，吃完后上吐下泻，查看店铺主页才发现这家店铺没有堂食。"近日， 北京上班族小甘向记者表达了他对无堂食外卖的不信任。小甘的经历并非个例，不少消费者遇到过无堂 食外卖的食品卫生问题。 《工人日报》记者 ...

Core Viewpoint - The rise of "no-dine-in" takeout restaurants is meeting consumer demand for convenience but raises concerns about food safety and hygiene, necessitating enhanced regulatory measures [1][3][4]. Group 1: Industry Trends - The "no-dine-in" model has gained popularity due to low investment thresholds, reduced operating costs, and high efficiency, becoming a new trend in the restaurant industry [1][2]. - Approximately 5.78% of takeout businesses are "no-dine-in" restaurants, with a concentration of 73.91% in major cities [2]. - The model allows small entrepreneurs to enter the market with startup costs under 100,000 yuan, making it accessible for many [2]. Group 2: Hygiene and Safety Concerns - There are significant concerns regarding the hygiene standards of "no-dine-in" restaurants, with reports of varying cleanliness and food safety practices [3][5]. - Many establishments operate in hidden locations, making regulatory oversight challenging, leading to a reliance on self-discipline among business owners [3]. - Consumers have reported food safety issues, including foodborne illnesses linked to these restaurants [3]. Group 3: Regulatory Developments - Regulatory efforts are being strengthened, with new policies aimed at enhancing oversight of "no-dine-in" takeout services, including the implementation of the "Internet + Bright Kitchen" model [4]. - The first national standard focusing on "no-dine-in" takeout services was introduced in Chongqing, providing a reference for other regions [4]. - Food delivery platforms are increasing transparency and safety measures, including user feedback systems and investments in monitoring technologies [4].

Core Insights - JD's quality dining brand, Qixian Xiaochu, has launched a nationwide partner recruitment plan, focusing on key regions including Beijing-Tianjin-Hebei, Yangtze River Delta, and Pearl River Delta [1][7] - The brand aims to expand its presence in all first- and second-tier cities in China by 2026, with new stores set to open in major cities like Shenzhen, Guangzhou, Shanghai, and Tianjin [1][7] Group 1 - Qixian Xiaochu has gained market recognition through its core initiatives of fresh cooking, transparent ingredients, and kitchen live streaming, addressing food safety concerns in the takeaway market [3][9] - The brand's pricing strategy, offering meals at 10-20 yuan, provides consumers with higher quality and cost-effective options, promoting healthy competition against low-quality "ghost takeout" services [3][9] Group 2 - The brand has successfully opened 30 stores in Beijing, covering major areas within the Fifth Ring Road, and has seen significant consumer engagement through promotional activities [5] - A recent promotional event led to a daily order volume exceeding 20,000 in Beijing, positively impacting nearby quality restaurants and increasing their order volumes by nearly 10% [5] Group 3 - The partner recruitment model will provide a mature supply chain, smart kitchen equipment, and unified food safety and operational management standards, while partners will focus on local operations [7] - Qixian Xiaochu aims to integrate standardized supply chains, transparent production, and efficient service to enhance food safety and consumer trust [9]