以下文章来源于槽值 ，作者槽值小妹 槽值 . 网易文创旗下新情感消费品牌，倡导更有情调、有质感的生活方式。 文 ｜ 槽值小妹 来源｜ 槽值（ID： caozhi163） 封面来源 ｜ P exels 拿下广东人，其实麦当劳蓄谋已久。 随着气温升高，各地 "绿化带PK大战" 已经开启。 北京"开启爆炸模式的月季花海"登上热搜，云南的 "昆明绿化带够外地学几年" 话题紧随其后， 杭州 绿化带亦被赞 "浪漫的没边了" …… 但一片混战中，偏偏有不按套路出牌杀出重围。 最近刚刚翻新的广州绿化带，裁剪过后，圆圆的形状，扁扁的身材， 广东人都遭不住了—— "为什么要在绿化带里种汉堡？" 图源：小红书@陆海真，已获授权 麦当劳官方闻着味儿就来了 / 小红书评论区 广东人，到底为何如此钟意麦当劳？ 惩罚一个广东人 ， 夺走麦当劳就够了 广东人对麦当劳的爱，早已深深体现在他们的言行举止，衣食住行中。 一些冷知识： 广东人判断一餐好不好吃的标准，是会不会说"早知去食麦当劳"。 一时间，成百上千条评论，无一不指向那个餐厅。 "M记，牡丹楼，麦当当，遇事不决麦当劳……你不知道吗？广州的别称其实是麦城来的。" 作为全国麦当劳最多的省， ...

Core Viewpoint - A small self-service fast food restaurant in Jinan gained popularity due to a negative review, which sparked online discussions and support from netizens [3][4]. Group 1: Business Model and Pricing - The restaurant offers a meal for 5 yuan, featuring 6 to 8 dishes, targeting low-income workers such as delivery riders and construction workers, thus saving them living costs [4]. - The owner, a young entrepreneur, set the price after calculating costs, ensuring it meets the basic needs of customers [4]. - The restaurant's success is attributed to its focus on affordability, large portions, and the owner's use of short videos and online group buying to increase visibility [4][5]. Group 2: Community Engagement and Marketing - The restaurant's rise in popularity is partly due to the community's response to the negative review, with many netizens promoting the restaurant and even contributing food items [5]. - The restaurant's online group buying page humorously features high-end dishes, showcasing a blend of community support and light-hearted marketing [5]. - The owner expressed that the encouragement from customers has motivated him to continue running the restaurant, highlighting the warmth and connection within the urban community [5].

苹果再遭一击！美股最大养老金一季度大举减持苹果！ 尽管Meta股票一季度小幅下跌1.6%，但二季度迄今已上涨8.8%。 值得注意的是，Meta本月表示正致力于解决其平台上"诈骗泛滥"的问题，这表明公司正积极应对监管压力，维 护用户体验。 加州养老金在第一季度还增持了325,180股AMD股票，总持股达到330万股。尽管AMD股票在第一季度下跌 15%，但自3月底以来已反弹7.4%。 据美国最大养老金--加州公共雇员养老基金向美国证券交易委员会（SEC）提交的文件显示，一季度大幅抛售 510万股苹果股票，持仓降至3470万股。 5月14日，AMD宣布扩大股票回购计划，并达成了在沙特阿拉伯建立人工智能计算中心网络的协议，显示其在 AI计算领域的战略布局正在加速。 加州养老金管理着超过5400亿美元的资产，其一季度抛售苹果股票的举动，可能预示着大型机构投资者对苹果 的信心下降，也加剧了市场对苹果前景的担忧。 受到关税影响，科技巨头苹果一季度股价表现不佳，累计下跌11%，进入第二季度后情况更为严峻，苹果股价 再跌12%。 在减持苹果的同时，加州养老金增持了579,150股Meta股票，总持股达到550万股。 特朗普近 ...

完整早报音频，请点击标题下方小耳机收听 【 UU 跑腿要求高管午休时间接单，创始人回应：一直要求全员跑单】 5 月 23 日，据多家媒体报 道，有网友日前发布视频称， UU 跑腿的管理层被要求在午休时间参与跑腿业务。对此， UU 跑腿 创始人乔松涛在 5 月 24 日回应记者称，公司一直要求全员跑单，从成立到现在一直如此。最近， 为了让高管体验一下基层的不易，公司推出了一个高峰期接单体验。（每日经济新闻） 【麦当劳今年近半新餐厅将开在中国，九成采购本土化抵御关税波动】 "我们中国市场 90% 以上原 材料实现本土采购，鸡肉、土豆等核心原材料，是在中国本地完成生产、加工、采购的。"谈及"对等 关税"事件，麦当劳中国首席影响官顾磊告诉记者。未来麦当劳还会在中国持续下沉。据了解， 2025 年，麦当劳有将近一半的新餐厅将开在中国。（第一财经） 【又遭原料成分质疑，巨子生物回应：多批次检测结果胶原蛋白均大于0.1%】 5 月24日，一名坐拥 43万粉丝的社交平台博主发出"巨子生物疑似造假：重组胶原竟然测不到胶原！"的视频及图文网 帖。5月24日当晚，巨子生物旗下品牌可复美在其社交平台官方账号上，发布《严正声明——告消 ...

Core Viewpoint - KFC is expanding its drive-thru service despite challenges in implementation, aiming to compete with rivals like McDonald's and local brands in a highly competitive fast-food market [17][22]. Group 1: Drive-Thru Service Challenges - Some KFC locations are not designed for efficient drive-thru service, leading to employees waiting outside to hand over orders, which complicates the process for both staff and customers [3][10][20]. - Customers often face issues with poorly designed drive-thru lanes, causing delays and confusion during the pick-up process [11][14][16]. - The drive-thru service has been described as "slow pick-up" due to various logistical challenges, including the need for customers to navigate complex parking and pick-up routes [10][14][22]. Group 2: Expansion of Drive-Thru Service - KFC's drive-thru service has evolved to a 2.0 version, which includes street-side pick-up options, and is set to expand to nearly 5,000 locations by the end of 2024 [18][19]. - Despite the challenges, KFC is committed to promoting the drive-thru service as a competitive advantage in the fast-food market, particularly against McDonald's and local competitors [22]. Group 3: Consumer Behavior and Market Position - The demand for drive-thru services in China is questioned, as many consumers do not prefer to eat in their cars, leading to low order volumes at some locations [21][22]. - KFC's strategy appears to be driven by the need to maintain market share in an increasingly competitive environment, where even small advantages are deemed valuable [22].

Core Insights - The restaurant industry has become a new battleground for various industry giants, including energy companies, internet firms, and luxury brands, all seeking to capture a share of this growing market [1] Group 1: Reasons for Interest in the Restaurant Sector - High-frequency consumption makes dining a necessity, providing a crucial touchpoint for brands to reach consumers [3] - Dining experiences enhance brand culture, increasing user loyalty [3] - The integration of data and scenarios allows for optimization of supply chains and user operations [4] - The restaurant sector offers higher profit margins compared to traditional retail, with some business models achieving gross margins of 60%-70% [5] Group 2: Motivations Behind Cross-Industry Entry - The restaurant industry has significant market potential, closely tied to daily life, with continuous growth driven by consumption upgrades and diverse consumption scenarios [7] - Many industry giants pursue not only profit but also traffic and brand extension through restaurant ventures, as seen with ByteDance's investments in coffee brands to engage younger consumers [8] - Companies leverage existing resources to support their restaurant initiatives, such as PetroChina and Sinopec utilizing their extensive gas station networks to launch coffee brands [10] Group 3: Successes and Challenges in Cross-Industry Practices - Successful examples include Country Garden's robot restaurant, which combines technology and agriculture for operational efficiency and a unique dining experience [12] - Haidilao's "Pomegranate Plan" introduces multiple sub-brands to cater to various consumer needs, reinforcing its market position [13] - Challenges are evident in cases like Wahaha's tea shops, which struggled due to brand misalignment with market demands and insufficient operational expertise [15] - Both Wahaha and Wanglaoji faced setbacks in the tea beverage market, negatively impacting their main brand reputations [16] Group 4: Future of Cross-Industry Dining - Opportunities for innovation and integration abound, with advancements in technology enabling more precise market targeting and personalized service experiences [18] - The restaurant sector faces intense competition and operational challenges, including supply chain management and food safety, as industry giants enter the market [19] - The trend of industry giants entering the restaurant space reflects a broader market evolution, emphasizing the need for resource utilization, market understanding, and continuous innovation [22]

在加工环节，老乡鸡的两个中央厨房可以通过自动化生产线实现菜品标准化，日均处理食材能力达千万 级，支撑全国门店的稳定供应。老乡鸡还在全国有8个配送中心、多条配送线路，将安全放心的食材送 达全国门店。这种垂直整合模式不仅为万店目标奠定了基础，更通过全程可追溯系统保障食品安全，提 升了供应链的透明度和可控性，将进一步扩大加盟优势。 数字化赋能，精准触达年轻客群 中式快餐连锁品牌老乡鸡向港股发起冲击，受到了不少投资者和消费者的关注。今年年初，老乡鸡在港 交所递交招股书，拟在香港上市，中金公司、海通国际为联席保荐人。若成功上市，老乡鸡有望成 为"中式快餐第一股"，不仅为自身发展注入强劲动力，也将为中式快餐行业带来新的希望，为其他餐饮 企业提供借鉴。 全产业链布局，筑牢发展根基 作为中国发展迅速的中式快餐品牌，老乡鸡自2003年创立以来，便逐步构建起覆盖养殖、加工、配送、 门店销售的全产业链体系。目前，老乡鸡拥有3个养殖场，年提供数百万羽肥西老母鸡，确保食材原材 料可控。 为了进一步保障核心食材品质，老乡鸡还自建3.2万亩农场。今年，农场里的万亩油菜花田已经翻耕下 地做绿肥。老乡鸡种菜用的水来自大别山水源，属于国家二级水 ...

Core Insights - Yoshinoya aims to become the world's largest ramen restaurant by the fiscal year ending February 2035, as stated in its latest mid-term business plan (2025-2029) [1] - The company plans to transform its ramen business into a significant third business segment alongside its existing domestic and overseas operations, targeting a fourfold increase in ramen revenue within five years [1][2] Business Strategy - Yoshinoya has set a target to increase ramen sales from 8 billion yen (approximately 0.4 billion RMB) to 40 billion yen (approximately 1.99 billion RMB) by the fiscal year 2029, representing an annual growth rate of 38% [1][2] - The company aims to expand its ramen store count to 500 locations by 2029, increasing the ramen segment's contribution to total sales from 4% to 13% [1][2] Financial Goals - The ramen business's profitability is expected to grow tenfold, from 400 million yen to 4 billion yen over the next five years [2] - Yoshinoya's overall sales target is set at 300 billion yen by 2029, with a compound annual growth rate (CAGR) of 7.9% [2] Recent Acquisitions - The company has acquired 17 ramen brands, including Setagaya and Kirameki, to strengthen its ramen supply chain [3][5] - Yoshinoya's acquisition of Takara Sangyo, a supplier of noodles and sauces, is intended to enhance production capacity and sales resources for its global ramen expansion [5] Market Challenges - Yoshinoya's previous attempts to expand its Udon brand in China were unsuccessful, leading to its exit from the market in 2022 [8][9] - The company faces challenges in the Chinese market, where Japanese ramen has struggled with issues such as lack of cost-effectiveness and insufficient product innovation [9]

当全球市场因两大经济体贸易暂时休战而陷入狂欢,股市迎来大幅上扬时,宏观策略师斯蒂芬妮・庞博伊 (Stephanie Pomboy)却泼来一盆冷水,发出警示:这场庆祝不过是 "短暂的欢愉",市场的狂欢难以长久持 续。作为 MacroMavens 的创始人,庞博伊凭借对经济结构的深刻洞察,对当前市场反弹的可持续性提出了 强烈质疑,她认为债务、信贷与消费层面的结构性失衡,正如同悬在经济头顶的达摩克利斯之剑。 庞博伊一针见血地指出关税暂缓的本质:"这仅仅是为期 90 天的停火,财经媒体的报道容易让人误以为这 就是最终协议,实则不然。" 市场的短期反应中,道琼斯指数虽因消息刺激飙升逾 1000 点,但庞博伊更关注 10 年期美债收益率跃升至 4.49% 这一信号。她将长期收益率视为头号宏观指标,强调:"在我们这样一个 高杠杆化的经济体中,长期收益率持续居高不下,必然滋生问题。" 在债务问题上,庞博伊揭示了企业面临的严峻挑战。她指出,企业债务 "高墙" 已然逼近,2025 年将有超 1 万亿美元债券面临展期。自 2022 年美联储收紧政策以来,企业偿债金额翻倍,未来几年更是债务到期的高 峰期,明年到期规模达 1.2 万亿 ...

汉堡大量废弃！麦当劳"吉伊卡哇"遭抢购引发众怒"吃完再给玩具不行吗！" 据悉，导致售罄的"抢购"行为主要来自大量成年人。没错，这股风潮是为了"转卖"。 实际查看二手交易网站，满屏都是"吉伊卡哇""我的世界"玩具的销售信息。大多以4件套装（全种类）形式出售，价格在2500日元（约合人民币115元）左 右。 "开心乐园套餐是面向儿童的优惠商品（约500日元，约合人民币23元），可选择麦乐鸡或芝士汉堡/汉堡、迷你松饼、饮料和薯条或毛豆玉米。虽然成人也 可以购买，并标注'每人限购4份'，但一经发售就出现大量购买，导致多家门店售罄。"（美食记者，下同） "纯粹想要周边的粉丝可以理解。对他们来说，这种套装销售或许很受欢迎，但这次的问题不在这里。而是店内发生的令人难以置信的景象。"前述记者表 示。 据悉，抢购者糟蹋汉堡等食物的画面在社交媒体流传，引发大量批评。 麦当劳开心乐园套餐因售罄而大受欢迎。 本次16日开始发售的附赠玩具为"吉伊卡哇"和"Minecraft（我的世界）"两种。前来购买这些的并非单纯的"小朋友"，而是大量成年人。 还有想要"吉伊卡哇"的孩子买不到，只能失望而归的景象。 据悉，参与抢购和转卖的不仅有日本人 ...