"肯优麦瑞蜜"组成的超大屏品牌矩阵，有业内新零售专家指出，这五家企业是商圈内最吸引消费者的五个品牌，商场挂出"肯优麦瑞蜜"的宣传图，旨在宣 示自己商圈的竞争力。 有趣的是，"肯优麦瑞蜜"还不是唯一的排列组合。有的商场版本是肯德基+优衣库+麦当劳+瑞幸+蜜雪冰城，组合成网友最熟悉的"肯优麦瑞蜜"。但也有 地方加入了邮政咖啡，硬是把"优"换成了"邮"，组成"肯邮麦瑞蜜"，于是"can you marry me"的英文谐音梗就此成立，连邮政咖啡都被迫营业参与了一场全 国范围的"品牌大联名"。 一个有趣的现象正在全国各大商场蔓延——"肯优麦瑞蜜"品牌矩阵的集体亮相。 从武汉、太原到淄博、合肥，这些商场不约而同地将肯德基（肯）、优衣库（优）、麦当劳（麦）、瑞幸（瑞）和蜜雪冰城（蜜）的品牌标识组合成超大 宣传图，以此作为吸引顾客的"黄金招牌"。 这种现象不仅反映了当下商业地产的招商逻辑，更揭示了这五家企业在消费者心智和商业生态中的特殊地位。为何它们能成为中国商场竞相争夺的"金字 招牌"？ "肯优麦瑞蜜"为何火了？ "肯优麦瑞蜜"这一品牌组合的兴起绝非偶然，它深刻反映了中国消费市场的结构性变化和商业地产的运营新思路。这一现 ...

以下文章来源于福布斯 ，作者Forbes 福布斯 . 福布斯中国集团是一家集咨询、社群于一体的企业。集团秉承企业家精神和创新精神，坚持专业、公 正、创新和进取的价值观。 丹尼 ·迈耶 （Danny Meyer） 曾因在 曼哈顿打造 出 一系列高端餐厅而声名鹊起。 来源丨福布斯（ID： forbes_china ） 作者丨 Martina Di Licosa 翻译丨 Rach 校对 丨 Lemin 图源丨Midjourney 1985 年，年仅 27 岁的他创立了第一家餐厅 Union Square Cafe ，随后又创立了 Gramercy Tavern 和 Eleven Madison Park 。尽管这些餐厅让他名声大噪，但真正 让他开启最赚钱事业的， 是他 2001 年为公园筹款而开设的热狗摊 —— 这个摊位最终孕育出 Shake Shack ，一 个将汉堡与 冷冻蛋奶冰淇淋玩出 新 花样的品牌。 如今， Shake Shack 已拥有 585 家门店，年营收达 13 亿美元，成为快餐行业的巨头， 也让 迈耶 跻身餐饮业亿万富豪之列。 据《福布斯》估计，这位 67 岁来自圣路易斯的企业家 身家至少达 1 ...

Group 1 - The article discusses the entrepreneurial journey of Mei Chuming, who transitioned from the restaurant industry in China to establishing a fried chicken brand in Vietnam, capitalizing on the local market's potential [1][3][12] - Mei's business model focuses on leveraging the low chain rate in Vietnam's restaurant industry, which stands at only 4%, compared to over 20% in China, indicating significant growth potential [9][10][11] - The Vietnamese market is experiencing a consumption upgrade, with a population exceeding 100 million and a projected GDP per capita of $4,700 in 2024, suggesting a burgeoning middle class [7][10] Group 2 - The article highlights the importance of understanding local consumer behavior and preferences, emphasizing that successful brands must align with consumer perceptions rather than solely relying on their established reputation [12][13] - Mei's strategy involves selecting proven market segments, such as fried chicken, which already has established demand in Vietnam, as evidenced by the presence of international brands like KFC and McDonald's [15] - The article outlines the dual strategies in the Vietnamese restaurant market: "mass market" targeting budget-conscious consumers and "premium" offerings for higher-income groups [18][17] Group 3 - The article notes that the current state of Vietnam's offline dining industry is comparable to China's around 2012, with online food delivery still in its early stages, similar to China's 2019 market [32][34] - Three main food delivery platforms in Vietnam are identified: Grab, ShopeeFood, and Be, each catering to different consumer segments and price points [35][36] - Marketing strategies in Vietnam heavily rely on social media platforms like Facebook, which serves as a primary channel for brand exposure and consumer engagement [39][40] Group 4 - The article discusses the challenges of hiring full-time staff in Vietnam, leading to a flexible employment model where one full-time employee is supported by six part-time workers [45] - It emphasizes the need for companies to adapt to local labor laws and cultural expectations, including maintaining good relationships with local authorities to mitigate hidden costs associated with business operations [51][52] - The article concludes with a reminder that successful entrepreneurship in Vietnam requires a deep understanding of local customs and consumer behavior, urging businesses to adapt rather than impose their practices [50]

Nuno Alves，全球品牌与设计领袖，前RBI设计总监&可口可乐设计负责人 开场介绍 Nuno Alves在品牌设计与创意战略领域具有30多年经验，曾担任可口可乐、汉堡王、Tims咖啡等全球品牌的设计总监。仅在2024年，他就成功 交付了170个设计项目，这得益于他的"敏捷设计理念"。 如何通过敏捷设计流程、跨文化协作与模块化设计系统，实现品牌在不同市场的快速落地与一致表达？Nuno将以理论结合实战经验的方式， 讲述设计如何从"美学"走向"系统思维"，帮助品牌在高压、高速的市场环境中脱颖而出。 大家早上好，我是Nuno，曾经带领过像可口可乐、汉堡王、Tim Hortons这样的全球品牌。我帮助它们重新思考如何以更快、更智能、更以人 为本的方式，实现设计的规模化落地。非常感谢主办方的邀请，这是我第一次来到中国，我感到无比荣幸和激动，能够来到这个伟大的国家， 见到这么多了不起的人。 在市场节奏日益加快、消费趋势瞬息万变的当下，品牌必须具备快速响应的能力。 今天，我想和大家介绍一个颠覆性的理念：敏捷设计思维（Agile Design Thinking）。这是一套极具转化力的工具，它融合了真实案例、战 略、洞察、 ...

百胜中国如此业绩，与外卖大战下疯狂增长的补贴有着直接联系。 眼下，外卖已经成为肯德基的最大销售来源。二季度，外卖销售约占百胜中国餐厅收入的45%，同比提 升7%。其中，外卖为肯德基最大销售来源，占比45%，同比提升7%；外卖在必胜客的销售占比43%， 同比提升5%。必胜客最大销售来源依旧是堂食，占比48%。 需要注意的是，前述外卖占比，包含了美团等平台，也包括百胜中国自有渠道。该公司提到，目前有 70%业务来自非第三方外卖平台。 在补贴等因素推动下，二季度，肯德基同店销售同比增长1%，其中交易量连续10个季度实现正增长， 客单价同比增长1%，主要受高单价的外卖占比提升；必胜客同店销售同比增长2%，客单价同比继续走 低，交易量同比增长17%。 肯德基在外卖大战中实现客单价增长。 8月5日，肯德基和必胜客的在华运营商百胜中国发布业绩。财报显示，在二季度，百胜中国营收同比增 长4%至27.87亿美元；归母净利润同比增长1.4%至2.15亿美元。归母净利润增速低于经营利润增速， 主 要受到该公司期内投资亏损约1800万美元影响（预计主要是美团股价波动影响）。 分品牌来看，在二季度，肯德基收入同比增长4.1%至20.9 ...

"尽管短期宏观环境依旧严峻，我们对中国市场的表现感到满意。"在刚刚结束的业绩会上，麦当劳全球高层这么说。 在昨天发布的麦当劳财报中，麦当劳提到，在二季度"中国市场的运营表现得到改善"。从高层的说法来看，麦当劳中国在快餐市场的份额、同店销售额均 有增长，并"点赞"了中国市场会员计划的示范性效果。 目前，麦当劳持有麦当劳中国48%股份，其余52%股份由中信资本为主的中信联合体持有。今年上半年，麦当劳在华净新增门店407家，即平均一天至少 新开两家店。 与此同时，麦当劳全球高层也谈到了加码饮品创新、提振早餐这一重要时段销售等话题。下面，我们来一起看看。 中国份额增长 先来关注下中国市场表现。 最新出炉的财报显示，第二季度，国际特许市场为麦当劳同店销售额增幅最高的部门，达5.6%，去年同期为下滑1.3%。上述财报还提到，由于中国市场 的运营表现改善，麦当劳来自非合并关联企业的权益收益得到提升。 "同店销售额正增长由日本市场领增，且其他所有市场也录得增长。"麦当劳首席财务官Ian Borden在会上说。由于国际特许市场包含中国，这意味着，麦 当劳中国第二季度的同店销售额也实现了正增长。 谈及中国业务具体情况，Borde ...

"垃圾食品行业300亿美元的市场缺口正引爆印度的下一场健康危机。"美国彭博社报道称，在包括印度 在内的人口众多的新兴经济体中，超加工食品仍相对新颖，前沿减肥药物没那么容易获得，针对儿童的 营销限制也很少。因此，全球包装食品和饮料公司在西方市场受挫后，开始向公共卫生意识较弱的发展 中国家扩张。 据《环球时报》驻印度特约记者观察，当下在印度城市儿童群体中，最常见的社交场景之一就是在快餐 店过生日，孩子们一边交换礼物，一边大快朵颐地吃汉堡、薯条、披萨、蛋糕，喝可乐，做游戏。印度 小学生课业最轻松，处于社交活跃期，每个月参加几次生日派对是常态。这种摄入高热量、高糖、高盐 油炸食品的习惯也会一直保留。相比之下，记者和身边四五十岁的印度朋友们聊到自己小时候的生日派 对时，他们讲述的几乎是同一个版本：那时候印度没有快餐，生日那天家长会在家里多做几个素菜，用 气球装饰一下房间，邀请好友来家里玩。 【 环球时报驻印度特约记者 刘真 环球时报驻印尼特派记者 曹师韵 环球时报记者 李迅典 安玥 】编者的 话： "全球包装食品和饮料公司正在寻找下一个增长前沿。"据美国彭博社报道，随着西方国家的监管审 查和公众健康意识提高，被视为"垃 ...

Core Viewpoint - Yum China has reported its financial results for the period ending June 30, 2025, highlighting its operational strategies and outcomes in a competitive market environment. The CEO emphasized that the company will not pursue market share through excessive spending on sales [1]. Financial Performance - For the first half of 2025, Yum China's revenue reached $5.768 billion, reflecting a 2% year-over-year increase. The second quarter revenue was $2.787 billion, up 4% from the previous year [5]. - The operating profit for the first half of 2025 was $703 million, a 10% increase compared to $640 million in the same period of 2024 [5]. - Net profit for the first half of 2025 was $546 million, a 2% increase from $535 million in the same period of 2024 [5]. Business Expansion - Yum China plans to add approximately 1,600 to 1,800 new stores by 2025, with KFC and Pizza Hut franchise stores expected to account for 40%-50% and 20%-30% of the new openings, respectively [3]. - The company has adjusted its capital expenditure forecast for fiscal year 2025 to between $600 million and $700 million, benefiting from reduced single-store investment costs [3]. Shareholder Returns - Yum China is expected to return $30 billion to shareholders between 2025 and 2026, following an initial $15 billion return in 2024 [3]. - Citibank's analysis suggests that Yum China's management may significantly reduce cash returns to shareholders, with free cash flow expected to drop from twice the shareholder return ratio in 2024-2026 to equal by 2027 [1]. Brand Performance - KFC, as a core brand, reported a revenue of $4.342 billion for the first half of 2025, a 2% increase year-over-year, with 12,238 stores as of June 30, 2025 [5]. - Pizza Hut generated $1.149 billion in revenue for the first half of 2025, marking a 1% increase, with operating profit rising by 22% to $106 million [6]. Management Changes - Yum China appointed Weizhe Wei, founder and chairman of Jia Yu Capital, to its board, bringing extensive management experience from Alibaba and other sectors [3].

Core Insights - Yum China reported a 4% year-on-year increase in total revenue for Q2 2025, reaching $2.8 billion, with system sales also up by 4% [1] - Operating profit grew by 14% to $304 million, exceeding market expectations, while net profit attributable to shareholders increased by 1% to $215 million [1] - The company maintains its net profit forecasts for 2025, 2026, and 2027 at $940 million, $1.02 billion, and $1.05 billion respectively, with corresponding EPS of HKD 20.1, HKD 21.6, and HKD 22.2 [1][4] Revenue and Sales Performance - The growth in revenue was driven by a 22% increase in delivery sales, which now account for 45% of total revenue, up 3 percentage points from Q1 [1] - Same-store sales increased by 1%, marking the first positive growth since last year, while total store count reached 16,900, a 10.1% year-on-year increase [1] - KFC's Q2 revenue rose by 4.1% to $2.09 billion, with system sales up by 5% and operating profit increasing by 11% to $292 million, setting a new record for Q2 [2] Cost and Profitability - Operating profit margin for Yum China improved to 10.9%, up 1 percentage point year-on-year, attributed to reduced expense ratios and enhanced internal efficiency [1] - KFC's restaurant profit margin reached 16.9%, a 70 percentage point increase, benefiting from favorable raw material prices and operational streamlining [2] - Pizza Hut's operating profit grew by 16% to $46 million, with an operating profit margin of 8.3%, also a record for Q2 [3] Expansion and Future Outlook - KFC added 295 new stores in Q2, with a total of 12,238 stores as of June 2025, reflecting a 12% year-on-year growth [2] - Pizza Hut plans to maintain its store opening guidance of 1,600 to 1,800 new locations for the year, with 583 net new stores opened in the first half [3] - The company continues to expand its coffee shop model, with 1,300 locations of KFC's coffee brand already established, ahead of its annual target [2]

McDonald’s (MCD) Q2 2025 Earnings Call August 06, 2025 08:30 AM ET Speaker0Hello, and welcome to McDonald's Second Quarter twenty twenty five Investor Conference Call. At the request of McDonald's Corporation, this conference is being recorded. Following today's presentation, there will be a question and answer session for investors. I would now like to turn the conference over to Mr. Dexter Combole, Vice President of Investor Relations for McDonald's Corporation.Mr. Combole, you may begin.Speaker1Good morn ...