All right, welcome back. JP Morgan went and did it. Okay, they named Shake Shack a top short idea into year end.>> Well, I mean they they say we see high absolute menu prices and are cautious around broadening away from top tier ingredient suppliers lower than guided TAM to balance high price points with future customer breath frequency. Now, Shake Shack did get downgraded earlier in the week by BFA to underperform. They cut the price to 86 from 148.The stock's moving higher, I think, because someone's expe ...

"Subway到了老北京的地界也得改叫Subwayer。" 和"巴黎倍儿甜"一样，这原本是一句调侃，没想到被官方听进去了。 9月17日，网友发现，连锁三明治品牌赛百味的店铺和官方账号都统一把头像换成了 四个大字：赛百味儿。绿底金字，皇城味儿冲人，就差在右下角盖章写"乾隆御笔"。 图源：小红书@bigfish "白领三明治"画风大变，打工人先是疑惑，"是只有北京市场改名了吗？"得到否定答案后开始质疑："夺新鲜呐，嘛呢这是？" 官方虽然声称是"改名"，其实是借着发布新的"京味儿三明治"玩儿梗，在美团、饿了么、小红书、抖音等平台上集体换了一波平台头像，并没有真的去工 商局把品牌名改成"赛百味儿"。 不过细品"赛百味儿"，比起麦当劳在国内改名金拱门，只取形不取意，一个多出来的"儿"字则在形意上都巧妙地完成了"京化"。真是一场酣畅淋漓的京学 西用。 赛百味早就是北京老字号了。北京孩子从小到大，中学、大学、公园、剧院旁边总少不了一家赛百味。 "老北京儿天桥旁边儿的赛百味儿，烤好的三明治儿，配上一杯百事汽水儿，那叫一个地地道道。" 没有一个外来快餐品牌能像赛百味这样，离成为麦当劳肯德基那样的"国民快餐"还早得很，却已先深深 ...

国庆期间，爆火的"鸡排哥"李俊永遭到大量游客围观，一度累到"说不出话"。今早，"鸡排哥"在社交平 台进行回应："因为有很多外地朋友过来，工作量比较大，人也略感疲惫。当然我也会尽可能去调整自 己的工作状态和精神状态。" 在"鸡排哥"爆火出圈的背后，曾以"平价鸡排王者"自居的正新鸡排却正经历至暗时刻：2021年3月，其 门店突破2.5万家。然而，窄门餐眼最新数据显示，截至2025年9月16日，正新鸡排在营门店约1万家， 对比高峰骤减1.5万家，下滑幅度达60%。 价格方面，正新鸡排也悄悄涨价。此前，正新鸡排以"10元鸡排+酸梅汤"的组合攻占下沉市场，而现在 不少加盟店已涨价。《BUG》栏目查询发现，以北京为例，正新鸡排单片平均价格超14元，叠加烤 肠、小鸡肉等小食套餐则普遍超20元。仅极个别门店仍保留着10元左右的套餐。在上海，正新鸡排单片 价格有所下滑，但平均也超12元。 门店数量对比高峰下滑60%，正新鸡排"涨价" 国庆期间，爆火的"鸡排哥"李俊永遭到了大量游客围观，一度累到"说不出话"，难以提供情绪价值。 今天早上，"鸡排哥"在社交平台上发布视频进行了回应："在这期间，因为有很多外地朋友过来，工作 量确实比 ...

美国时间10月1日，特斯拉首席执行官埃隆·马斯克的个人财富突破5000亿美元，成为史上首位达到这一 数字的人。在硬数据之外，特斯拉还披露了一则趣味消息：其洛杉矶超级充电餐厅自7月底开业以来， 短短70天内已售出5万个"特斯拉汉堡"，日均销量超700个，远高于麦当劳单店月均约1.4万的水平。餐 饮业务本身或许只是噱头，但反映出特斯拉尝试将能源补给场景与用户生活方式绑定的探索，背后是对 商业模式多元化的进一步实验。 ...

Group 1: Xiaomi - Xiaomi responded to the viral video of a car allegedly driving itself, stating that an investigation confirmed no quality issues with the vehicle, as data matched user operation logs [3] Group 2: Tesla - Elon Musk's personal wealth surpassed $500 billion, making him the first person to reach this milestone, while Tesla's "Tesla Burgers" sold 50,000 units in 70 days, indicating a successful diversification of its business model [5] - Tesla is facing a lawsuit regarding a design defect in the Cybertruck's doors, which allegedly prevented occupants from escaping during a fatal fire, leading to multiple fatalities [7] - Tesla's website code revealed a new "Model Y Standard" version, priced at $39,990, aimed at budget-conscious consumers, featuring reduced luxury options [10] Group 3: KFC - KFC's African division announced plans to publicly disclose its secret fried chicken recipe, which has been kept confidential for 54 years, consisting of 11 secret spices [5] Group 4: Blackstone - Blackstone's latest Asian acquisition fund successfully raised $10 billion, with expectations to reach a target of $12.9 billion, driven by strong investor interest in its operations in India and Japan [9] Group 5: AI Investment - AI startups attracted a record $192.7 billion in venture capital this year, with projections indicating that 2025 could see over half of all venture capital funding directed towards AI [15] Group 6: Oracle - Oracle confirmed that its e-commerce suite users received ransomware emails, indicating a significant security breach potentially linked to previously identified software vulnerabilities [7] Group 7: DeepL - AI translation platform DeepL is in preliminary discussions for an IPO in the U.S., aiming for a valuation of $5 billion, following a previous funding round that valued the company at $2 billion [10]

【肯德基保密54年的炸鸡配方将被公开，#肯德基总部未回应公开炸鸡配方#】#肯德基保密54年的炸鸡 配方将被公开# 据红星新闻报道，肯德基非洲分公司官方宣布，将在10月8日公开备受瞩目的炸鸡配方。 目前，肯德基总部尚未对此事进行回应。 肯德基的炸鸡配方成为保密内容已经有54年，历来只有公司极少数高层知晓，该公司只宣布过配方是 由"11种神秘香料混合组成"。 肯德基非洲分公司首席营销和数字官格兰特·麦克弗森表示："多年来，人们一直在向我们询问秘方。竞 争对手竭尽全力去抄袭它。现在我们决定，全世界终于可以分享这份配方了。" 麦克弗森还表示，到了10月8日公布当天，肯德基也会向公众透露，为何要选在这一天。 美国"东海岸电台"美食频道节目分析称："这一举动要么是肯德基上校大叔一次俏皮的玩笑，要么是真 正改变快餐行业格局的行动"。 节目认为，如果肯德基炸鸡配方公开，其引发的后果也很难预测："有可能顾客对肯德基的品牌忠诚度 更高了，也有可能看到史上最大规模背叛行动，大家纷纷去超市采购香料，回家复刻肯德基的味道。" 不少网友怀疑，此次也可能只是一次营销噱头："有可能当天他们只告诉我们，做好炸鸡的秘密在于加 一勺爱心，再撒一把 ...

【快餐界"大秘密"即将揭晓！肯德基非洲分公司宣布：#肯德基保密54年炸鸡配方将被公开#】#肯德基 总部未回应将公开炸鸡配方#近日，一则消息震动了全球连锁快餐行业。据美国广播公司报道，肯德基 非洲分公司官方宣布，将在10月8日公开备受瞩目的炸鸡配方。目前，肯德基总部还没有对此进行回 应。肯德基的炸鸡配方成为保密内容已经有54年，历来只有公司极少数高层知晓，该公司只宣布过配方 是由"11种神秘香料混合组成"。在X平台（原推特）上，肯德基为了加强顾客的好奇心和印象，官方账 号只关注了11人，其中7人是随机选取的名字里带"Herb"（意为草药、香料）的男人，以及4位"辣妹组 合"女性成员（该组合名称也有香料的含义）。(红星新闻) ...

"正新鸡排有没有因为鸡排主理人销量上升？" 有网友在小红书发帖称，因频繁刷到"鸡排哥"的视频，自己一周内竟点了四次正新鸡排，"比过去一年 加起来还多"。评论区不乏共鸣声，有人称连吃三天，也有人因被视频勾起馋虫而直接下单外卖。 来源丨凤凰网财经《公司研究院》 去不了景德镇，不少网友转而选择"就近吃顿正新鸡排"。"鸡排哥"的意外走红，如同一颗投入水面的石子，迅速激起了全民对鸡排的消费热情。 不少被勾起食欲的网友，不约而同地想起曾遍布街头巷尾的正新鸡排。据媒体报道，10月2日，有正新鸡排相关工作人员回应称，部分区域门店的生 意确实有所好转。在正新鸡排的直播间里，主播也积极回应："今天由我担任正新鸡排的主理人。正新鸡排成立三十多年，全国门店累计约6000 家。"主播还喊话网友："去不了景德镇没关系，欢迎大家到身边的正新鸡排尝一尝。" 然而，这送到嘴边的流量，正新鸡排却显得"难以吞咽"。 01 "除了正新，还有其他干净点的鸡排推荐吗" 然而，在近千条评论中，对正新鸡排的吐槽也大量浮现。有人直接求助："除了正新，有其他鸡排推荐吗，最好干净点"；有人略带调侃地抱怨，"每 次便秘就点它，吃完立刻通畅"；更有网友对品牌因"鸡排 ...

Core Insights - The popularity of "Chicken Brother" Li Junyong has surged during the National Day holiday, attracting many visitors, while the brand Zhengxin Chicken is facing significant challenges, including a drastic reduction in store numbers and rising prices [1][4][8]. Group 1: Store Performance - Zhengxin Chicken's store count peaked at over 25,000 in March 2021, but has since plummeted to approximately 10,000 by September 16, 2025, representing a decline of 60% [1][4]. - The brand's rapid expansion previously positioned it as a leader in the affordable chicken market, outpacing competitors like KFC and McDonald's [4]. Group 2: Pricing Strategy - Zhengxin Chicken has quietly increased prices, with average prices for a single piece exceeding 14 yuan in Beijing and over 12 yuan in Shanghai, moving away from its original 10 yuan combo [8][9]. - The price hikes are evident in various locations, with some stores still offering lower-priced options, but the majority have adjusted their pricing upwards [8]. Group 3: Food Safety Issues - Zhengxin Chicken has faced multiple food safety scandals, including incidents involving maggots in food and unsanitary conditions, leading to investigations by local authorities [9][12]. - Complaints regarding food quality and hygiene have surged, with over 1,300 complaints logged, highlighting ongoing issues with freshness and safety standards [12][14]. - In contrast, "Chicken Brother" emphasizes food safety by showcasing inspection reports that confirm compliance with health standards, positioning itself as a more reliable option [14].

Core Viewpoint - The article highlights the contrasting fortunes of "Chicken Brother" Li Junyong, who has gained popularity during the National Day holiday, and Zhengxin Chicken, which is experiencing a significant decline in its business operations and reputation due to various issues [6][8]. Group 1: Business Performance - Zhengxin Chicken's store count has drastically decreased from over 25,000 in March 2021 to approximately 10,000 by September 2025, marking a decline of 60% [4][8]. - The average price of Zhengxin Chicken has increased, with single pieces now exceeding 14 yuan in Beijing and over 12 yuan in Shanghai, compared to the previous 10 yuan combo [12][8]. Group 2: Food Safety Issues - Zhengxin Chicken has faced multiple food safety scandals, including incidents of maggots found in food and other hygiene violations, leading to investigations and store closures [14][16]. - Complaints related to Zhengxin Chicken have surged, with over 1,338 complaints reported, primarily concerning food freshness and hygiene problems [17]. Group 3: Competitive Landscape - In contrast to Zhengxin Chicken's struggles, "Chicken Brother" emphasizes food safety and transparency by showcasing inspection reports that confirm compliance with health standards [18].