专题：专题|罗永浩硬刚预制菜，西贝后厨曝光，创始人贾国龙道歉 问题呢?我仔细想了半天,确信几乎是没有 的。但是为了避这个嫌,为了不让贾老板的愚 蠢固执害死这家我当年喜欢过的连锁餐馆,我 反复权衡之后,决定还是算了。接下来,我只 要解决真正的实际问题,尽量不掺杂一丝一毫 的意气用事,所以做了如下三个决定。 1. 我说过我要发起对贾国龙诽谤污蔑我的法律 诉讼,这或多或少涉嫌"面子"和"较劲",现在决 定放弃(除非他再次发出类似的言论); 2. 我说过我要提取十万元现金去西贝公司奖励 贾国龙为揭露西贝内幕的作出的贡献,这是对 一个欺骗公众的企业家进行讽刺和侮辱的行 为，涉嫌"意气用事",现在决定放弃（除非他 再次做出荒谬的言行）； 3. 西贝常年用预制菜或半预制菜欺骗消费者, 导致这一次有很多人打算对西贝发起集体诉 讼,我公开答应过要帮助他们,这个没法失 s and and the see and the many of the same of the sense of the sense of the sent of the see and a 信。有这个需求的朋友们可以写信到 wujialu@qq.com 我来 ...

Core Viewpoint - The ongoing controversy between Luo Yonghao and Xibei regarding the classification of pre-prepared dishes has sparked significant public discourse, with Xibei's founder firmly denying the allegations and taking legal action against Luo [4][16]. Group 1: Controversy Details - Luo Yonghao criticized Xibei for allegedly serving mostly pre-prepared dishes at high prices, which brought the brand into the spotlight [4]. - Xibei's founder, Jia Guolong, responded by stating that according to national standards, Xibei's offerings are not classified as pre-prepared dishes and announced plans to sue Luo for damaging the brand's reputation [4][16]. - A visit to a Xibei location revealed that only beef strips are processed in a central kitchen, while other dishes are prepared on-site [8][10]. Group 2: Consumer Feedback and Perception - The store manager explained that the dishes may not be served hot due to various factors, including delays in serving and air conditioning affecting food temperature [9]. - The chef clarified that the lamb chops are not pre-prepared but undergo multiple cooking processes before being served [10]. - Despite the controversy, the store manager noted that customer traffic remained stable and no inquiries about pre-prepared dishes had been made [12]. Group 3: Industry Standards and Definitions - According to a 2024 notification from the State Administration for Market Regulation, pre-prepared dishes are defined as those that are industrially pre-processed and require heating or cooking before consumption [13][16]. - Experts suggest that Xibei's offerings do not fall under this definition, as central kitchen-produced dishes are excluded from the pre-prepared category [16]. - There is a discrepancy between official definitions and public perception regarding what constitutes pre-prepared dishes, with consumers often judging based on taste and preparation methods [16]. Group 4: Financial Performance and Strategy - Xibei reported a record revenue exceeding 6.2 billion yuan in 2023, with a strategic focus on children's meals contributing to its competitive edge [20]. - The average profit margin for Xibei in the first half of the year was below 5%, with raw material and labor costs being the largest expenses [20]. - The brand operates approximately 351 locations, with an average consumer spending of 85.03 yuan per visit [17].

Core Viewpoint - The ongoing controversy between Luo Yonghao and Xibei regarding the classification of pre-prepared dishes has sparked significant public interest and debate about food quality and pricing in the restaurant industry [4][17]. Group 1: Controversy Overview - Luo Yonghao criticized Xibei for allegedly serving mostly pre-prepared dishes at high prices, which led to a public outcry and media attention [4]. - Xibei's founder, Jia Guolong, firmly denied these claims, stating that according to national standards, Xibei's offerings do not qualify as pre-prepared dishes and announced plans to sue Luo for defamation [4][16]. - Xibei has introduced a "Luo Yonghao menu" that allows customers to monitor and return dishes, aiming to address consumer concerns [4]. Group 2: Consumer Feedback and Store Operations - A visit to Xibei's Wudaokou store revealed that only beef strips are processed in a central kitchen, while other dishes are prepared on-site [5][9]. - The store manager explained that various factors contribute to dishes being served warm rather than hot, including delays in service and air conditioning effects [10]. - Xibei's cooking process involves multiple steps, ensuring that even items delivered from the central kitchen undergo further preparation before serving [11]. Group 3: Market Position and Financial Performance - Xibei reported a revenue exceeding 6.2 billion yuan in 2023, marking a historical high for the company [20]. - The restaurant chain has successfully differentiated itself in a competitive market by implementing a "children's meal" strategy, selling over 20 million children's meals and attracting nearly 6.5 million child customers [20]. - Despite facing criticism for high prices, Xibei maintains a "quality at a reasonable price" strategy, with an average profit margin of no more than 5% in the first half of the year [20].

智通财经APP获悉，便利店运营商RaceTrac周三同意以约5.66亿美元的价格收购三明治连锁店 Potbelly(PBPB.US)，这一跨界收购在业内实属罕见。 家族企业RaceTrac经营着RaceTrac、RaceWay和Gulf品牌的便利店。根据一份声明，该公司将发起 一项收购要约，以每股17.12美元的价格收购Potbelly全部流通股。 Potbelly的所有董事和高管均已同意出售其所持股份，这些股份约占Potbelly已发行普通股的11%。 (相关资料图) 在收购消息公布后，Potbelly股价周三收涨31.32%，报16.98美元。此次交易的价格较该公司90个交 易日的成交量加权平均价格高出47%。 业内专家表示，便利店运营商有时会与餐馆签订特许经营协议，但很少直接收购餐饮连锁品牌。 知情人士透露，总部位于佐治亚州亚特兰大的RaceTrac希望在其便利店组合中增加一家餐厅，这两 家公司是在未经过正式拍卖程序的情况下达成这笔交易的。 近年来，私募股权公司一直是三明治连锁店最活跃的买家。黑石集团去年以约 80 亿美元收购了 Jersey Mike"s，而Roark Capital则在2023年以高 ...

便利店运营商RaceTrac周三同意以约5.66亿美元的价格收购三明治连锁店Potbelly(PBPB.US)，这一跨界 收购在业内实属罕见。 家族企业RaceTrac经营着RaceTrac、RaceWay和Gulf品牌的便利店。根据一份声明，该公司将发起一项 收购要约，以每股17.12美元的价格收购Potbelly全部流通股。 知情人士透露，总部位于佐治亚州亚特兰大的RaceTrac希望在其便利店组合中增加一家餐厅，这两家公 司是在未经过正式拍卖程序的情况下达成这笔交易的。 近年来，私募股权公司一直是三明治连锁店最活跃的买家。黑石集团去年以约80亿美元收购了Jersey Mike's，而Roark Capital则在2023年以高达95.5亿美元的价格收购了赛百味。 知情人士还表示，周三的交易可能会促使其他餐馆考虑将便利连锁店作为潜在的买家。 Potbelly于1977年在芝加哥开设了第一家门店，目前在美国拥有超过445家直营店以及超过105家特许经 营店。 RaceTrac在美国14个州经营着800多个RaceTrac和RaceWay门店，并在美国和波多黎各经营着约1200个 Gulf门店。 两家公司在交 ...

Core Viewpoint - The recent change in the ownership structure of Zhang Liang Spicy Hot Pot, where founder Zhang Liang has shifted from direct to indirect control, signifies a strategic transition in the relationship between personal and corporate branding, marking a new phase in corporate governance [1] Group 1: Ownership Structure and Brand Strategy - The shift from direct shareholding to indirect control reduces personal risk's impact on the company, creating a firewall between personal and corporate brands [1] - This restructuring facilitates the separation of ownership and management, paving the way for a professional management team and clearing obstacles for future capital operations [1] - As the company expands to over 6,000 stores nationwide and operates in 30 cities across 18 countries, the separation of founder IP from corporate branding becomes a necessary choice [1] Group 2: Branding Dynamics in the Industry - The phenomenon of founder IP being synonymous with corporate branding is common in traditional brands, where personal reputation guarantees product quality, effectively reducing consumer choice costs [2] - The restaurant industry often adopts this branding model, with many establishments named after their owners, but this approach struggles to scale in modern market economies [2] - The need for companies to transition from "personal guarantees" to "system guarantees" is highlighted as they grow and face challenges related to personal reputation and standardization [2] Group 3: Case Studies of Branding Strategies - Li Auto's rebranding from "Che He Jia" to "Li Auto" exemplifies a strategic move to avoid over-reliance on founder Li Xiang's personal brand while enhancing brand positioning [3] - Gree Electric's strategy contrasts with others by leveraging founder Dong Mingzhu's personal brand to enhance corporate identity, despite the risks associated with her strong personal style [3][4] - The relationship between founder brands and corporate brands is not binary but requires a dynamic balance, evolving from personal influence to a systematic brand value framework as companies mature [4]

近日，一则"广东深圳一餐厅被曝连袋一起下锅煮"的视频引发关注。"深圳网络辟谣"发文称，据深圳市市 场监督管理局，该局已关注到网传视频，经初步核实，该网传视频餐厅和餐具的Logo，疑似为某牛肉面连 锁品牌餐厅，在深圳暂未发现该餐饮品牌门店。 溯源发现，此前已有网帖反映有餐厅连袋一起下锅煮饺子，首个提及事发地在深圳的微博原帖现已更新内 容，其文案删除了"广东深圳"。 整合：南都官微运营部余思敏 ▊ 阅读更多(戳下方标题) 点击图片阅读 ਲ鸟庙女舞者擦边 点击图片阅读 农 万+ 三 -- -- -- -- -- -- - 家属到殡仪馆瞻仰遗容 发现非禁人安警方介入 警方分入 s 折图片阅读 吵翻| 知名5A景区: 即日起暂停。 深圳市市场监督管理局将继续开展核查工作，同时提醒广大市民，如发现更多有关线索，可向市场监管部 门反映。 公安机关提示，网络不是法外之地，请广大网民严格遵守相关法律法规，自觉规范个人网上言行，做 到"不信谣、不传谣、不造谣"，共同携手维护网络空间秩序。对于歪曲事实、造谣传谣的违法行为，公安 机关将依法严肃处理。 重磅！易会满被查！ 南方都市报(nddaily)、深圳大件事(nandusz)报道 ...

Core Viewpoint - The recent change in ownership of Zhang Liang's Spicy Hot Pot has sparked public interest, highlighting the shift in control from the founder to a new holding company while maintaining indirect control through complex shareholding structures [2][3]. Company Overview - Zhang Liang's Spicy Hot Pot was founded in 2008 by Zhang Liang, who modified traditional Sichuan-style hot pot by replacing the red oil broth with bone broth and adding sesame paste, leading to its rise as a leading brand in the hot pot industry [3]. - As of 2023, the company has over 6,000 global chain stores, primarily franchise-operated, covering more than 300 cities across over 30 provinces and regions in China, with a significant presence in county and town markets [3]. Recent Changes - In early September, Zhang Liang's Spicy Hot Pot's parent company, Zhang Liang Enterprise Management (Group) Co., Ltd., underwent a significant ownership change, with Shanghai Yiyan Jiuding Enterprise Management Co., Ltd. becoming the new controlling shareholder, holding 100% of the company with a registered capital of 50 million RMB [2]. - The original shareholders, Shanghai Yihang Commercial Development Co., Ltd. (holding 90%) and founder Zhang Liang (holding 10%), have exited the shareholder structure [2]. - Shanghai Yiyan Jiuding was established in 2025 with a registered capital of 1 million RMB, and its ultimate beneficiary is still Zhang Liang, indicating that he retains indirect control over the group despite the ownership change [2]. Legal Context - A previous legal issue involved a franchise store in Inner Mongolia, which was ordered to pay Zhang Liang 1.8 million RMB for infringing on his portrait and reputation rights [3].

Core Viewpoint - The Harbin Marathon serves as a platform for self-challenge and a vivid practice of cultural and sports integration in Harbin's post-Winter Olympics era, attracting 35,000 runners from around the world [1] Group 1: Event Highlights - The marathon features a scenic route with historical buildings, riverside views, and live performances, enhancing the running experience [2] - The event includes 52 performance and support points, showcasing the city's musical charm and local cuisine, contributing to a unique "music track" experience [2][4] - The marathon has been upgraded to a World Athletics Gold Label event, achieving a record number of participants and attracting top-ranked runners [4] Group 2: Economic and Cultural Impact - The event promotes high-quality urban development through the "Sports+" initiative, integrating sports with culture, tourism, and commerce [4][5] - The first Harbin Cultural, Sports, and Tourism Industry Expo was held alongside the marathon, enhancing brand visibility for local products and businesses [4] - Hotel and restaurant searches in Harbin saw significant increases, with searches for hotels near key locations rising by up to 332% year-on-year [4] Group 3: Innovations and Services - The introduction of the "Sun Island Glow Night Run" attracted 9,000 participants, boosting the night economy and aligning with national health initiatives [7] - Participants received personalized training guidance and recovery services, enhancing their overall experience and connection to the city [7] - The marathon aims to create a new city image and brand, linking winter sports with summer events, thereby increasing Harbin's recognition as a "treasure city" [7]

Core Viewpoint - The company, Mixue, reported strong financial performance in the first half of 2025, with significant growth in revenue and net profit, driven by efficient supply chain management and expansion strategies [1][2][3] Financial Performance - In 1H25, Mixue's revenue reached 14.87 billion yuan, a year-on-year increase of 39.3%, with product and equipment sales contributing 14.49 billion yuan (up 39.6%) and franchise-related services generating 380 million yuan (up 29.8%) [1] - The net profit attributable to shareholders was 2.69 billion yuan, reflecting a year-on-year growth of 42.9%, resulting in a net profit margin of 18.1%, an increase of 0.5 percentage points year-on-year [1] Revenue Contribution - The company's revenue structure remained stable, with product sales, equipment sales, and franchise-related services contributing 93.1%, 4.4%, and 2.6% respectively [2] - The annualized revenue contribution per store from product sales was 557,000 yuan, up 13.2% year-on-year, aided by increased delivery subsidies [2] Store Expansion - As of 1H25, Mixue had a total of 53,014 stores, a year-on-year increase of 22.7%, with a net addition of 9,796 stores [2] - The expansion in mainland China accelerated, while adjustments were made in overseas markets, particularly in Indonesia and Vietnam, leading to a reduction in store numbers outside mainland China [2] Profitability and Cost Management - The gross margin for 1H25 was 31.6%, essentially stable year-on-year, with product and equipment sales gross margin at 30.3% [2] - The company maintained stable expense ratios for sales, administrative, and R&D costs, indicating effective cost management [2] Future Outlook - The company has adjusted its net profit forecasts for 2025-2027 upwards by 9%, 7%, and 7% respectively, anticipating continued growth driven by brand expansion and operational efficiency [3] - The estimated target price for the company's stock has been raised to 590.22 HKD, reflecting a valuation based on expected earnings growth [3]