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麦当劳全球高层:外卖大战推动餐饮价格走低,对消费者是好事,但对企业构成压力
3 6 Ke· 2025-11-07 00:50
从高层的说法来看,麦当劳在中国的新门店拓展符合预期目标,正积极投资未来,并重申今年麦当劳中国预计新开约1000家门店。 此外,11月5日的业绩会上,麦当劳高层还谈到了麦当劳全球的表现,以及面对充满挑战的市场环境的应对举措。下面,我们来看看详情。 "定价压力" 先来关注下中国市场的表现。 根据财报,第三季度,包含中国在内的国际特许经营市场同店销售额同比增长4.7%。据今天小食代翻查到麦当劳向美国SEC提交的一份文件,第三季度由 于中国、日本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。 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。 "中国市场上演外卖大战,推动餐饮价格走低,这对消费者来说是好事,但对企业构成压力。"在昨天举行的业绩会上,麦当劳全球高层对分析师这么说。 尽管如此,但在上个季度,麦当劳中国还是有着不俗的表现。根据麦当劳2025年第三季度财报,包含中国在内的国际特许经营市场同店销售额同比增长 4.7%。 根据麦当劳中国首席影响官顾磊此前介绍,麦当劳中国持续为员工提供多元发展机会,其中,作为人才培养的核心平台,"汉堡大学"拥有约100位专家, 八 ...
任丘市两毛八饮品店(个体工商户)成立 注册资本5万人民币
Sou Hu Cai Jing· 2025-11-07 00:24
天眼查App显示,近日,任丘市两毛八饮品店(个体工商户)成立,法定代表人为王若飞,注册资本5 万人民币,经营范围为许可项目:餐饮服务;食品销售。(依法须经批准的项目,经相关部门批准后方 可开展经营活动,具体经营项目以相关部门批准文件或许可证件为准)一般项目:食品销售(仅销售预 包装食品);新鲜水果零售。(除依法须经批准的项目外,凭营业执照依法自主开展经营活动)。 ...
Texas Roadhouse (TXRH) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
Yahoo Finance· 2025-11-07 00:00
Texas Roadhouse (TXRH) reported $1.44 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 12.8%. EPS of $1.25 for the same period compares to $1.26 a year ago. The reported revenue represents a surprise of +0.57% over the Zacks Consensus Estimate of $1.43 billion. With the consensus EPS estimate being $1.28, the EPS surprise was -2.34%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations t ...
从超千家豫企参会看河南开放活力
He Nan Ri Bao· 2025-11-06 23:26
进博会进入第八个年头,河南是名副其实的"全勤生"。这个不沿边、不靠海的内陆省份,每年都认真筹 备、积极拥抱新风潮。今年,河南更是组织了超千家企业逛展采购,同时精选一批老字号、非遗企业登 台展示,既是参会者,又是展示方,体现了河南的开放活力。 越开放,越自信;越自信,越开放。在每一个国家级展会的舞台上,河南的主动和积极,都将迎来更多 目光和机遇。(记者 王歌) 作为全球尖端技术、优质商品与管理智慧的汇聚地,进博会为河南提供了"引进来"的重要窗口。当一颗 颗马来西亚鲜食榴莲从郑州机场高效分拨至全国市场,在满足老百姓对美好生活追求的同时,也带动了 航空物流、跨境电商等产业协同发展。在"买全球"的过程中,河南不断做强枢纽优势,以开放激活内 需、赋能产业发展。 责任编辑: 王苑 对外开放不只是引进来,还要走出去。在进博会这个超强资源链接平台上,河南企业深谙"主动才能抓 住更多机遇"的道理。我省各交易分团密集拜访外企高管、推介本土优势产业;蜜雪冰城、禹州坪山钧 窑等企业以独特的文化表达,向世界持续释放合作共赢的信号。 ...
【光大研究每日速递】20251107
光大证券研究· 2025-11-06 23:03
Group 1 - The article emphasizes the importance of the "15th Five-Year Plan" in guiding China's economic and industrial development, focusing on high-quality growth and capital market opportunities [4] - It highlights that the domestic economic policy is expected to continue supporting growth, maintaining it within a reasonable range, which will further solidify the foundation for a prosperous capital market [4] - The article outlines key development directions for various industries over the next five years, including traditional industries, consumption, emerging industries, and future industries, which will be focal points for the capital market [4] Group 2 - 麦捷科技 reported a revenue of 1.107 billion yuan in Q3 2025, representing an 18.75% year-on-year increase and a 9.04% quarter-on-quarter increase, while net profit was 96 million yuan, down 1.11% year-on-year but up 10.16% quarter-on-quarter [5] - 高通's FY2025 performance exceeded expectations, with a forecasted net profit of 11.5 billion USD for FY2026, reflecting a year-on-year growth of 108% [6] - 上海复旦 achieved a revenue of 3.024 billion yuan in the first three quarters of 2025, a 12.7% year-on-year increase, with Q3 revenue reaching 1.186 billion yuan, up 33.28% year-on-year, driven by sales of non-volatile storage chips and other products [7] - 金蝶国际 announced a comprehensive upgrade of its product system, launching a new AI product "小K," marking a significant step into the AI-native era for enterprise management [8] - 百胜中国 reported a revenue of 3.21 billion USD in Q3 2025, a 4% year-on-year increase, with adjusted net profit of 282 million USD, down 5% year-on-year, while same-store sales continued to grow [9]
【百胜中国(9987.HK)】同店销售额持续正增长,净利润受美团投资收益拖累——25Q3业绩点评(陈彦彤/汪航宇/聂博雅)
光大证券研究· 2025-11-06 23:03
点击注册小程序 查看完整报告 门店经营方面,25Q3系统销售额同比+4%(肯德基/必胜客分别同比+5%/+4%),25Q3同店销售额同比+1% (肯德基/必胜客分别同比+2%/+1%)。其中25Q3 肯德基同店交易量/客单价分别同比+3%/-1%,客单价下降主 要由于小额订单的快速增长;外卖业务表现强劲,25Q3外卖销售额同比+33%,占肯德基餐厅收入的51%。 25Q3必胜客同店交易量/客单价分别同比+17%/-13%,交易量连续第十一个季度实现增长,客单价同比下降符 合公司提供更具性价比产品的策略。公司目标25Q4同店销售额达到与去年同期水平接近,全年系统销售额增 速维持中个位数增长的目标。 开店方面,25Q3净增536家门店(肯德基/必胜客分别净增402/158家);期末餐厅总数17514家(肯德基/必胜 客分别为12640/4022家)。公司维持25年净新增1600-1800家店的指引,其中25年前三季度肯德基和必胜客净 新增门店中加盟店占比分别达到41%和28%。 经营效率提升,25Q3餐厅利润率同比改善 25Q3食品及包装物占餐厅收入比例为31.3%,同比-0.4pcts,主要受益于供应链效率优化 ...
在中原大地,感受强劲发展脉动
Ren Min Ri Bao Hai Wai Ban· 2025-11-06 22:11
Group 1: Cultural and Historical Insights - The visit to Henan by media representatives highlighted the province's transformation from an agricultural image to a modern, innovative landscape, showcasing its rich cultural heritage and economic development [1] - The significance of Ru porcelain, originating from Ruzhou, was emphasized, noting its historical importance as a royal porcelain during the Song Dynasty and its unique artistic value [1][2] Group 2: Technological Advancements in Traditional Industries - The introduction of smart farming techniques in the pig farming industry was showcased, with the use of intelligent feeding systems and air filtration, transforming traditional practices into high-tech operations [4] - The Nanyang Muyuan Meat Industry Complex was highlighted for its innovative building design and integration of over 84,000 smart devices, enhancing efficiency and biosecurity in pig farming [4][5] Group 3: Outdoor Leisure Products Industry - The outdoor leisure products industry in Pingyu was noted for its rapid growth, with 304 production and supporting enterprises, establishing itself as a major hub for outdoor products in Central and Western China [5] - The variety of products, including foldable chairs and tents, was praised for their innovative designs and global market reach, exporting to over 60 countries [5] Group 4: Retail and Employee Welfare - The retail company Pang Dong Lai, based in Xuchang, was recognized for its unique employee welfare initiatives, creating a positive work environment that enhances customer satisfaction [6] - The company's growth from a small shop to a popular retail chain was highlighted, attracting national attention and emulation from other businesses [6]
标准出海 共赢致远(评论员观察)
Ren Min Ri Bao· 2025-11-06 21:58
Group 1 - The core viewpoint emphasizes that enhancing the internationalization of standards is a process of deep interaction and shared development between China and the world, rather than a one-way path for Chinese products and standards to enter the global market [1][3] - Chinese standards are increasingly recognized internationally, as evidenced by the Brunei Civil Aviation Authority's recent acceptance of China's civil aviation standards, which opens up greater opportunities for Chinese-manufactured aircraft in international markets [1][2] - During the 14th Five-Year Plan period, China led the formulation of 1,079 international standards and facilitated mutual recognition of over 500 standards, indicating a significant expansion of China's influence in global trade [1][2] Group 2 - Standards are a crucial technical support for economic and social development, as well as important technical rules for international trade, necessitating that Chinese products meet various market entry requirements [2][3] - The establishment of international standards for humanoid robots, led by China, reflects the country's advancements in technology and its responsibility to contribute more Chinese standards and wisdom globally [2][3] - China's economic model is characterized by openness and win-win cooperation, with a focus on upgrading standards to adapt to high-quality development requirements, thereby enhancing trade fluidity and resource allocation [3]
西贝闭店潮,终于撑不下去了!
Xin Lang Cai Jing· 2025-11-06 20:13
11月初,深圳西丽万科云城西贝店的闭店通知正式张贴,与此同时,北京、上海部分门店却再现排队景 象。 西贝的"冰火两重天"已成不争的事实。 两年前,西贝是不少中产家庭的用餐首选。 红色门头下常年飘着羊肉香,家长们为了公认的"儿童餐安全"愿意排队半小时。 全国370家门店全年接待量达3766万人次,门店扩张即火爆成为常态。 如今商场里的西贝早已没了往日热闹。 南京一家经营7年的老店,闭店公告竟将"弘阳广场"错写为"弘扬广场",仓促感扑面而来; 为缓解危机,西贝推出100元无门槛券,不料却被黄牛批量囤积转卖,普通消费者想吃还得额外花钱买 券。 汕头万象城店先是以"设备检修"为由暂停营业,次日后厨便已搬空,只剩"儿童餐专区"的残留贴纸; 即便是西贝的发源地呼和浩特,也一次性关闭3家门店,员工透露"每月亏损十几万撑不下去",官方仅 以"规划调整"含糊回应。 有人将闭店归咎于罗永浩当年的批评,但这并非根本原因。 西贝的困境是多重危机累积的结果,其中预制菜风波引发的"储值卡挤兑"最为关键。 此前,西贝手握800万用户的20亿储值金,这笔资金一直是现金流的重要支撑。 但预制菜争议爆发后,消费者信心崩塌,纷纷集中到店消费兑卡, ...
星巴克发布2025年假日菜单及周边商品
Xin Lang Cai Jing· 2025-11-06 15:57
Core Viewpoint - Starbucks (SBUX) experienced a 0.8% decline in early trading following the announcement of its 2025 holiday menu and related merchandise, which includes the Bearista cold drink cup, in anticipation of Red Cup Day on November 13 [1] Group 1 - The company unveiled its holiday offerings, which are aimed at generating excitement for the upcoming festive season [1] - Red Cup Day is an annual event where customers purchasing handcrafted holiday beverages receive a limited edition reusable red cup for free [1]