抖音生活服务创作者获得 "北京老字号体验官"称号 2024年6月，抖音生活服务推出"心动老字号·焕新计划"，宣布投入亿级流量资源、免费运营扶持、产品 权益认证等几大举措，助力老字号在抖音实现产品升级、销量增长，帮助老品牌焕发新活力。作为"心 动老字号"IP的延续升级，今年"寻找原汁原味老字号"活动中，抖音生活服务将在入驻、运营扶持、传 播等多个环节更加深度地助力老字号焕发新活力。 公开报道显示，"心动老字号"是抖音生活服务推出的平台级IP，2024年持续升级，助力老字号更好更快 实现创新发展。抖音生活服务相关负责人表示，希望通过"心动老字号·焕新计划"，老字号品牌可以在 抖音把故事讲得更广，把产品卖得更多，把文化传得更长久，在抖音焕发新的活力。 近日，2025老字号创新展示发布会暨"寻找原汁原味老字号"系列活动启动仪式在北京举行。活动由北京 市商务局主办、北京老字号协会承办。抖音生活服务作为支持单位，邀请 @是锤锤呀、@兔爷吉祥、 @卷儿哥吉祥 等北京本地头部达人现场参与，后续将通过老字号商家入驻扶持、经营培训、IP 联名等 长期举措，以数字化手段助力老字号品牌实现创新发展与文化传承。活动现场，参与达人被正式 ...

根据财报显示，当前Tims天好中国全国门店数达到1024家，其中自营门店569家，加盟店455家，已覆 盖全国84个城市。截至2025年3月31日，Tims天好中国的加盟门店总数量增至455家，较去年一季度302 家门店增长153家。与此同时，品牌会员体系实现规模与黏性的双向进阶，天好中国的品牌注册会员总 数达2515万人，同比增长25.7%，平均每家店的会员人数超过24500人。 新京报讯（记者王子扬）6月24日晚间，全球连锁咖啡品牌Tim Hortons（天好咖啡）中国业务（以下简 称"Tims天好中国"）公布2025年第一季度财报显示，公司第一季度总营收达到3.007亿元，系统销售额 为3.763亿元。其中，第一季度公司自营门店贡献为1715万元，自营门店贡献率为6.7%，同比增长 5.9%。 校对 王心 一季度财报显示，Tims天好中国自有门店成本和费用较2024年同期下降19%。其中，食品和包装成本较 去年同期下降24.6%，租金及物业管理费降低12.9%，其他运营费用减少25.6%。公司总部层面，随着品 牌影响力持续扩大，营销费用较2024年同期下降11.8%。受益于规模优势和精细化运营的双重加持 ...

6月25日，2025大众点评"必吃榜"在南京正式揭晓，144座城市及地区的3091家餐厅上榜，上海、北京、 成都、重庆、深圳为上榜餐厅数TOP5城市。 ...

公布典型案例释放了深入贯彻落实反食品浪费法的信号。考虑到商家对法条不熟悉，又是首次违法，监 管部门仅对违法商家采取了警告等温和的处罚方式。同时，此举推动商家寻找更健康的盈利模式——比 如用小份菜、灵活拼盘、单杯优惠替代强制消费，既满足多元需求，又避免食品浪费。 当起售门槛导致食品浪费时，商业逻辑应当让位于法律效力。这并非要扼杀商业创新，而是推动商家寻 找更健康的盈利模式——比如用小份菜、灵活拼盘、单杯优惠替代强制消费，既满足多元需求，又避免 食品浪费。 羊肉串"6串起售"、奶茶"2杯起购"、包子"25元起购"……经常在餐馆吃饭的消费者，大都遇到过商家的 起售门槛。正因为习以为常，在市场监管总局最新公布的反食品浪费典型案例中，诸如北京市海淀区市 场监管局对某包子铺"25元起购"开出整改通知，上海虹口区监管部门叫停餐饮店"羊肉串6串起售""特色 生蚝一打起售"的强制规定，江苏张家港奶茶店因"2杯起购"被责令整改，等等。这才让人意识到，设置 起售门槛竟然是违法行为。 从法律层面看，设置起售门槛违反了《中华人民共和国反食品浪费法》第七条：餐饮服务经营者不得诱 导、误导消费者超量点餐。而限制起售数量，正是商家诱导甚至强 ...

加盟业务的稳定扩张为Tims天好中国的收入增长提供了强劲动能。根据财报，2025年第一季度，公司 其他收入为4600万元人民币，较2024年同期的3580万元增长28.6%，其他收入的利润同比增长34.5%， 成为公司的第二增长曲线。 当前，Tims天好中国全国门店数达到1024家，其中自营门店569家，加盟店455家，已覆盖全国84个城 市。 截至2025年3月31日，品牌注册会员总数达2515万人，同比增长25.7%，平均每家店的会员人数超过 24500人，为品牌长期增长打下稳固的消费者基础。 Tims天好中国CEO卢永臣表示："2025年第一季度以来，我们推出战略性新品 ——'轻体午餐盒'系列产 品，包括热烤贝果堡、充能午餐卷、有料能量碗等，持续巩固'咖啡+暖食'差异化优势，进一步推动系 统销售额增长和门店效益提升。本季度，公司持续推动加盟门店策略，巩固规模优势的同时实现盈利能 力的有机增长，自营门店贡献率同比提升5.9%，公司层面调整后Ebitda亏损大幅收窄接近一半。" 根据财报，截至2025年3月31日，Tims天好中国的加盟门店总数量增至455家，较去年一季度302家门店 增长153家，相当于每 ...

Core Insights - Yum China is advancing in the field of artificial intelligence with the launch of its first AI-driven operational assistant, "Q-Rui," aimed at enhancing restaurant operations [1][2] - The AI system will assist in over 20 operational tasks, including scheduling, inventory management, and automated reordering, providing comprehensive support to restaurant managers [1][2] - The company has been investing in AI since 2019, focusing on end-to-end digital infrastructure, with a significant emphasis on generative AI to enhance operational capabilities [2][3] Group 1 - The Q-Rui AI assistant has passed initial laboratory validation and is set to be implemented in select stores, with plans for rapid iteration based on frontline feedback [2] - The AI application extends beyond routine tasks to include front-end operations and back-end supply chain management, enhancing inventory management precision [4] - Yum China emphasizes that AI is not intended to replace employees but to free them from tedious tasks, with a focus on empowering frontline staff [5] Group 2 - The company is in a phase of quality improvement and efficiency enhancement, with profit margins for KFC and Pizza Hut increasing by 0.5 and 1.9 percentage points year-on-year, reaching 19.8% and 14.4% respectively in Q1 2025 [7] - Yum China's Chief Technology Officer highlights the importance of digitalization and AI in the restaurant industry, noting that many of the company's digital initiatives have become industry standards [6] - The company plans to establish a 100 million yuan "frontline employee innovation fund" to promote innovation from the ground up, leveraging the experiences of frontline operational staff [5]

Group 1 - Trump announced that Israel and Iran have agreed to a full ceasefire, although no official statements have been made by either country [2] - The U.S. stock market saw all three major indices rise by nearly 1%, with Tesla experiencing its largest single-day gain in two months, up over 8% [3] - Concerns over the Israel-Iran conflict eased, leading to a significant drop in international oil prices, with WTI crude oil futures falling by 7.22% to $68.51 per barrel [5] Group 2 - Darden Restaurants reported a 10.6% year-over-year revenue increase to $3.27 billion for the fourth fiscal quarter, slightly exceeding expectations [6] - The company anticipates a revenue growth of 7% to 8% for the full fiscal year 2026, with adjusted earnings per share projected between $10.50 and $10.70 [6] - Darden's flagship brands, Olive Garden and LongHorn Steakhouse, saw same-store sales growth of 6.9% and 6.7%, respectively, indicating strong consumer preference for dining out [7] Group 3 - The Baltic International Maritime Council reported a noticeable decline in the number of vessels passing through the Strait of Hormuz due to escalating geopolitical tensions [8] - Increased shipping costs and extended delivery times are expected as shipping companies reroute to avoid the Strait, impacting global shipping demand [8] - The Baltic Dry Index experienced a significant drop of 14% from June 13 to June 20, reflecting the adverse effects of the geopolitical situation on shipping [8] Group 4 - Bank of America noted that foreign central banks have been selling U.S. Treasury bonds since March, indicating a reduced reliance on dollar assets [9] - The total reduction in U.S. Treasury holdings by global central banks and official institutions reached approximately $48 billion since the end of March [9] - The current yield on 10-year U.S. Treasury bonds stands at 4.38%, making them attractive compared to the average dividend yield of the S&P 500 [9] Group 5 - Walmart's PhonePe is reportedly planning to raise $1.5 billion through an IPO in India, supported by Walmart [10] - The digital payments sector continues to grow globally, with varying levels of adoption and technological development across different regions [10] - India presents significant growth potential for digital payments due to its large population and government initiatives to reduce cash usage [10]

Group 1: Industry Trends - The restaurant industry is experiencing a trend of cross-industry expansion, with various companies diversifying their offerings, such as Zhou Hei Ya launching a coconut water brand and Haidilao opening new types of food outlets [1] - New players like Sina are entering the competitive restaurant market, indicating a shift in industry dynamics [2] Group 2: Company Developments - Sina has launched its own rice brand, Sina Rice, under its agricultural sector, with a focus on self-developed rice products and brand incubation since its establishment in 2016 [4] - The company has opened offline stores for Sina Rice, with positive customer engagement and sales reported, including over 40,000 orders on JD's delivery platform [4] - The transition to a rice brand is part of Sina's broader strategy for diversification following its delisting in 2021, as stated by CEO Cao Guowei [7] Group 3: Market Analysis - The entry of Sina and other brands like Guirenniao into the rice market raises questions about the viability of such cross-industry ventures, especially given the perceived low barriers to entry in the food and beverage sector [8] - Sina's move into the rice market is compared to previous attempts by other companies to diversify, with mixed results observed in the past [10]

夏日的靖西市区，商贸街区人群熙攘。6月15日傍晚，新靖镇幸福大道幸福广场综合楼二楼的壮族 人餐饮店里，已是宾客满堂。然而，就在几个月前，这家餐饮企业遇到了大难题。 "和几家大供货商的合同都签了，新菜品研发、店面升级、宣传推广，样样都要钱，可账上的钱转 不动了。"董事长黄璟说。这家主打民族文化品牌的餐饮企业，曾以独特风味和优质服务赢得口碑。但 去年下半年，随着餐饮市场复苏，新面孔不断涌入，竞争陡然加剧。 想要突围，全面升级势在必行。可一边是迫在眉睫的投入需求，一边是采购合同带来的短期巨大资 金压力，公司现金流骤然吃紧，陷入经营困境。 转机出现在去年8月，在靖西市人社局举办的一场招聘会上，关于"广西创业担保贷款"政策的宣传 展板吸引了黄璟。工作人员详细解释：这项政策旨在为创业者和小微企业"雪中送炭"，通过政府性融资 担保机构分担风险、国家财政给予利息补贴，切实降低融资门槛和成本。 黄璟当场向人社部门工作人员表明了公司困境和融资需求，并提交了贷款申请。靖西市人社局迅速 响应，高效完成了对公司经营状况和资格的审核。紧接着，依托部门与金融机构建立的"双向推送"机 制，这份带着企业迫切期盼的申请， 第一时间被推送到了合作 ...

今天，百胜中国首届人工智能日活动在上海举行。活动开幕式上，公司发布了首个面向餐厅营运的智能 体——Q睿（Q-Smart Agent）。百胜中国首席执行官屈翠容发表了开幕致辞，并宣布将设立一亿元 的"一线员工创新基金"，通过资金、技术及资源的多维赋能，将一线员工基于营运实际需求提出的创新 构想转化为实际应用。 百胜中国首席执行官屈翠容，首席技术官张雷，肯德基中国总经理汪涛，必胜客中国总经理蒯俊，首席 人力官丁时彦共同出席Q睿启动仪式 三：实时感知响应，助力决策更"精准化" "Q睿"可以迅速分析并提示管理过程中的机会点。例如，当系统监测到厨房生产原料可能断货时，会立 即向值班经理推送预警信息，经确认后自动追加生产计划； 同时，依托百胜中国庞大的知识库资源， 它将为一线员工提供实时数据查询与专业知识支撑——无论是日常营运疑问，还是突发难题应对，智能 体都将快速给出精准指导。 目前，Q睿智能体已经初步通过了实验室验证，并且即将开始在部分门店上线。未来百胜中国将持续收 集一线反馈，快速迭代升级，推广至更多门店。 此次发布的智能体Q睿，深度融合了生成式AI，物联网，大数据等前沿技术，首次实现了"人-货-场"的 餐厅营运全 ...