Core Viewpoint - Tims China is struggling to achieve profitability despite its efforts to differentiate itself in the highly competitive coffee market through a "coffee + warm food" strategy, while facing significant financial challenges and competition from established brands like Luckin Coffee [3][4][15]. Financial Performance - In 2024, Tims China reported total revenue of 1.391 billion RMB, a decrease of 10.8% year-on-year, with a net loss of 409 million RMB, although this represented a significant reduction in losses compared to previous years [8][21]. - The company’s cash and cash equivalents decreased by 16.08% to 184.2 million RMB by the end of 2024, compared to 219.5 million RMB in the previous year [21]. - Tims China’s total liabilities reached 2.397 billion RMB, with short-term borrowings amounting to 381 million RMB, indicating increased financial pressure and liquidity challenges [22]. Business Strategy - Tims China has shifted its focus to franchise operations, with a total of 1,022 stores by the end of 2024, of which 576 are company-owned and 446 are franchised, marking an increase of 163 franchise stores within a year [11][12]. - The company aims to enhance its profitability by closing unprofitable stores and optimizing its operational efficiency, alongside establishing a strategic position for its franchise business [22][15]. Market Competition - The coffee market in China has become increasingly competitive, with Tims China facing challenges from various brands engaging in price wars and expanding their product offerings [9][24]. - Tims China’s same-store sales growth has shown a decline, with a notable drop of 21.7% in the third quarter of 2024, reflecting the intense competition and market saturation [12][27]. Product Development - Tims China has introduced a "light bagel burger lunch box" series to attract customers during lunch hours, aiming to increase foot traffic and sales [4][28]. - The company has also revamped its store model to include "made-to-order" counters, allowing customers to see the preparation process, which is expected to enhance customer experience and drive sales [28][29]. Supply Chain Management - Tims China is leveraging its parent company RBI's global coffee supply chain to stabilize and reduce costs associated with coffee bean procurement, while also sourcing local coffee beans from Yunnan [24][25]. - The company has established partnerships with various suppliers to ensure a steady supply of ingredients, which is crucial for maintaining operational efficiency in a competitive market [32].

Core Viewpoint - The article discusses the launch of Haidilao's first bakery brand "拾㧚耍·SCHWASUA" in Hangzhou, emphasizing its affordable pricing strategy and potential to disrupt the bakery market, leveraging Haidilao's established brand and supply chain advantages [1][4][10]. Group 1: Product and Pricing Strategy - "拾㧚耍" offers a range of affordable bakery products, with prices such as 5.8 for rye cranberry bread and 6.8 for sea salt rolls, averaging under 4 for croissants, which is surprising for consumers [6][10]. - The bakery focuses on a simplified SKU strategy, emphasizing core products like baguettes and croissants, while also introducing healthier options and local flavors, with prices generally between 6-12 yuan [13][16]. - The pricing strategy positions "拾㧚耍" significantly lower than competitors, with overall prices around 70% of other trendy bakery brands, making it appealing to students, office workers, and families [13][16]. Group 2: Consumer Engagement and Experience - Despite minimal pre-launch marketing, the bakery attracted a large crowd due to the Haidilao brand, featuring a free tasting area that became a popular attraction [8][10]. - The service model reflects Haidilao's customer-centric approach, with staff assisting customers and allowing the use of vouchers won in-store, enhancing the overall experience [8][10]. Group 3: Supply Chain and Operational Efficiency - The bakery benefits from Haidilao's established supply chain, utilizing shared resources for ingredients and logistics, which helps maintain low prices while ensuring freshness [16][17]. - This operational synergy allows "拾㧚耍" to balance between freshly baked goods and affordability, positioning it as a strong competitor in the bakery market [17][35]. Group 4: Market Trends and Consumer Demand - There is a growing demand for both high-end and affordable bakery products, with a significant portion of consumers preferring options under 10 yuan, indicating a robust market for quality yet affordable baked goods [19][21]. - The article highlights the importance of maintaining product quality while competing on price, suggesting that the bakery must avoid the pitfalls of relying solely on price cuts [33][35]. Group 5: Competitive Landscape - "拾㧚耍" is compared to other emerging brands like "巨人妈妈面包," which also targets the affordable bakery segment, indicating a trend towards value-driven offerings in the market [24][28]. - The success of "拾㧚耍" will depend on its ability to replicate Haidilao's operational efficiencies and customer loyalty in the bakery sector, as well as its adaptability to market demands [37].

Core Viewpoint - The 2025 China Bakery New Product Launch Week will take place from May 19 to May 22, showcasing over 50 new products from more than 18 well-known companies, emphasizing the collaboration across the entire industry chain to create popular products [1][3]. Group 1: Event Details - The event will be held at Bakery China, Hall 3, Booth F61, featuring a product manual that includes hundreds of new product case studies across 13 major categories [6]. - Attendees can pre-register to receive the product manual on-site, which is available in limited quantities [6]. Group 2: Featured Products - Notable new products include: - Parmigiano Ham Sandwich by Wangqiushan [7] - Mother's Day Cake Series by Miqi [7] - Guava Light Fat Cheese Cake by HPC Bakery [8] - Tiramisu Layered Toast by Rukou Ganghao [9] - Flowering Berry by Sun Beibei Bread [9] - Limited Edition Mother's Day Cakes from various brands [8][9][10]. Group 3: Industry Trends - The event highlights a trend towards seasonal and themed products, particularly for Mother's Day, with many brands launching special cakes and desserts to cater to this occasion [16][26][40]. - The introduction of clean-label products, such as the Green Bean Vegan Cake with only six ingredients, reflects a growing consumer preference for transparency and health-conscious options [30]. Group 4: Market Expansion - Companies like Sunmerry and Little Mermaid are expanding their product lines with innovative offerings, such as French-style baked goods and unique flavor combinations [135][137]. - The industry is witnessing a shift towards incorporating local flavors and ingredients, as seen in products like the Quinoa Walnut Milk Cake [60]. Group 5: Consumer Engagement - The event serves as a platform for brands to engage directly with consumers, allowing them to experience new products firsthand and gather feedback [1][3]. - The emphasis on visually appealing and Instagram-worthy products indicates a strategy to attract younger consumers through social media [18][22].

Core Viewpoint - The article discusses the rapid expansion and challenges of the 2 yuan bread market in China, highlighting both the consumer demand for low-cost baked goods and the pitfalls faced by entrepreneurs in this sector [3][21]. Group 1: Market Trends - The baking market is experiencing significant growth, with the 2 yuan bread concept expanding from lower-tier cities to first-tier cities like Guangzhou [6][7]. - New variations of 2 yuan bread are emerging, including combo meals and health-focused options, indicating a diversification of product offerings [10][11]. - The 2 yuan pineapple bun has become a flagship product for many stores, with brands like "Shanhai Ji" claiming to sell over 10 million units annually [13][15]. Group 2: Cost Management - The cost optimization strategies employed by 2 yuan bread shops include using lower protein flour and reducing filling content, leading to a 42% decrease in raw material costs for pineapple buns [15][16]. - New store models, such as self-service and automated operations, are being adopted to further reduce costs and enhance customer experience [19][20]. Group 3: Entrepreneurial Challenges - Despite the initial success stories, many 2 yuan bread franchises are facing closure, with reports of high failure rates among new stores [21][24]. - Common issues leading to store closures include slow product innovation, high product homogeneity, and inconsistent quality, which have resulted in low customer retention [25][28]. - The narrative around 2 yuan bread often focuses on the entrepreneurial opportunities it presents, but many franchises are more about selling courses and franchises rather than sustainable business models [24][28]. Group 4: Competitive Landscape - The trend towards cost-effective baking is not limited to 2 yuan bread, as other brands are also launching low-cost products and community store models to capture market share [30][32]. - The success of established brands like Mixue Ice City and Sally's demonstrates that a robust supply chain and brand ecosystem are crucial for maintaining price advantages, which many 2 yuan bread shops lack [32].

东京烘焙职业人为方便大家及时了解行业内的最新动态，包括：供应商产品资讯、服务商动向、教培动态、行业及周边行业活动、相关赛事进 程等，特开设周六行业资讯分享特别板块，定期为大家更新上述相关内容，帮助大家快速了解行业一手信息。 我们探寻烘焙行业更多不同细分领域的元素，只为更好地推动烘焙行业的发展。 | 本期看点 | | --- | 3、企迈与江苏餐协共探AI餐饮新未来 教育培训 行业赛事/活动 烘焙原材料 服务商动态 1、有赞升级AI只能分销功能 2、焙融主办5月新品发布周即将开幕 烘焙设备 1、⾦城制冷【⼦⺟双温展⽰柜】 2、韩焙【定制洋红⾊烘焙设备组合】 3、 瑞士龙都【Croissomat 4.0牛角机 】 4、膳印【S542产线级食品喷花机】 5、三能【圆形圈】 6、 新麦机械【压面机】 7、赛思达【EBE烤炉之组合炉系列】 8、广东创谱【PLC智控离缸式工业和面机】 1、嘉吉【焙芙®⻩油】 2、科⻨【⽊⽥制粉梦⼒元⽓⾯粉】 3、雀巢【酸奶奶油】 4、海象【乳脂黄油（优品）】 5、港华月【月饼专用糯米粉】 6、王后【中式糕点粉】 7、阿诺【南洋果子】 8、欧邦食品【新口味沙拉酱】 9、焙琦【无水酥油/黄奶 ...

2025年5月19日，第27届中国国际焙烤展览会将在上海国家会展中心盛大开幕。作为全球焙烤行业的风 向标，本届展会汇聚了全产业链的新技术、新设备与新趋势，不仅为行业提供交流与合作的平台，更成 为企业展示创新实力的舞台。在消费升级与市场竞争加剧的背景下，如何通过新技术提升产品竞争力， 成为行业关注的焦点。 烘焙行业痛点凸显，食品喷花价值亟待重视 期待携手共创，共赴焙烤盛宴 本届展会中，膳印科技将在5.1号馆51F11展位亮相，现场展示高性能全彩食品喷花设备、案例成果及定 制化服务。参会者可近距离体验食品喷花技术演示、并与公司团队做深入交流。如需提升产品竞争力， 欢迎莅临展位洽谈，共同探索食品喷花技术的无限可能！ 当前，烘焙行业正面临同质化竞争加剧、消费者审美疲劳等挑战。产品创新、提升销售、降本增效成为 企业突围的关键。 为解决客户需求及痛点，膳印科技在全球首创综合食品喷花设备，并提出与推广食品喷花一站式落地 CTW服务模式。 然而，传统装饰工艺存在效率低、成本高、创意受限等问题，尤其在节日旺季，人工装饰难以满足大规 模定制化需求。与此同时，消费者对食品的"颜值"要求日益提升，精致、个性化的外观已成为产品溢价 的 ...

Group 1 - Haidilao's bakery brand "拾 耍·SCHWASUA" has officially opened in Hangzhou, attracting high customer traffic since its launch during the May Day holiday, with some popular products selling out by 11 AM [1][3] - The bakery offers a variety of products with prices starting at 5.8 yuan, positioning itself as a cost-effective option, with many items priced under 10 yuan, leading to positive consumer feedback on its affordability [1][4] - The store features over 50 types of baked goods, including popular items like coffee bread, which sells over 200 units daily, often running out of stock [3][4] Group 2 - The store's design adopts a minimalist black and gold theme, with a unique circular glass display for products and interactive elements like a lottery machine to engage customers [4][6] - The bakery market is highly competitive, with a rapid turnover of brands; recent examples include the rise and fall of brands like 熊猫不走 and 虎头局·渣打饼行, highlighting the volatility in the sector [8][9] - Haidilao's entry into the bakery market combines elements of both affordable and premium offerings, aiming to explore a new business model that emphasizes quality while maintaining low prices [11][13]

Core Insights - The 2 yuan bread market is rapidly expanding from lower-tier cities to first-tier cities, with notable growth in popular commercial areas like Guangzhou Tianhe South Road [1][3] - New variations of 2 yuan bread are emerging, offering diverse products and combinations to cater to different consumer preferences [3][4] - The pineapple bun has become a signature item for 2 yuan bread stores, with brands like "Shanhai Ji" and "Le Jian Yu Xiao Man" achieving significant sales and customer engagement through fresh offerings and promotional strategies [4][6] Market Dynamics - The cost optimization strategies employed by 2 yuan bread stores, such as using lower protein flour and reducing filling content, have led to a significant decrease in production costs, making them competitive in the market [6][10] - Innovative store models, including self-service and automated operations, are being adopted to enhance customer experience and reduce operational costs [9][10] Challenges and Risks - Despite the growth, many 2 yuan bread franchises are facing challenges, including high rates of store closures and complaints about product quality and consistency [10][12] - The market is characterized by a high level of product homogeneity and slow innovation, leading to customer dissatisfaction and low repeat purchase rates [12][15] - The low-cost model of 2 yuan bread lacks a robust supply chain and operational support, making it vulnerable to market fluctuations and competition [19]

福州公孙策公关咨询有限公司合伙人詹军豪对《证券日报》记者表示："这种性价比策略与海底捞在餐 饮领域积累的品牌影响力相结合，能否在烘焙市场掀起波澜，仍有待市场检验。" 海底捞此次跨界烘焙领域并非偶然之举，而是其"红石榴计划"战略落地的关键一步。据了解，该计划于 2024年8月份正式启动，旨在鼓励孵化和发展更多餐饮新品牌，推动公司多元化发展。截至2025年4月 份，海底捞已孵化并运营13个子品牌，覆盖烤肉、炸鸡、中式快餐、麻辣烫等多个品类。 在火锅市场竞争日趋白热化的背景下，火锅巨头海底捞国际控股有限公司（以下简称"海底捞"）也在加 速多元化布局。近日，海底捞旗下全新烘焙品牌"拾耍·SCHWASUA"在杭州西湖银泰百货全国首店开 业，这也标志着这家以服务著称的火锅企业正式将业务拓展至烘焙赛道。 推进多元化战略 据悉，"拾耍·SCHWASUA"店内售卖的面包种类繁多，价格大多在10元左右，最贵的单品也不超过30 元。 艾媒咨询发布的《2024—2025年中国烘焙食品行业现状及趋势研究报告》数据显示，2023年中国烘焙食 品零售市场规模达5614.2亿元，同比增长9.2%，预计2029年市场规模可达到8595.6亿元 ...

Core Viewpoint - The article highlights the entrepreneurial journey of Hebe, the founder of labaker, a unique bakery in Shenzhen that emphasizes the scientific approach to baking and the integration of local ingredients into European-style bread [5][18][23]. Group 1: Company Overview - labaker is a bakery that specializes in European-style bread and has expanded to Shanghai, focusing on quality and transparency in its products [1][5]. - The brand's name, labaker, combines "Lab" (laboratory) and "baker," reflecting its commitment to scientific baking practices [18][19]. Group 2: Founder’s Background - Hebe transitioned from a finance career in Hong Kong to baking, driven by a personal interest in the science behind bread-making [5][8]. - Her first bakery, amino, was established six years ago, focusing on the nutritional aspects of bread, particularly for young consumers [9][12]. Group 3: Product Philosophy - labaker aims to create "authentic bread" that is healthy, low in sugar and fat, and suitable for daily consumption [11][56]. - The bakery incorporates local Chinese ingredients into its European bread recipes, creating unique products that blend cultural flavors [23][26]. Group 4: Market Positioning - labaker targets high-income consumers in first-tier cities who are health-conscious and value quality ingredients [44][46]. - The brand differentiates itself by avoiding trendy, high-calorie products and instead focuses on everyday bread that encourages repeat purchases [11][56]. Group 5: Business Strategy - The company emphasizes direct communication with customers and maintains a strong relationship through membership activities and collaborations with lifestyle brands [44][48]. - labaker has plans for expansion while ensuring that each store maintains the quality of freshly baked products without relying on central factories [48][59].