Core Insights - The article highlights the frequent experience of ordering mistakes among residents in Shenzhen due to the high density of fast-food chains and coffee shops in close proximity, leading to confusion and misplacement of orders [1][4] - The fast-paced lifestyle in Shenzhen contributes to this issue, as individuals often rush through their daily activities without confirming their order locations, resulting in wasted time [4] Group 1: Industry Density - Shenzhen has a high concentration of fast-food outlets, with multiple KFC and McDonald's locations within short distances, making it easy for customers to mistakenly order from the wrong outlet [1] - The article mentions specific examples of multiple McDonald's and Luckin Coffee locations within the same shopping mall, illustrating the challenge of navigating such a dense market [1] Group 2: Consumer Behavior - The fast-paced lifestyle of Shenzhen residents leads to hurried decisions when placing orders, often without proper verification of their location [4] - The overwhelming number of choices available on delivery apps forces users to scroll through multiple screens, increasing the likelihood of making errors in their selections [4]

来源：滚动播报 美股周二盘前，百胜中国上涨1.2%。机构指出该公司的餐厅净利率有望持续上行。 ...

格隆汇8月19日｜1. 美国三大股指期货涨跌不一，纳指期货跌0.11%，标普500指数期货跌0.04%，道指 期货涨0.13%。 2. 欧股主要指数集体上涨，德国DAX指数涨0.34%，英国富时100指数涨0.35%，法国CAC指数涨 0.95%，欧洲斯托克50指数涨0.75%。 3. 标普全球评级确认美国主权信用评级维持"AA+/A-1+"，前景展望保持稳定。 4. 瑞银将2026年3月底的黄金目标价上调100美元至每盎司3,600美元。 5. 据报英伟达正为中国开发一款基于其最新Blackwell架构的新AI芯片，性能超越H20。 6. 特朗普政府考虑入股英特尔10%，或成最大股东；软银同意向英特尔投资20亿美元。 7. 特斯拉中国官网上线新款六座纯电SUV Model Y L车型，33.9万元起售，预计交付时间2025年9月。 8. 古尔曼：在印度首次实现包括Pro在内的iPhone17全系列机型本地化生产。 9. 星巴克宣布，北美地区所有月薪员工今年将获加薪2%。 10. Arm聘请亚马逊AI芯片总监Rami Sinno，以推进其自主开发完整晶片的计划。 11. 京东：已为15万外卖全职骑手缴纳五险一 ...

最近的香港，简直是冰火两重天。 在香港核心地段走不了几步，就能碰到一间空置的店铺，几个月前这里可能还是一家开业几十年的茶餐厅，如今已经大门紧闭。 就连知名餐厅，比如曾经拿到米其林一星推荐的新斗记，都关门大吉。 关门在如今的香港可太常见了，今年上半年香港近300家商铺停业，七成是餐饮店。 可另一边，在香港中环的香港金融大会堂，上市的锣声今年可没少过，甚至出现了一天敲了六次锣的奇景。 截至7月25日，2025年已有52家公司登陆港股上市，港股IPO首发募集资金已达1273.6亿港元（约合162.74亿美元），创2021年以来新高。 先是新消费和创新药，最近又是美国AI芯片解禁引发的互联网公司大涨，总有行业板块出来带动行情，港股今年也是热闹非凡。 一边是2024年2月到2025年4月，连续十四个月，香港零售业销售总额一直同比下跌，直到今年5月才企稳。另一边是恒生指数高歌猛进，8月14日又创下三 年多的新高。香港到底是衰退，还是繁荣？ "国际"的香港在繁荣，"本土"的香港在衰退。 餐饮零售开不了业，房东就收不了租，中环、尖沙咀、旺角及铜锣湾四大香港核心商圈，在今年一季度空置率高达12.1%，创下近四年半来的新高——没 ...

近日，寿司郎母公司FOOD&LIFE COMMPANIES（简称"F&LC"）发布2025财年三季报，财报显示， 2024年10月1日-2025年6月30日，F&LC营收同比增长18.3%至3131.49亿日元，归母净利润同比增长 74.3%至180.72亿日元。 寿司郎门店。图源品牌官方账号 F&LC在财报提到，受个人消费复苏（伴随工资上涨）以及海外游客需求增加等因素的影响，日本经济 活动逐步复苏，但由于全球政治不稳定以及日元贬值持续时间长于预期导致的价格上涨等因素，前景依 然不明朗。F&L还称，餐饮业继续面临挑战，包括大米等原材料和能源价格飙升，以及劳动力长期短 缺。 数据显示，除了寿司郎外，其他子品牌在海外布局甚少。截至今年6月30日，寿司郎在日本共有661家， 同比增长6家，在国际市场有212家，同比增长38家。而杉玉等其他子品牌在日本共有299家门店，但在 国际市场只有8家门店。 作为门店数量最多的品牌，寿司郎是公司的营收主力，但该品牌在日本的业绩增速不如国际市场。2025 财年前三季度，寿司郎在日本地区净销售额同比增长11.6%至1959.9亿日元，分部利润同比增长46.9%至 152.71亿日元 ...

作者 | 王小娟 编辑 | 黄昱 京东设想中的通过外卖来引流的策略正在奏效。前不久其发布的二季度财报显示，京东外卖投入虽然让整体利润受到影响，但京东整体 营收及零售主业收入均实现了20%的增长。与此同时，京东基于外卖的衍生业务，仍在如火如荼地推进中。 8月18日，正式开业两个月的京东七鲜美食MALL公布了阶段性的经营成果。京东方面表示，七鲜美食MALL开业两个月，在"首店经 济"和"新品首发"的带动下，迅速成为哈尔滨"必打卡网红新地标"。开业至今，线下客流增长超3倍，逛购率近100%。 当然，开设七鲜美食MALL也不仅仅是开设一个餐饮实体，在七鲜美食MALL负责人看来，其是京东在本地生活领域的一次创新性布 局。"京东做餐饮，做品质外卖是一个长期事业。品质堂食餐厅入驻京东外卖是第一步，七鲜美食MALL是第二步，之后又上线了七鲜小 厨。" 具体而言，这种创新体现在多个方面。 首先是外卖行业的信任问题。京东盯上的品质外卖，则需要更加注重透明程度。在这方面，七鲜美食MALL强制性的100%后厨直播，直 击外卖行业"幽灵厨房"痛点。数据显示，该模式使复购率有所提升、投诉率有所下降，这种透明本身也是流量，也可以通过透明来 ...

19日，老霍记饸饹面馆旁一商户告诉记者，面馆夏季生意较好，"续面事件"发生后，店内顾客减少，本来事件都 和解了，但因老板一句"七匹狼"，又招来网友讨伐，"昨天晚上就关门了。"网传多段视频显示，18日晚间，老霍 记面馆门前积聚数十人，持手机进行拍摄。有情绪激动的顾客称"这样的老板，不该让他挣钱"。 "续面事件"引发关注，源于8月14日，饭馆老板在个人抖音账户发布的一段视频。视频中，老板霍先生称，店内2 名顾客带5个孩子"只点了一碗饸饹面，多次加面，并给店铺差评"，引发关注。之后，涉事顾客马女士晒出140余 元的账单，事件迎来反转，引发网友讨论。 新京报记者了解到，双方就"续面、差评"一事，于8月15日，在饭店所属辖区的三官庙街道办的调解下，达成和解 协议。协议书显示，双方达成协议：商家把视频删除，保证不在网上再次传播。对不实言论和对未成年人肖像权 侵害进行当面道歉。同时，涉事顾客发布在社交平台的店铺差评内容进行删除，保证不在网上传播。 新京报讯（记者程亚龙 吴梦真）8月19日，因"续面事件"引发关注的郑州老霍记饸饹面馆已关门停业。新京报记 者多次致电面馆老板，电话均未接通。三官庙街道办事处党政办工作人员称，该事 ...

Core Viewpoint - The Supreme People's Court's new interpretation emphasizes that agreements between employers and employees to waive social insurance contributions are invalid, reinforcing the legal obligation for both parties to contribute to social insurance [1][6]. Group 1: Legal Interpretation and Implications - The new interpretation, effective from September 1, clarifies that if an employer fails to pay social insurance, employees can legally terminate their contracts and claim economic compensation [1][3]. - A typical case highlighted involved an employee who contested a company's non-payment of social insurance, leading to a court ruling that supported the employee's claim for compensation [5][6]. - The interpretation aims to standardize judicial decisions across different regions, addressing inconsistencies in how courts have previously ruled on similar cases [6]. Group 2: Impact on Employers - Employers are advised to comply fully with social insurance obligations to mitigate legal risks, especially in light of potential disputes when employees leave or in cases of workplace injuries [8][9]. - The interpretation may lead to changes in employment structures, with a potential increase in hiring retired individuals as companies seek to navigate the new legal landscape [9]. - There is a growing recognition that both large and small enterprises face challenges in adhering to social insurance laws, with the risk of legal repercussions for non-compliance [8][9]. Group 3: Broader Economic Context - The Ministry of Human Resources and Social Security reported an increase in the number of individuals covered by social insurance, indicating a trend towards greater compliance [11]. - The government is considering measures to alleviate the financial burden on small and medium-sized enterprises, including temporary deferrals of social insurance payments [11][12]. - Proposals for expanding social insurance subsidies aim to support various employment groups, including flexible workers and entrepreneurs, thereby enhancing job security and economic stability [12][13].

Core Viewpoint - The restaurant industry has entered a phase of stock competition, where opening new restaurants is seen as a secondary business in an oversupplied market. The focus should shift to the existing market rather than expanding supply [4][37]. Group 1: Industry Challenges - The restaurant industry is experiencing a significant decline in consumer traffic, particularly during the peak summer months, leading to a drastic reduction in foot traffic and online engagement [6][7]. - Major brands are facing structural issues, with investment return rates dropping significantly, leading to a slowdown in expansion and a general sense of stagnation across the industry [8][9][10]. - The second-hand equipment market, which thrived during the restaurant closure wave, is now facing challenges due to a surplus of equipment and a lack of buyers, resulting in decreased liquidity [11][12][14][16]. Group 2: Investment and Brand Dynamics - The investment return period for major brands has extended beyond acceptable limits, causing anxiety among stakeholders and a reluctance to invest further [9][10]. - The concept of "fast recruitment" has been prevalent, but many brands are now struggling to maintain growth, with only a few successful examples remaining [17][18]. - The overall investment structure in the restaurant industry is becoming more rational, with a focus on sustainable growth rather than excessive spending on marketing and brand promotion [32][33]. Group 3: Market Adjustments - The restaurant market is gradually becoming more rational, with a focus on core revenue from food sales rather than ancillary income streams [31][33]. - Cost structures are being reevaluated, leading to a reduction in marketing expenses and a more careful approach to operational costs [34][35]. - Profitability expectations are adjusting, with many operators now focusing on realistic return timelines and daily financial management [36][37]. Group 4: Training and Consulting - The training and consulting sectors within the restaurant industry are facing difficulties as businesses prioritize practical execution over theoretical strategies [22][23][24]. - Many training companies are struggling to retain clients as the demand for actionable insights increases, highlighting the need for effective implementation strategies [20][21].

Core Insights - The HOTELEX Malaysia and FHM 2025 exhibition will take place from September 23 to 26, 2025, in Kuala Lumpur, Malaysia, covering a total area of 20,000 square meters and expected to attract over 25,000 professional visitors and buyers [1] Group 1: Event Overview - The exhibition will feature 1,500 participating brands and companies, aiming to create a core business hub for the hotel, restaurant, and food supply chain in Southeast Asia [1] - The event will showcase innovative products, cutting-edge technologies, and solutions across the entire hotel, restaurant, and food service industry [3] Group 2: Key Features and Activities - The exhibition will include high-value activities such as the FUTUREFWD conference, which will discuss sustainable practices, technology-driven solutions, and new consumer behaviors [3] - Competitions like the coffee mixology challenge and pastry innovation lab will highlight creativity and skill in the industry [3][4] Group 3: Target Audience - The event will attract high-quality professional buyers from various sectors, including high-end hotels, chain restaurants, independent cafes, and food service providers [4][5] - Key decision-makers from food and beverage manufacturers, hotel supplies manufacturers, and retail leaders will also be present [5] Group 4: Support for Chinese Enterprises - Shanghai Bohua International Exhibition Co., Ltd. aims to empower Chinese enterprises to expand overseas by organizing large Chinese exhibition groups and providing exclusive benefits for exhibitors [7] - The company has successfully assisted numerous local enterprises in gaining a foothold in international markets, showcasing their strengths [7]