格隆汇8月12日丨据澎湃，近日，有关"麦当劳招募退休员工"的话题在互联网引起关注。麦当劳方面今 日回应称，麦当劳中国严格依照法律规定及政府指导执行用工政策，为全职员工依法缴纳社保。同时采 用灵活多元的用工方式，退休返聘人员等劳务关系员工也是其中一部分，我们为其提供符合法规政策的 报酬，并提供商业保险等。麦当劳中国致力于为所有员工提供"有保障、有福利、有未来"的全面薪酬福 利，以及安全、尊重和包容的工作环境。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com (责任编辑：宋政 HN002) ...

Core Viewpoint - The article discusses the impact of the recently implemented "reciprocal tariffs" by the Trump administration, warning that these tariffs will lead to price increases for consumers and urging businesses to seek exemptions [3][4]. Group 1: Tariff Implementation and Business Response - Since the implementation of the "reciprocal tariffs" on August 7, higher tariffs have become a new reality for American businesses, prompting them to adjust both short-term strategies and long-term plans [6][7]. - The National Retail Federation (NRF) and the National Restaurant Association (NRA) indicate that the clarity of the tariff landscape presents both short-term and long-term challenges for various industries, with tariffs ultimately being passed on to consumers [6][7]. - Manufacturers, such as Stanley Black & Decker, have already raised prices due to cost pressures from tariffs, and retailers like Walmart have also indicated that higher tariffs will lead to price increases [6][7]. Group 2: Impact on Consumer Behavior and Restaurant Industry - The new tariffs are expected to increase costs for key food supply chains, leading restaurants to potentially raise menu prices, which could reduce consumer dining frequency [8][9]. - Consumers are already opting to dine at home to save costs, resulting in a decline in sales for chain restaurants, with McDonald's reporting a significant drop in visits from low-income customers [9][10]. - The American Restaurant Association estimates that tariffs on food and beverage products from Mexico and Canada could result in a loss of $15.16 billion for the domestic restaurant industry [10]. Group 3: Ongoing Trade Negotiations - The U.S. Treasury Secretary has stated that negotiations with countries that have not yet reached trade agreements are expected to be completed by the end of October, with Mexico and the U.S. agreeing to maintain current tariff rates for 90 days while negotiating a new trade agreement [4][11]. - The negotiations with Canada are expected to be more challenging due to Canada's firm stance, while discussions with Mexico appear to be more focused on the negotiation process itself [11].

在撤回A股的上市申请之后，2025年1月，老乡鸡在港股市场披露招股说明书。对于未来经营规划 之类的相关问题，老乡鸡方面向《中国经营报》记者表示："目前在静默期，不方便接受采访。" 自2020年以来，老乡鸡集团创始人束从轩凭借 "200块预算发布会"、与岳云鹏在网络上的互动，以 及参加各类职场综艺节目，人气迅速攀升，成为了"网红企业家"中的一员。凭借着自身的流量，老乡鸡 逐步发展成全国性的快餐连锁品牌，并开启了资本市场的运作。在与众多西式、中式快餐品牌竞争的格 局下，老乡鸡大规模扩充门店。 餐饮行业分析师林岳认为："近年来，老乡鸡的业绩增长是正向的，其扩大加盟占比的战略是为了 快速扩张，走出区域性品牌的定位，这也是正确的方向。只不过在此背后存在很多管理上的挑战，如供 应链、加盟商管理、食品安全管理、人才培养等。" 主打性价比 此次赴港上市并非老乡鸡首次启动IPO。老乡鸡在招股书中表示，就在中国进行首次公开发售的计 划而言，老乡鸡于2022年5月向中国证监会递交其股份于上海证券交易所上市之申请。由于2023年2月实 行首次公开发行股票注册管理办法的监管改革，老乡鸡向上交所重新递交A股上市申请，2023年8月23 ...

2025年的夏天，沉寂已久的餐饮市场因为外卖再起波澜。 他们的真实经历与思考，或许能为我们揭示这场行业变革的真正方向。 餐饮业经历两年"寒冬" 年初，京东高调宣布入局本地生活领域，推出即时零售与外卖服务，迅速布局一二线城市，打破原有市 场格局；淘宝随之将"小时达"全面升级为"淘宝闪购"，联合饿了么加大补贴活动，力图抢占用户心智。 与此同时，美团也加码补贴力度，捍卫市场份额。 三大平台围绕用户补贴、商家扶持与履约效率展开激烈竞争， "外卖大战" 似乎卷土重来，一时间，低 价外卖、大额红包充斥各平台，市场的日订单量也随之激增，用户与商家成为平台争夺的焦点。身处其 中的餐饮商家，再次被推到了变革的浪潮之巅。 这场 "外卖大战" 究竟是行业新一轮 " 内卷 " 的开始，还是打破旧格局、释放新增长的信号？当流量与 订单的潮水涌来，餐饮商家们是喜是忧？潮水退去后，留下的又会是什么？ 为了探寻答案，我们深入对话了三位代表性的餐饮商家——创立超过30年的传统正餐品牌金百万，拥有 成熟连锁体系的快餐品牌和合谷，以及创立不足两年却已迅速发展的新锐品牌一心饭团。 孙越表示，连锁快餐品牌凭借稳定的品质和长期积累的品牌认知，更容易获得 ...

第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢迎提供。 专用邮箱： bianjibu@yicai.com 本文字数：363，阅读时长大约1分钟 近段时间，一些企业招聘退休人员的消息登上热搜。 据大河报，记者在中国老年人才网注意到，北京环球影城发布零售服务人员招聘信息。 招聘条件要求为正式退休人员（已取得退休证），拥 有初中以上学历，岗位工作班次会频繁变换，每个班次4~8小时，薪资待遇为30元/小时，能够接受长时间站立工作。 麦当劳招聘退休人员 的话题同样引起热议。据报道，北京一家麦当劳招聘退休员工，并提出的招聘要求为：退休员工需要拥有正式退休证， 上班是弹性工作制，每周上3天-4天班，工资为每月1500元—2500元。 微信编辑 | 七三 2025.08. 12 （注：我们会对线索进行核实。您的隐私将严格保密。） 推荐阅读 多个"新大学"首年招生分数线直超985高校，原因何在 ...

21世纪经济报道记者贺泓源、实习生刘瑾睿 康师傅对于增长压力的感受是深刻的。 8月11日，该公司披露2025年上半年业绩。财报显示，上半年康师傅营收约为400.92亿元，同比下降 2.7%，销售额跌超11亿元；归母净利润为22.71亿元，同比增长20.5%。 总体来看，康师傅正在适应新节奏。 8月11日，康师傅控股报收11.4港元/股，涨幅0.35%。 同日，上证消费80指数报收点4901.78，涨幅0.83%。 营收下滑背后是，康师傅主要品类销售额都在跌。 其中，在上半年，康师傅方便面业务销售额同比下滑2.5%至134.65亿元。具体来看，容器面销售额同比 下滑1.3%至67.71亿元；高价袋面销售额同比下滑7.2%至50.92亿元；中价袋面销售额同比增长8.0%至 13.72 亿元;干脆面及其他销售额同比增长14.5%至2.3亿元。 作为对比，食品业务增长成为统一企业中国业绩亮点。在上半年，统一该项业务营收53.8 亿元，同比增 长8.8%。其中，茄皇收入实现双位数增长，汤达人收入实现中单个位数增长，5元以上产品占比达 44%，同比提升接近1pct。 康师傅的销售呈现出性价比倾向，统一方便面则还在"消费升 ...

Core Viewpoint - The company reported a modest growth in revenue and net profit for Q2 2025, driven by improved operational efficiency and a positive trend in same-store sales after a challenging period [1][2][3]. Financial Performance - In Q2 2025, the company achieved revenue of $2.787 billion, a year-on-year increase of 4% [1] - Net profit for the same period was $215 million, reflecting a 1% year-on-year growth [1] - The operating profit margin and net profit margin were 10.9% and 7.7%, showing a year-on-year increase of 1.0 percentage points and a slight decline of 0.2 percentage points, respectively [1] Same-Store Sales and Transaction Volume - The company recorded a 1% positive growth in same-store sales for Q2 2025, with same-store transaction volume increasing by 2% [2] - The average transaction value per store decreased by 1%, primarily due to an increase in small orders driven by delivery subsidies, particularly in the beverage category [2] - This marks the first positive same-store sales growth since 2024, following a period of negative growth [2] Operational Efficiency - The company experienced a dual increase in operating profit margin and restaurant profit margin, with the latter reaching 16.1%, up by 0.6 percentage points year-on-year [2] - KFC's restaurant profit margin was 16.9%, up by 0.7 percentage points, benefiting from improved supply chain efficiency [2] - Pizza Hut's restaurant profit margin was 13.3%, with a 0.1 percentage point increase, marking five consecutive quarters of year-on-year profit margin improvement [2] Store Expansion and Capital Expenditure - The company maintains its guidance for 1,600 to 1,800 net new stores for the year, while lowering its capital expenditure guidance [3] - The proportion of franchise stores among new openings for KFC and Pizza Hut is expected to reach 40%-50% and 20%-30%, respectively [3] - Single-store investment costs have decreased, with KFC's single-store investment down to $1.4 million and Pizza Hut's to $1.1 million, which helps free up cash flow and expand franchise opportunities [3] Shareholder Returns - The company plans to return at least $1.2 billion to shareholders in 2025, with $536 million already returned in the first half of the year [3] - This includes $356 million in share buybacks and $180 million in cash dividends [3] - The company has $936 million remaining in buyback authorization as of June 30, 2025, and aims for a total of $3 billion in buybacks and dividends over the next two years [3] Profit Forecast - The company forecasts net profits of $934 million, $1.013 billion, and $1.138 billion for 2025-2027, with year-on-year growth rates of 2.5%, 8.5%, and 12.3%, respectively [3] - The current stock price corresponds to price-to-earnings ratios of 19, 16, and 14 for the respective years [3]

南都讯 近日，麦当劳在深圳湾公园、笔架山体育公园和中心公园等10所深圳公园上线美团无人机配送 服务。此举直击城市休闲场景中外卖配送时效慢、极端天气运力短缺、取餐路径不便等用户痛点，打造 麦当劳外卖"分钟级触达"的全新消费体验。 据介绍，此次麦当劳接入的无人机配送航线降落点，均设在公园内部核心区域。自开通以来，相关航线 的服务体验广受游客好评。以笔架山体育公园航线为例。航线在去年9月开通，所在公园是深圳市属首 个体育专类公园，设有大量运动休闲及便民服务设施，是深圳最新打造的全年龄段运动空间。航线开通 后，周末时段的单日配送单量多会超过200单，高峰期平均每2分钟就有一架无人机降落在公园。 记者现场体验发现，如选择同一商家，外卖打包后通过路面配送方式送到公园至少需近20分钟，无人 机"空投"仅4分钟，效率提升近300%；并且在取餐少等10多分钟的同时，也无需再步行到公园门口。 服务创新催生的新消费场景，也在助力周边商家扩大经营范围、增加自身收入。美团无人机商业管理负 责人刘硕表示，以今年五一小长假为例，美团无人机多条公园景区航线的订单量增长迅猛，同比增幅达 74%。订单增长带动多数航线入驻商家外卖订单量增长显著， ...

Group 1 - Yum China (09987) announced a share buyback of 17,500 shares for a total cost of HKD 6.2707 million [1] - The company also repurchased 71,500 shares at a cost of USD 3.2 million [1]

格林大华期货研究院 证监许可【2011】1288 号 2025 年 8 月 11 日 星期一 研究员： 于军礼 从业资格： F0247894 交易咨询资格：Z0000112 Morning session notice 早盘提示 更多精彩内容请关注格林大华期货官方微信 联系方式：yujunli@greendh.com | 板块 | 品种 | 多（空） | 【重要资讯】 | | --- | --- | --- | --- | | | | | 1、纽约联储 7 月的调查显示，人们对未来一年的通胀预期从 6 月的 3%升至 3.1%。 7 月份有更多消费者愿意主动离职，认为未来三个月内能找到工作的几率略有上升。 2、至 7 月 26 日当周，美国持续申领失业救济人数升至 197.4 万，创 2021 年 11 月 | | | | | 以来新高，表明就业美国市场降温，强化 9 月降息预期。截至 8 月 2 日当周，首申 | | | | | 人数略增至 22.6 万但长期稳定。企业不愿再招新员工，但也没急着裁员。 | | | | | 3、美国信用卡债务在 6 月份下降了 10 多亿美元，连续第二个月下降。麦当劳 CEO ...