公告称，收入增加主要反映堂食业务增加3550万元及外卖业务增加1.28亿元。堂食业务收入增加主要由 于营运门店数量增加，于2025年6月30日，集团有672家在营"小菜园"门店，而于2024年6月30日，集团 有617家"小菜园"门店。 瑞银指出，小菜园管理层强调聚焦产品价值及餐厅盈利能力，目标派息率达50%至60%。该行指出，公 司上半年同店销售5月起已转正，店铺数量增至672间，管理层维持2025及26年底店铺数量达800间及 1,000间的目标，并表示7月起开店速度加快。 智通财经APP获悉，小菜园(00999)涨超5%，截至发稿，涨4.97%，报10.99港元，成交额3527.46万港 元。 消息面上，近日，小菜园发布截至2025年6月30日止六个月业绩，收入27.14亿元(人民币，下同)，同比 增加6.5%;权益股东应占溢利3.82亿元，同比增加35.7%;每股基本盈利0.33元;拟派发中期股息每股0.2119 元。 ...

8月19日上午消息，近日，海底捞在北京亦庄推出全国首家创新概念店，在功能、视觉、场景等方面， 该店均有大幅度创新。海底捞相关负责人表示，例如后厨以"产品运行流程"为核心重构后厨模块，推 动"明厨亮灶"与智能生产深度融合；在功能区拓展上，增设甜品站、酒水吧、儿童成长区、母婴室、互 动娱乐区五大特色功能区，打造"餐饮+娱乐+生活"新生态。 自2023年以来，海底捞就开始进行精细化布局，围绕火锅店的核心场景，拓展更贴近日常、更高频的餐 饮消费形态。2024年，海底捞在制定餐厅管理基础红线的前提下，将更多的主动权交予一线餐厅，充分 鼓励餐厅差异化经营。场景层面，为满足特定顾客的延伸需求，海底捞已陆续推出包间店、臻选店、亲 子主题店、夜宵主题店以及与大型企业合作的企业店等不同形式特色场景店。 海底捞方面透露，创新概念店有着独特的定位，承载着海底捞探索新一代门店模型的战略使命。创新概 念店历经2年打磨，光是对现有门店的调研就用了6个月，8月5日正式营业后，首个周末门店翻台率破 6，上周末已破7。 责任编辑：杨赐 ...

消息面上，国务院总理李强昨日主持召开国务院第九次全体会议强调：要抓住关键着力点做强国内大循环。持续激发消费潜力，系统清理消费领域限制 性措施，加快培育壮大服务消费、新型消费等新增长点。 另外，中信建投证券近日发布研报指出，小菜园2025H1实现收入27.14亿元，同比+6.5%，实现归母净利润3.82亿元，同比+35.7%。25H1毛利率及盈利能 力持续优化，降本增效成果显著。开店节奏和翻台率整体保持稳健。公司的单店效率及回收期在行业内领先，性价比定位的优势突出。供应链体系完 善，待马鞍山工厂落地将支撑更多门店赋能空间。员工激励模式差异化带来积极性和效率提升。预计公司有望凭借门店多场景多地区拓展持续取得快速 增长。首次覆盖给予"买入"评级。 小菜园(0999.HK)盘中拉升涨近7%报11.2港元，领涨港股餐饮股，股价创5个月新高。 ...

Core Points - Starbucks announced a 2% salary increase for all salaried employees in North America as part of a business turnaround plan [1] - The salary adjustment applies to all corporate employees, manufacturing, and distribution staff, including salaried retail leaders like store managers, but excludes hourly baristas [1] - The company emphasizes the need for careful management of other expenses while making significant investments to improve service, reduce wait times, and enhance store environments [1]

Core Insights - The "Su Super" event has significantly boosted consumer traffic and sales in Nanjing, with a total of 714.83 million visitors and a sales revenue of 40.44 billion yuan from August 15 to 17, marking a year-on-year increase of 13.03% and 10.22% respectively [1] Group 1 - The establishment of 87 "second scene" locations for live viewing has created a multi-dimensional consumption layout, enhancing the overall shopping experience [1] - On August 17, the consumer traffic, sales revenue, and transaction numbers saw substantial week-on-week increases of 26.63%, 25.31%, and 30.84% respectively [1] - The "Su Super" event has attracted both tourists and local residents, contributing to a lively atmosphere in commercial areas [2] Group 2 - The "Night Nanjing" summer night economy event at Xinanli street featured live broadcasts and local product showcases, attracting over 5,000 attendees [3] - The integration of cultural, commercial, and tourism elements has matured the consumption scene, with immersive fan zones created in various locations [3] - Online activities have been enhanced through the development of a "Su Super Night Consumption Map" and partnerships with delivery platforms to stimulate digital consumption [4]

Core Viewpoint - Starbucks is implementing a 2% salary increase for all salaried employees in North America, marking a shift from previous practices where managers determined raises independently. This initiative is part of a broader strategy to enhance service quality, reduce wait times, and improve store attractiveness [1][2]. Group 1: Salary Increase and Cost Management - The 2% salary increase applies to all company employees, including those in manufacturing and distribution, as well as salaried store managers [1]. - Senior management has been instructed to actively control costs to offset the expenses associated with the upgrades in store experience and service [1]. Group 2: Sales Performance and Strategic Changes - Starbucks is facing challenges with declining same-store sales for six consecutive quarters, influenced by rising coffee bean prices and tariffs [2]. - New CEO Brian Niccol is updating the menu, increasing staff, and introducing technology to streamline ordering processes [2]. - Significant personnel changes have been made, including the reduction of approximately 1,100 employees and adjustments to employee dress codes [2]. Group 3: Financial Performance and Market Position - In the previous fiscal year, employees received only 60% of their bonuses due to poor financial performance [3]. - The company is implementing the "Green Apron Service" model to standardize transaction processes and improve sales and customer service times [3]. - Despite efforts to increase same-store sales, the costs associated with these changes are compressing operating profit margins, raising concerns about future profitability [3]. Group 4: Stock Performance and Valuation - Starbucks stock rose by 2.1% to $92.54, but has underperformed compared to the S&P 500 index, which has increased nearly 10% this year [4]. - Analysts project a price-to-earnings ratio of approximately 32 times for the fiscal year ending in 2026, indicating that the stock is not cheap [4]. - Citigroup has lowered its target price for Starbucks from $100 to $99, maintaining a "neutral" rating due to the high costs associated with the company's turnaround efforts [4].

8月18日，以"燃情夏夜·乐享友谊"为主题的上海·宝山·滨江夜生活节在宝山区友谊路街道盛大开启，现场发布了《友谊路街道促进餐饮业高质量发展专项政 策》、商业综合体商户外摆工作指引等，多方还共同启动台球比赛、街区开放麦等赛事活动。 八大商业体联动，打响夜间消费品牌 本次活动由宝山区商务委、宝山区滨江委、宝山区文旅局、宝山区体育局共同指导，宝山区友谊路街道办事处主办。 夜间经济是城市经济活力的重要体现，也是推动消费升级的关键抓手。从中央到地方相继出台多项政策文件，鼓励各地结合实际，培育夜间消费场景，丰富 夜间消费业态，释放夜间消费潜力，以夜间经济的繁荣带动整体经济的高质量发展。 转自：新华财经 据介绍，友谊路街道第五综合网格率先开展商业体 "外摆" 试点，明确 "四个一" 管理标准：统一制式 "一表" 申请、"一图" 定界、"一册" 明晰、"一书" 承 诺。试点过程中，商圈商户签署《商户外摆协议》，主动维护外摆区域设施、秩序和市容环境，社区居民也积极参与外摆方案讨论。 在成功试点的基础上，友谊路街道专门制定《商业综合体商户外摆工作指引》，规范各类细节，营造出有品质感、生活味与蓬勃朝气的商居共荣新图景，实 现夜间街 ...

Group 1 - Kimi is experiencing insufficient computing power during peak hours, leading to high failure rates in file system requests, and the official team is investigating the issue [1] - Baidu Wenku and Baidu Wangpan launched GenFlow 2.0, an AI product that supports over 100 expert AI agents to complete complex tasks quickly, now available on both web and app platforms [1] Group 2 - Ant Group's AI health application AQ introduced AI features to combat false medical advertisements, including a dedicated debunking section and collaboration with 30,000 verified doctors for public education [2] Group 3 - Zhiyuan Robotics has launched its entire product line on e-commerce platforms, including various robot series with prices ranging from 36,000 to 198,000 yuan [3] - IDC reported that Alibaba Cloud holds a 24.6% market share in China's AI public cloud services, leading the market, which grew by 55.3% year-on-year to reach 19.59 billion yuan [3] Group 4 - IDC's report indicates Huawei regained the top position in China's smartphone market with 12.5 million units shipped, while Xiaomi fell to fourth place with 10.4 million units, despite a year-on-year growth of 3.4% [4] Group 5 - Xiaomi has filed a trademark infringement lawsuit against a company named Mi Series Youpin, with a court hearing scheduled for September 3 [6] - Gree Electric's marketing director disputed claims that Xiaomi's air conditioner sales have surpassed Gree's, asserting that Gree remains the leader in online sales [7] Group 6 - Li Xiang, CEO of Li Auto, hosted a dinner for truck drivers, addressing concerns over crash tests and expressing no intention to offend [8] - NIO's president stated that the company will not disclose pre-order numbers or process data, emphasizing the importance of final results over interim metrics [8] - BYD's public relations manager advocated for healthy competition in the automotive industry, stating that the company does not engage in negative tactics against competitors [8] Group 7 - JD's first restaurant infrastructure brand, Seven Fresh Food MALL, plans to expand nationwide after experiencing a threefold increase in foot traffic since its opening [9]

Group 1 - A2 Milk Company plans to increase investment in China by acquiring a milk powder factory in Pokeno, New Zealand for approximately NZD 282 million (around RMB 1.2 billion) from Yashili International, a subsidiary of Mengniu Dairy [1] - The factory has the capacity to produce up to 52,000 tons of infant formula annually and will allow A2 to register two Chinese label infant formula products [1] - A2 Milk's revenue in China and other Asian regions grew by 13.9% to NZD 1.302 billion for the fiscal year ending June 30, 2025, with its market share in China increasing from 7.1% to 8.0% [2][3] Group 2 - The acquisition may impact the contract manufacturing business of Bright Dairy, which previously produced A2's Chinese label milk powder through its subsidiary New Light [4] - New Light reported a loss of NZD 450 million in 2024, and Bright Dairy holds a 65.3% stake in New Light [4] - A2 Milk is optimistic about its expansion in the Chinese market, indicating a strong confidence in future growth [6]

天眼查App显示，近日，无锡市南园里餐饮管理有限公司成立，法定代表人为陈美华，注册资本20万人 民币，经营范围为许可项目：餐饮服务；食品销售；食品互联网销售；酒类经营（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，具体经营项目以审批结果为准）一般项目：餐饮管理；市场 营销策划；专业设计服务；食用农产品初加工；回收食品无害化处理（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）。 ...