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出海速递 | 谁在帮“喜茶们”落地美国?/“美国制造”流量汹涌:卖家狂欢、买家缺席
3 6 Ke· 2025-06-05 10:17
访问36氪出海网站letschuhai.com,获取更多全球商业相关资讯。 今日好文 谁在帮"喜茶们"落地美国? 与中餐出海美国的参与者们交流,还原中餐落地美国的细节。 "美国制造"流量汹涌:卖家狂欢、买家缺席 多重壁垒之下,赴美建厂看似能规避关税以及抓住可能的"美国制造"流量红利,实则成为一场风险巨大、回报渺茫的豪赌。 美国下边这五国,已经离不开中国了 中国在南美这几个国家卖了什么,又买走什么?我们翻遍了这几个国家的海关、贸易部、主流媒体,深挖了一波最新的数据与趋势。 智谱 COO 张帆即将离职,智谱会是下一个商汤吗? 大模型公司,困在 B 端商业化难题。 卡塔尔2024年吸引中国逾4100万美元外商直接投资 通过持续改善营商环境、推出新型数字服务以及在多个行业优化许可流程,卡塔尔持续巩固全球领先商业中心地位。 热点快讯 速卖通升级 AliExpress Business 业务,向商家全面开放全球分销网络 阿里旗下跨境电商平台速卖通近日对 AliExpress Business 业务进行升级,并上线"一键分销"新功能,可通过 AI 能力,围绕社区团长、达人网红、个人站 长、中小批发商等多种分销人群和场景,帮 ...
研判2025!中国中式米饭快餐行业市场政策、产业链、发展现状、竞争格局及发展趋势分析:19-40岁消费群体占比高达86.7%[图]
Chan Ye Xin Xi Wang· 2025-06-05 01:42
内容概要:随着国民生活节奏的加快,消费者对于快捷、方便、营养均衡的餐饮需求增加,中式米饭快 餐符合这一需求特点,因此,吸引更多消费者的青睐,此外,在"反预制"消费情绪下,消费者对新鲜、 现炒的重视程度持续上升,中式米饭快餐作为便捷、美味、高性价比的现炒餐饮品类,受到众多消费者 的欢迎,据统计,2024年我国中式米饭快餐行业市场规模达2770亿元,同比增长10.23%。 上市企业:老娘舅(874418.NQ) 相关企业:安徽老乡鸡餐饮有限公司、北京南城香餐饮有限公司、厦门猪角猪脚饭餐饮管理有限公司、 真功夫餐饮管理有限公司、湖南霸王餐饮管理有限公司、延边米村餐饮管理有限公司、济南超意兴餐饮 有限公司、济南杨铭宇餐饮管理有限公司、青岛京九排骨米饭有限公司、快乐蜂(中国)餐饮管理有限 公司、乡村基(重庆)投资有限公司、北京鱼你在一起品牌管理有限公司 关键词:中式米饭快餐市场政策、中式米饭快餐产业链、中式米饭快餐市场规模、中式米饭快餐竞争格 局、中式米饭快餐发展趋势 一、概述 快餐(Fast Food)是指由商业企业快速供应、即刻食用、价格合理且满足人们日常饮食需求的食品,按 照菜式类型不同,我国快餐可以分为中式快餐 ...
国家行动全民控重,这场健康攻坚太绝
GLP1减重宝典· 2025-06-04 14:43
以下文章来源于体重管理三年行动 ,作者体重管理三年行动 体重管理三年行动 . 响应国家"健康中国2030"战略,落实"体重管理年"三年行动,本账号发布权威资讯 前不久的两会上提出了"全民减肥"的倡议,随后官方发布公告,宣布2025年为"体重管理年"。这绝非小题大做,国家亲自推动体重管理,其背 后究竟有何深层原因?今天就和大家一起探讨,这场"健康大棋"背后的深远意义。 ▍当肥胖成为"资本陷阱" 去过美国的人可能都发现,超市里总是摆满了高糖高油的廉价食品,麦当劳等快餐店更是经常能看到身材肥胖的顾客。 ▍个人破局之道 作为一名运动营养师,我亲眼见证了许多学员的蜕变之路。究竟怎样科学减肥?请牢记"三维管理法"——饮食创新、运动规划、睡眠优化。 1. 饮食方面: 早餐建议优选高质量蛋白配合复合碳水; 午餐遵循"442法则"(4份蔬菜+4份蛋白+2份粗粮); 晚餐以低碳水高蛋白为主。 另 外,每天要确保摄入2升水,有助于提升身体代谢。 2. 运动方面: 每日至少运动30分钟。 燃脂训练组合:开合跳和高抬腿间隔交替,确保心率维持在120-140。 塑形训练重点:壶铃训练针对臀 部、腿部和核心,哑铃主要锻炼胸部、肩部和背部, ...
加油站开快餐店,跨界融合为哪般
Chang Sha Wan Bao· 2025-06-03 18:05
作为石油运营商,中石油希望通过这种跨界融合,进一步丰富了加油站业态,提升与消费者之间的黏性。记者注 意到,车主可以通过手机提前点餐,加油洗车后自助取餐,"加油+餐饮"的一站式高效服务,既节省了时间,又丰 富了消费场景,也极大提升了加油站转型的强大活力。 在市场竞争白热化、消费者需求日趋多元的当下。成品油运营企业正在加速突破传统油品销售单一框架模式,积 极向多元业态转型,而与德克士的合作,旨在携手打造 "油站+餐饮"新业态。 餐厅开业当天,现场人潮涌动。许多家长带着孩子早早到场,孩子们兴奋地参与做汉堡、捏气球等趣味活动,欢 笑声此起彼伏,开业首日客流量超300人次。 开业当天,加油站周边小区不少业主打卡这个新的消费点,打卡晒照片,分享在加油站体验餐饮品牌的新奇感 受。"左边吃洋快餐,右边是便利店,又在家门口,可以同时满足多重家庭消费需求,非常方便。"带着孩子前来 打卡的李女士说。 长沙晚报掌上长沙6月3日讯(全媒体记者 周辉霞)奶白色的外墙、设计感十足的桌椅、香气四溢的炸鸡炸薯条 香……中国石油湖南销售公司古曲路加油站的德克士餐厅,这个端午假期成为当地居民和网友的新晋打卡点。这 也是该公司非油业务迈开的一大步。 ...
「年纪轻轻全款拿下肯德基相机和麦当劳跑车」,餐饮巨头们咋哄得打工人疯抢儿童餐?
36氪· 2025-06-02 11:09
以下文章来源于Vista氢商业 ,作者大稚 Vista氢商业 . 关心都市白领的消费生活 提供易懂有趣的品牌报道 儿童节俨然变成了餐饮界自己的双十一。 文 | 大稚 编辑 | 橘总 来源| vista氢商业(id:qingshangye666) 封面来源 | 麦当劳官方微博 小时候,儿童节的重头戏是吃肯德基麦当劳; 长大了,过儿童节的重头戏是抢肯德基麦当劳的玩具。 儿童节俨然变成了餐饮界自己的双十一。 离6月1日还远着呢,各家针对儿童节套餐的预热、团购、抢券就早早开始了。说是套餐,亮点其实全在玩具。 从五月初开始, 肯德基联名三丽鸥 的儿童节套餐团购券就在抖音直播间被哄抢,哪怕肯德基后来在直播间摆出醒目大字 "玩具下架了" ,评论区还是不断有 人问,还有儿童套餐的券没? 图源:公众号"阑夕" 这些年围观品牌们绞尽脑汁在玩具周边上卷创意,我们发现,玩具光是新潮好玩已经不够了, 还得能激发消费者改造的巧思,能供大家整活儿整出新花样 来, 才算有趣。 我们总结了今年玩具大战中比较会玩的几家,看看谁找回了你的童年回忆。 肯德基:联名三丽鸥再成销冠 今年热度拔得头筹的人气选手当属肯德基。这回 老肯拉来的帮帮玩嘉宾又是三 ...
“年纪轻轻全款拿下肯德基相机和麦当劳跑车”,餐饮巨头们咋哄得打工人疯抢儿童餐?
3 6 Ke· 2025-06-01 23:10
Group 1 - The article discusses the increasing popularity of children's day promotions among fast-food brands, highlighting the significance of toys in driving sales [1][4][18] - KFC's collaboration with Sanrio for children's day has generated significant consumer interest, leading to a rush for limited edition toys [4][6][7] - The toys offered by KFC include a variety of creative and functional items, with the Hello Kitty camera being the most sought-after due to its advanced features [6][9] Group 2 - McDonald's has also engaged in similar promotional activities, launching unique toys like remote-controlled cars themed around their food items, which have attracted considerable attention [18][20][22] - Pizza Hut has partnered with Pokémon to offer a range of toys, including remote-controlled cars and interactive figures, appealing to both children and collectors [25][27] - Wallace, a local fast-food chain, has introduced a colorful range of My Little Pony-themed toys, showcasing a deep understanding of current consumer trends [30][32] Group 3 - The article emphasizes the trend of transforming promotional toys into creative and functional items, with consumers finding innovative uses for them [12][23][28] - Brands are increasingly leveraging popular IPs to enhance their promotional offerings, creating a competitive landscape among fast-food chains [40][54] - The article concludes by noting the festive atmosphere surrounding children's day promotions, with brands vying for consumer attention through unique and engaging products [58][59]
洋快餐加速本土化,乳品巨头如何重塑供应链格局
Zhong Guo Shi Pin Wang· 2025-05-29 08:22
Group 1 - The core viewpoint of the articles highlights the acceleration of localization in Western fast food brands in China, emphasizing the strategy of "Sino-Western integration" to overcome growth bottlenecks in a competitive market [1][10] - As of March 2025, the number of Western fast food outlets in China is projected to reach 325,000, representing a year-on-year growth of 6.6%, with localization innovation becoming a key industry term [1] - Products like Chinese-style hamburgers and fried chicken are rapidly penetrating the market through flavor modifications, with brands like Tastin and McDonald's leading the way in localized offerings [1][10] Group 2 - The trend of deep localization in Western fast food is evident in the creation of uniquely Chinese pizzas, such as century egg tofu pizza and stir-fried chicken pizza, showcased at the 27th China International Bakery Exhibition [2][10] - Contestants at the pizza competition utilized traditional Chinese ingredients and cooking techniques, demonstrating the integration of local flavors into Western food formats [7][10] Group 3 - The use of domestic ingredients, such as high-quality milk sources from Yili, is becoming prevalent in the Western fast food sector, indicating a shift from reliance on imported ingredients to defining standards with local products [11][19] - Yili's mozzarella cheese products are tailored to meet Chinese taste preferences, addressing flavor conflicts between traditional Western cheese and Chinese ingredients [12][15] Group 4 - Yili Professional Dairy has emerged as a "product manufacturing machine," showcasing a range of innovative baked goods at the exhibition, indicating its potential to lead in the industry [20][22] - The company has developed a comprehensive product matrix that spans various dairy categories, catering to the diverse needs of the baking and restaurant sectors [30][33] Group 5 - Yili's investment in a 3 billion yuan cheese manufacturing base in Hohhot enhances its production capabilities, ensuring quality support for creative products showcased at the exhibition [37] - The brand's marketing strategy leverages high-profile endorsements, such as world champion Zheng Qinwen, to strengthen its recognition as a professional dairy brand [39][41]
日入上万的生烫米线店,凭什么硬控打工人?
Hu Xiu· 2025-05-28 14:36
Core Insights - The rise of "raw beef rice noodles" has become a significant trend in the restaurant industry, appealing to urban consumers with its affordability and fresh preparation methods [2][22][24] Group 1: Business Model and Consumer Appeal - The business model of raw beef rice noodle shops emphasizes visible preparation, allowing customers to witness the freshness of ingredients, which enhances the dining experience [3][7][9] - The pricing strategy is attractive, with many dishes priced between 5 to 10 yuan, leading to an average customer spend of around 20 yuan, making it appealing to budget-conscious consumers [17][19][23] - The shops effectively leverage promotional strategies, such as introductory discounts and free add-ons, to attract customers and encourage repeat visits [18][28] Group 2: Market Dynamics and Competition - The market for raw beef rice noodles is characterized by high competition, with numerous brands emerging and adopting similar pricing strategies, leading to concerns about product differentiation [31][34] - Despite the initial popularity, the sustainability of the business model is questioned due to rising costs of beef and the potential for diminishing consumer interest as novelty wears off [33][36] - The rapid opening and closing of these establishments indicate a volatile market, where many new entrants struggle to maintain profitability [35][36] Group 3: Operational Efficiency - The operational efficiency of raw beef rice noodle shops is highlighted by their quick service model, with meals prepared in approximately 90 seconds, allowing for high turnover rates [25][27] - The focus on simple preparation methods contributes to lower labor costs and faster service, which are critical for maintaining profitability in a competitive environment [28][30]
老乡鸡冲刺港股 IPO,领航中式快餐迈向新征程
Sou Hu Cai Jing· 2025-05-28 12:04
近年来,随着消费者生活节奏加快,中式快餐市场规模持续扩张。但市场竞争也愈发激烈,老乡鸡此次冲击港股上市,计划将募集资金用于加强供应链、拓 展门店网络、提升信息技术等关键领域。若成功上市,将借助资本市场力量,进一步巩固其行业地位,为行业发展注入新活力,助力自身规模扩张,书写中 式快餐行业发展新篇章。 免责声明:此文内容为本网站转载企业资讯,仅代表作者个人观点,与本网无关。所涉内容不构成投资、消费建议,仅供读者参考,并请自行核实相关内 容。 原文转自: 周口网 公司以直营门店为根基,不断打磨运营的各个环节,尤其在供应链管理方面深耕细作。在养殖端,老乡鸡拥有专属的母鸡养殖基地,采用二段式养殖模式, 前 100 天由农户在公司技术支持下养殖,后80天转入自家养殖场封闭式笼养,全程无药物添加,保障鸡肉品质。另有3.2万亩的老乡鸡农场,对食材从源头 进行高标准把控。 在供应链上,老乡鸡在各个关键环节打造了完善的体系,从源头保障了菜品始终如一的高质量。食品安全一直是老乡鸡关注的重点。自2021年5月起,老乡 鸡每月在官网上公示自查自纠报告,详细列出餐厅环境、食品安全情况和存在的隐患,并给出整改措施和结果。2024年,老乡鸡 ...
510万股,苹果突遭抛售!年初以来股价跌超20%,市值蒸发超5.5万亿元!发生了什么?
Mei Ri Jing Ji Xin Wen· 2025-05-28 02:55
每经编辑|毕陆名 近日,美国最大公共养老基金——加州公务员退休基金(CalPERS)对其投资组合进行了重大调整,大幅减持了苹果公司的股票。 美国证券交易委员会(SEC)披露的文件显示,一季度,CalPERS抛售了510万股苹果公司股票,持仓规模降至3470万股。与此同时,CalPERS增持了 Meta、AMD和麦当劳的股票,增持数量分别为57.9万股、32.5万股和49.4万股。 根据公开资料,CalPERS管理超过5400亿美元(约合人民币近4万亿元)的资产,以支持200多万加州公务员的退休福利。该养老基金一季度抛售苹果股票的 举动,可能预示着大型机构投资者对苹果的信心下降,也加剧了市场对苹果前景的担忧。 据证券时报,对于抛售苹果股票的报道,CalPERS回应媒体称:"公司的公共资产投资是以指数为导向的,并使用系统和定量的投资策略进行优化,不受任 何单一时期事件的驱动。因此,我们通常不会对我们的个人持股或交易发表评论。我们的团队将继续评估整体市场状况。" 苹果公司的业务及股价受关税影响比较大。该公司5月初预计,将在第三财季(2025年3月30日至6月28日)因美国关税政策损失约9亿美元。另外,美国总统 特朗 ...