这一口，有点不一样 33岁生日那天，林影的白天和平时没有什么不同。一个接一个视频会议、间隙更改下策划案PPT，还得 准备即将到来的续签述职，最后下班比平时还晚了一小时，林影觉得，还是要给生日一点仪式感。 新中产的品质生活，从选对一张披萨开始。 最近几个月，她正在有意识地调整自己的生活节奏，不再把所有时间都给工作，而是更关注身体发出的 信号。她也开始在意食物带来的感受，而不像以前，一大杯代餐奶昔撑过一整天。 这种转变，很难说和朋友圈里朋友们纷纷转发的"35岁危机"的文章没有关系。但林影不愿意把35岁看做 一个"劫"——她更愿意把这个年龄看作一个转折点，或者说，对自己更加负责的起点。 走出位于北京四环的办公园区，她走进了旁边商场里的必胜客，点了刚上新的手作薄底披萨。第一口咬 下，林影觉得自己被"治愈"了。就像《孤独的美食家》里辛苦工作后寻求美食的井之头五郎，"这就是 我的身体现在想要的。"她在小红书上写下评价。 薄底披萨从此在我心里c位出道了 姐妹们谁懂生日还加班的牛马程度啊 好在还有个盼头下了班直冲必胜客,点了新品手作薄 底,端上来的时候光看饼边没觉得很薄,拿起来才发 现是真薄啊,而且吃起来不是那种脆硬的薄饼干 ...

Core Viewpoint - The article discusses the evolving consumer preferences in the pizza market, particularly among the younger generation, emphasizing a shift towards quality and a balanced lifestyle rather than quantity [9][10]. Group 1: Consumer Behavior and Market Trends - The first batch of 90s generation will turn 35 by 2025, marking a significant life transition that influences their consumption patterns [9]. - Consumers are increasingly prioritizing the quality of food and its impact on their well-being, leading to a more nuanced understanding of what constitutes a "good life" [9][10]. - The pizza market in China reached a size of 37.5 billion yuan in 2022, projected to grow to 77.1 billion yuan by 2027, with a compound annual growth rate of nearly 15% [10]. Group 2: Product Innovation and Quality Focus - The competition in the pizza market has shifted from price wars to a focus on product quality, including ingredient sourcing and preparation techniques [11][13]. - Pizza brands are innovating in their core elements, such as dough texture and ingredient combinations, to meet the sophisticated demands of consumers [13][18]. - The new 10-inch handmade thin crust pizza from Pizza Hut represents a significant innovation, balancing thinness with a soft texture and rich flavor profiles [18][25]. Group 3: Brand Evolution and Cultural Significance - Pizza Hut has adapted to changing consumer preferences over its 35 years in China, evolving from market education to localizing flavors and innovating product structures [20][23]. - The introduction of the new thin crust pizza reflects a deeper understanding of consumer needs and a commitment to quality, aligning with the lifestyle aspirations of the new middle class [25][26].

Core Insights - The article discusses the quarterly 13F filings by institutional investors, highlighting the investment strategies of prominent figures like Warren Buffett, Carl Icahn, and Bill Ackman during Q1 2025, particularly in response to market conditions and economic forecasts [1] Group 1: Warren Buffett's Investment Strategy - Buffett increased his holdings in consumer-oriented companies, particularly in the beverage and food sectors, indicating a focus on stable cash flow and consumer demand [2][6] - Significant increases in holdings include Constellation Brands (STZ) from 5.6 million shares to 12 million shares, Pool Corp from 600,000 shares to 1.46 million shares, and Domino's Pizza (DPZ) to 2.62 million shares [3][4][5] - Buffett maintained his core positions in Coca-Cola (KO) at 400 million shares, Apple (AAPL) at 300 million shares, and other long-term investments, reflecting his commitment to brand value and long-term holding principles [7] - He completely sold his holdings in Nu Holdings (NU) and Citigroup (C), indicating a cautious outlook on the financial sector [8][11] Group 2: Carl Icahn's Aggressive Moves - Icahn significantly increased his stake in JetBlue Airways (JBLU) from 17.73 million shares to 33.62 million shares, signaling intentions to influence company restructuring [16] - He also raised his position in CVI Energy to 68.53 million shares and increased his holdings in Illumina (ILMN) from 40,000 shares to 220,000 shares [16] - Icahn reduced his stake in Southwest Gas (SWX) from 9.63 million shares to 7.53 million shares, suggesting a strategic shift [19] Group 3: Bill Ackman's Tactical Adjustments - Ackman made a substantial investment in Uber (UBER), acquiring 30.3 million shares, reflecting confidence in urban mobility and AI-driven business models [19] - He increased his holdings in Brookfield (BN) from 34.89 million shares to 41 million shares, Hertz (HTZ) from 12.71 million shares to 15 million shares, and Google A shares (GOOGL) to 4.44 million shares [20] - Ackman completely exited his position in Nike (NKE), previously holding 18.77 million shares, due to concerns over the impact of new trade policies on global companies [21]

新华财经上海5月20日电（记者吴宇）2024年，中国披萨市场规模为480亿元人民币。截至2025年3月 底，全国披萨门店超过6万家。预计2025年中国披萨市场规模可达608亿元，未来五年有望突破千亿元。 这是近日在上海举行的2025西雅国际食品和饮料展览会上，主办方通过《2025披萨新潜力白皮书》公布 的一组数据。 2022年，中国披萨行业线上市场份额首度超过线下市场，占比达58.1%，预计未来几年线上市场占比有 望持续提升。 《2025披萨新潜力白皮书》的数据显示，2022年，中国披萨门店密度为每百万人11.7家，而美国为每百 万人232.4家。与饮食习惯相似的日本、韩国相比，中国披萨门店密度仅为日韩的三分之一左右，未来 增长空间仍很可观。 业界人士认为，从20世纪90年代定位于中高端消费的国际化品牌，到以性价比消费打开大众消费市场的 本土品牌，再到借助发达的互联网优势、城市高密度的人口结构和冷链物流大基建发展起来的，以外 卖、冷冻预制、本地化产品创新为主的新兴品牌，作为"舶来品"的披萨30多年来在中国经历了多元化市 场要素的"激励与融合"，创造出了诸多新亮点，从一个侧面展现出中国消费市场强大的开放包容力以 ...

以下文章来源于正商参阅 ，作者枫叶 正商参阅 . 原《政商参阅》，做价值的传播者！连续两届获评胡润年度影响力财经自媒体、21世纪经济报道年度传 播力财经自媒体、新浪财经、经济观察报年度影响力财经自媒体、新榜年度社会关注新媒体荣誉奖等。 作者：枫叶 来源：正商参阅（ID：zhengshangcanyue） 一个普通汉堡原材料的总成本不过2美元，却至少要卖到9美元。 一份普通披萨的成本不过1.8美元左右，却至少卖12美元，肉的更贵，得14美元。 单从数据来看， 卖披萨无疑是一桩"暴利"的好生意。 其实不然，且不说"爆品"难做，酒香更怕巷子深！ 前不久，"全球披萨一哥"达美乐突然宣布，将在全球关闭超200家门店。 达美乐，可以说是毫无争议的全球头号披萨品牌，过去十年股票涨幅甚至高于苹果和微软，对必胜客 那更是"手拿把掐"。 即便如此，两者也没能在中国市场混出大的名堂。 只有不好的品牌，没有不好的市场。 只能说，国人对待美食更加挑剔，同样口味更追求性价比。 外来的披萨巨头，最该考虑的不是"把酱香饼卖出披萨的溢价"，而是"把披萨卖出大饼价"。 01 知名品牌突然宣布， 关闭205家门店 ！ 近日，在澳大利亚上市的达美乐 ...