目前，国内三家万店品牌中(华莱士、肯德基、塔斯汀)，两席已被国产汉堡品牌占据，还有更多国产汉 堡品牌正在深耕下沉市场成为"小镇之王"。这场从跟跑到对垒的战役，不仅是门店数量的比拼，更是产 品创新、供应链效率、数智化能力的全方位较量。 从边缘渗透到近身缠斗：本土品牌的规模突围与模式升级 根据艾媒咨询最新发布的《2025年中国西式快餐行业发展状况及消费行为调查数据》显示，2025年中国 西式快餐市场规模为4996.5亿元，2027年中国西式快餐市场规模有望达到5870.9亿元。持续扩容的市场 中，国产汉堡用十余年时间完成了从"边缘渗透"到"近身缠斗"的跨越。 最初，在"肯德基""麦当劳"等洋快餐已抢先占领一、二线城市之际，国产汉堡的扩店路线多通过低价策 略进入追求新奇体验和高性价比的县域市场。派乐汉堡通过扎根于三线及以下城市，牢牢抓住了县域经 济红利。华莱士也以低加盟费和平价汉堡在下沉市场逐渐搭建起万店护城河。"农村包围城市"的高速追 赶让国际品牌纷纷放下身段，推出"小镇Mini店"等新模式加速下沉。而此时的部分国产品牌也已开始反 向渗透至一二线城市商圈，与洋快餐们同台竞技。 推动行业竞争从"量增"向"质升"转型 ...

2026.01. 06 本文字数：1201，阅读时长大约2分钟 作者 | 第一财经 揭书宜 必胜客开始推出汉堡独立门店了。 西式快餐下更细分的汉堡，也是一条较为饱和的赛道。国际头部品牌肯德基、麦当劳门店均在一万家 左右，国内品牌华莱士、塔斯汀等品牌也破万店。 在此背景下，必胜汉堡的生意未必好做。 全联并购公会信用管理委员会专家安光勇对第一财经记者分析称，在当下的消费环境下，消费降级 与"质价比"追求并存。肯德基已触及大众快餐天花板，而必胜汉堡切入麦当劳、肯德基与精品汉堡之 间的地带，希望利用百胜已有的基建跑道，跨价位收割那些从中产阶级向下俯冲、但仍保留"西餐幻 觉"的客群。对于百胜集团来说，百胜通过多品牌策略降低单一品牌对外部波动的敏感度。 至于未来汉堡赛道的发展，在眺远咨询董事长兼CEO高承远看来，汉堡赛道已经从"卖效率"走向"卖 体验"，想长留牌桌必须同时算清两本账。一本是效率账，现做口感再好，出餐时间也不能超过8分 钟，门店动线、预制厚度、保温湿度都要用数据压到秒和克；另一本是情感账，把"快餐"变"轻正 餐"，靠地域化口味、限定食材、联名IP把复购频次拉高，客单价再向上抬5–8元。更关键的是多时 段运营 ...

西式快餐赛道目前已经进入内卷时代。 必胜客开始推出汉堡独立门店了。 近日，百胜中国旗下必胜客品牌推出了新模块"必胜汉堡"。目前共开出了两家门店，均位于深圳。深圳 当地人士在必胜汉堡新闻路门店看见，必胜汉堡和必胜客门店紧挨着，工作日晚间，必胜汉堡的门店有 十几位顾客在用餐，时不时也有外卖骑手出入门店。 从具体运营模式来看，必胜汉堡主打一人食赛道，现点现做，面包坯与普通汉堡不同，是比萨面包。大 众点评信息显示，必胜汉堡人均客单价约34元，低于必胜客的客单价50元，略高于肯德基、麦当劳的28 元。 这不是必胜客第一次做汉堡产品，但是必胜客首次推出独立汉堡门店。早在2024年4月，必胜客曾推出 汉堡产品线"比萨堡"。 也就是说，在肯悦咖啡（KCOFFEE）、肯律轻食（KPRO）、KFC炸鸡兄弟等新尝试之后，百胜中国 还在继续扩展旗下品牌。 这一尝试正发生在竞争日趋激烈的市场环境中。西式快餐赛道目前已进入内卷时代，红餐大数据显示， 2024年中国西式快餐市场规模达到2975亿元，同比增长11.0%；截至2025年3月，中国西式快餐门店数 已达到32.5万家，同比增长6.6%。 西式快餐下更细分的汉堡，也是一条较为饱和的 ...

以下文章来源于红餐网 ，作者红餐编辑部 本文由红餐网(ID：hongcan18)原创首发， 作者：柯愉乐；编辑：方圆。 继必胜客卖烤串引发热议后，百胜中国又出手推新品牌了。 12月27日，"必胜汉堡"全国双首店在深圳开业， 主打"西餐级汉堡"，面团现烤，肉饼现煎，人均消费 40+元 。 事实上，早在2023年，必胜客就在门店推出了汉堡产品"比萨堡"，并售卖至今。这次开出的汉堡专门店 有何不同？能否在拥挤的汉堡赛道中杀出重围？我们一起来看看。 01. 现烤现做， 单个汉堡23元起 红餐网实地走访发现，必胜汉堡首店选址深圳福田与龙华核心商圈， 与必胜客主品牌"肩并肩"开店 。 两家必胜汉堡都是从必胜客门店改造而来的，新闻路店占据了原本门店一楼位置，大浪店则是将一楼一 半区域改成了汉堡店。门店外围除了排队区，还设置了用餐卡座，方便行人休息和点餐。 值得注意的是，两家必胜汉堡并没有与必胜客共用后厨，而是单独划分出一块区域用作后厨。 新闻路店的工作人员介绍称，围挡装修期间，除了更换门头，相对重要的工作就是后厨的布置。也就是 说，楼上的必胜客和楼下的必胜汉堡，有各自的厨房、用餐区和点餐功能区。客人可以在两个空间内穿 梭， ...

临近年关，中国的"县城之王"，再一次被老外封神了。 新疆当地的爆款王枸杞咖啡，咖啡的醇厚基底，融入枸杞的清甜风味，实现"提神+滋养"，国外一上线就被外国人疯抢。 国产三蹦子去年还是拉风神器，今年直接成了圣诞老人的标配坐骑，带着东方咒语走哪都是眼球C位。 然而谁能想到，跟各种风光不同，同样是县城人民昔日"白月光"德克士，日子却并不好过。 2022年到2024年，累计关闭门店超过1500家，目前仅有2400多家，其中2024年单年关闭门店就超600家。要知道巅峰时期，它可是拥有超3000家门店的"地 头蛇"。 更惨烈的是排名大滑坡。德克士在西式快餐中已跌至第八位，不仅远落后于肯德基、麦当劳，甚至被华莱士、塔斯汀等后来者超越。华莱士门店超1.9万 家，靠10元套餐横扫乡镇市场；塔斯汀的门店超1万家，跟德克士的差距不是一点半点。 反观德克士，这么多年过去了，最拿的出手的似乎还是"县城之王"标签，然而这个标签也快要守不住了。 要知道，很多年前的德克士还完全不是如此。 三年消失一半门店，"收尸人"忙坏了 早在2013年，门店总数就突破2000家，妥妥的"中国西式快餐老三"。尤其对于很多小镇青年来说，对它也是充满着滤镜—— ...

Core Insights - The rapid expansion of "Tasting" brand, known for its Chinese-style hamburgers, is facing growth challenges as it recently closed 907 stores while opening 968 in the past 90 days [2] - Despite fluctuations in store numbers, Tasting has successfully entered the "10,000 store club" with 10,296 stores, ranking third among Western fast-food brands in China [2][5] - The brand's growth has been particularly notable in the last four years, with 3,420 new stores opened in 2023 alone, marking it as the fastest expansion year [2][3] Store Performance - As of November 2024, Tasting's net growth rate is projected to be 20.17%, outpacing 86% of its competitors in the same category [3] - The majority of Tasting's stores (69.55%) have been operating for 1 to 3 years, with only 0.34% of stores operating for over five years, indicating a need for stability [5][6] - The average operating time for Tasting's stores is 1.7 years, which is below the industry average of 2.8 years [5] Market Expansion - Tasting has shifted its focus to first-tier and new first-tier cities for expansion, with significant growth in cities like Guangzhou, Chongqing, Wuhan, and Shenzhen [4][5] - Store counts in various city tiers have shown steady growth, with notable increases in new first-tier and third-tier cities [5] Business Diversification - Tasting is exploring diversification by re-entering the pizza market, opening two "Tasting China Pizza" stores in Fujian [8][9] - The new pizza offerings maintain a low-price strategy, with average consumer spending at 18.63 yuan, lower than the industry average [10][11] Future Challenges - The rapid expansion raises concerns about food safety, with over 7,000 complaints reported on third-party platforms [5] - As Tasting approaches the 10,000 store milestone, it faces challenges in product development, pricing, supply chain management, and brand capability [11]

以下文章来源于红餐网 ，作者红餐编辑部 红餐网 . 做餐饮，上红餐 ！一个有温度的餐饮产业服务平台。 从 爆火到批量关店，又一家网红汉堡"凉了"？ 本文由红餐网(ID：hongcan18)原创首发，作者：周沫；编辑：钱俊。 " 才开业了没几个月啊，广州首家太极堡怎么没营业了？ " "谁能告诉我长沙太极堡究竟怎么了？" 近期，多 地 网友发帖称 ，太极堡在 当地 均 出现了 闭店 的情况 。 据了解，太极堡 成立于 2024年， 以 "东方汉堡"概念和新中式美学设计迅速出圈， 一度 被网友誉为 "汉堡界的霸王茶姬" 。 然而，这个成立只有一年的品牌， 如今却频频传出关店消息 ， 太极堡究竟怎么了？ | 太极堡 TAICHI BURGER(芙蓉天街店) | | --- | | 歇业关闭 暂无星级 1378条 | | 西式快餐 湖南农业大学 长沙 | | 有宝宝椅 有卡座 免费停车 有沙发位 | | "和室友经常来吃,一周最少一顿。" | △图片来源：大众点评截图 批量闭店，有门店只 "存活"3个多月 太极堡成立时间并不长， 2024年11月30日才在长沙万家丽广场开出全国首店。 诞生之初，太极堡就 采用 "高举高 ...

Core Viewpoint - The company Tasting is facing significant consumer backlash due to food safety issues, including reports of finding raw meat and foreign objects in their burgers, leading to health concerns and a surge in complaints [1][7][5]. Group 1: Food Safety Concerns - Tasting has accumulated over 4,300 complaints on the Black Cat Complaints platform, with many consumers reporting finding raw meat, hair, and insects in their food [1][7]. - A specific incident involved a consumer who experienced acute gastroenteritis after consuming a burger containing raw meat, leading to hospitalization [3][5]. - Tasting has previously faced penalties for food safety violations, including a fine of 20,000 yuan for having foreign objects in food [7]. Group 2: Store Opening and Closing Data - In the past 90 days, Tasting reportedly opened 968 new stores but also closed 907, raising concerns about its operational stability [1][12]. - Tasting disputed the closure data, claiming that as of November 2025, it has 11,124 operational stores, with only 67 closures in the same period [12][10]. Group 3: Market Competition and Expansion - Tasting is preparing for a potential IPO, with significant changes in its ownership structure and capital increase, indicating a strategic move towards public listing [15]. - The company is facing intensified competition from major fast-food chains like KFC and McDonald's, which are expanding into lower-tier cities and introducing low-priced products to counter Tasting's market position [16][14]. - Tasting's low-price strategy is under threat as competitors launch similar pricing initiatives, potentially eroding its competitive edge [16].

Core Viewpoint - The article highlights significant food safety issues faced by Tasiting, a fast-food chain, including numerous consumer complaints about finding foreign objects in their products, which has led to a public outcry and potential damage to the brand's reputation [2][7]. Group 1: Food Safety Concerns - Tasiting has received over 4,300 complaints on the Black Cat Complaints platform, with many reports of finding raw meat, hair, and insects in their hamburgers, raising serious concerns about food hygiene [2][7]. - A specific case involved a consumer who found raw meat in a Tasiting hamburger, resulting in acute gastroenteritis and a hospital visit, highlighting the potential health risks associated with the brand's products [4][6]. Group 2: Store Opening and Closing Data - In the past 90 days, Tasiting reportedly opened 968 new stores but also closed 907, indicating a turbulent expansion phase [11]. - Tasiting has disputed these figures, claiming that as of November 2025, they have 11,124 operational stores, with only 67 closures in 2025, suggesting a more stable growth than reported [11][14]. Group 3: Market Competition and Challenges - Tasiting is facing intensified competition as major fast-food chains like KFC and McDonald's are expanding into lower-tier cities and launching low-priced products, eroding Tasiting's competitive pricing advantage [15][16]. - The company is reportedly preparing for an IPO, with significant changes in ownership structure, which may be aimed at supporting its long-term strategic development [14]. Group 4: Brand Reputation and Future Outlook - The ongoing food safety issues and the recent store closures could jeopardize Tasiting's reputation and its plans for a successful IPO, as consumer trust is critical in the fast-food industry [16].

Core Insights - Luckin Coffee's revenue increased by 50.2% year-on-year to 15.287 billion yuan in Q3 2025, while net profit attributable to shareholders decreased by 2.7% to 1.278 billion yuan [1][6] Revenue and Profitability - The primary reason for the revenue growth without corresponding profit increase is the fierce competition in the food delivery market [2] - In Q3, Luckin Coffee added 3,008 new stores, reaching a total of 29,214 stores, marking an 11.5% quarter-on-quarter growth [3] - The average monthly active users reached a historical high of 112 million, a 40.6% year-on-year increase, with 42 million new users added in the quarter [3] Cost Structure and Efficiency - The proportion of raw material costs to total net revenue decreased from 39% in the same period of 2024 to 36%, with raw material costs increasing by 41% to 5.5 billion yuan [4] - Rent and other operating costs as a percentage of total net revenue fell from 22% to 20%, with these costs rising by 36% to 3.1 billion yuan [4] - Sales and marketing expenses as a percentage of total net revenue decreased from 6% to 5%, with these expenses growing by 28% to 751 million yuan [4] - General and administrative expenses also saw a reduction in proportion from 6% to 5%, increasing by 25% to 793 million yuan [4] Delivery Costs and Profit Impact - Delivery costs surged to 2.89 billion yuan, a 211.4% increase, leading to a rise in delivery cost percentage from 9.1% to 18.9%, which reduced operating profit margin to 11.6% [5] - The increase in delivery costs contributed to the decline in net profit, contrasting with Yum China, which saw a 7.8% increase in operating profit [6] Competitive Landscape - The coffee and tea beverage sector is characterized by high-frequency consumption, necessitating competitive pricing to maintain market share [7] - Yum China's higher average transaction value and stronger membership system provide a competitive edge, allowing them to mitigate delivery commission costs [8] Strategic Direction - Luckin Coffee is exploring structural solutions, emphasizing in-store pickup as a primary consumption method, while viewing delivery as a supplementary channel [9] - The company anticipates short-term fluctuations and pressures on same-store sales growth as delivery subsidies decrease [9]