基于在北京市场已验证的模式，七鲜小厨正式启动全国经营合伙人招募。首批招募将聚焦于京津冀、长 三角、珠三角三大核心区域，覆盖北京、天津、上海、苏州、杭州、广州、深圳、佛山、东莞、珠海、 中山等重点城市。在该合作模式下，七鲜小厨将提供成熟的供应链体系、智能厨房设备及统一的食安与 运营管理标准；合伙人则主要负责提供场地并承担本地化运营，共同确保全国门店的品质如一。 采写：南都N视频记者 汪陈晨 长期以来，餐饮外卖市场存在大量低质低价的"幽灵外卖"，导致劣币驱逐良币，食品安全成为核心痛 点。七鲜小厨自面市以来，主打"新鲜现炒、食材透明、后厨直播"三大核心举措，定价在10-20元左 右。 目前，七鲜小厨已在北京成功开设30家门店，基本覆盖五环内主要区域。2025年12月25日至27日，七鲜 小厨举办了"随单赠送巧克力"回馈活动，在消费者中引发了热烈反响，活动期间北京地区日订单量突破 2万单。其带来的旺盛人气，有效带动了周边3公里范围内其他品质餐厅的外卖单量，在一些商圈实现整 体增长接近10%。 12月29日，京东旗下品质餐饮品牌七鲜小厨正式宣布，启动面向全国的经营合伙人招募计 划，首批开放京津冀、长三角、珠三角三大核心 ...

Core Insights - Mercer, a business of Marsh McLennan, announced the recipients of the 2025 China Star Employers Awards at its Best Employers Summit [1] Group 1: Award Recipients - The recipients of the 2025 China Star Employers Awards include DBS Bank (China) Limited, Domino's Pizza (China), Ingersoll-Rand (China) Investment Company Limited, Shanghai Disney Resort, Starbucks China, and Universal Beijing [1]

Core Insights - The current dining trend in the U.S. is characterized by an increase in appetizer orders, reflecting a shift in consumer behavior towards more affordable dining options amid food inflation [1][2][3] Restaurant Industry Trends - Appetizer orders have risen by 20% year over year, while orders for entrees and desserts remain flat or declining [2] - The "appetizer economy" is emerging, with some appetizers experiencing growth rates exceeding 30% [3] - Dessert orders have decreased by 2% year over year, indicating a shift in consumer preferences [3] Consumer Behavior - Consumers are increasingly opting for appetizers due to their association with promotions and drink specials, making dining out more affordable [4] - The trend towards frozen or shelf-stable appetizers is also growing, helping restaurant operators manage costs and reduce waste [4] Grocery and Private Label Trends - The food spending landscape reflects a K-shaped economy, with affluent consumers increasing spending on novel products while the majority shift towards private label brands [5][6] - Consumers can save 10-20% by switching to private label products, which have gained acceptance and are now perceived similarly to national brands [6] - Retailers like Albertsons, Costco, and Kroger are expanding their private label offerings, with expectations that private label could represent 30% of sales for some companies [7] Food Inflation and Pricing - Food inflation remains persistent, with food-at-home prices increasing between 1.9% to 2.7% year-over-year [9] - The consumer price index for September indicated a 3.1% increase in food prices, with specific categories like meat and poultry seeing a surge of 5.2% [10] - The "food away from home" sector is experiencing even higher inflation at 3.7%, prompting a shift towards private label spending in various dining establishments [11] Supply Chain Challenges - Tariffs and supply chain issues have contributed to price increases, particularly for perishable items, with no immediate relief expected [12] - The complexity of the food supply chain means that consumers may not understand the time required to stabilize supply after disruptions [13]

Core Viewpoint - The popularity of "Mala Tang" (spicy hot pot) in Japan is rapidly increasing, particularly among women aged 10 to 40, with a significant rise in the number of specialized stores and sales figures expected to continue growing [2][10][12]. Group 1: Market Growth - The number of new Mala Tang stores in Japan is projected to increase by at least eight times by 2025 compared to three years ago [2][8]. - From January to September 2025, 93 new Mala Tang stores opened across Japan, a significant increase from just 11 in 2022 [8]. - The average monthly sales for Mala Tang stores rose from approximately 3.5 million yen in 2021 to about 16 million yen in 2025 [8]. Group 2: Consumer Demographics - Approximately 90% of the customers at Mala Tang stores are women aged between 10 and 40 [5][10]. - The store design caters to female customers, promoting a café-like atmosphere where women feel comfortable dining alone [5]. Group 3: Unique Selling Proposition - Mala Tang offers a customizable dining experience, allowing customers to choose from around 50 different ingredients, which enhances its appeal [5][8]. - The dish is characterized by a rich broth made from about 20 spices, along with a base of chicken and pork bones, aligning with Japanese taste preferences [5][10]. Group 4: Brand Expansion - "Qibao Mala Tang," a leading brand in Japan, has opened 48 stores since its inception in 2007, emphasizing the use of fresh ingredients and unique flavors [10]. - Chinese brands like "Zhang Liang Mala Tang" and "Yang Guo Fu Mala Tang" are also expanding their presence in Japan, particularly in areas with significant Chinese populations [10][12]. Group 5: Future Outlook - The trend of Mala Tang is expected to continue, with potential for it to become a staple in Japanese cuisine, although strategies to attract male customers may be necessary for sustained growth [12][13].

There’s one copy, it’s locked in a safe at an undisclosed location and few people have seen it. It’s not an ancient manuscript. It’s the recipe for the sauce behind a chicken chain’s rise. https://t.co/yDwBipZVfI ...

Core Viewpoint - Krispy Kreme represents a high-risk, potentially high-reward turnaround story, with its brand recognition not translating into stock performance [1] Company Overview - Krispy Kreme has seen its shares lose more than half their value since its 2021 IPO, recently trading at $4.40 per share, near an all-time low [2] - The company operates in over 40 countries and sells millions of doughnuts daily, maintaining a strong emotional connection with customers [3] - Despite its visibility, Krispy Kreme's market capitalization is under $800 million, reflecting a business model that is still searching for consistency [4] Financial Performance - Krispy Kreme generated approximately $1.6 billion in annual revenue but reported operating losses, swinging from a profit of $13 million to a loss of $9 million in 2024 [6] - The company’s adjusted EBITDA margin improved to 10.8% from 9.1% year-over-year, but this margin is considered modest compared to competitors like Starbucks, which operates above 15% [7] Market Valuation - The company trades at a price-to-sales ratio of 0.5, which appears appealing, but the lack of profits and near-zero returns on invested capital raise skepticism about the valuation [8] Growth Potential - Optimists highlight early signs of a turnaround, including refranchising operations and closing unprofitable outlets, aiming for a more capital-light model [9] - There is potential for international growth, particularly in underpenetrated markets like Asia and Latin America, which could lead to mid-single-digit revenue growth and rising margins over time [10] Challenges and Risks - Skeptics point out that Krispy Kreme has faced multiple restructurings in the past without achieving sustainable profitability [11] - The company's "hub-and-spoke" distribution model is capital-heavy and operationally complex, posing challenges in maintaining profitability while closing unprofitable stores [12] - Execution risks are evident, as demonstrated by the termination of a partnership with McDonald's USA due to unprofitable unit economics [13] Investment Implications - The stock appears cheap, but only if the turnaround succeeds; the market is currently pricing in pessimism [14] - If margins improve and international growth accelerates, the stock could offer significant upside, but persistent inconsistency in profits could lead to a reevaluation of its valuation [14][15]

Dylan, you've got a really interesting story, I think like so many startups. It comes from a place of necessity for the founder. Talk to us a little bit about what you've dealt with.Yeah. Firstly, Tim, thanks very much for having me. Great to be here.And yeah, like you mentioned, I diagnosed celiac when I was ten years old and so have a lot of personal experience navigating dining out of home and ordering online while needing to know what's in my food and just over a long period of time got more and more fr ...

Group 1 - Ningbo Market Supervision Administration reported six batches of food products that failed safety inspections, indicating ongoing food safety concerns in the region [1] - Specific non-compliance issues included the presence of harmful substances such as enrofloxacin in fish and shrimp, and chloramphenicol in sausages, highlighting risks in food supply chains [1] - The administration has mandated local regulatory bodies to take legal action against the non-compliant food products and their producers, ensuring that these incidents are recorded in the food safety credit archives of the businesses involved [1] Group 2 - Hangzhou Bank, established in 1996, is a member of the Hangzhou Financial Investment Group and primarily engages in monetary financial services [2] - The registered capital of Hangzhou Bank is approximately 593 million RMB, reflecting its financial standing and capacity for investment [2]

Company Strategy - Panera Bread is preparing a multimillion-dollar turnaround strategy [1] - The CEO aims to reduce the amount of iceberg lettuce in its offerings [1]

Exclusive: Panera Bread is readying a multimillion-dollar turnaround strategy, and its chief executive wants less iceberg lettuce in the mix https://t.co/Cp98wyDy8i ...