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为什么京东要“亲自”来炒菜?
3 6 Ke· 2025-07-24 01:03
七鲜小厨是什么? 刘强东在6月沟通会上透露过,不靠卖饭菜,京东外卖要靠"供应链"赚钱。这个与美团"不同的商业模式",终于显露了真容。 7月22日,位于北京东城区长保大厦内一楼的"七鲜小厨"门店正式开放营业。从媒体发布的现场照片来看,店内配备了多台炒菜机,主打新鲜现炒,以外 卖、自提两种形式销售。 这一门店也已经进驻京东APP秒送频道,该店上线了28件菜品,包括小炒、意面、盖饭、烧烤等,单件商品折后价格集中在12元~18元区间。 以此店为契机,京东宣布,将会在3年内投入超百亿资金,在全国范围建设超过10000家七鲜小厨。而且,他们还会投入10亿现金,启动"菜品合伙人计 划",面向全国餐饮品牌与个体厨师,为1000道招牌菜招募合伙人。 在这些品牌和厨师竞选胜出、成为每道菜品的合伙人后,可直接获得100万元现金保底分成,后续该菜品的销售分成上不封顶。具体分成多少,京东并未 公布。 根据观点网,京东表示,只要消费者有需求,七鲜小厨不排除入驻其他平台,并强调该模式不与餐厅及外卖平台竞争,亦不限定单一平台经营。 七鲜小厨的负责人刘斌将七鲜小厨定位为"品质餐饮制作品台",并将其视为"餐饮外卖市场15年以来最大的供应链模式创 ...
Meme股热潮下散户“新宠”更迭快,GoPro、Krispy Kreme暴涨,Kohl’s和Opendoor跳水
Hua Er Jie Jian Wen· 2025-07-23 16:54
美股继续上演Meme股狂欢,但散户投资者的"宠儿"在迅速更迭。上周翻倍飙涨的房地产科技公司OpenDoor Technologies最近两日 持续回落,周二被炒上天的"昔日百货巨头"Kohl's周三就两位数大跌。 而另外两只最近被散户热捧的Meme股周三双双下跌。周二收涨超50%的Kohl's(KSS)早盘跌超10%,截至本周一六个交易日内涨 超300%的Opendoor(OPEN)在周二收跌约10%后周三早盘又跌超20%。 这场投机热潮延续了近期的市场狂热情绪,散户交易者通过社交媒体平台协调行动,专门狙击被大量做空的低价股。期权交易数据 显示,Krispy Kreme周二的看涨期权交易量创下纪录,超过10万份合约,相当于过去四年日均交易量的71倍。 分析师认为,这种现象反映出市场情绪的极度高涨,但缺乏基本面支撑。Capital.com高级市场分析师Daniela Hathorn表示,以上 Meme的股价股价和交易量的大幅飙升主要由社交媒体热议、轧空和技术突破推动,尽管相关公司的基本面业务并无重大变化。巴 克莱已对此发出"泡沫警报",建议投资者谨慎应对这种过度投机行为。 新目标锁定:GoPro和Krispy ...
From Japan to Kerala, bringing Udon to Onam | Shintaro Tanaka | TEDxPunkunnam Thrissur
TEDx Talks· 2025-07-23 15:29
Uh thank you for audience. Thank you for tim giving me this opportunity. I'm very sorry actually I'm not good at English but I'm try to do my best.Please listen my story. Uh I came to India first time 19 years ago as tourist. 19.When that time I visited New Delhi, Jaipur, Agla, Vanasi and Chennai. It was great journey for me. I had big culture shock.One of them was a powerful city. One of them was spicy food. But it was very tasty.I like bora makari. One of them was people's lives that I can literally see a ...
正式开业第一天就爆火,京东七鲜小厨“火”在哪
Qi Lu Wan Bao Wang· 2025-07-23 07:17
齐鲁晚报.齐鲁壹点记者王颖颖 24小时直播,可外卖、可自提。7月22日,随着京东启动"菜品合伙人"招募计划,位于北京东城区长保大厦写字楼一楼西侧的首家七鲜小 厨在正式开业的第一天爆单了。透过玻璃明档,可以看到炒制、打包、取餐的全过程。餐品价格大部分在20元以内,比周边外卖便宜。 七鲜小厨的定位是什么?要解决什么痛点?如何做到"又好又便宜"?针对这些问题,七鲜小厨业务负责人刘斌作了回答。 定位品质餐饮制作平台 刘斌说,七鲜小厨希望解决的问题,归纳起来就两个。一个是帮消费者彻底解决幽灵外卖带来的食品安全问题。通过供应链的创新,做 到又好吃、又便宜、又干净卫生,让黑外卖这种劣质的餐饮模式彻底地被市场淘汰。再就是帮坚守餐品品质、口味的餐饮商家赚钱,和 他们一起把招牌的菜品卖到全国去,让这些餐厅获得更好的收入。 京东"菜品合伙人"招募计划显示,京东将投入10亿现金,面向全国餐饮品牌与个体厨师为1000道招牌菜招募合伙人。在全新的供应链模 式下,合伙人仅需提供菜品配方并参与研发,由合营品质餐饮制作平台"七鲜小厨"承担现炒制作及严格品控,以外卖、自提两种形式销 售。竞选胜出成为每道菜品的合伙人后,可直接获得100万元现金保 ...
X @Bloomberg
Bloomberg· 2025-07-22 20:06
About 1,000 workers who staff concession stands at Fenway Park baseball stadium and MGM Music Hall next door are poised to go on strike after negotiations between their union and food service company Aramark failed https://t.co/mI5AU5eOkd ...
X @Bloomberg
Bloomberg· 2025-07-22 06:03
Bridgepoint is selling a majority stake in Dutch caterer Vermaat to Compass Group in a deal valuing the company at about €1.5 billion, sources say https://t.co/6oouqY00Qk ...
10 Growth Stocks Down 10% or More to Buy Right Now
The Motley Fool· 2025-07-17 10:02
Over the last few months, the S&P 500 has risen 24% from its 2025 low, and has begun setting new all-time highs.This incredible ascension doesn't mean there are no enticingly priced stocks, though. Despite the market rebounding, many of the best growth stocks remain at least 10% below their highs. Here are 10 of my favorite growth stocks that are worth buying right now. (Numbers as of July 10, 2025.) 1. Shopify: 33% below all-time highsShares of the United States' leading e-commerce enabler, Shopify (SHOP 4 ...
外卖大战让门店快扛不住了!嘉和一品乡村基南城乡创始人纷纷吐槽
Tai Mei Ti A P P· 2025-07-16 02:14
虽然外卖大战打得风生水起,但是餐饮企业却开始感觉到有些苦不堪言。 7月14日餐饮连锁品牌嘉和一品创始人刘京京在微博发文,控诉因平台补贴乱象而带来的经营困境。 "各平台都是百亿补贴开战,但其实最受伤的是商家。顾客享受到的各种满减、补贴,每10元,平台只 出3元商家要补7元!大头都是商家出的。"她在微博中表示,"餐厅堂食面临三道生死关,因公限酒减少 了客流;被团购、直播薅了一道羊毛;又被外卖平台一天抢走两三亿的客流,还能剩下多少人会去堂食吃 饭?" 7月以来,平台发起0元购,还有很多"满25减21"、满16减16"等无门槛的外卖券。在这样的流量攻势 下,刘京京认为,"上千万的商家,都沦为了外卖的加工厂,变成三巨头混战的子弹。这完全是与堂食 的不公平竞争!当顾客习惯了低于成本价用餐,0元配送费,到餐厅吃饭的人只会越来越少!而当有底 线,有品质的餐厅都倒闭了,顾客还能吃到安全的饭菜吗?" 据媒体报道,当外卖大战进入到7月12日,整个市场总量从年初的日均 1 亿单翻倍至单日规模约2.5亿 单,比上一周多出 3000 万单,主要增量在美团,达到 1.5 亿单,淘宝闪购 8000 万单,京东 1000 多万 单。 而在数千 ...
3 Reasons Why Growth Investors Shouldn't Overlook Aramark (ARMK)
ZACKS· 2025-07-08 17:46
Core Viewpoint - Growth investors are interested in stocks with above-average financial growth, but identifying such stocks can be challenging due to associated risks and volatility [1] Group 1: Company Overview - Aramark (ARMK) is identified as a promising growth stock with a favorable Growth Score and a top Zacks Rank [2] - The company provides food, facilities, and uniform services, making it a strong candidate for growth investment [3] Group 2: Earnings Growth - Aramark has a historical EPS growth rate of 32.8%, with projected EPS growth of 24.9% this year, significantly higher than the industry average of 10.9% [4] Group 3: Asset Utilization - The company's asset utilization ratio (sales-to-total-assets ratio) is 1.37, indicating that Aramark generates $1.37 in sales for every dollar in assets, outperforming the industry average of 0.96 [5] Group 4: Sales Growth - Aramark's sales are expected to grow by 7% this year, compared to an industry average of 0% [6] Group 5: Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for Aramark, with the Zacks Consensus Estimate for the current year increasing by 0.1% over the past month [7] Group 6: Investment Positioning - Aramark holds a Zacks Rank of 2 and a Growth Score of A, positioning it well for potential outperformance in the market [9]
All You Need to Know About Aramark (ARMK) Rating Upgrade to Buy
ZACKS· 2025-07-08 17:00
Core Viewpoint - Aramark (ARMK) has been upgraded to a Zacks Rank 2 (Buy) due to an upward trend in earnings estimates, indicating a positive earnings outlook that could lead to increased stock price [1][3]. Earnings Estimates and Stock Price Impact - Changes in a company's future earnings potential, reflected in earnings estimate revisions, are strongly correlated with near-term stock price movements, influenced by institutional investors [4]. - Rising earnings estimates and the rating upgrade for Aramark suggest an improvement in the company's underlying business, which may lead to higher stock prices as investors respond positively [5]. Zacks Rank System - The Zacks Rank stock-rating system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks generating an average annual return of +25% since 1988 [7]. - The Zacks rating system maintains an equal proportion of "buy" and "sell" ratings across over 4,000 stocks, ensuring that only the top 20% receive a "Strong Buy" or "Buy" rating [9][10]. Earnings Estimate Revisions for Aramark - For the fiscal year ending September 2025, Aramark is expected to earn $1.94 per share, unchanged from the previous year, but the Zacks Consensus Estimate has increased by 1% over the past three months [8].