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绿茶,初代网红有了「老人味」
36氪· 2025-06-04 09:00
专注有价值的报道,服务有思想的人群。 以下文章来源于闻旅 ,作者禹佳言 闻旅 . 上市难解绿茶之痛。 文 | 禹佳言 编辑 | Sette 来源| 闻旅(ID:wenlvpai) 封面来源| 绿茶餐厅官方微博 绿茶,恐怕是 8 0 、 9 0 后打工人的时代记忆。 这家诞生于美食荒漠杭州的绿茶餐厅,从青旅转型到餐厅, 最大亮点就是:好吃、不贵。 2 010 年左右, 全国上下都 刮起 一股 " 绿茶风 ",那时可谓 无限高光。 但不得不说, 装修豪砸 500万, 人均消费却只有 50~80元 的绿茶,对于打工人来说,面子里子都给了,还真的是挺香的。 就像如今的费大厨、烤匠一样,永远在排队, 两小时 也是 常有的事。 那时的绿茶,真的是担当得起 餐饮界的初代网红这个称号。 经历了 4 次折戟以后,绿茶终于在港股上市了。 想上市怎么也上不去的初代网红都要过气了,却上市成功了。 这恐怕要归功于 绿茶近三年实现了 营收和净利润双增长。 二三线及以下城市成为了其跑马圈地的主阵地,仅 2 024 年一年就开出了 120家 。 但疯狂开店的后果,就是现金流承压。说白了,就是缺钱了,所以亟需上市 "补血"。 绿茶 集团 以每 ...
粤味直播间,挤满了全国观众
盐财经· 2025-06-03 10:42
作者 | 林檎 统筹 | 杨园园 视觉 | 顾芗 今年春天,广州酒家的抖音直播间格外热闹。 4月份时,达人账号"粤知一二"的主理人郭嘉峰,空降广州酒家店播直播间,一边讲着粤语笑话,一边与 广酒端午粽大师一起,演绎"靓汤粽"的制作过程,近3万人同时在线观看;一个月后,在广酒大厦前,由 4099个人参乌鸡靓汤粽拼成的"靓汤粽"字阵正式亮相,近2万名观众在直播间里,共同见证了"最多粽子 组成的词语"这项吉尼斯世界纪录的诞生。 广州酒家始创于1935年,如今正好是品牌创立的第90个年头。作为耳熟能详的"中华老字号",广州酒家 既是广府饮食文化的传承者,也是新消费浪潮中的创新者,在坚守着"食在广州第一家"金字招牌的基础 上,在餐饮食品领域不断推陈出新、走在前沿,本就是一项了不起的壮举。 一切都有迹可循,早在2012年,广州酒家集团便成立了电商分公司,成为第一批拥抱电商平台的国字号 企业之一。在电商玩法几经迭代的浪潮中,这个老字号始终保持着敏锐的嗅觉和拥抱变化的勇气,直到 今天已经成为直播热榜里的常客,悄然改写着大众对传统品牌的想象。 而故事,还要从一个地下室讲起。 地下室里的"电商游击战" 2012年,广州酒家集团成立 ...
绿茶餐厅上市首日破发:核心指标失速与资本逻辑的碰撞
Xin Lang Zheng Quan· 2025-05-19 06:35
Core Viewpoint - The initial public offering (IPO) of Green Tea Group faced significant challenges, with the stock price dropping on the first day of trading, reflecting concerns about the company's core operational metrics and the changing growth logic in the restaurant industry [1][4]. Group 1: Operational Performance - Green Tea Group has experienced a decline in key operational efficiency metrics, particularly the table turnover rate, which has not met the founder's "break-even" target of 4 times per day, with rates recorded at 2.81, 3.30, and 3.00 times per day from 2022 to 2024 [2]. - Average consumer spending decreased from 62.9 yuan in 2022 to 56.2 yuan in 2024, indicating a drop in brand appeal and increased price sensitivity among consumers [2]. - The company expanded its store count from 276 to 465 between 2022 and 2024, achieving a compound annual growth rate of 29.8%, but the average sales per store fell from 11.519 million yuan in 2023 to 10.33 million yuan in 2024, a decline of 10.3% [2]. Group 2: Business Model and Revenue Structure - In 2024, the revenue from Green Tea's takeout business increased to 18.8%, a year-on-year growth of 39.8%, but this shift negatively impacted dine-in table turnover rates [3]. - The takeout orders have lower gross margins compared to dine-in, and the company faces higher platform commissions and delivery costs, which may undermine the brand's experiential advantage in the long term [3]. - The introduction of new menu items has contributed less than 15% to sales, and there have been quality concerns regarding the use of pre-prepared dishes, which have affected consumer trust [3]. Group 3: Market Environment and Competitive Landscape - The IPO failure of Green Tea Group reflects not only internal operational issues but also the competitive landscape of the restaurant industry and changing market expectations [4]. - The company plans to open 563 new stores from 2025 to 2027, with 68.38% located in lower-tier cities, but the market is already saturated with competitors like Huicai and others [4]. - Green Tea's direct operation model results in high labor and rental costs, accounting for 45% of expenses, with a net profit margin of only 9.1%, significantly lower than competitors like Mixue Ice City [4]. Group 4: Brand and Consumer Trust Issues - Green Tea Group has faced multiple food safety incidents, which have severely damaged its brand image and consumer trust, with over 30% of complaints related to food quality issues [5]. - The company's challenges highlight a broader industry trend moving from rapid expansion to more refined operations, emphasizing the need for improved core metrics, supply chain management, and brand rejuvenation [5].
从“佛跳墙”到“夫妻肺片”,美媒探索中国美食的趣味菜名翻译
Huan Qiu Wang· 2025-04-29 10:42
"你可以将淮扬名菜狮子头形象地翻译为'中国肉丸',或者直译为'Braised Lion's Head'(油焖狮子头), 但这两种译法都无法完全体现这道菜的精髓或文化背景。"香港大学翻译学副教授余文章表示,那些试 图为这些菜肴想出英文翻译的人,不应为出现奇怪甚至部分令人不安的想法而受到指责。余文章称,将 中国菜名翻译成英文似乎就是"一项不可能完成的任务"。 CNN报道称,中国的菜名源于悠久的烹饪历史,这其中许多菜肴都有独特的故事和意象。以福建名 汤"佛跳墙"为例,据说这道菜香气迷人,以至于一位僧侣都忍不住翻墙过去一探究竟,所以"佛跳墙"的 英译"Buddha Jumping Over the Wall"就显得很贴切,还能增加些许故事趣味。 【环球网报道 记者 赵建东】小笼包是包子还是饺子?"夫妻肺片"到底是用什么做的?美国有线电视新 闻网(CNN)29日报道称,随着赴华游客增多,外国游客在品尝中国美食时,难免会被部分餐馆令人 困惑的菜名翻译所吸引。 "中餐特有的烹饪术语在英语中缺乏对应词汇",深耕中餐文化25年的英国美食作家邓洛普称,"中国拥 有极其复杂的饮食文化,拥有非常具体的词汇,在很多情况下,我们在英语中 ...
再战港股IPO!浙江夫妇开餐馆年入35亿元,号称杭州“初代网红”
Sou Hu Cai Jing· 2025-04-27 11:51
中国商报(记者 贺阳)近日,据港交所披露,绿茶集团有限公司(以下简称绿茶集团)通过港交所主 板上市聆讯,花旗、招银国际为联席保荐人。在业内有"初代网红"餐厅之称的绿茶集团曾多次递表欲上 市,但均未成功登陆资本市场。业内人士认为,今年新茶饮品牌纷纷上市,在一定程度上为餐饮品牌上 市注入了"强心剂",但从招股书数据来看,绿茶集团翻台率及客单价等核心指标呈现下滑趋势,即便成 功上市,企业仍面临品牌老化、行业竞争激烈等挑战。 今年计划开150家餐厅 在过去三年里,绿茶集团开店与闭店的数量都在不断增加。2022—2024年,其新开餐厅分别为47家、89 家、120家;同期,其关闭餐厅分别为7家、5家、15家。 此外,从客单价、翻台率、同店销售额这几大重要指标来看,绿茶集团的经营数据呈现下滑趋势。招股 书可见,绿茶餐厅的整体人均消费由2023年的61.8元减少至2024年的56.2元;公司的整体翻台率由2023 年的3.30次下降至2024年的3.00次;同店销售额增长率为-10.3%,而上一年同期则为26.2%。 从不同区域的市场表现来看,绿茶集团的收入可分为华东、广东、华北以及其他地区。去年,绿茶来自 华东和其他地区 ...
福建福州持续擦亮特色渔业品牌
Core Viewpoint - Fuzhou is accelerating the construction of the "Offshore Granary" to enhance its marine economy and promote local seafood brands such as abalone, kelp, and eel [1][2] Group 1: Development Initiatives - Fuzhou is leveraging the opportunity to build a national marine economy development demonstration zone, focusing on deep-sea aquaculture and establishing a "1+6+4" marine innovation system [1] - The city plans to implement a revitalization action for aquatic seed industry, innovating and cultivating new aquaculture species suitable for local conditions [1] - Fuzhou aims to develop deep-sea aquaculture by constructing deep-sea farming sites and supporting the establishment of more deep-sea aquaculture platforms [1] Group 2: Industry Collaboration and Branding - The city is focusing on industrial synergy and implementing an industrial integration project, emphasizing the processing of abalone, kelp, and fish paste to strengthen local specialties like fish balls and Buddha Jumps Over the Wall [2] - Fuzhou is working on brand enhancement initiatives to promote local seafood brands and plans to establish a "Fuzhou Fish" brand promotion base [2] - The city is enhancing marine technology innovation capabilities and promoting the application of new technologies and products in the marine sector [2] Group 3: Financial and Regulatory Support - Fuzhou is deepening the reform of aquaculture rights and encouraging banks to collaborate with grassroots organizations to develop financial products that benefit fishermen [2] - The city is exploring socialized services for fishing vessel inspections through government procurement, aiming to separate inspection and management functions [2]
商场怎么全是预制菜
投资界· 2024-12-14 07:36
以下文章来源于网易数读 ,作者网易数读 网易数读 . 网易旗下栏目,用数据说话。 占领食堂。 作者 | 库洛洛 来源 | 网易数读 (ID:datablog163) 预制菜,当代互联网"定时炸弹",隔段时间大家就要因为它的话题吵开了锅。 前有"预制菜进校园"的消息让家长慌了神,担心预制菜会毁了下一代孩子的健康,更有 甚者直接称预制菜就是"人类饲料"。 但其实在校园之外,如今的大街小巷早已被预制菜"攻占"。 无论你是在家点外卖,还是出门聚个餐,上到几百元的猪肚鸡火锅,下到几块钱的小碗 菜套餐,可能都是店家拿料理包加热的。有些更"高科技"的预制菜还能通过加入锅气香 精来伪装有锅气,可以说是防不胜防。 预制菜为什么就那么惹人嫌?吃预制菜真的是我们的宿命吗? 难吃是预制菜的"原罪" 所谓预制菜,其实涵盖的范围相当之广,根据烹饪程度的不同,可以分为即配食品、即 烹食品、即热食品、即食食品这四种 [1]。 广义上来说,在中国人的饭桌上,预制菜早就存在。从家里囤着的方便面、八宝粥,到 外出吃到的快餐汉堡、牛油火锅调料,都可以算得上是预制菜的一种。 而如今,大家常吵的预制菜一般是层出不穷的中餐料理包。不管你点的是宫保鸡丁、鱼 ...