新媒体编辑｜ 宝珠 视觉 | 顾芗 11月中旬，在杭州海底捞旗下首家寿司店"如鮨（yì）寿司"门口，周末排队等位的年轻人络绎不绝。自 今年8月开业不到一个月，这家店创下了周末翻台率8轮、单日接待超1000人次的业绩。 盐财经记者抵达如鮨寿司时，正值周日晚上8点，在如鮨寿司店门口，还坐着十几个等位的客人。 从上海特地前往杭州体验"海底捞寿司"的李涵，攥紧了手中的就餐码。她没想到，这么晚居然还有跟她 一样的"吃货"在等位。 店中食客多为像李涵一样的二三十岁的年轻人。而海底捞给首家寿司门店所选的地点，正是杭州大学生 聚集的下沙区中心商圈——龙湖金沙天街。 作者 | 张婉莹 简洋洋（实习生） 编辑 | 江江 不到100元，就能 在寿司店吃到有鹅肝、三文鱼等食材。热衷日料的李涵在如鮨寿司把自己喜欢的菜品 都点了一遍，也才刚刚过百元。 如鮨寿司门店 如鮨寿司的电子点餐屏上，其招牌的鲜切三文鱼寿司仅要15元，法式鹅肝寿司也只要19.9元。主力产品 集中在9.9元和15元价位，并且还能叠加使用69元抵100元的代金券。家住附近常来店里的王路涵向盐财 经记者表示，"跟朋友两个人放开吃，也花不了多少钱"。 曾经高冷的日料，如今正 ...

高盛表示，Food & Life保持着极高的盈利能力和资产周转率，其运营资产回报率也超过了日本餐饮业的 其他同行。 高盛认为Food & Life是"消费类股票中极为罕见的一家公司"，它在日本国内以及国际市场都展现出中长 期增长的潜力。 智通财经APP获悉，高盛首次覆盖Food & Life Companies，予"买入"评级，目标价为9500日元。该公司 经营着日本规模最大的回转寿司连锁店寿司郎，目前正积极拓展海外市场，主要集中在亚洲地区。 高盛强调了Food & Life的竞争优势，包括其运营高度自动化以及通过集团采购实现规模经济效应。这些 优势将有助于该公司实现持续的销售和利润增长。 ...

Core Insights - FOOD&LIFE COMPANIES (F&LC) reported a revenue increase of 18.3% year-on-year to 313.149 billion yen for the fiscal year 2025 third quarter, with a net profit growth of 74.3% to 18.072 billion yen [1] - The company operates multiple restaurant brands, including Sushiro, Sugidama, Kyotaru, and Misaki, with a total of 1,180 stores, an increase of 25 stores year-on-year [1] - Sushiro remains the primary revenue driver, with a significant performance difference between domestic and international markets [2] Financial Performance - For the first three quarters of fiscal year 2025, Sushiro's net sales in Japan grew by 11.6% to 195.99 billion yen, while international sales surged by 41.2% to 93.105 billion yen [2][3] - Segment profit for Sushiro in Japan was 15.271 billion yen, while international segment profit reached 11.116 billion yen, reflecting a strong international performance [3] Market Expansion - Sushiro has expanded its international presence, with 212 stores outside Japan, a 38-store increase year-on-year, while the domestic market saw a decrease of 12 stores to 960 [1] - F&LC plans to continue expanding its international footprint while carefully evaluating the business environment in various regions [4] Economic Context - The recovery of Japan's economy is attributed to rising personal consumption and increased demand from overseas tourists, although challenges remain due to global political instability and prolonged yen depreciation [3] - The restaurant industry faces ongoing challenges, including rising prices of raw materials and energy, as well as a long-term labor shortage [3]