近日美团上线"浣熊食堂"，打造明厨亮灶、供应链追溯和标准化管理的"外卖集合店"。与传统美食城业 态相比，浣熊食堂对入驻商家进行统一管理，消费者可实时观看后厨直播，满足对食品安全和监管透明 化的要求。当外卖行业走过增长期，平台正从"流量分配者"转向"生态共建者"，推动外卖行业走向高质 量竞争。 .. . ... 放心外卖 · 0 · .... o a 浣熊食堂 ill 看后厨直播点外卖 7月8日中午，在北京市朝阳区亮马桥附近工作的市民小唐打开美团外卖App，随手点进附近的鲜芋仙亮 马桥店，"明厨亮灶"直播吸引了她的注意。点击店铺头像进入直播间，小唐看到厨房工作区实时直播画 面：店员戴着帽子和口罩在店内各处走动忙碌，熬煮、配料、制作、打包，制作甜品的全过程都被拍摄 得一清二楚。 "这家店有后厨直播，锅碗瓢盆和操作台都挺干净。"小唐觉得有趣，又推荐给了几位同事，"夏天吃东 西尤其担心不卫生不安全，能看到后厨环境的也可以更放心些。" 据了解，这家店铺位于浣熊食堂亮马桥店，这也是美团线下投资建设的集中式外卖厨房，除鲜芋仙外还 有真功夫、老乡鸡等十几个档口。入驻商家全部使用统一提供的明厨亮灶系统，营业时间内全过程都实 时 ...

美团方面表示，接下来将携手餐饮商户重点探索可追溯供应链、全透明运营，并建设"食安大数据"。入 驻商家不管是自供原材料，还是从美团全品类餐饮供应链平台快驴进货，都会加入到供应链全链管理及 追溯体系；日常运营中，商家需要通过食安日记、明厨亮灶直播、餐食封签技术等，提高外卖食品的可 追溯性和透明度；美团将从多个维度为商家生成"食品安全指数"，共同将该指数纳入店面的运营考核标 准中，用数据帮助商家改善运营细节，共享经验。 此前，美团表示未来3年将向餐饮行业整体投入1000亿元，包括投入更多硬件补贴和流量扶持，对线上 接入透明厨房、阳光厨房的商家进行支持等，今年内预计将在全国范围内拓展至20万家门店开通"明厨 亮灶"直播。 编辑 唐峥 校对 穆祥桐 在亮马河附近的"浣熊厨房"示范区的鲜芋仙店铺里，店员制作甜品期间，熬煮、配料、制作、打包全过 程画面都被智能摄像头记录，并实时上传在现场的明厨亮灶大屏幕上，同一时刻，用户在手机上也能看 到每个细节；在东直门"浣熊食堂"，德克士店长在午高峰后完成了一次清洁，现场图片和动作也被记录 在"食安日记"，上传到美团外卖App，后台也会显示1小时内点击查阅的用户数。 截至6月30日，" ...

Core Viewpoint - The article discusses the competitive landscape of instant retail, highlighting Meituan's strategic shift from online to offline operations through the launch of "Raccoon Canteen" and its implications for the supply chain and business models in the food delivery industry [1][5][11]. Group 1: Meituan's Raccoon Canteen - Meituan officially launched "Raccoon Canteen" in July, with plans to open 1,200 locations nationwide over the next three years, following a trial phase that began in December [2]. - The operational model of Raccoon Canteen resembles a food delivery hub, allowing consumers to order from multiple vendors through Meituan's platform without dine-in options [2]. - Meituan emphasizes a non-self-operated model, focusing on providing a platform for various food vendors while ensuring compliance with food safety standards [2][4]. Group 2: Supply Chain Integration - Meituan aims to enhance transparency in food sourcing with features like "Food Safety Diary," allowing consumers to trace the supply chain from source to table [3]. - The company plans to offer comprehensive supply chain services through its platform "Fast Donkey Procurement," connecting vendors with over 200 food suppliers for direct sourcing [6][7]. - This supply chain strategy aligns with industry trends, as competitors like JD.com also focus on supply chain optimization as a core business model [8][10]. Group 3: Competitive Landscape - The competition between Meituan and JD.com is intensifying, with JD.com confirming its entry into the hospitality sector and planning to offer supply chain services to optimize costs [9][10]. - JD.com is also launching its own food service infrastructure, indicating a shift towards innovative business models that prioritize food safety and cost efficiency [10]. - The ongoing competition is not merely about pricing but involves innovation in business models and supply chain management [11]. Group 4: Additional Initiatives - Meituan is expanding its offerings with the launch of a discount supermarket project named "Happy Monkey," set to open in August, which will also rely on a robust supply chain [13]. - The company is implementing a pension insurance subsidy plan for delivery riders, aiming to enhance worker welfare and address fatigue issues [13].

Core Insights - Meituan's offline takeaway project, Raccoon Kitchen, has opened 9 stores in Beijing and is set to launch in Hangzhou, aiming to provide high-quality takeaway infrastructure through shared resources and cost reduction [1][2] - The Chinese takeaway market is projected to grow from 125 billion yuan in 2015 to 1.5 trillion yuan by 2024, with a compound annual growth rate (CAGR) of 28% and a penetration rate increasing from 4% to 26% [1][2] - Meituan plans to invest 100 billion yuan over the next three years to enhance food safety and product quality in the takeaway sector, including the introduction of AI for monitoring [2] Business Model and Strategy - Raccoon Kitchen operates as a shared kitchen, designed to meet national standards, and aims to reduce the rent burden for restaurants to below 10% of monthly revenue [3][6] - The project collaborates with Meituan's supply chain platform to ensure quality control of ingredients, providing a comprehensive management system from farm to kitchen [5] - The shared kitchen model allows small businesses to start operations with minimal investment, as low as 50,000 yuan, and facilitates a quick setup process [6][8] Food Safety and Quality Control - Raccoon Kitchen emphasizes food safety through a four-tiered inspection system, including self-checks by merchants and real-time monitoring [7] - The kitchen's design includes advanced ventilation and sanitation systems to meet food safety management requirements [5][8] - The initiative aims to build consumer trust by providing transparency through live kitchen feeds and detailed operational logs [8] Market Expansion and Future Plans - Raccoon Kitchen plans to expand to 1,000 to 1,200 locations in the top 40 cities in China over the next three years, responding to high demand and positive merchant feedback [9] - The selection strategy focuses on high-demand areas with cost-effective locations, leveraging Meituan's data analytics [8][9] - The project is positioned as a response to the competitive landscape of the food delivery market, aiming to offer innovative solutions for efficiency and profitability [9]

出品/壹览商业 作者/蒙嘉怡 编辑/木鱼 6月23日，壹览商业发现，美团优选突然在全国范围内大面积关仓，仅保留杭州、佛山、东莞、惠州等少数城市的业务。供应商停止供货，中心仓、网格仓 停止运转，团长停业，全链条全部撤销。 消费者在美团优选上收到的公告显示："由于业务局部调整，您所在的区域自6月23日起暂停接单。"而在关停的区域内，所有商品均显示为"运力不足，暂时 停售"。团长收到的公告则显示："由于业务转型升级，我们将于6月23日起停止您所在社区的服务。您的服务费我们会正常结算，也辛苦协助消费者完成今 日的取货及售后服务。" ( 小米辣 运力不足 暂时停售 1份450g~550g | 荷兰豆 "鲜嫩新鲜, 挺好的" 券 0.1折券最高抵7元 ¥1.89 运力不足 暂时停售 ¥ 11.99 比昨天降1元 运力不足 暂时停售 1袋100g|单山蘸水调料 已售1.3万+ | 2.6万+人点击 券 每件均9.5折 ¥ 5.49 运力不足 暂时信 搜索 接近美团优选的内部人士透露，关仓决定的下达极为突然。6月23日早上，消费者还能正常下单，但到了中午11点，全国大面积关仓的消息便接踵而至。美 团优选的一线员工虽仍保留在岗 ...