在生意不景气、关店潮此起彼伏的当下，餐饮人谈得最多的一个词，是坪效。 我们看到越来越多操作：业态开始混合，比如蜜雪冰城卖起了早餐；营业时间被无限拉长，巴奴毛肚火锅、遇见小面等品牌甚至推出了"24小时不打烊"门 店；门店变小，连肯德基三分之二的新店成了Mini店…… 作者 | 餐饮老板内参 内参君 开一家火一家 背后的老板很"另类" 所有这些动作，本质上都在回答同一个问题：怎么把坪效推到极致？ 在这样的大环境里，还敢谈坪效的，其实不多。但上海就有这样一个坪效神话，名叫三佰杯。 最疯狂的时候，预约号曾被炒到300元一个。为了复制它的成功，江浙地区很快涌现出一批宁波菜bistro：菜单结构在学，摆盘风格在学，空间气质在学。 但很快，大家发现了一件事：学得像，但跑不动。 三佰杯的爆火，不是偶然。 三佰杯旗下另一个新品牌"富士山"，日料版本的三佰杯，上海风头最劲的居酒屋，同样的逻辑、更极致的执行。据悉，这家店坪效已经超过三佰杯，68平米 的餐厅一天营业额超过了5万。 上月试营业的第三个品牌"田螺姑娘"，刚刚登陆上海餐饮圈，没有做什么宣传，也已经掀起巨浪，同行探店、预约爆满。 这三个品牌有一个共同点：难约。非常难约。不是 ...

Core Viewpoint - Shopping in Sanya, Hainan, has become a new trend among foreign tourists, with many visitors enjoying the shopping experience alongside traditional beach activities [1][3]. Group 1: Tourist Preferences - Foreign tourists, particularly from Russia, are increasingly drawn to Sanya's shopping malls, citing the variety of brands and comfortable shopping environments as key attractions [3][5]. - Tourists appreciate the climate-controlled environments of malls, especially as temperatures drop in their home countries, making shopping a more pleasant experience [3][5]. - The presence of diverse food options, including international cuisines, enhances the shopping experience for foreign visitors [5][7]. Group 2: Facilities and Services - Shopping centers in Sanya have implemented various measures to cater to foreign tourists, including multilingual signage and staff who can communicate in English, Russian, and Korean [5][7]. - Sanya's first shopping center to complete payment facilitation for inbound tourists has introduced foreign currency exchange machines and Alipay+ digital payment services [5][7]. - The New Balance store in Sanya reported that over 150,000 foreign tourists have visited since its opening, accounting for 60% of total foot traffic, indicating a strong demand for tailored services [7]. Group 3: Market Trends - The trend of foreign tourists shopping in Sanya is on the rise, with shopping centers reporting an increasing proportion of foreign customers, particularly from Russian-speaking countries and South Korea [7]. - Special promotions and festive activities during the National Day and Mid-Autumn Festival have attracted more families, with children enjoying themed attractions [5].

Core Insights - The article argues that third and fourth-tier cities present significant wealth opportunities that are often overlooked due to perceptions of lower consumer power compared to first and second-tier cities [1][47][50] Group 1: Investment Opportunities - Many successful business models from first and second-tier cities can be replicated in third and fourth-tier cities, where competition is lower and investment costs are reduced [5][50] - The consumer behavior in third and fourth-tier cities shows a strong tendency for "follow-the-trend" consumption, making it easier to introduce new concepts [5][50] Group 2: Replication Strategies - **Food and Beverage**: Replicating popular dining concepts from first and second-tier cities can attract young consumers in third and fourth-tier cities [8][9] - **Health and Fitness**: Establishing well-equipped gyms can fill a gap in the market, as health consciousness is rising among younger demographics [12][13] - **Retail Innovations**: Introducing modern retail formats like convenience stores and fresh supermarkets can significantly improve the shopping experience [15][16] - **Education and Training**: There is a demand for educational services, including tutoring and skill training, which remains underdeveloped in smaller cities [20][21][24] - **Entertainment and Leisure**: Creating social venues and entertainment options can cater to the lack of recreational activities in these areas [25][27] - **Marriage and Social Services**: There is a notable absence of marriage and social platforms, presenting an opportunity to introduce these services [27][28] - **Home Services**: The demand for reliable home services is high, and replicating successful models from larger cities can quickly build a customer base [32][33] - **Local Internet Business**: Leveraging e-commerce and social media marketing can help local businesses thrive in third and fourth-tier cities [35][37] - **Elderly Care**: The aging population in these cities creates a market for elder care services, which are currently lacking [39][40] - **Platform Thinking**: Transitioning from small businesses to platform-based models can yield greater financial returns [44][45] Group 3: Conclusion - The article concludes that third and fourth-tier cities are often underestimated as wealth generation areas, and the key to success lies in replicating proven business models rather than creating unique concepts [47][48][50]

Core Insights - Chengdu aims to establish itself as a leading city for the "first store economy," targeting 6,500 new stores and over 1,000 events by the end of 2027 [1] - In the first half of 2025, Chengdu attracted 193 new brands, showcasing its strong market appeal and commercial vitality [1][2] Group 1: Market Dynamics - The southwest region accounts for 24.5% of new store openings, highlighting Chengdu's role as a commercial hub in Southwest China [2] - A and B-level brands make up 45.7% of new stores, indicating a strong attraction to regional and innovative brands [2] - Retail and dining sectors dominate new store openings, with retail at 42% and dining at 41.5%, reflecting a trend towards diverse consumer experiences [3][4] Group 2: Brand Trends - International brands are increasingly entering Chengdu, with over 20 new stores from countries like the USA, France, and Japan [6] - Emerging local brands are focusing on enhancing their offline presence and customer experience [6][11] - The trend of "local packaging with international flavors" is evident in the food sector, with a rise in diverse culinary offerings [3][12] Group 3: Commercial Projects - Key commercial areas like Chengdu IFS and Taikoo Li continue to attract high-end brands, accounting for 25.5% of new southwest stores and 33.3% of national stores [9][12] - New commercial zones are emerging, targeting younger demographics and creating unique social atmospheres [7][12] - Projects are shifting from merely attracting first stores to creating unique brand experiences and community engagement [11][12] Group 4: Future Outlook - Chengdu is transitioning from being a "first store city" to a "preferred city" for brands, with a focus on diverse and personalized consumer experiences [12][13] - The competition among commercial projects is evolving, emphasizing operational capabilities and community engagement as key factors for attracting new brands [12]

Core Viewpoint - The article discusses the challenges and strategies for Chinese restaurant brands entering the U.S. market, focusing on the fragmented supply chain and the importance of local adaptation in operations and management [2][3][41]. Group 1: Background and Experience - The guest, Huang Wenbing, transitioned from a Fintech entrepreneur to managing multiple Asian restaurant brands in the U.S., overseeing 7 brands and 53 locations [3][5]. - Huang's initial interest in restaurants stemmed from viewing them as tangible assets, similar to real estate, and aimed to make the industry more transparent and calculable [4][5]. Group 2: Market Strategy - The strategy of "encircling the city from the countryside" is emphasized, suggesting that focusing on suburban markets in the U.S. is more viable than targeting major cities like New York or Los Angeles [5][11]. - The U.S. market is characterized by a significant middle-class population residing in suburban areas, which presents unique opportunities for restaurant brands [11][12]. Group 3: Supply Chain Challenges - The U.S. restaurant supply chain is highly fragmented, requiring operators to manage multiple suppliers for different needs, complicating operations [17][20]. - Each restaurant typically needs to coordinate with six suppliers, and the lack of a unified supply chain can lead to inefficiencies and increased costs [17][20]. Group 4: Operational Insights - The importance of standardization in restaurant operations is highlighted, as it is crucial for scalability and efficiency [14][27]. - The article discusses the necessity of digital transformation in the U.S. restaurant industry, particularly post-pandemic, to enhance operational efficiency and reduce cash handling risks [15][16]. Group 5: Future Outlook - Huang believes that leveraging local experience and adapting to the U.S. market's unique characteristics will be key to successful expansion [29][30]. - The potential for growth in the U.S. restaurant market is significant, with many areas still underdeveloped, indicating opportunities for brands that can effectively navigate the supply chain and operational challenges [31][36].

Core Viewpoint - T11 fresh supermarket has officially closed its last store in Beijing, marking a significant decline from its initial expansion and funding successes since its inception in 2018 [1][4]. Company Overview - T11 opened its first store in Beijing's Chaoyang Park in 2019 and expanded to a total of 8 stores across Beijing, Shanghai, and Wuhan [3]. - The company had previously attracted significant investment, including a 1 billion yuan angel round in 2018 and subsequent rounds totaling 1 billion USD by 2021 [4]. Operational Challenges - T11 faced increasing operational pressures, leading to multiple store closures, including the recent shutdown of its Chaoyang Park store and others in Beijing, Shanghai, and Wuhan [4][5]. - Despite attempts to pivot its business model, including transforming some stores into discount formats, these changes failed to reverse the company's declining fortunes [4]. Market Position and Strategy - T11 struggled to establish a competitive market position due to a lack of distinctive fresh products and a compelling pricing structure, which limited its appeal [4]. - The company aimed to enhance customer experience and product quality in its future operations, indicating a shift in strategy to adapt to the evolving retail environment [5]. Consumer Engagement - T11's Chaoyang Park store reported nearly 150,000 active users and offered around 7,000 global fresh product SKUs, with an average transaction value exceeding 180 yuan [5]. - The store's sales composition indicated that fresh food accounted for over 65% of total sales, highlighting the importance of this category in T11's business model [5].