Core Viewpoint - The exit of Wei Family Restaurant Group from the Ele.me platform signals a significant shift in the platform economy, as it emphasizes a focus on physical store expansion while other major players like Haidilao and Xiaocaiyuan continue to invest in delivery services [1][7]. Company Summary - Wei Family has confirmed its withdrawal from the Ele.me platform, stating that it may return in the future but has not set a specific timeline [1]. - The company is experiencing high customer traffic, with occupancy rates around 70% in various locations, indicating strong demand for its offerings [3]. - Wei Family's pricing strategy remains competitive, with menu items priced affordably even in high-cost cities like Shanghai, where the average rent is significantly higher than in other cities [5]. - The company has successfully opened new locations in major cities, with initial customer responses showing long wait times and high demand [6]. Industry Summary - The overall restaurant industry is facing challenges, with several listed companies reporting losses or declining revenues. For instance, three out of twelve companies reported losses in the first half of the year [7]. - Companies like Haidilao and Xiaocaiyuan are increasingly relying on delivery services, with Haidilao's delivery revenue growing nearly 60% in the first half of the year [11]. - The competitive landscape is intensifying, with large restaurant chains leveraging their bargaining power to minimize delivery platform fees, thus maintaining profitability [14]. - The shift towards online delivery services is becoming a critical growth avenue for both struggling and profitable companies, contrasting with the challenges faced by smaller restaurants [10][23].