COSTA咖啡深圳门店仅剩一家 深圳商报·读创客户端记者 李佳佳 近日，瑞幸咖啡大股东大钲资本考虑竞购COSTA咖啡的消息引发关注，彭博消息称，其持有者可口可 乐正考虑出售，目前讨论处初步阶段。 在COSTA咖啡收购传闻之前，另一咖啡头部品牌星巴克已完成中国业务的架构调整。11月4日，星巴克 宣布与博裕资本达成战略合作，以40亿美元估值成立合资企业。 快餐领域的并购整合同样活跃。11月10日，CPE源峰宣布向汉堡王中国注资3.5亿美元（约合人民币25.2 亿元），交易完成后将持有其约83%股权，原股东RBI保留约17%。 餐饮圈的"热闹"从来不在灶台，当下，一场围绕品牌、渠道与资源的并购大战正席卷咖啡、洋快餐、中 式餐饮全赛道。 餐饮行业并购呈现三个显著特征 上海证券交易所副总经理王泊近日指出，并购市场是"投资中国未来的黄金通道"。这一判断在餐饮行业 的整合浪潮中得到深刻印证。 除了咖啡赛道，快餐领域的并购同样令人关注。其中，CPE源峰宣布向汉堡王中国注资3.5亿美元。据 悉，该交易预计于2026年第一季度完成，双方计划到2035年将汉堡王中国门店从1250家扩张至4000家以 上，实现可持续的年度增长。 不 ...

今年7月底，海底捞在深圳开出首家Hi乐园店，引来很多食客关注。在大众点评平台上，记者看到方大 城海底捞火锅店被标注为"亲子友好"餐厅，评分为4.7星。记者日前前往方大城海底捞店看到，该店内 设画画区、海洋球池、滑梯等各种儿童娱乐设施，堪称"大型游乐场"，不仅有覆盖多年龄段的玩耍区， 还有专业人员帮忙照顾娃娃，就餐同时还提供舞蹈、魔术、变脸等互动表演。 深圳商报记者 李佳佳 "大人只顾安心吃火锅，孩子交给游乐园。"一位消费者在社交媒体上这样描述海底捞的亲子服务。如 今，海底捞已被网友戏称为"新的遛娃胜地"。 除了海底捞，西贝、九毛九等连锁餐饮品牌也是儿童餐市场的重要参与者。永和大王、喜家德、探鱼等 也纷纷推出儿童餐，希望在这个快速增长市场分一杯羹。 根据《2023儿童餐食行业研究报告》，儿童餐食市场已经突破万亿元规模，并呈现细分化、健康化、高 端化的趋势。昔日安静的儿童餐市场，正成为餐饮业争夺的黄金赛道。 竞争差异化 连锁店各出高招 吃力不讨好 儿童餐成本更高 中国营养学会曾经的一份调查报告揭示了这一市场的消费频率：6岁至12岁儿童经常在外就餐的比例达 44.4%。这样的消费频率，对增长陷入瓶颈的餐饮企业而言， ...

Core Insights - Haidilao is actively expanding its brand portfolio and experimenting with new restaurant concepts to adapt to changing consumer preferences and market conditions [2][8][10] Group 1: Brand Expansion and Strategy - Haidilao has launched the "Red Pomegranate Plan," which encourages employees to develop new restaurant brands through internal entrepreneurship and acquisitions [8][10] - The brand "Jugaogao," acquired from former Haidilao employees, offers a self-service hot pot experience at a significantly lower price point of 59.9 yuan per person, appealing to cost-conscious consumers [3][4] - The rapid expansion of Jugaogao has resulted in over 50 locations across nine provinces within six months, with high demand leading to long wait times [5][10] Group 2: Market Position and Consumer Response - Despite the initial success, there are concerns regarding service quality and operational issues at new locations, with some consumers reporting inconsistent food quality and slow service [7][10] - The overall dining market is experiencing a downturn, with average consumer spending in the restaurant sector declining, which poses challenges for Haidilao's growth strategy [11][12] Group 3: Financial Performance and Challenges - Haidilao's aggressive expansion strategy has led to significant financial losses in the past, prompting a reevaluation of its growth approach [12][13] - The company is now focusing on a dual strategy: expanding into new consumer segments while also introducing high-end dining options to enhance brand value [11][13] - Despite the increase in brand numbers and store count, the new brands have yet to contribute significantly to overall revenue, indicating potential challenges in achieving sustainable growth [10][13]

Core Viewpoint - The incident involving a child urinating in a public area of a Haidilao restaurant has raised significant public concern and led to various responses from the company and authorities [1][6]. Group 1: Incident Details - On October 30, a customer reported that a child urinated in a Haidilao restaurant, with the mother using a paper bowl to collect the urine in front of other diners [1][3]. - The mother placed the used paper bowl on a nearby food preparation cart and attempted to clean the area with a towel, resulting in an unpleasant odor [4]. Group 2: Company Response - Haidilao responded to the incident by cleaning and disinfecting the affected area within 15 minutes and disposing of contaminated items [4]. - The company offered a fruit platter as compensation to the affected customer, which was declined due to the unsatisfactory nature of the situation [4]. Group 3: Broader Implications - The incident follows a previous case where individuals were penalized for similar behavior in a Haidilao restaurant, leading to administrative detention and significant financial compensation ordered by the court [6]. - Haidilao has committed to replacing all utensils in the affected restaurant, conducting a deep clean, and refunding all customers who dined during the incident, along with offering tenfold cash compensation for their orders [6].

Core Insights - Haidilao has entered the sushi market with its new brand "Rushi Sushi," offering over 200 affordable dishes, primarily priced at 9.9 yuan and 15 yuan, capitalizing on the growing popularity of sushi in China [1][3][5] Business Strategy - The new sushi brand features a Japanese-style design and a self-service ordering system, catering to solo diners and emphasizing freshness with cold-chain delivery of key ingredients like Norwegian salmon and tuna [3][4] - Haidilao's "Pomegranate Plan" aims to incubate and develop new restaurant brands, resulting in a diverse portfolio of 14 second brands, with "other restaurant revenue" increasing by 227% year-on-year [5][6] Market Trends - The sushi market has seen significant growth, with over 23,000 sushi restaurants in China, and more than 50% of these offering meals at an average price below 35 yuan [7][8] - The competitive landscape includes established international brands, indicating both opportunities and challenges for Haidilao as it seeks to capture market share [6][8] Operational Challenges - Haidilao faces distinct operational challenges in the sushi segment compared to its core hotpot business, particularly in supply chain management and the need for high-quality seafood sourcing [8][9] - The company must balance its main hotpot business with new ventures, ensuring that supply chain quality and cost management are effectively addressed [9][10]

Core Viewpoint - The article emphasizes the strategic development of Jianyang as a key city in Chengdu's international connectivity, focusing on transforming airport traffic into sustainable urban growth through cultural, commercial, tourism, and sports integration [1][2]. Group 1: Urban Development Strategy - Jianyang aims to establish itself as an "international airport hub city" and a significant node in the Chengdu-Chongqing economic zone, with a focus on urban explosion, customer attraction, and industrial aggregation [2]. - The city is accelerating its goal to become a top 100 county with a GDP of over 100 billion yuan and a sub-center of Chengdu [2]. Group 2: Cultural and Economic Integration - The integration of culture, commerce, tourism, and sports is viewed as a systematic project rather than a simple combination, with a focus on enhancing the influence and reputation of Jianyang as "Tianfu Gateway, Airport Jianyang" [5]. - The local government has approved a plan to promote this integration, emphasizing cultural enrichment, commercial stability, tourism promotion, and sports energy [5]. Group 3: Tourism Growth - During the recent National Day and Mid-Autumn Festival, Jianyang received 397,000 tourists, a year-on-year increase of 10.3%, with tourism revenue reaching 154 million yuan, up 11% [6]. - Visitors highlighted the cultural richness and hospitality of Jianyang, showcasing the success of its integrated development approach [6]. Group 4: Cultural Identity and Memory - Jianyang leverages its rich cultural history, including the legacy of the four scholars and local traditions, to create memorable cultural experiences for visitors [7][8]. - The city is developing cultural IPs to enhance visitor engagement, such as the "Scholar's Banquet" that combines local cuisine with cultural storytelling [7][8]. Group 5: Innovative Visitor Experience - Jianyang is redefining the transit experience for travelers at Tianfu International Airport, offering unique local products and services to enhance the visitor experience during layovers [9]. - Collaborative packages with airlines and travel platforms are being introduced to encourage longer stays and deeper engagement with the local culture [9][10]. Group 6: Long-term Visitor Attraction - The city is focusing on creating diverse experiential scenarios across various domains, including rural tourism, sports, and night activities, to transform tourism from mere sightseeing to immersive experiences [10]. - Jianyang is positioning itself as a welcoming destination for global visitors, aiming to attract them through its cultural offerings and unique experiences [10].

"刚逛完新甫山，拿着门票吃火锅还能打折，这趟新泰游太给力了！"10月2日晚，来自淄博市的游客王 鹏一家手持新甫山景区门票，走进卓越财富广场的海底捞门店享受专属优惠。 这份"惊喜"源于新泰的创新尝试——新泰首家海底捞国庆期间试营业，市文旅部门第一时间牵线，促成 其与国家4A级旅游景区新甫山达成"美食+景区"联动。游客购买新甫山门票，可以有机会获得海底捞八 八折优惠券；吃海底捞火锅，新甫山景区免费提供露营火锅营地。这种"双向奔赴"的联动模式，有效打 通了"游"与"食"的消费环节，延长了游客停留时间，实现了从单一景点观光到多元消费体验的升级。 "妈妈快帮我拍照！哪吒好高呀！"在新泰吾悦广场，20米高的巨型气球哪吒造型成为孩子们关注的焦 点。假日期间，广场围绕"幸福中国家"主题，推出哪吒闹海舞台剧、哪吒主题巡游、山海乐队音乐节、 国潮汉服非遗文化展、KPOP随机舞蹈、辣条挑战赛等一系列特色活动，吸引了众多市民游客前来游 玩。 "假期开始后，商场人流量显著上升。不少商家提前备足货源、推出各种打折促销活动。我们还精心策 划了哪吒系列、汉服系列、音乐节等多元活动，集聚商圈人气。" 新泰吾悦广场总经理冯小帆介绍，双 节期间， ...

Core Viewpoint - The article discusses the increasing trend of restaurants in China targeting the children's dining market, highlighting the competitive landscape and the strategies employed by various brands to attract family customers [5][10]. Group 1: Market Trends - The Chinese children's consumption market is nearing 4.5 trillion yuan, with an expected annual growth rate of over 20% in the next five years [13]. - The population of children aged 0-17 in China is approximately 298 million, accounting for 21.1% of the total population [13]. - Children's meals are seen as a significant driver for family dining, potentially increasing overall customer traffic to restaurants [15][16]. Group 2: Restaurant Strategies - Haidilao is expanding into the children's dining segment by opening a parent-child themed restaurant and introducing children's meal options, including lighter broth flavors and interactive activities [6][29]. - Other brands, such as Xibei and Lao Xiang Ji, are also developing children's meal offerings, with Xibei reporting that children's traffic accounted for nearly 17% of its total customers in 2023 [23][25]. - The article notes that many restaurants are adopting a multi-faceted approach by combining children's dining with entertainment and educational experiences to create a comprehensive family-friendly environment [18][19]. Group 3: Competitive Landscape - The competition for attracting young customers is intensifying, with various brands entering the children's dining space, including traditional Chinese restaurants and fast-food chains [10][22]. - The article highlights that while Haidilao faces challenges in adapting its hot pot offerings for children, it is actively innovating to meet family needs [27][28]. - The overall restaurant industry is experiencing pressure, with a reported decline in revenue growth, indicating a need for differentiation and innovation among brands [34].

Core Insights - The National Day and Mid-Autumn Festival holiday has significantly boosted the tourism and dining markets, with a notable increase in consumer enthusiasm for travel and dining experiences [1][2] Tourism and Dining Market Performance - During the holiday period from October 1 to 8, approximately 2.432 billion people traveled across regions, marking a historical high, with an average of 304 million daily trips, a 6.2% increase year-on-year [2] - The top ten tourist destinations during the holiday included cities like Nanjing, Chengdu, and Xi'an, with an average tourism expenditure per person increasing by 16.8% compared to the previous year [2] - The dining sector saw a surge in activity, particularly in popular tourist cities, with restaurants experiencing record customer flows and long wait times [1][3] Company-Specific Performance - Haidilao reported a significant increase in customer traffic, with the Hangzhou location setting new records during the holiday, achieving a table turnover rate exceeding 13 times on peak days [3][4] - Xiaobai Xiaobai's revenue exceeded 100 million yuan during the holiday, with a 3.4% year-on-year increase in net sales [3] - The "Fei Dazhu" restaurant chain also experienced high demand, with average table turnover exceeding seven times per day and wait times surpassing 90 minutes [3] Emerging Trends - There is a noticeable trend of increased foot traffic in county-level tourist destinations, with many small towns attracting more visitors due to unique culinary experiences [6][7] - The "must-eat" list on platforms like Dazhong Dianping saw a significant increase in traffic, with small towns experiencing over 217% growth in order volume for listed restaurants [6] - The dining market is characterized by thematic dining experiences and the rise of food-related events, indicating a shift towards more personalized and localized dining options [7]

Core Insights - The 2025 National Day holiday coinciding with the Mid-Autumn Festival has sparked a surge in consumer spending, particularly in the food and beverage sector, highlighting a shift towards experiential consumption [1][2] Group 1: Consumer Trends - The "must-eat" list on Dazhong Dianping saw a nearly 180% increase in traffic during the holiday, with cities like Shanghai, Beijing, and Guangzhou leading the way [1] - There is a notable trend of restaurant consumption expanding into lower-tier markets, with some small towns experiencing over 217% growth in traffic on the list, and order volumes for local shops increasing by over 222% [1] Group 2: Brand Performance - Popular restaurant chains like Haidilao reported high customer traffic during the holiday, with some locations achieving a table turnover rate exceeding 12 times in three days [2] - New seasonal products have been launched by major dining brands to cater to consumer preferences, such as the "Jinguiguan Yin" series from Chabaidao, which sold nearly 1.3 million cups during the holiday [2] Group 3: Economic Impact - The explosion of restaurant consumption during the holiday reflects a deepening trend of consumption upgrading, with quality dining becoming a key driver of holiday economic activity [2] - The phenomenon of localized dining migration indicates a shift in consumer decision-making from sightseeing to emotional resonance, reshaping the meaning of travel [3]