Group 1 - The Ministry of Commerce and nine other departments issued the "2026 'Le Gou New Spring' Spring Festival Special Activity Plan," which includes initiatives to promote traditional Chinese cuisine and local specialties during the Spring Festival [1] - Major cities like Beijing are expected to see a surge in dining consumption during the Spring Festival, with data from Meituan indicating that top cities for New Year's Eve dinner reservations include Shanghai, Beijing, Hangzhou, Guangzhou, and Nanjing [1] - Beijing's time-honored brands are actively adapting to new consumption patterns by innovating in products and experiences, with Quanjude Group launching over 30 new year products, half of which are new offerings [3] Group 2 - Haidilao is preparing for increased group dining reservations during the Spring Festival, with over 1,000 stores operating on New Year's Eve and more than 1,200 on the first day of the new year, reflecting an increase in operational capacity compared to last year [4] - The popularity of beauty services such as manicures, haircuts, and eyelash extensions is rising, with Haidilao reporting a significant increase in manicure orders in Beijing, totaling nearly 15,000 orders from January 26 to 28 [4] - The holiday consumption trend indicates a strong release of collective and experiential demand, providing insights for future consumption trends and encouraging restaurant operators to optimize their supply structures [4]

Core Insights - The restaurant industry in Beijing experienced significant revenue growth during the New Year holiday, with many establishments reporting long queues and high customer turnout [1][2][3] Group 1: Performance of Traditional Brands - Traditional brands like Huaitian Group's restaurants, including Tongheju and Tongchun Garden, saw strong demand, with revenue surpassing the previous year's figures during the holiday [2] - The restaurant near Shichahai, Gu Lou Ma Kai, reported over 10% revenue growth on New Year's Day, with all dining rooms fully booked [2] - Classic dishes such as Mao's Braised Pork and Dong'an Chicken were highly popular, leading to long queues at takeaway windows [2] Group 2: Popular Dining Spots - Popular dining areas like Guijie saw a 49% increase in customer traffic for Hu Da restaurant during the holiday, with an average wait time of about 4 hours [3] - The restaurant recorded over 4,800 tables of reservations on New Year's Day, indicating high demand [3] - Spicy cuisine, particularly from brands like Fei Dashi, also thrived, with peak wait times reaching 1,500 tables on New Year's Eve [3] Group 3: Nighttime Consumption Trends - Nighttime dining saw a notable increase, with Haidilao serving over 4.5 million customers nationwide during the holiday [6][10] - The late-night dining trend was particularly strong, with many restaurants experiencing peak hours extending into the early morning [6] - Other hotpot brands like Zizhu and Xiaobai also reported significant revenue growth, with Zizhu's total revenue exceeding 20 million yuan during the holiday [10] Group 4: Preparations for Upcoming Festivals - Many restaurants are now focusing on the upcoming Spring Festival, with traditional brands fully booked for New Year's Eve dinners [11] - Several brands have launched "home delivery" New Year's Eve meal boxes, with significant pre-orders already recorded [11] - The variety of meal boxes offered has expanded, catering to different family sizes and preferences, indicating a shift towards convenience in festive dining [11]