同样在7月，天津市商务局等8部门联合印发《天津市推进首发经济高质量发展的若干措施》，围绕构建首发经济生态圈、打造首发经济平台、优化发展环 境等方面制定具体举措，力图将天津打造为国际国内品牌集聚地和培育地，形成"买全国、卖全国、买全球、卖全球"新局面，焕发津门百年商埠新气象。 中国商报（记者 于佳鑫）"因地制宜推进首发经济，鼓励国内外优质商品和服务品牌开设首店、举办首发首秀首展。"今年3月，中共中央办公厅、国务院 办公厅印发《提振消费专项行动方案》，明确将发展首发经济作为提振消费、扩大内需的关键举措。 今年上半年，全国各地积极响应政策号召，首发经济呈现蓬勃发展态势。从潮玩品牌的主题快闪到经典动画的互动首展，从跨界融合的餐饮模式到特色鲜 明的免税首店，由首发经济催生的一系列商业新业态与消费新体验正在为经济发展注入强劲动力。 各地政策齐发力 "举办全国精品首发季，是商务部贯彻落实党中央、国务院决策部署，积极推进首发经济、大力提振消费的具体举措。商务部将组织各地围绕精品购物、精 致美食、经典旅游、精彩展演等，开展丰富多彩、各具特色的精品首发活动，激发消费新动能，持续释放消费潜力。"在今年3月举行的2025年全国精品首 ...

Core Viewpoint - Haidilao is diversifying its offerings and exploring new business models to adapt to a competitive market, including launching self-service meals and various themed restaurants, while facing growth challenges in a saturated industry [1][2][14]. Group 1: Business Innovations - Haidilao has introduced a 22 yuan self-service lunch in select locations, including a variety of dishes and drinks, as part of its strategy to attract customers during weekdays [1][3]. - The company has experimented with various formats, such as 12 yuan boxed meals, 5 yuan breakfast options, and street food stalls selling items like "boiled chicken" and "German wheat beer" [3][6]. - In 2024, Haidilao launched themed restaurants, including private rooms, family-friendly venues, and late-night dining spots, aiming to enhance customer experience and engagement [6][7]. Group 2: Strategic Plans - The "Pomegranate Plan" aims to create new sub-brands and diversify Haidilao's offerings, with over ten new brands in development, including barbecue and hot pot concepts [7][8]. - The company is focusing on improving operational efficiency by decentralizing decision-making to individual stores, allowing them to adapt to local market conditions [7][8]. - Haidilao's management emphasizes the importance of both major innovations in business models and minor improvements in daily operations and service [8]. Group 3: Market Performance - In 2024, Haidilao served 4.14 billion customers, a significant increase from 2.43 billion in 2019, but revenue growth has slowed to 3.1%, with net profit growth narrowing to 4.6% [11][14]. - The average customer spending has decreased to 97.5 yuan, continuing a downward trend since 2023 when it first fell below 100 yuan [11][14]. - Compared to competitors like Xiaobai and Taier, Haidilao's performance remains relatively strong, although the overall restaurant industry is under pressure, with significant profit declines reported [13][14]. Group 4: Future Outlook - Haidilao plans to continue focusing on stabilizing its main brand while exploring new market opportunities, particularly in lower-tier cities, despite the associated risks [11][14]. - The company is expected to maintain a cautious approach to expansion, having opened 59 new self-operated stores while closing 70 underperforming ones in 2024 [14].

Core Insights - The restaurant market is entering a new phase characterized by price wars, with a notable decline in average dining prices despite an increase in order volume [1][4][6] - Major players like Haidilao and Banu are adapting their strategies in response to market changes, with Haidilao focusing on new brand development while Banu aims to maintain its position in the high-end hot pot segment [8][12][16] Market Trends - In 2024, the average dining price dropped by 10.2% while the per capita dining order volume increased by 15.4% [1] - 47.8% of ongoing restaurant operators reduced their average price, with over 80% of restaurants priced above 100 yuan experiencing a decline in customer spending [1][4] Company Performance - Haidilao reported a revenue increase of 3.1% to 42.75 billion yuan in 2024, while its net profit grew by 4.7% to 4.708 billion yuan [8] - In contrast, other listed companies like Xiaobuxiang and Quanjude faced significant revenue declines, with Xiaobuxiang's revenue down 19.7% to 4.755 billion yuan [7][8] Competitive Landscape - The competitive environment is intensifying, leading to a higher closure rate of restaurants, with 61.2% of new openings in 2024 exiting the market [5][6] - Haidilao's new brand initiatives, such as the "Red Pomegranate Plan," have led to the establishment of 11 new brands and 74 outlets, generating 483 million yuan in revenue, a 39.6% increase [8][9] Strategic Approaches - Banu is focusing on a cautious expansion strategy, prioritizing brand recognition in key cities and maintaining higher profit margins in lower-tier cities [12][14] - Banu's profit margin in first-tier cities is 20.7%, while it reaches 24.5% in second-tier and below cities, with the highest margin of 26.2% in Henan province [14][15] Future Outlook - Banu plans to leverage its established brand to explore multi-brand ecosystems in the future, indicating potential growth opportunities despite current market challenges [19][20]

Core Insights - Haidilao is adapting to the evolving Chinese dining market by introducing lower-priced meal options, such as a 22 yuan self-service lunch, which is significantly less than its traditional hot pot offerings [1][4] - The company is facing challenges with high idle rates during lunch hours, prompting a reevaluation of its operational strategies [4][8] - Haidilao's innovative approach includes transforming employee cafeterias into public dining options, thereby maximizing supply chain efficiency and addressing off-peak dining hours [5][8] Group 1: Business Strategy - The "Red Pomegranate Plan" involves the development of 11 sub-brands, creating a diverse product range from formal dining to fast food, leveraging existing supply chains [7] - Cost control measures are highly effective, with employee meal standards being directly converted into consumer products, optimizing resource utilization [7] - The company is implementing a regional experimentation strategy, allowing for tailored offerings in different locations, such as self-service in Xi'an and boxed meals in Beijing [7][8] Group 2: Market Positioning - Haidilao is addressing the lunch market gap by offering a 22 yuan meal, which has increased table turnover rates to 4.1 times per day, outperforming the industry average by 30% [8] - The company has established a tiered product system, ranging from 97 yuan for formal dining to 1.5 yuan for tea eggs, balancing brand integrity with consumer demand [8] - By granting regional stores pricing autonomy, Haidilao is successfully combining standardized services with personalized products, reshaping the expansion logic of chain restaurants [8] Group 3: Industry Trends - The restaurant industry is shifting towards maximizing existing customer bases rather than solely focusing on growth, as evidenced by Haidilao's strategic pivot [11] - The ongoing "lunch revolution" highlights the need for businesses to adapt to consumer behavior and preferences in a fragmented market [11] - The future of dining is increasingly tied to the real-life movements and needs of consumers, necessitating a balance between premium branding and mass-market accessibility [11]

据蓝鲸新闻，近日，有网友发现， 海底捞部分门店上线单价22元的工作日自助午餐 。 根据网友发布的图片，该自助餐的品类包括3款热菜(土豆丝、豆腐、金针菇炒鸡蛋)、3款凉菜(黄瓜醋 粉、豆芽面筋、海带丝)、1款水果、2款饮料以及2款主食。 图源｜小红书截图 在此前，海底捞部分门店其实也上新过"小份菜"等适合"一人食"的产品。这些产品的分量往往要比常规 菜品更小，售价也更低，在4-25元之间。 而"自助午餐"，其实并不是海底捞第一次推出低客单价的非火锅产品。 在去年末，部分海底捞门店就 推出"工作日自助餐"等产品，售价也在20元上下，包含水果、主食、饮料和炒菜等。 图源｜小红书截图 与此同时，近期也有网友透露， 海底捞部分城市的门店员工开始将卖早餐、盒饭和冒菜的餐车推到街 头售卖 。这些产品的价格也相对亲民，比如海底捞早餐的茶叶蛋的售价为1.5元/个，盒饭的售价则普遍 在15元/左右。 图源｜小红书截图 2023年12月，海底捞外送、饿了么同时宣布推出"下饭火锅菜"系列活动。目前在美团外卖等平台，海底 捞均上线了单独的下饭火锅菜店铺，套餐价格在30-40元之间。此外，在这些平台，海底捞也为火锅外 卖设置有专门的店铺 ...

据蓝鲸新闻，近日，有网友发现， 海底捞部分门店上线单价22元的工作日自助午餐。 2025.06. 12 本文字数：1135，阅读时长大约2分钟 根据网友发布的图片，该自助餐的品类包括3款热菜(土豆丝、豆腐、金针菇炒鸡蛋)、3款凉菜(黄瓜 醋粉、豆芽面筋、海带丝)、1款水果、2款饮料以及2款主食。 图源｜小红书截图 与此同时，近期也有网友透露， 海底捞部分城市的门店员工开始将卖早餐、盒饭和冒菜的餐车推到 街头售卖。 这些产品的价格也相对亲民，比如海底捞早餐的茶叶蛋的售价为1.5元/个，盒饭的售价则 普遍在15元/左右。 图源｜小红书截图 在此前，海底捞部分门店其实也上新过"小份菜"等适合"一人食"的产品。这些产品的分量往往要比常 规菜品更小，售价也更低，在4-25元之间。 而"自助午餐"，其实并不是海底捞第一次推出低客单价的非火锅产品。 在去年末，部分海底捞门店 就推出"工作日自助餐"等产品，售价也在20元上下，包含水果、主食、饮料和炒菜等。 由于主业火锅业务增长乏力，并且市场竞争激烈，海底捞也和其他餐饮企业一样，试图开创第二增长 曲线。 2024年，海底捞启动"红石榴计划"，孵化和发展了11个子品牌，包括"焰 ...

以下文章来源于零售圈 ，作者漾晴 零售圈 . 让大部分零售老板看见未来零售 市场拭目以待。 文 ｜ 漾晴 来源｜ 零售圈（ID： retailsphere） 封面来源 ｜ Unsplash 五一假期期间，杭州西湖银泰百货内，一家名为 "拾㧚耍· SCHWASUA "的面包店悄然开业。店内，黑麦蔓越莓标价 5.8 元、白芝麻海盐卷 6.8 元、小熊 面包 8.8 元，即便是大包法棍也不过 20 余元——这些贴着"海底捞旗下烘焙品牌"标签的高性价比产品，迅速吸引了消费者和业界的目光。 这并非海底捞首次跨界尝试。从启动 "红石榴计划"至今，这家火锅巨头已孵化了包括焰请烤肉铺子、小嗨火锅、小嗨爱炸等在内的 13 个子品牌，覆盖烤 肉、炸鸡、麻辣烫等多个品类，累计开设门店 74 家。但市场仍危机潜伏，火锅市场增速腰斩、主品牌翻台率低迷。红石榴计划被视作海底捞应对增长瓶 颈的"自救"方案——通过内部裂变、师徒制、跨品牌管理维持人才活力，以供应链优势切入高频低价赛道。然而，烘焙行业年关店率高企，新品牌间协同 性薄弱，这场"广撒网"式的扩张能否在面包店的烟火气里占居一隅，市场拭目以待。 高端设计，亲民价格 "拾㧚耍· SCH ...

Core Insights - The bakery brand "拾 耍·SCHWASU," owned by Haidilao, opened its first store in Hangzhou, attracting significant customer interest during the May Day holiday [1][3] - The store offers nearly 20 types of bread, primarily common varieties, with prices mostly under 20 yuan, appealing to a broad customer base [2][3] - Haidilao's expansion into the bakery sector is part of a strategy to diversify its offerings and capture additional market segments, including breakfast and afternoon tea [3][4] Company Overview - "拾 耍·SCHWASU" is positioned as Haidilao's first bakery brand, leveraging the company's existing customer base and brand recognition [1][3] - The store features a modern design and a circular purchasing area, enhancing the shopping experience for customers [1][2] - Haidilao has previously ventured into various food sectors, including barbecue and hot pot, indicating a broader strategy of brand diversification [3][4] Product Offering - The bakery offers a range of products, including popular items like croissants and sea salt rolls, with some items priced as low as 5.8 yuan [2][3] - Special promotions, such as membership discounts and bundled offers, are in place to attract customers and encourage repeat visits [2][3] Market Context - The bakery industry is characterized by intense competition, particularly in Hangzhou, where numerous brands are vying for market share [3][4] - Haidilao's revenue for the previous year reached 42.755 billion yuan, with a year-on-year growth of 3.1%, indicating the company's overall financial health [3] - The introduction of "拾 耍·SCHWASU" aligns with Haidilao's "Red Pomegranate Plan," aimed at enhancing synergy with its main brand and launching new sub-brands [4]

Core Viewpoint - The article discusses a recent incident involving a customer at Haidilao who reported an electric shock while dining, leading to ongoing medical treatment and a claim for compensation. The company has responded by emphasizing its commitment to safety and ongoing checks of its equipment, while also indicating that the incident may not be solely their responsibility. Group 1: Incident Response - Haidilao took the incident seriously, arranging for the customer to receive medical attention immediately after the report of the electric shock [1][2] - The restaurant conducted multiple safety checks on the equipment involved, including the use of electrical testing tools, and found no abnormalities [1][2] - A specialized service team has been set up to communicate with the customer, and local authorities have been involved in mediation efforts [1][2] Group 2: Financial Performance - In 2024, Haidilao reported revenue of 42.75 billion RMB, a year-on-year increase of 3.1%, and a net profit attributable to shareholders of 4.70 billion RMB, up 4.7% [5][8] - The company experienced a decline in revenue in the second half of 2024, with a 5.8% year-on-year drop, although net profit increased by 19.3% [8][9] Group 3: Business Strategy - Haidilao is adopting a more cautious approach to expansion, focusing on the quality of new stores rather than the quantity, with plans to open fewer but higher-quality locations [9][10] - The company closed 70 underperforming stores in 2024 while opening 59 new self-operated locations [9] - Haidilao is exploring new brand opportunities through its "Red Pomegranate Plan," which aims to incubate new restaurant concepts [11]

Core Viewpoint - The article discusses the rapid expansion of Haidilao's sub-brands in the competitive restaurant industry, highlighting both successes and failures of various brands under different companies, and emphasizes a shift towards cautious and strategic growth in the face of market challenges [1][19]. Summary by Sections Haidilao's Sub-brands - Haidilao has launched several sub-brands, including "Haini Beef Spicy Hotpot" and "Congqian Yinyuan Claypot Dishes," with plans to open 25 and 1 locations respectively in 2024 [1][2]. - The sub-brand "Yanquan" has opened at least 30 locations since its launch, focusing on grilled meat with a unique offering of "grilled meat + fruit" [4]. - Other sub-brands have been more cautious, with many still in the market validation phase [4]. Industry Trends - The restaurant industry has seen a trend of rapid openings and closures, with many brands failing to establish a sustainable presence [6][10]. - For instance, the tea brand "Chamao" launched by Kudi closed 25 stores, reflecting a high closure rate of 22.32% [7]. - High-end brands like "Nawen Dashi is Chef" have also struggled, leading to their closure within months [11]. Market Challenges - The overall performance of major restaurant brands has declined, with significant drops in same-store sales reported for brands like Taier and Song Hotpot [11]. - Taier's average monthly sales per store fell from approximately 800,000 yuan to 600,000 yuan, indicating a troubling trend for profitability [11]. Strategic Shifts - There is a noticeable shift in strategy among restaurant giants, moving from aggressive sub-brand expansion to more measured and innovative approaches within existing brands [12][19]. - Companies are focusing on micro-innovations and leveraging existing supply chains to reduce costs and improve operational efficiency [17]. - The emphasis is now on understanding consumer needs and maintaining a competitive edge in core areas rather than expanding into numerous sub-brands [19]. Conclusion - The article concludes that the future of the restaurant industry will depend on brands' ability to adapt to market conditions, understand their consumers, and maintain a stronghold in their core competencies [19].