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]

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 ...

拾 耍·SCHWASU店内有近20种面包类型，大多为常规款 拾 耍以"安心吃、放开耍"为理念开店 海底捞加速孵化副牌 海底捞不断加码副牌，能看出野心不小。有业内人士分析海底捞此举在于补充消费场景，利用烘焙店主 打的早餐、下午茶等非正餐，扩充旗下火锅店、烤肉店等餐饮客户，进一步挖掘市场潜力。记者在当日 选购时观察到有顾客讨论 "旁边的红跑车也在做促销"。虽烘焙行业利润空间广阔，但该赛道竞争激 烈，在杭州更是各类烘焙品牌层出不穷。目前来看，拾 耍·SCHWASUA在面包品类上的竞争力较为一 般，能否依靠平价打出优势还尚未可知。 海底捞的"面包跨界"不是突发奇想，此前海底捞已在多个餐饮赛道进行尝试，包括烤肉、川菜、麻辣烫 等多个领域。就成效来看，这些副牌确实给海底捞带去了利润。据海底捞去年财报，海底捞年收入达到 427.55 亿元，同比增长 3.1%。截至2024年末，海底捞通过内部创业创立了包括焰请烤肉铺子、火焰 官、小嗨火锅等11个餐饮品牌，覆盖正餐、简餐、快餐等不同消费场景。这些其他餐厅经营收入达4.83 亿元收入，同比增长39.6%。 海底捞早在2019年就开始推出快餐子品牌，在米线、水饺、面条等领域不断试 ...

据九派新闻报道，4月2 1日，针对"女子在海底捞就餐遭遇左手触电受伤"一事，海底捞方面回应称，3月3 0日中午1 0时5 6分左右，陈女士反馈 称在海底捞苏州相城天虹店小料台取用料碗时疑似"触电"。 海底捞告别狂飙 据《2 1世纪经济报道》此前报道，海底捞披露的年度业绩显示，2 0 2 4年，海底捞营收4 2 7 . 5 亿元，同比增长3 . 1%；归母净利润4 7 . 0 8亿元，同 比增长4 . 7%。 陈女士的诊断书显示因电击神经受损 图源：紫牛新闻 海底捞方面称对此非常重视，本着对陈女士身体健康的关心，门店随即安排专人陪同陈女士前往医院检查。在检查结束后，根据陈女士当时身 体状态与意愿，于1 3 : 0 8陪同陈女士返回门店继续用餐。 在接到陈女士反馈后，门店前堂负责人当即到小料台手触陈女士所指接触点，未出现漏电应激反应。门店一直设有"专职安全员"，安全员在3 月3 0日当天使用电笔、万用表、摇表对小料台检查亦未发现异常。 3月1日、4月1日对小料台电气开关（漏电保护装置）的检查记录显示均无 异常。已多方联络第三方专业检测机构对小料台再次进行核查。 针对陈女士的反馈，海底捞表示已安排专项服务小组积极沟 ...

以下文章来源于餐企老板内参 ，作者内参君 餐企老板内参 . 作者丨内参君 图源丨Midjourney 海底捞副牌"月更"速度狂奔 从火锅到烤鱼、砂锅、麻辣烫，留给海底捞探索的中式快餐品类已经不多。 日前，海底捞旗下麻辣烫品牌"嗨妮牛肉麻辣烫"杭州首店开业，以牛肉为主打，门店约20㎡左右，强 调"滚油现泼、小锅单煮，承诺10分钟快速出餐"，门店人均消费为30元。据悉，嗨妮计划今年开出25 家。 今年1月，海底捞在重庆开了家"从前印象砂锅菜"，人均约50元，主打川湘口味，主推蒜蓉粉丝虾、辣椒 炒黑猪肉等经典特色菜，均为现点现做。"从前印象"的门店面积超600平方米，还采用明厨亮灶，定位聚 餐场景。为了吸引顾客，门店还推出了免费捞鱼活动。 近期，海底捞几乎是每月推出一个新副牌的速度。这些品牌大多分布在二三线城市，主打年轻人群体和 下沉市场。 | 副樓 | 首店开业时间 开业地点 | | 品类 | 客单价 | | --- | --- | --- | --- | --- | | 2024年11月 嗨妮牛肉麻辣烫 杭州 | | | 麻辣烫 | 30元 | | 从前印象砂锅菜 2025年1月 二 | | 重庆 少锅 | | ...