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呷哺呷哺“挤进”牛排赛道,打造全新子品牌能否闯出新增长路径?
Xin Jing Bao· 2026-01-21 09:41
新京报讯(记者王萍)1月21日,新京报记者获悉,呷哺呷哺集团宣布跨界布局牛排赛道,推出全新子 品牌"呷牛排"。据悉,该品牌首店将于2月6日正式落户北京昌平龙德广场。呷哺呷哺方面表示,预 计"呷牛排"在未来3年将实现百店规模。 对此,呷哺呷哺集团创始人、董事长贺光启表示,"呷牛排"依托集团近30年的全球采购与供应链管理经 验,以及内蒙古锡林郭勒盟有机牧场资源,品牌实现了高品质牛肉的规模化采购与成本管控。新京报记 者注意到,"台式手工牛排+158款免费中西融合料理+下午茶畅饮"的商业模式是"呷牛排"的特点。对 此,贺光启表示在"呷牛排"消费"只需百元起步",同时还推出了"39.9元畅饮下午茶"与盲盒菜品、焰火 表演等互动体验。对于"呷牛排"的未来发展,贺光启透露,首店运营后将重点优化产品与服务标准,筑 牢供应链壁垒,预计3年实现百店规模。 从行业层面看,呷哺呷哺的多品牌探索契合当前餐饮行业发展趋势,头部企业纷纷通过子品牌布局分散 风险、挖掘增量。例如,海底捞依托"红石榴"计划,已孵化14个餐饮品牌;麻六记推出轻正餐品牌"小 麻六",下沉大众消费市场。有业内人士指出,此次跨界并非呷哺呷哺首次试水多品牌战略。其此前推 ...
海底捞交出上半年成绩单,“红石榴计划”夯实第二增长曲线
Bei Ke Cai Jing· 2025-08-27 01:48
Core Viewpoint - Haidilao's financial report for the first half of 2025 shows a revenue of 20.703 billion yuan and a net profit of 1.755 billion yuan, indicating challenges in the competitive dining market, but a significant increase in "other restaurant" income by 227% to 597 million yuan highlights a potential growth avenue through its multi-brand strategy [1][5][6]. Group 1: Financial Performance - In the first half of 2025, Haidilao's revenue decreased by 3.7% year-on-year, and net profit fell by 13.7% [5][6]. - The table turnover rate dropped from 4.2 times per day to 3.8 times per day, with total customer visits nearing 190 million but showing a slowdown in growth [5][6]. Group 2: Multi-Brand Strategy - The "Pomegranate Plan" initiated in 2024 has led to the creation of 14 new restaurant brands, with 126 locations opened nationwide, positioning it as a second growth curve for the company [2][6]. - The multi-brand strategy is seen as a necessary response to the increasingly competitive dining market and changing consumer demands, with industry experts noting that it has become a survival strategy for restaurant chains [7][8]. Group 3: Market Trends and Consumer Behavior - The Chinese dining industry faced challenges in the first half of 2025, with national dining revenue growth slowing to 4.3% in the first half and further down to 1.1% in July [5][7]. - The emergence of diverse consumer needs, particularly among the "Z generation," has made it difficult for single brands to meet all market demands, thus necessitating a multi-brand approach [7][8]. Group 4: Future Outlook - Haidilao plans to focus on optimizing single-store models and developing prototype stores for key brands, aiming to enhance the success rate of its entrepreneurial brands [9][11]. - The company intends to involve more franchisees in its expansion efforts, particularly for its second brands, indicating a potential acceleration of the "Pomegranate Plan" [11].