今天分享的是：《7-Eleven经营秘籍》 报告共计：168页 书名：7-Eleven经营秘籍 作者:【日】铃木敏文 出版社:中信出版集团 出版时间: 2018年10月 ISBN: 9787508692012 《7-Eleven经营秘籍》由铃木敏文所著，他结合60年经营经验，分享了7-Eleven成功的核心逻辑与个人经营哲学。铃木敏文强 调"创造从'无'到'有'的想象力"，认为在快速变化的时代，相比记忆力与已有知识，能从顾客不便与不满中创新的能力更关 键，比如将美国7-Eleven模式与日本小型商店结合创立日本7-Eleven，推出饭团、便当及Seven Bank等，均是这种想象力的体 现。他提出"以未来为起点思考"，摆脱传统思维，如面对"大型超市挤压小型商店"的质疑，他认为小型商店经营困难源于自 身效率低，通过提升效率可与大型超市共赢，"黄金吐司""全渠道业务"等案例也印证了这一思维。在判断标准上，他坚持以 顾客为核心，摒弃"差不多""大概"的妥协态度，明确"是"与"否""好"与"坏"，如因品质不达标销毁价值6000万日元的"金色拉 面"，东日本大地震时优先重建店铺以满足顾客需求。他还指出要区分"为了顾客" ...

日本东京都23区9月核心CPI同比上涨2.5% 中新网东京9月26日电 (记者 朱晨曦)日本总务省26日公布的统计数据显示，9月份日本东京都23区去除 生鲜食品后的核心消费价格指数(CPI)为110.0，同比上涨2.5%。 数据显示，食品价格上涨是9月份东京都23区核心CPI上涨的主要推动力。当月，普通粳米价格同比上 涨46.9%。日本民众日常食谱中常见的饭团价格同比上涨17.7%。此外，寿司价格同比上涨10.0%；巧克 力价格同比上涨53.8%；咖啡豆价格同比上涨47.8%；鸡肉价格同比上涨14.1%；鸡蛋价格同比上涨 13.7%。 经济学家预计，今年下半年起日本物价涨势将趋于放缓。在此形势下，日本央行如何择机加息值得关 注。 来源：中国新闻网 编辑：熊思怡 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 东京都23区CPI数据是日本全国CPI的先行指标，9月份的日本全国CPI将于10月24日公布。(完) ...

Core Insights - The convenience store sector in Jiangsu is experiencing rapid expansion, with multiple brands entering the market and increasing their store counts significantly [1][2][3] - The growth of convenience stores is outpacing the overall retail market, with convenience stores and supermarkets showing year-on-year growth rates of 17.9% and 8.9% respectively [3] - Profitability has become a core challenge for the industry, shifting focus from mere expansion to sustainable profit generation through optimized product offerings and supply chain management [4][5][6] Expansion and Competition - Major brands like Jin Ying 7-Eleven and Lawson have established a strong presence in Jiangsu, with Jin Ying reaching 300 stores and Lawson exceeding 600 stores [2] - The total number of convenience stores in Jiangsu may exceed 5,000 when including non-chain brands, indicating a highly competitive landscape [2] - The competition is intense, with some areas having multiple stores within close proximity, leading to a challenging environment for customer retention [2] Profitability and Product Strategy - The convenience store industry is facing operational pressures, with the era of easy profits from prime locations coming to an end [4] - Key profitability strategies include optimizing product structures and developing private labels, with fresh food and ready-to-eat items being critical profit drivers [4][5] - Fresh food products can achieve gross margins of 35%-45%, highlighting their importance in the product mix [4] Supply Chain and Operational Efficiency - A robust supply chain is essential for supporting fresh food strategies, with significant investments being made in distribution centers and central kitchens [5][6] - Brands are exploring different operational models, such as franchising versus self-operated stores, to balance expansion and profitability [6] - Local brands have a competitive edge in adapting to regional market preferences, which is difficult for international brands to replicate [6] Service Innovation and Market Trends - The future of convenience stores is shifting towards becoming community hubs, offering services beyond traditional retail [7][8] - There is a notable imbalance in store distribution, with some areas lacking sufficient competition, which affects service quality [7] - Brands are diversifying their offerings to include community services, leisure spaces, and digital innovations to enhance customer experience [8][9] Technology and Future Outlook - Many leading convenience store brands are leveraging smart devices and big data to optimize inventory management and enhance operational efficiency [9] - The rise of instant retail services is expected to grow, with convenience stores increasingly taking on delivery orders [9] - The ability to quickly respond to consumer demands will be crucial for capturing a larger market share in the future [9]

Core Viewpoint - The Japanese convenience store chain "Mini Island" has been reported to have issues with food expiration date falsification in several of its stores, leading to a nationwide investigation and the suspension of various self-made food items [1] Group 1: Incident Details - Multiple stores involved: 23 stores across Tokyo, Saitama, Aichi, Kyoto, Osaka, Hyogo, and Fukuoka prefectures are implicated in the expiration date falsification [1] - Violation of regulations: The stores failed to immediately label self-made food items, such as rice balls, with expiration dates, instead delaying the labeling by several hours to "extend" the perceived shelf life [1] - Use of fake labels: Some stores replaced original expiration date labels with counterfeit ones [1] Group 2: Company Response - Product suspension: "Mini Island" has suspended the sale of self-made rice balls and boxed meals since August 9, and will stop selling other self-made food items starting August 18 [1] - Apology issued: The company has publicly apologized to consumers and stakeholders, committing to investigate the issue and implement measures to prevent future occurrences [1] - Store count: As of July, "Mini Island" operates a total of 1,818 stores across Japan [1]

Core Viewpoint - The recent regulatory talks with major food delivery platforms like Ele.me, Meituan, and JD.com signal a shift in the aggressive subsidy strategies that have characterized the industry, indicating a need for more sustainable promotional practices [1][2]. Group 1: Regulatory Actions and Industry Response - The State Administration for Market Regulation has urged platforms to standardize their promotional behaviors, suggesting that the current subsidy wars need to be moderated [1]. - Multiple restaurant industry associations have called for a halt to aggressive subsidies, citing that such practices have led to unsustainable pricing and profit pressures on traditional dining establishments [2]. Group 2: Impact on Businesses - Some businesses have reported significant order increases due to subsidies, with one brand noting a nearly 30% rise in orders since May, although profit margins have been squeezed [3][4]. - The average profit margin for many businesses has reportedly decreased by 10% to 30% during subsidy campaigns, highlighting the financial strain on restaurants [3]. Group 3: Challenges Faced by Restaurants - Restaurants face operational challenges due to sudden spikes in low-priced orders, which can overwhelm delivery capabilities and degrade service quality [4]. - Smaller brands are particularly disadvantaged, as they struggle to compete for visibility and customer engagement against larger chains that benefit from platform resources [4]. Group 4: Future of Subsidy Strategies - Experts suggest that the focus should shift from mere subsidies to enhancing quality and efficiency in service delivery, with a call for platforms to develop better operational tools for small businesses [9]. - The potential for a transition from a "traffic competition" model to a "quality competition" model is seen as crucial for the long-term sustainability of the industry [9].

Core Insights - The influx of international students, particularly from China, has significantly transformed the cultural and economic landscape around the University of Illinois at Urbana-Champaign, leading to a proliferation of Asian restaurants and grocery stores in the area [3][15][30] Group 1: Impact of International Students - Over 6,000 Chinese students are currently enrolled at the University of Illinois, contributing to a vibrant local food scene that includes authentic Sichuan hot pot and other regional dishes [9][11] - The number of Chinese students has increased from approximately 1,100 a decade ago to over five times that number today, creating a "Little Chinatown" in the area [10][11] - The presence of these students has led to the establishment of at least twenty Asian restaurants, bakeries, and bubble tea shops, making authentic Chinese cuisine readily available [9][10][25] Group 2: Economic Contributions - International students in Illinois contribute approximately $2.4 billion annually to the state's economy, supporting over 23,000 jobs across various sectors [30] - The local economy benefits from the spending of international students on tuition, housing, and other living expenses, which has attracted new businesses, including Asian supermarkets and restaurants [30][31] Group 3: Changes in Local Cuisine - The local dining scene has evolved to cater to the tastes of international students, with many restaurants offering authentic dishes that reflect the culinary diversity of China [24][36] - New Asian businesses are emerging, such as the Taiwanese bubble tea chain and various Sichuan restaurants, indicating a growing demand for diverse Asian cuisine [34][31] - Restaurant owners are adapting their menus to appeal to a broader audience, anticipating a potential decline in the number of international students due to stricter visa regulations [36][38]

Company Overview - Taoyuan Village has announced its return through the Shanghai Liyuan store, which has reopened after being closed due to external factors [1] - The store's operating hours are from 07:00 to 21:00, and it had a trial operation period prior to the official announcement, offering an 8.8% discount on certain dishes [1] - The store has received over 40 reviews on public review platforms since its reopening [1] Product Offering and Pricing - The Liyuan store's menu features traditional items such as soy milk, oil sticks, and rice balls, with prices ranging from 8 to 22 yuan [1][2] - There are differences in product offerings and pricing between the Liyuan store and the Taizhou Road store, with some items priced lower at Liyuan [2] - The Liyuan store also offers additional products like Taiwanese snacks and lunch options, expanding its menu beyond breakfast [2] Market Context - The breakfast market in China is projected to grow significantly, with a market size of 1.8 trillion yuan in 2019 and an expected CAGR of 7.7% from 2020 to 2025 [3] - Traditional Chinese breakfast items remain popular, influenced by regional dietary habits [3] - Consumer preferences indicate a strong demand for quick and cost-effective breakfast options, with 94.2% of respondents spending under 10 yuan on breakfast [4] Consumer Behavior - Time constraints are a major factor affecting breakfast consumption, with 82.71% of respondents citing lack of time as a reason for skipping breakfast [4] - The average spending on breakfast at roadside stalls is low, with many consumers spending under 8 yuan [4] - The positioning of Taoyuan Village as a premium brand contrasts with the growing trend of cost-effective breakfast solutions, necessitating a strategic decision for the brand [4]

Core Viewpoint - Taoyuan Village, known as the "Hermès of breakfast," is making a comeback with a new store in Shanghai, facing challenges in balancing price and quality while catering to diverse consumer needs [1][5][7]. Company Summary - Taoyuan Village has opened a new store in Shanghai near the Natural History Museum subway station, maintaining its signature products like soy milk, fried dough sticks, and various types of pancakes and rice balls, while some prices have been reduced [3][4]. - The brand experienced rapid expansion around 2017, reaching a peak of over 40 stores, but faced significant decline, with only 4 stores remaining by early 2024 [1][7]. - The new Shanghai store features a more affordable pricing strategy compared to the original store, with some products priced lower, such as salty soy milk at 14 yuan and fried dough sticks with egg at 18 yuan [3][4]. Industry Summary - The breakfast market in China is large and growing, with increasing consumer preference for convenient and healthy options, presenting opportunities for food manufacturers and restaurant chains [8][9]. - Competition in the breakfast sector is intense, with many brands adopting low-price strategies and promotional offers to attract consumers [8]. - Consumer feedback indicates that there are still significant gaps in the breakfast market, such as limited variety and hygiene concerns, suggesting potential for growth despite the competitive landscape [9].

Core Insights - The convenience store industry in China is experiencing significant growth, with sales reaching 424.8 billion yuan and a store count of 320,000 in 2023, indicating its role as a leader in retail growth [1] - However, individual store sales have declined from 5,117 yuan per day in 2021 to 4,634 yuan in 2024, highlighting revenue pressures faced by operators [1] - The industry is grappling with challenges such as homogenization, competition from instant retail and snack discount stores, and rising consumer expectations for product quality and service [1][3] Industry Challenges - Consumers perceive little differentiation among convenience store brands, leading to a focus on price competition and declining profits [2][3] - Instant retail platforms like Meituan and Ele.me are reshaping consumer shopping habits, providing rapid delivery services that challenge the traditional convenience store model [3] - The rise of snack wholesale stores, which offer a wider variety of products at lower prices, is further diverting customers from convenience stores [4] Competitive Landscape - New entrants from different sectors, such as Three Squirrels and Kudi Coffee, are entering the convenience store market, intensifying competition [6] - Industry leaders emphasize the importance of "convenience" as a core value, which must evolve with consumer needs to ensure the survival of convenience stores [7] Strategies for Improvement - Enhancing product offerings and creating private labels are seen as essential strategies to combat homogenization [8] - Improving the quality-to-price ratio is crucial, with examples of consumers willing to travel further for better-priced products [8] - Focusing on fresh food offerings and leveraging the unique advantages of convenience stores, such as immediate access to hot meals, can help differentiate them from competitors [9][10] - Expanding service offerings, such as package collection and bill payment, can strengthen community ties and attract more customers [12] - Embracing digital transformation is vital for improving operational efficiency and customer engagement [12] - Exploring international markets presents an opportunity for growth, with a focus on localizing offerings to meet diverse consumer needs [12] Future Outlook - The industry must prioritize convenience, warmth, and innovation to navigate the evolving landscape and find sustainable growth [13]

Core Insights - The Japanese cuisine sector is showing signs of recovery after years of decline, with a significant increase in the number of new stores opening in the first quarter of this year, marking a 185.01% year-on-year increase compared to 2024 [1][9][17] Group 1: Market Trends - The proportion of Japanese cuisine stores among the top 20 new store categories has demonstrated a "V" shaped growth trend [1] - Many Japanese brands are aggressively expanding their presence in the domestic market, with notable openings such as "Torikizoku" in Shanghai and "Kyoto Onigiri Maru" in Shenzhen [3][5] - The average price point for Japanese cuisine is shifting towards more affordable options, with 88.78% of current stores priced below 200 yuan [9][11] Group 2: Brand Expansion - "Sushi郎" has rapidly expanded since entering the Chinese market in 2021, opening 81 stores across 13 cities, with high customer traffic observed at new locations [5][8] - New brands like "Meat Rice" are innovating dining experiences, achieving high table turnover rates and significant monthly revenues [5][14] - Established brands are leveraging their strong market presence and operational efficiencies to maintain competitive pricing and attract consumers [6][8] Group 3: Consumer Behavior - There is a noticeable shift in consumer preferences towards more cost-effective Japanese dining options, as evidenced by the rising popularity of brands offering lower price points [11][16] - The trend indicates a broader consumer demand for quality and value, with younger consumers particularly responsive to brands that utilize social media for marketing [11][13] - The market is witnessing a decline in high-end Japanese restaurants, with many closing due to changing consumer spending habits [16][17]