此前麦当劳已涨价 肯德基官方回应：为了更好地应对运营成本的变化，保持稳定健康的经营，经过充分评估后，肯德基对部分外送产品的价格进行了调整，平均调整金额为 0.8元。所有堂食价格均保持不变。 深受消费者喜爱的"疯狂星期四""周末疯狂拼""OK餐三件套"等优惠套餐价格，保持不变。调价后，多个核心产品如"香辣鸡腿堡""新奥尔良烤鸡腿堡"等， 依然是外送市场上极具性价比的产品。 1月26日起，肯德基对外送产品价格做出小幅调整，平均调整金额为0.8元，堂食价格保持不变。 | 香辣鸡翅(2块装) | ¥ 15.5 | | --- | --- | | 1人份 | | | ×1 | | | 薯条 | ¥ 14.5 | | 薯条(中) | | | ×1 | | | 老北京鸡肉卷 | ¥ 22.5 | | 1人份 | | | ×1 | | | 打包费 | ¥ 2.7 | | 用户配送费 2 活动减6元配送费 | ¥6 免配送费 | | 红包 | 填写地址后可选 | | 商家代金券 | 填写地址后可选 | | 店铺券和商品券可同享 | | | 总计 2 | 已优惠¥6 ¥55.2 | 肯德基表示：调价是正常的市场规律，也是行业保持 ...

#麦当劳涨价肯德基也涨了##网友吐槽汉堡越做越小堪比小笼包#【麦当劳涨价，肯德基也涨了，网友吐 槽"汉堡越做越小堪比小笼包"】1月26日起，肯德基对外送产品价格做出小幅调整，平均调整金额为0.8 元，堂食价格保持不变。 肯德基官方回应：为了更好地应对运营成本的变化，保持稳定健康的经营，经过充分评估后，肯德基对 部分外送产品的价格进行了调整，平均调整金额为0.8元。所有堂食价格均保持不变。 近期，越来越多的消费者抱怨麦当劳汉堡尺寸缩水，认为"麦当劳的汉堡包越做越小了"，相关讨论不断 升温。 深受消费者喜爱的"疯狂星期四""周末疯狂拼""OK餐三件套"等优惠套餐价格，保持不变。调价后，多 个核心产品如"香辣鸡腿堡""新奥尔良烤鸡腿堡"等，依然是外送市场上极具性价比的产品。 有不少网友在社交媒体晒出耳机盒与汉堡包的对比照片，调侃"麦当劳这是汉堡包还是小笼包"？照片显 示汉堡包比耳机盒大不了多少。 肯德基表示：调价是正常的市场规律，也是行业保持良性运转的必要举措。我们将持续优化成本结构， 最大程度为消费者提供高品质与高性价比的产品和服务。 不久前，麦当劳也经历了一次涨价。2025年12月15日，有不少消费者注意到，麦 ...

百胜中国还表示，深受消费者喜爱的"疯狂星期四"、"周末疯狂拼" 、"OK餐三件套"等优惠套餐价格， 保持不变。调价后，多个核心产品如"香辣鸡腿堡""新奥尔良烤鸡腿堡"等，依然是外送市场上极具性价 比的产品。 "调价是正常的市场规律，也是行业保持良性运转的必要举措。我们将持续优化成本结构，最大程度为 消费者提供高品质与高性价比的产品和服务，堂食价格保持不变。"百胜中国称。 新浪声明：新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容 仅供参考，不构成投资建议。投资者据此操作，风险自担。 责任编辑：郭栩彤 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月26日午间消息，1月26日起，肯德基对部分外送产品价格做出小幅调整，平均调整金额为0.8元。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月26日午间消息，1月26日起，肯德基对部分外送产品价格做出小幅调整，平均调整金额为0.8元。 对此，百胜中国方面回应称，为了更好地应对运营成本的变化，保持稳定健康的经营，公司在充分评估 后，对部分外送产品的价格进行了调整，平均调整金额为 ...

1月26日，智通财经获悉，当日肯德基对部分外送产品价格做出小幅上调，平均调整金额为0.8元，堂食价格保持不变。 肯德基方面表示，为了更好地应对运营成本的变化，保持稳定健康的经营，公司在充分评估后，对部分外送产品的价格进行了调整。"疯狂星期四"、"周末 疯狂拼"、"OK餐三件套"等优惠套餐价格保持不变。 同日，智通财经就涨价情况致电肯德基一家门店，工作人员表示，"价钱以菜单为准"。随后，智通财经在大众点评查询肯德基北京东单店菜单，其香辣鸡腿 堡目前为17元，新奥尔良烤翅(2块)为13元，吮指原味鸡(1块)34.5元。 据肯德基中国内地连锁店运营商百胜中国控股有限公司(纽交所代码：YUMC，港交所代码：09987.HK)财报数据，截至2025年9月，肯德基中国的门店数量 达到12640家。 肯德基中国目前经营业绩较好。百胜中国财报显示，2025年第三季度，肯德基经营利润同比增长6%至3.84亿美元，创第三季度新高。经营利润率为16%，同 比增长30个基点；餐厅利润率为18.5%，同比增长20个基点，主要得益于营运方面的精简和有利的原材料价格，部分被因外卖占比提升而增加的骑手成本， 以及高性价比产品的增加所抵销等。 ...

肯德基方面表示，深受消费者喜爱的"疯狂星期四""周末疯狂拼" "OK餐三件套"等优惠套餐价格，保持 不变。调价后，多个核心产品如"香辣鸡腿堡""新奥尔良烤鸡腿堡"等，依然是外送市场上极具性价比的 产品。"为了更好地应对运营成本的变化，保持稳定健康的经营，公司在充分评估后，对部分外送产品 的价格进行了调整，平均调整金额为0.8元。所有堂食价格均保持不变。" 新京报记者 王萍 编辑 王琳 校对 赵琳 1月26日起，肯德基对外送产品价格做出小幅调整，平均上涨0.8元，堂食价格保持不变。肯德基方面表 示，对部分外送产品价格调整经过了充分评估。 ...

新京报讯（记者王萍）1月26日起，肯德基对外送产品价格做出小幅调整，平均上涨0.8元，堂食价格保 持不变。肯德基方面表示，对部分外送产品价格调整经过了充分评估。 校对 赵琳 肯德基方面表示，深受消费者喜爱的"疯狂星期四""周末疯狂拼" "OK餐三件套"等优惠套餐价格，保持 不变。调价后，多个核心产品如"香辣鸡腿堡""新奥尔良烤鸡腿堡"等，依然是外送市场上极具性价比的 产品。"为了更好地应对运营成本的变化，保持稳定健康的经营，公司在充分评估后，对部分外送产品 的价格进行了调整，平均调整金额为0.8元。所有堂食价格均保持不变。" 编辑 王琳 ...

Core Viewpoint - The rapid rise and subsequent closure of multiple locations of the burger brand Taiji Burger, which was established in 2024, raises questions about its sustainability and market strategy in a competitive landscape [1][8]. Company Overview - Taiji Burger was launched on November 30, 2024, in Changsha, aiming to redefine burgers with an "Oriental burger" concept and high-end positioning [8]. - The brand initially gained popularity through its unique design and product offerings, including a new Chinese-style menu featuring high-quality ingredients [10][11]. Expansion and Closure - Despite opening 17 locations within a year, Taiji Burger has faced significant closures, with reports indicating that nearly 60% of its stores have shut down in a short period [13][14]. - In Changsha, out of six original locations, only two remain operational, while in Shenzhen, five out of ten stores are closed [14]. Challenges Faced - High operational costs due to manual preparation processes and a large store model in prime urban areas have created financial strain [15][18]. - The brand's average customer price of around 30 yuan is at a disadvantage in a market increasingly dominated by low-cost competitors [19][22]. Competitive Landscape - The hamburger market is highly competitive, with major players like KFC and McDonald's expanding aggressively, while local brands are also gaining traction with cost-effective strategies [22][23]. - Taiji Burger's position in the market is further challenged by established brands that have created significant supply chain advantages and customer loyalty [23][25]. Future Outlook - The future of Taiji Burger remains uncertain, with the potential for further store closures unless the brand can optimize its business model or innovate its product offerings [25].

Core Viewpoint - Yum China is signaling positive long-term growth amidst a complex environment, with a strategic upgrade to "RGM 3.0" focusing on resilience, growth, and competitive advantage [1][12] Group 1: Strategic Focus - The company emphasizes a dual-driven strategy of "innovation + efficiency" to enhance collaboration among stores, regions, and brands [1] - The RGM strategy has led to high-quality and steady growth since its initiation in 2021, with positive same-store sales and improved profit margins despite market challenges [1] - Management expresses strong confidence in achieving rapid growth and efficiency improvements over the next three years, with ambitious store expansion and sales growth targets [1] Group 2: Financial Goals and Shareholder Returns - Yum China plans to return approximately 100% of free cash flow to shareholders starting in 2027, with expected annual returns between $900 million and over $1 billion from 2027 to 2028 [2] - The company aims for system sales to achieve mid to high single-digit compound growth and operating profit to achieve high single-digit compound growth from 2026 to 2028 [1] Group 3: Brand and Product Expansion - The growth model is based on a "multi-brand, multi-product, multi-module" approach, enhancing user coverage and consumption scenarios [3] - KFC remains the core brand, with significant single product sales exceeding 4 billion yuan annually, supporting new business expansions [3] - The company plans to expand KFC stores to 17,000 by 2028 and achieve over 10 billion yuan in operating profit [3] Group 4: Operational Efficiency and Innovation - Pizza Hut has accelerated growth with a focus on value positioning, achieving a 17% increase in same-store transaction volume for three consecutive quarters [4] - The company is implementing a simplified operational model and product innovations to penetrate deeper into the market [4] - Lavazza Coffee is also expanding rapidly, with plans to reach 1,000 stores and $60 million in retail sales by 2029 [4] Group 5: Supply Chain and Technology - The company’s supply chain, digital technology, and talent development are crucial for supporting business growth and profitability [6][7] - Yum China is transitioning to an AI-driven operational system, enhancing efficiency in various operational aspects [6] - The company is expanding its supplier base and implementing direct procurement strategies to maintain cost advantages [6] Group 6: Market Potential and Industry Outlook - The Chinese restaurant market has significant growth potential, with a current chain penetration rate of about 20%, compared to over 50% in mature markets [12] - The company aims to increase its consumer service coverage from one-third to approximately half by 2028 [12] - The restaurant industry is entering a mild recovery phase, supported by policy incentives and improving consumer sentiment [8][11]

Core Points - KFC has officially surpassed 1,500 stores in Jiangsu, marking a significant milestone since its entry into the province in 1992 [1][5][7] - The opening of the "KFC 1500 Theme Restaurant" and the "KFC New Street Center Restaurant" in Nanjing highlights KFC's commitment to community engagement and cultural integration [1][5][6] - KFC's innovative service models, such as the "Speedy Takeaway" service, aim to enhance convenience for consumers in Jiangsu's fast-paced lifestyle [7][10] Group 1 - KFC celebrated the opening of its 1,500th store in Jiangsu with a themed event titled "Su Yun Tong Xing, Gong Fu Xin Cheng" [5] - The new restaurants are designed to reflect local culture, with the New Street Center Restaurant emphasizing a literary atmosphere in line with Nanjing's designation as a UNESCO "City of Literature" [6][7] - KFC's journey from its first store in Nanjing's Confucius Temple to its current expansion illustrates its adaptation to urban development and consumer preferences over 33 years [5][6] Group 2 - The "Speedy Takeaway" service has been implemented in 800 KFC locations across Jiangsu, allowing customers to pick up orders without leaving their vehicles [7][10] - KFC has introduced various product lines tailored to local tastes, including "KFC Grandpa's Tea" and "KPRO" healthy food options, to cater to diverse consumer preferences [9][10] - The company has established nearly 100 "Food Stations" in Jiangsu to provide surplus food to those in need, demonstrating its commitment to social responsibility [15]

Core Viewpoint - The recent "takeout war" between Alibaba and Meituan has intensified, with both platforms issuing substantial discount coupons, leading to a surge in user activity and order volume [1][12]. Group 1: Discount Strategies - Both Alibaba and Meituan released large and high-value takeout coupons, including offers like "spend 25 get 21 off" and "spend 16 get 16 off" [1]. - Some takeout options were available for "zero yuan purchase," showcasing aggressive promotional tactics [2]. Group 2: User Engagement and Platform Performance - Users reported significant engagement, with one coffee order costing only 2.2 yuan and another at 4.2 yuan, both without delivery fees [7]. - A KFC spicy chicken burger was priced under 10 yuan due to the discounts [8]. - The influx of users caused Meituan's platform to experience downtime, with reports of order page lag and coupon usage issues, leading to a server overload [11]. Group 3: Order Volume and Market Dynamics - As of July 5, 2023, Meituan reported over 1.2 billion orders for instant retail, with more than 1 billion being food orders [12]. - The "takeout war" was triggered by Alibaba's announcement of a 500 billion yuan subsidy plan aimed at boosting consumer and merchant engagement through various discounts and incentives [12].