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给宠物狗过生日引热议 海底捞:是宠物友好门店,宠物就餐区和正常就餐区不在一起
Mei Ri Jing Ji Xin Wen· 2025-12-09 16:55
据荔枝新闻,12月7日,在广东深圳,一海底捞门店给狗狗过生日唱生日歌引发热议。诸如"交叉污染风 险"、"顾客或误用宠物餐具"等质疑声纷杳而来。 海底捞(6862.HK)在近期业绩承压的情况下,这一旨在挖掘宠物经济潜力的创新尝试,却让海底捞陷 入公共卫生与品牌形象的双重争议。 红餐研究院于2025年5月发布的《火锅上新趋势洞察报告》显示,2024年全国火锅市场规模达到6175亿 元,同比增长5.6%。其中,火锅门店数量在2024年第三季度达到峰值53.55万家后逐步回落,2025年第 一季度已减少至50.48万家。这一数据表明火锅门店数量呈波动调整趋势,赛道已进入存量竞争阶段, 市场竞争日益激烈。 随着主业增长放缓,海底捞发展副业已成为战略选择。2025年半年报显示,海底捞今年上半年营收同比 下降3.7%,净利润减少13.7%;翻台率从4.2次/天降至3.8次/天,接待顾客总数虽近1.9亿人次,但增速明 显放缓。 此外,自2021年以来,海底捞门店数不升反降,2021年海底捞门店数为1433家(含海外门店),而2024 年年底这个数字是1368家。 门店回应记者称,这是宠物友好门店,深圳只有这一家店,可以带宠物 ...
给宠物狗过生日引热议,海底捞:是宠物友好门店,宠物就餐区和正常就餐区不在一起
Mei Ri Jing Ji Xin Wen· 2025-12-09 16:28
Core Viewpoint - The recent opening of a pet-friendly Haidilao restaurant in Shenzhen has sparked controversy regarding public health and brand image, despite being an innovative attempt to tap into the pet economy amid declining performance in the core business [4][5]. Group 1: Company Initiatives - Haidilao has launched its first pet-friendly restaurant in Shenzhen, allowing customers to bring pets for dining, with specific health and safety measures in place [4][3]. - The restaurant features a separate dining area for pets, provides free clean drinking water, and offers pet-specific meals without salt or seasoning [4][3]. - The company is exploring the pet economy as a strategic choice to counteract declining revenue and customer traffic, as evidenced by a 3.7% year-on-year revenue drop in the first half of 2025 [5][6]. Group 2: Market Context - The hot pot market in China is projected to reach a scale of 617.5 billion yuan in 2024, with a year-on-year growth of 5.6%, indicating a competitive landscape as the number of hot pot restaurants fluctuates [5]. - Haidilao's store count has decreased from 1,433 in 2021 to 1,368 by the end of 2024, reflecting challenges in maintaining growth in a saturated market [5]. - The company's cash flow remains strong, with operating cash flow of 3.25 billion yuan in the first half of 2025, providing a financial cushion for new initiatives like the "Red Pomegranate Plan" [5][6].