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“童年白月光”回归,麦当劳奶昔还能收割打工人吗?
Hu Xiu· 2025-08-16 04:00
从餐饮界到娱乐圈,从顶流爱豆到纸片人,一代人有一代人的"十年之约"。 自从2024年底,麦当劳首届中国大陆粉丝大会表决通过"奶昔回归"的决议之后,忠实的麦门信徒们就开始了每日一问:"昔妃究竟啥时候回宫?" 奶昔是麦当劳最古早的产品之一,1990年大陆首店开张时便已登场,据说口感浓稠、奶香绵密,带着淡淡的大豆气味,有草莓、香草、巧克力三种口味可 选,售价9元~10.5元/杯,成了无数人的"童年白月光",可惜在2014年突然官宣退场,留下一地"意难平"。 图源:北京吃货小分队 这次,昔妃真的回来了——不过是限定城市、限定门店、限定时间。自2025年8月13日至31日,仅在全国13座"麦麦岛"城市旗舰店限时回归。 "很公平了,放在每个城市本地人平常都不太去的地方。" 图源:小红书@请你吃大西瓜 偏偏有粉丝正赶上预产期,感觉天都要塌了:"这周就入院,奶昔还没上架;等我坐完月子,又下架了。" 更没想到的是,这年头买杯奶昔还得等"配货"。 为了一杯"限时限量"大排长龙并不是新鲜事,但据九派新闻报道,奶昔回归后,多地顾客吐槽门店供货量严重不足——有顾客早上六点排队,排在前五名 依旧扑空,还有顾客的预约订单被无故取消。 图源 ...
从Lady Gaga到长筒匡威,美国人现在看啥都像经济衰退指标
3 6 Ke· 2025-07-29 02:24
Group 1 - The return of Lady Gaga to the Coachella music festival is perceived as a signal of economic decline in the U.S. [1][4] - A TikTok video explains that during good economic times, people prefer calm music, while in tough times, they crave upbeat dance music, indicating a psychological response to economic stress [4] - Various indicators of economic downturn have been identified by Americans, such as the rise of flash mobs and the decline in strip club attendance, reflecting changes in consumer behavior [6][8][9] Group 2 - The economic sentiment is further illustrated by the popularity of memes that highlight signs of recession, such as the resurgence of old TV shows and the sale of unusual items on second-hand platforms [21][12] - A survey by the National Association for Business Economics indicates that 37% of economists believe there is at least a 50% chance of a recession in the next year, with 75% of respondents acknowledging significant downside risks to economic growth [22] - Fast food chains like McDonald's are experiencing declining sales, with a 3.6% drop in same-store sales in Q1 2025, the largest decline since the pandemic [25] Group 3 - Discount retailers like Five Below and Dollar Tree are thriving as consumers seek high-value products amid economic uncertainty, with Five Below reporting a 19.5% year-over-year growth [28] - The trend of "consumption downgrade" is evident as consumers opt for cheaper alternatives, including counterfeit luxury goods, reflecting a shift in spending habits [28] - The cultural response to economic hardship includes the rise of humor and memes as coping mechanisms, similar to trends observed during the 2008 financial crisis [33][40] Group 4 - Humor serves as a psychological coping strategy during economic stress, allowing individuals to maintain emotional distance from their fears and anxieties [50][57] - The creation and sharing of memes during economic downturns can foster social connections and provide a sense of community among those facing similar challenges [60][62] - The historical context shows that humor and satire often emerge as forms of resistance and coping during difficult economic times, highlighting the interconnectedness of culture and economic conditions [46][49]
麦当劳今年近半新餐厅将开在中国
第一财经· 2025-05-24 13:21
Core Viewpoint - McDonald's Q1 2025 performance in China remains stable, driven by increased delivery share, successful value meals, and strong chicken business [1][2]. Group 1: Market Position and Strategy - McDonald's has been operating in China for 35 years since entering the market in 1990 and is a leading player in the Western fast-food sector [1]. - Approximately 50% of McDonald's restaurants are now located in lower-tier cities, reflecting a shift from focusing solely on first and second-tier cities [1][3]. - The company has entered a new phase termed the "Golden Arches Era" since 2017, following the acquisition by CITIC Capital, becoming a locally controlled enterprise [1]. Group 2: Supply Chain and Consumer Trends - Over 90% of McDonald's raw materials in China are sourced locally, mitigating the impact of recent "reciprocal tariffs" [2]. - The company has launched a "Value Year" initiative in 2025, featuring multiple high-value projects aimed at enhancing customer experience and catering to the demand for quality and price ratio among Chinese consumers [2]. Group 3: Expansion Plans - McDonald's plans to open approximately 1,000 new restaurants in China in 2025, part of a global strategy to establish around 2,200 new locations [3]. - The company aims to increase restaurant density in key cities and innovate restaurant formats to enhance consumer convenience, including drive-thru services and smart pickup cabinets [3].