全聚德(002186) - 全 聚 德调研活动信息

Group 1: Company Development Strategy - The company follows the "14th Five-Year Plan" focusing on "innovation while maintaining tradition" and aims for a dual-driven industry layout of "catering + food" [1] - In 2022, the company opened 3 new direct-operated stores and 2 franchise stores, with one store operating under dual brands [1] - In the first half of 2023, the company opened 3 new direct-operated stores and 2 franchise stores [2] Group 2: Product and Market Expansion - The company plans to enhance its food production and revenue scale, focusing on pre-prepared dishes and pre-packaged cooked foods for both online and offline markets [1] - The new brand "Zero Research Institute" will enter the snack food sector, offering products that meet consumer demands for taste, nutrition, and health [1] - The first batch of "Zero Research Institute" duck snacks is set to launch soon [1] Group 3: Employee and Operational Insights - The company has nearly 3,000 employees, significantly impacted by the pandemic's effects on the service industry [2] - The catering segment accounts for approximately 75% of the company's operations, while the food segment makes up about 25% [2] - The company plans to leverage its catering brand advantages to accelerate food industry development and increase its share [2] Group 4: Future Business Outlook - The company experienced strong catering performance during the National Day holiday and aims to strengthen marketing efforts in the fourth quarter [2] - Plans include enhancing dish innovation and service improvement, preparing seasonal products, and focusing on the New Year's Eve dinner project to consolidate the operational results from the first three quarters [2]