Our reporter He Jun and trainee reporter Li Jing
In the first half of 2022, taking out food delivery, researching and developing pre-made dishes, and building supply chains have become measures for catering companies to stick to and save themselves. In the second half of the year, how should catering companies recover?
What is the business situation of Beijing's catering industry? For this reason, the reporter visited Haidilao, Jiumaojiu and other catering companies.
The reporter visited many popular business districts in Beijing and found that many restaurants have returned to the bustle of the past.
A Haidilao staff member located in the Xihongmen business district of Daxing District told the "Securities Daily" reporter: "Although there are more and more customers queuing now, the table turnover rate is about 3 times a day, which is still lower than before. Some."
In an interview with a reporter from "Securities Daily", a Haidilao person said that changes in the external environment always affect companies. For example, due to the previous epidemic, some areas have suspended dine-in, which brings challenges to the normal development of the catering industry. Catering companies need to think about how Adapt to changes in the external environment, better tap or meet consumer demand, and at the same time ensure the normal operation of the enterprise; from the perspective of internal enterprise governance, enterprise management decisions are not static, and we must focus on the long-term, adapt to changes at any time, and make adjustments.
According to the report of Guolian Securities, Haidilao, the king of the hot pot track, is too optimistic to expand against the trend, which affects the turnover rate and the unit price of customers; the company is currently actively launching a reform plan, focusing on existing stores, and seeking performance improvement, but the implementation of measures and effective results are still It takes time.
It is worth noting that some medium and large chain catering companies are as optimistic as Haidilao, and they still have not stopped the pace of expansion.
Data show that in 2021, Yum China opened 1,806 new stores and closed 524 stores.
As of December 31, 2021, the total number of Yum China stores reached 11,788.
According to the plan, Yum China will add about 1,000 to 1,200 net new stores in 2022, and increase investment in supply chain, infrastructure and digitalization.
In addition, Helens has a net addition of 431 stores.
Although the number of brand stores under Jiumaojiu has been rapidly reduced from 143 in 2019 to 83 in 2021, the opening of its second brand stores has accelerated significantly, among which Taier Pickled Cabbage Fish has added 117.
The relevant person in charge of Jiumaojiu said in an interview with a reporter from "Securities Daily" that this year, a store expansion plan has been formulated for "Tai Er" and "Counseling". Flexibility to adjust the store opening plan at any time.
Different from the above catering companies, Xiabuxiabu is still in labor. Xiabuxiabu has closed 229 loss-making stores and opened 95 new stores, including 52 Xiabuxiabu stores and 43 Kuocuo stores.
As of the end of 2021, Xiabuxiabu has a total of 1,024 stores, of which there are 841 Xiabuxiabu restaurants and 183 Kuocuo restaurants.
"In the next three years, Xiabuxiabu plans to add 500 new stores, and the first-tier, new-tiered and provincial capital cities will be the first main battlefields; the high-end hot pot brand Cuocuo will also be deployed at a rate of 80 to 100 new stores every year. "The relevant person in charge of Xiabu Xiabu told the "Securities Daily" reporter.
Regarding the question of how the catering industry will develop in the second half, Zhu Danpeng, an analyst of China's food industry, said: "With the normalization of epidemic prevention and control, both national and local governments and the catering industry have rich experience in responding to the epidemic. The impact of the entire catering industry will not be too great, and the catering industry will also enter a relatively stable and rapid recovery node.” (Securities Daily)Keywords: