The Big Three of Luwei have successively released semi-annual financial reports; Assigning a value of 2 million members, KFC made another move after drinking tea; The market for meal replacement has arrived. Is it an opportunity or a bubble? Hong Kong "Supporting Police" Tea Restaurant opens a branch in Shenzhen; In Hong Kong, food in the catering industry was extended to 21: on the 28th. For more details, please see Red Meal's Daily News.
The big three of Luwei have released their financial reports for half a year.
Who lost and who gained?
Recently, Zhou Heiya, Juewei and Huang Shanghuang, the "three giants of Luwei", have successively released their semi-annual performance reports for 22.
Zhou Heiya's revenue in the first half of the year was 93 million yuan, a year-on-year decrease of 44.4%; The tasteless operating income was 2.41 billion yuan, down 3.8% year-on-year; In the first half of the year, Huang Shanghuang achieved an operating income of 1.365 billion yuan, up 16.77% year-on-year, of which Huang Shanghuang's meat processing industry increased by 14.24% year-on-year and rice products business increased by 24.41%.
according to the data, by June 3th, 22, there were 1,367 stores in Zhou Heiya, including 1,246 self-operated stores and 121 franchised stores, covering 121 cities in 21 provinces, autonomous prefectures and municipalities directly under the Central Government of China.
During the reporting period, Huang Shanghuang opened 617 new stores and closed 171 stores (some old stores were closed due to the epidemic), with a net increase of 446 stores. By the end of June 22, the company had 4,152 specialty stores, including 294 direct stores and 3,858 franchise stores, forming a direct and franchise chain covering 26 provinces, autonomous regions and municipalities directly under the Central Government and 22 prefecture-level cities.
As for tasteless food, by the end of the reporting period, 12,58 stores had been opened in * * * nationwide (excluding Hong Kong, Macao and Taiwan). At the end of 219, this figure was1,954. In 219, 1,39 new stores were added, and in the first half of 22, 1,14 new stores were added.
Over the years, the "three giants of Luwei" have been chasing after each other, but according to the report data, Zhou Heiya and Huang Shanghuang are far behind in terms of turnover and the number of stores.
However, previously, Hongcan. com (ID: hongcan18) also disclosed in the article "The Four Beauties of Luwei may all be listed, and the Jianghu is just about to start" that each Luwei brand has its own section.
Zhou Heiya is mainly located in central China and coastal cities. From the perspective of regional income, Zhou Heiya has an absolute advantage in central China. After becoming famous, it has gradually expanded to the southwest and other places.
Huang Shanghuang's base camp is in Nanchang, and its stores are mainly located in Jiangxi, Guangdong and other places. There are few stores in other areas, and there is no distribution in Central China, Northwest China and Southwest China, so its development is relatively shrinking.
the more than 1, stores that are the "top stores" are not furnishings. Compared with the main regional concentration of other brand stores, the stores that are tasteless are basically distributed all over the country. From the perspective of income distribution, although tasteless only has an absolute advantage in the southwest, it is distributed in all regions, and the proportion is relatively average.
in addition, these three brands have also shown certain geographical limitations. For example, in recent years, Zhou Heiya has been seeking to expand in many places in the southwest. However, due to the fact that this market has been occupied by tasteless, coupled with consumer preferences, Zhou Heiya, which is "sweet mouth", won some people by relying on its brand and word of mouth, but it has not really shaken the tasteless market position of "spicy mouth". Huang Shanghuang, which is dominant in East China and South China, is also facing such a situation. When it wants to expand to Jiangsu and Shanghai, Zhou Heiya, which has occupied the market, has become the biggest obstacle.
Juewei runs the fastest, but in recent years, the problem of management and control of franchisees has been one of the parts that need to be solved urgently.
It is worth mentioning that Ziyan Baiwei Chicken has recently entered the marketing counseling period, and some insiders said that this will be the starting point for all the rumors. Next, we still need to wait and see how the pattern of the lo-mei market will be presented.
Assign a value of 2 million members,
KFC takes another drastic measure after drinking tea
Recently, Yum! China and an artificial intelligence enterprise in Shanghai set up a new artificial intelligence joint venture company, specializing in the commercial services of catering technology. This is called by the industry, another big move of KFC after the layout of tea.
As early as last October, KFC tried the "unmanned dessert station" on the first floor of Raffles Shopping Mall in Shanghai People's Square to explore the possibility of artificial intelligence to empower the catering industry more accurately.
In this unmanned dessert station, consumers can see that a white and green mechanical arm is installed in a glass room. Customers can get an ice cream cone made by robots by self-service ordering and scanning code payment. Don't worry about the difference in size and taste. Every cone is like "carved in the same mold".
This is a cross-border cooperation between Shanghai artificial intelligence company Mingluo Technology and KFC. It uses algorithms, machine learning and other technologies to "train" the robotic arm, making it a standard "waiter" and enabling consumers to purchase meals without contact.
However, the "unmanned dessert station" is only a microcosm. In the future, KFC will continue to push forward the technology assignment.
It is understood that KFC currently has about 2 million members in China, and more than 9% of orders and payments have been made through mobile payment. WeChat applet, store ordering machine, KFC APP and other ordering channels are also the most direct data collection channels.
in the next step, the data-based technology can respond within a few tenths of a second when consumers open the ordering page based on the location of each store, local weather, food inventory and corporate promotion strategy.
Many restaurants have encountered the situation that the ability level of waiters is uneven and the training progress is difficult to balance. KFC will launch a smart badge to record the service conversations of waiters during their on-the-job period, and then make natural language processing and analysis after the voice is converted into text.
The questions put forward by consumers are entered into the background and become a "knowledge map". By collecting and analyzing tens of thousands of conversation records, a "relative optimal solution" of service response is formed.
Science and technology assign value to the catering industry. Obviously, KFC, which is famous for its standardization of products and management, has taken another step forward this time.
The market for meal replacement has arrived.
Is it an opportunity or a bubble?
Taking advantage of the live broadcast, the brand of meal replacement holds high the banner of "delicious but not fat" and "giving consideration to satiety and weight loss needs", and has become a frequent visitor to the whole network, gaining a lot of sales.
according to euromonitor international statistics, in 217, the global meal replacement market reached US$ 66.16 billion, of which China reached RMB 57.17 billion. It is estimated that the meal replacement market in China will reach RMB 12 billion in 222.
And entrepreneurs and investors with a keen sense of smell have already targeted the 1 billion market that is about to break out. According to CVSource's investment data, in the past five years, domestic light food meal replacement entrepreneurial projects have increased year by year; Over the past year, the total transaction amount of light food meal replacement in China has reached a five-year high, and well-known institutions such as Junlian Capital, Zhenge Fund and Yuanjing Capital have made bets. In July this year alone, there were many financing incidents in the meal replacement market.
since 218, the light food meal replacement industry has been pushed to the capital market. Behind the enthusiastic carnival is the covet of market share. Even Xicha also bet on meal replacement and launched a joint meal replacement product with WonderLab. In WonderLab Tmall flagship store, this product has the highest sales volume, with a monthly sales volume of 2,+orders.
However, due to the low threshold and different standards of the meal replacement industry, the market has grown wildly and mixed fish and dragons.
In addition, the cake in the domestic light food meal replacement market is big enough, and the battle situation is still unclear. Most enterprises are still before the A round, which is a great temptation to the latecomers.
However, at present, most light food meal replacement brands on the market are branded products. To this end, some insiders said that in addition to OEM products, products that have not yet formed differentiation are also easily eliminated by the market.
Is meal replacement an opportunity or a bubble? What do you think?
Hong Kong Police Support Tea Restaurant opened a branch in Shenzhen,
Boss: My compatriots gave me courage
Li Kaihu, the boss of Hong Kong One-person Tea Restaurant, which became popular because of Police Support, recently opened its first branch in Shenzhen.
Li Kaihu, 52 years old, runs a "Yinlong Coffee Teahouse" in Lei Yue Mun, Hong Kong, which has a history of over 5 years. Because Li Kaihu is in charge of all the shops, he is also nicknamed "one-person tea restaurant". Since June last year, there have been a series of violent incidents in Hong Kong. Li Kaihu bravely voiced his support for the Hong Kong police, but he was repeatedly harassed by mobs and his shop business was damaged. During the storm, Li Kaihu did not escape silently. She once said, "Supporting the police is something I will never regret."
At that time, Li Kaihu put up a number of "supporting the police" posters in the store, calling on the public to support the police. Unexpectedly, she was "retaliated" by the mob. A number of regulatory authorities lined up to check her shop. Later, she learned that the regulatory authorities had received a large number of malicious complaints and had no choice but to go to the door for inspection.
Since March this year, Li Kaihu has decided to package his shop's signature pudding as "refueling pudding" and give it to 3, police officers in Hong Kong.
Li Kaihu's insistence touched many netizens.
since 28th in Hong Kong, restaurant meals have been delayed until 21:
Recently, when the epidemic prevention and control in mainland China tends to be stable, the epidemic situation in China and Hong Kong has rebounded for the third time.
on July 13th, the China government announced that, as of the 15th, all restaurants were required not to provide in-class meals from 6 pm to 5 am the next day, and the maintenance period of the measures was seven days.
On the first day of the implementation of this measure, the local catering industry was full of sorrow. Many downtown areas and bar streets in the past were deserted at night, and those who insisted on setting up shops for business were also scarce.
some restaurants said that the overall business was 5%-6% less than in the past without in-class meals at night. And the person in charge of the restaurant said that the business is 9% less than before, and it will be closed after 6 pm.
However, recently, the catering industry in Hong Kong finally loosened the business of eating in the evening.
On August 25th, Chen Zhaoshi, Director of the Food and Health Bureau of the Hong Kong SAR Government, told the media that the SAR Government would gradually relax the relevant epidemic prevention measures, and extend the dining hours in the catering industry until 9 pm from August 28th.
Chen Zhaoshi said that the SAR Government will publish a gazette to extend a series of social distance measures to the 27th, and from the 28th, the dining hall will be extended to 9 pm. Reopening cinemas, beauty salons and some outdoor sports venues involving less physical contact; No masks are allowed in country parks.
Chen Zhaoshi said that outdoor sports are relatively low in risk and also help to protect physical and mental health. On the same day, the Executive Council approved that outdoor sports can be carried out without masks from the 28th.
In addition, Chen Zhaoshi also stressed that detailed measures such as reopening beauty salons and cinemas will be announced later, and earlier epidemic prevention measures still need to be observed, including no eating in cinemas, and customers and employees of beauty salons should wear masks as much as possible.