How should the catering company recover the vitality in the second half of the year?

Reporter He Jun, a trainee reporter Li Jing

In the first half of 2022, forced takeaway, R & D prefabricated dishes, and construction of supply chain became a measure for catering companies to adhere to and rescue themselves. How can catering companies restore their vitality in the second half of the year? What is the business situation of the Beijing catering industry? To this end, the reporter visited catering companies such as Haidilao and Jiu Maojiu.

The reporter visited a number of popular business districts in Beijing and found that many restaurants have restored the lively in front of the door. A Haidilao staff located in Xichenmen Business District, Daxing District told the Securities Daily: "Although there are more guests who are currently in line, the turnover rate is about 3/day. Compared with the previous Some."

In an interview with the reporter of the Securities Daily, the relevant persons of Haidilao said that changes in the external environment always affect the enterprise at all times, such as affected by the previous epidemic. While adapting to changes in the external environment, better digging or meeting consumer demand, ensuring the normal operation of the enterprise; from the perspective of internal governance of the enterprise, the business decision -making decision -making is not static. It must focus on the long -term, adapt to changes at any time, and make adjustments.

The Guolian Securities Report stated that Haidilao, the king of hotpot tracks, was too optimistic to expand, affecting the turnover rate and customer unit price; the company currently actively launches the change plan, focusing on existing stores, seeking performance improvement, but the implementation and effectiveness of measures are still effective. It takes time.

It is worth noting that there are also some large medium chain catering companies that are equally optimistic as Haidilao, and they still have not stopped the pace of expansion. Data show that in 2021, Yum! China opened a total of 1,806 stores and closed 524 stores. As of December 31, 2021, the total number of Yumin China stores reached 1,1788. According to the plan, Yum! China will add about 1,000 to 1,000 to 1,000 new stores in 2022, and increase investment in supply chain, infrastructure and digitalization. In addition, Helen Siqi 431 stores.

Although the number of brands of Jiu Maojiu has quickly reduced from 143 in 2019 to 83 in 2021, the speed of opening of its sub -brand stores has increased significantly, of which 117 are newly added.

The relevant person in charge of Jiu Maojiu said in an interview with the Securities Daily that this year, the "Tai Er" and "Counseling" have been formulated. At present, the shopping center business district expansion is the core focus. At the same time, it will also be based on the market according to the market. In the case, flexibly adjust the store opening plan at any time.

Different from the above catering companies, Laibubu is still in a painful period. Laibubu closed 229 losses and opened 95 stores, including 52 Laibubu stores and 43 Lugao stores. As of the end of 2021, there were 1,024 stores in Laibubu. Among them, there were 841 restaurants in Laibubu and 183 restaurants.

"In the next three years, Langbu Bingbu plans to add 500 new stores, and the front line, new front line and provincial capital will be the first main battlefield; high -end hot pot brands will also make a new rate of 80 to 100 new speeds each year. "The relevant person in charge of Yibubu told the Securities Daily reporter.

Regarding the issue of how the second half of the catering industry will develop, Zhu Danpeng, an analyst of Chinese food industry, said: "Under normalization of epidemic prevention and control, no matter from the country to the local governments and the catering industry, they have rich experience in responding to the epidemic. The influence of the entire catering industry will not be too great, and the catering industry will enter a relatively stable and rapid recovery node. "

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