Focus on this week
1, word of mouth and Ele.me officially announced the gameplay of this year's Double 12: During Double 12, word of mouth will launch activities such as full discounts, and Ele.me will also launch activities such as dish discounts, delivery fees starting from 0 yuan, and 24-hour non-closing. This year, it will participate in the "1212 Eat, Drink and Play Festival" Ele.me's "1212 Eat, Drink and Play Festival" and more than 2 million offline merchants including catering.
2. Some netizens revealed that they bought Heytea drinks on Xingye Taikoo Hui, Nanjing West Road, Shanghai, and unknown objects similar to "transparent sets" appeared when drinking. Heytea responded that before the product left the store, there was no foreign object, and was worried that the product would be caused by irregular errands during the delivery process. Heytea also said that it was found that a large number of navy soldiers distorted this object into a condom.
3. The ecological anti-corruption punishment announcement released by Meituan Dianping shows that 89 people including internal employees, ecological partners and social accomplices were criminally investigated and punished for criminal cases of violations of discipline. Among them, the senior director of the takeaway channel was terminated by the company's labor contract because of improper economic transactions with the agent.
4. In 2019, social security is officially taxed, and will divide the "cake" of profits of catering companies. This year, financial issues such as social security taxation have begun to attract widespread attention, and this time, social security taxation has also indicated that some catering brands will face reshuffle and iteration. Among them, extensive and low-human efficiency catering companies will obviously usher in a huge impact. If measures are not taken in time, it will be difficult not to follow the footsteps of high-end catering brands after the "Eight National Regulations".
Macro market dynamics
1. Industry insiders revealed that in most first- and second-tier cities, only 20 to 30% of the shopping malls and restaurants can be profitable, and the rest are either waiting for the lease period to expire or are struggling to support. In some shopping malls, more than 50 restaurants have been closed in just one year, and many stores have very few customers from Monday to Thursday. More and more people are hesitating whether to withdraw.
2. Data shows that the scale of the city's catering takeaway market is expected to reach 243 billion yuan in 2018. Takeaway In 2017, the number of online catering takeaway users in China reached 300 million, an increase of 19% compared with 2016, and is expected to reach 355 million in 2018. Among the takeaway consumers, the main ones are young people, and people under the age of 30 account for 80% of all online orders. The white-collar business market is still the main market for Internet catering, accounting for 82.7%.
3. Independent market research institution Mintel released three major trends in the food and beverage industry in 2019: green consumption can extend to the entire product life cycle, and put forward requirements for cooperation from suppliers to consumers; healthy aging, that is, the food and beverage industry will be based on healthy life and transform into solutions for healthy aging; convenience upgrades and innovation, that is, to meet the quality needs of consumers in the on-demand era, the convenient food and beverage segment will be upgraded.
4. The new tea drink "group" settled in Zhengzhou, performing "love and killing each other". On October 26, Naixue's Tea entered Zhengzhou Dennis David City and landed in Erqi Business District; on November 9, the first store in Zhengzhou, David City and Guomao 360 Lujiao Lane, opened simultaneously, and star Hong Yao became the one-day store manager; on November 24, Heytea entered Zhengzhou's newly opened commercial complex Zhenghong City , and the queue was as grand as before, with an average of 3 hours to drink a cup of milk tea. On November 29, two newly opened stores of Naixue's Tea moved into Xintian 360 Guomao Store and Zhenghongcheng.
5. Currently, domestic group meals are in a small and scattered market structure. Data shows that the current market concentration of the top ten group meals in China is about 5%. Compared with developed regions, the market concentration of the top ten group meals in the United States is 80%, while the data in Japan and South Korea is about 60%. Obviously, the group meal industry with low market concentration contains huge opportunities.
6. The "2018 China Group Catering Industry Research Report" written by Yiou Think Tank not long ago believes that the three key elements that participants in my country's catering industry should pay attention to in the future are food safety, scientific nutrition and supply chain innovation and upgrading. Among these three elements, the innovation and upgrading of the supply chain is the guarantee of the first two, and safe food cannot be separated from a strong supply chain.
7. The central bank investigated and dealt with 602 cases of refusal to accept cash, and Hema Fresh was criticized by name.It is reported that the Shanghai headquarters of the People's Bank of China immediately launched an investigation after receiving a complaint about Hema Fresh's refusal to accept RMB cash. After verification, it is necessary to use its App for consumption in Hema Fresh and cannot be used for cash.
8 and Ele.me’s 112 Huangpu restaurant certificates and licenses were not fully announced. The local procuratorate issued a total of 112 pre-trial procuratorial recommendations to the District Food and Drug Administration and the District Market Supervision Administration in the form of “one case, one suggestion”. At present, the enterprises involved have been comprehensively rectified.
9. The Guangzhou Huangpu District Procuratorate announced at the public interest litigation press conference on November 28 that Guangzhou Shunwangke Catering Management Co., Ltd. was sentenced to a total of 780,000 yuan in compensation and fined 780,000 yuan for the pig hand pellets contained clenbuterol and did not obtain a production and operation license, and the defendant was sentenced to fixed-term imprisonment.
10. Xinliangji COO Liu Yu believed at the 2018 (12th) China Cold Chain Industry Annual Conference that standardized food supply chain is an indispensable prerequisite for catering retailization. At the same time, Zhuang Weiyuan, chief operating officer of the supply chain business of Charoen Pokphand Group, said in his speech that in the new retail era, we should pay more attention to changes in the supply side and demand side, and realize accurate targeted push of information, meet personalized needs, and online and offline linkage.
corporate news
1. Alibaba Group Vice President Fan Chi announced that a 24-hour business restaurant with a reputation will be launched in the next few months. This restaurant will serve fruit refreshments outside of four meals a day. It is reported that this restaurant is a model, and Alibaba hopes to use this attempt to tell merchants and users what new business forms can be found in the catering industry. However, the restaurant is currently only planned to open a pilot program in Hangzhou.
2. Recently, Burger King launched a new marketing campaign, allowing customers to spend only 1 cent to buy the "Big Mac burger" to "intercept" customers of McDonald's 14,000 stores. When customers order a 1-cent Big Mac burger on the Burger King app, less than 600 feet near McDonald's store, the app uses geolocation technology to "unlock" the big deal. Burger King said: "Once customers order a 1 cent Big Mac burger, they will be 'detoured' from McDonald's because the app will navigate them to the nearest Burger King restaurant to pick up their meals."
3. Luckin Coffee continues to open a store, which also makes many people want to "get a share of the pie." Recently, many information about "guiding" franchise on search engines has appeared on the search engines, and even a copy of "Luckin Coffee official website website" appeared. After careful observation, I found that the brand name is spelled differently, which is luckyin coffee. The franchise details on the website show that the initial investment is about 300,000 yuan. Data provided by
4 and Starbucks shows that since its opening on December 5, 2017, Shanghai Baking Workshop has received an average of 8,000 people per day, and the cumulative number of people a year has exceeded millions. Shanghai Baking Workshop has also become Starbucks' store with the highest sales in the world.
5, CITIC Bank and McDonald's China announced the launch of joint card . According to reports, the joint card is divided into debit cards and credit cards, which will mainly target female customers with children and young customers. The two parties will expand the target customer group and mass consumer groups through joint cards, helping cardholders to obtain more consumption points and core rights when spending overseas.
6 and Xibei Youmiancun html said recently that the number of stores is expected to increase to 330 by the end of this year, and next year Xibei will slightly slow down the opening speed of Xibei Youmiancun, and will focus on Xibei Super Roujiamo stores. As of November 23, the number of Xibei Youniancun stores has reached 300.
7. It has been more than three months since the opening of 1,346 stores in Japan and the praise exceeds Starbucks. Doutor Doutor, which has opened in Shanghai. According to reports, Doutor Coffee has launched a self-service ordering mini program. Except for every morning and noon, there is no queue at other times. It can maintain the amount of 700-800 cups a day, with an average customer price of about 50 yuan.
8. In recent years, Taoli Bread, as the "first bread stock", has been continuously promoting its expansion plans in new markets such as South China , and has increased the development of new markets such as East China, South China, and Northwest. However, among the 34 grandchildren and subsidiaries listed in the 2018 semi-annual report of Taoli Bread, 16 of them are in losses, including Jiangsu Taoli within the scope of this fundraising investment.
9 and GreyBox Coffee, a subsidiary of Roseonly Group, have set up new stores on the fourth floor of the middle district of Beijing Guomao Mall, Union Hospital, Fangcaodi, Oriental New World, 798 and other places, but most of them are still waiting to be opened. According to reports, the Guomao store will open at the end of the year, the Union Hospital store is under debugging, and other stores will open around May next year. Currently, GreyBox Coffee has about 26 stores nationwide, with 4 stores in Beijing, and plans to deploy 10-12 stores in Beijing by the end of the year.
10. According to the Straits Metropolis Daily, there was a problem with 85 degrees C again! Some netizens broke the news on Weibo that a whole cockroach was found in the cheese ball cake bought in the 85 Degree C Ocean Department Store in Quanzhou!
11. Recently, the fast food chain brands Weijia Liangpi and Miduo Noodle were exposed to the use of takeaway dishes in Zhengzhou stores, and consumers refused to admit it when they asked questions. It is reported that the regulatory authorities have required the stores involved in the above two brands to be rectified simultaneously online and offline, but their Beijing stores have not yet clearly stated the use of the dishes to consumers. Experts say that the dishes can be eaten with confidence if they meet the standards.
12. Recently, wooden house barbecue joined forces with Tencent game "Red Alarm OL" and call shared power bank to conduct cross-border cooperation. With the help of the Red Alarm game IP, wooden house barbecue Shenzhen Huangting Store has become the first barbecue space with the theme of military strategy war games in China. Whether it is the embellishment on the dining table or the decoration in the restaurant, it is full of game elements, and consumers can enjoy the food while fighting.
13. Meituan Dianping’s new business for B-end merchants Kuailu purchases have currently covered 21 provinces, 38 cities, 350 districts and counties across the country, with an annual number of active merchants of about 450,000. As of October this year, Kuailu’s purchase business’s monthly sales exceeded 400 million.
14. The "Star Delivery" service jointly launched by Ele.me and Starbucks will cooperate with Taopiaopiao to open up the entire scene of local life services. In addition, Starbucks China CEO Wang Jingying has set a "Star Delivery" with Alibaba Group to expand to 2,000 stores in 30 cities across the country within the year. This goal will be achieved ahead of schedule. According to Ele.me, the average delivery time of Starbucks takeaway orders nationwide is only 18.2 minutes.
15. At the 2018 billion European Innovators Annual Meeting held on November 29, smart catering service provider Delicious Do Not Need was selected as the most valuable enterprise in China in 2018.
16. The new convenience food launched by the unified enterprise - "Kai Xiaoshu", is actually self-heating rice, and is uniformly called "self-heating daily dishes". Consumers add cold water to quicklime bags and heat the ingredients in 15 minutes. The consumption scenarios for opening small food include self-driving tours, outdoor mountain climbing and hiking, fishing, long-distance travel and Spring Festival travel.
17, the first innovative and entrepreneurial program for the value mining and operation of the original industrial chain in the country, " Entrepreneurship Chinese ", was recently officially broadcast on Tianjin Satellite TV. As a guest of the program, Kuaidao co-founder Wu Guang, as a "channel partner", worked with the big names of the capital and expert group to provide entrepreneurs with good ideas and share wonderful entrepreneurial practical experience with TV audiences across the country.
18, V5shop Alipay catering mini program is online. It is a catering mini program on the Alipay platform, aimed at physical catering stores, opening catering stores in Alipay, making it within reach of consumers! The V5SHOP Alipay Catering Mini Program eliminates the intermediate deduction and automatically retains old customers. It is a must-have store management and online marketing tool for catering stores.
Catering investment and financing
1. The catering supply chain company "Xianmu Farm" completed its Pre-A round of financing in May this year, with investors being Hangzhou Eagle Fund and Xunfang Fund. Xianmu Farm serves B-end casual catering merchants. Currently, there are more than 6,000 cooperative merchants, including chain brands such as Manji, Akoko, Naixue’s Tea, and Xingfu Cake.
Overseas catering
1. The American fast food chain "Burger King" recently launched dog fast food to facilitate the owner and dog to eat together. This product is called "Dog Royal Castle", and is the "Bonsman" version of the signature burger "Imperial Castle". In fact, the "Dog Royal Castle" is a "open-fire baked, Royal Castle-flavored dog biscuit" made of oatmeal flour, brown rice flour, beef, cheda cheese, eggs and sesame, in the shape of a bone.
2. Takeaway app was once a boon for small Indian restaurants. Now, some restaurant owners in southern India have begun to boycott catering takeaway platforms. Some restaurants in Kerala announced that they will no longer accept orders from takeaway companies such as Zomato, Swiggy, Uber Eats, Foodpanda from December 1. Many members of the association said that catering takeaway platforms have high commissions for them.
3. The first batch of French beef directly purchased from Yunxiang Supply Chain production area was jointly released on Tmall Supermarket and Auchan Supermarket online and offline. This is also 17 years later, French beef has been on the table of Chinese consumers through Tmall.
Internet celebrity catering
1. The food program " Flavored Human " has remained popular, and it has even made many dishes "popular", such as bald butter bibimbap. It is understood that the beginning of "Flavor World" brings you a delicious feast impact, which coincides with the golden appreciation period of hairy crabs, making bald butter bibimbap a "C-position dish" for the food list in the public's minds. The same crab mayonnaise on Taobao increased by 100 yuan in the first episode.
2. Heytea's store on Chuhe Han Street, Wuhan was fenced for half a year and officially opened on the 3rd. Wuhan colleagues estimated: "This store's turnover is estimated to be about 700,000 yuan per month to ensure the capital is guaranteed!" In addition, the first Heytea PINK store in Shanghai opened on the B1st floor of Xintiandi Plaza on the 6th. This is also the fourth PINK theme store in the country after Guangzhou, Shenzhen and Nanjing. According to Heytea, about 70%-80% of the customers consumed in Heytea stores are young women.
3. Hema announced that the 100th store in the country will open in the Wuhan DSM Center. At the same time, Hema announced the launch of the "Box District Life Card" to test paid members nationwide, and will mainly promote it during Double 12. The so-called "box area" refers to an area covered by three kilometers around Hema store. From November 27 to 29, about 100,000 consumers received the "box area life card".