Interpretation of 2020 Chinese catering, insights into 4 major trends

Festinger said: 10% of life is determined by what happens to you, and the other 90% is determined by how you react to what happened.

From: Visual China

When everyone is facing a crisis, then the crisis is an opportunity to revolutionize innovation and surpass competitors! A good entrepreneur will enjoy the storm's beating, the more violent the storm, the stronger his counterattack will be!

In 2020, I see that many catering people have such characteristics!

1.

Review and verification: Most of the catering predictions in the past 3 years have been verified

1.
Review and verification: Most of the catering predictions in the past 3 years have been verified

Since 2017, we have made the first industry investment and financing report of China's catering industry (innovation is never a talent, it is thought of desperation|The first investment and financing report of China's catering industry), and I have seen it through the capitalization of the global catering industry Great possibilities for catering in the next 20 years.

In 2018, we made a second report.

We saw that from 2014 to 2018, a total of more than 122 billion yuan was invested in the construction of the catering supply chain.
China's catering food processing, preservation technology, and warehousing and cold chain distribution have made a revolution.
The progress of sex has also formed the basis for the large-scale growth of catering.

In 2019, we analyzed more than 10 million+ catering stores in China, analyzed the overall picture of Chinese catering by category and brand, and made some bold predictions for the future based on the data.

Inside).

Except for the fact that the globalization of catering has been blocked due to the epidemic, almost everything else predicted is accelerating:

I see the irreversible catering foodization, fiscal and taxation standardization, catering chain centralization, high food safety standardization, and digitalization are all accelerating!

The process of capitalization is sweeping like a stormy sea!

We see that there are more than 300 investors here today, and there may be more investors than brands worth investing in.

It can be said that there are more wolves and less meat.

Many friends told me, aren’t you leading the wolf into the room? In fact, in my mind, a single tree cannot grow into a forest.

Only the prosperity of the entire catering industry can bring about the growth of our value.

2.

Data interpretation: What exactly will the catering industry look like in 2020?

2.
Data interpretation: What exactly will the catering industry look like in 2020?

1.

Changes in restaurants in various provinces and cities across the country

1.
Changes in restaurants in various provinces and cities across the country

First, let’s look at the data situation across China.

In 2019, the permanent population was 1.
4005 million (approximately 1.
4 billion people), the population increased by 4.
67 million in 2019, and the per capita disposable income was 30,733 yuan (approximately 30,000 yuan) per 10,000 people.
It has 65.
1 stores, 9116183 stores (approximately 9.
11 million) in operation, 2514978 new stores (approximately 2.
5 million), and 3,559,501 closed stores (approximately 3.
55 million) in 2020.

Over the years, the number of stores has experienced negative growth for the first time!

Let's take a look at Beijing, Shanghai, Guangzhou, Shenzhen and Hangzhou.

Looking at the number of stores per capita in Beijing, Shanghai, Guangzhou, Shenzhen and Hangzhou, Beijing and Shanghai are the places with the smallest number of stores per capita, while Shanghai has a high per capita income and the number of stores per capita is the same as Beijing.

In other words, from the perspective of the number of stores per capita, Beijing and Shanghai are better choices, but Beijing is not purely economic development-oriented, so relatively speaking, Shanghai is the city with the most potential for commercial development.

2.

Changes in national rankings of various categories

2.
Changes in national rankings of various categories

(1) Tea and coffee categories

The number of tea and coffee categories currently in operation in China is 549,389 (approximately 549,000), the number of newly opened stores in 2020 is 189,010 (approximately 189,000), and the number of closed stores is 211791 (approximately 211,000).

Scale ranking: "Michelle Ice City" ranked first in the milk tea coffee beverage category with 1,2003 existing stores; "Book and Burning Grass" ranked second with 6,014 existing stores; "Starbucks" with 5,586 The number of stores ranks third.

User evaluation ranking: "Boiled Leaf" ranked first with an evaluation score of 93.

84 points, but only 11 companies in scale.

Net growth ranking: The first place is "Michelle Ice City"; the second place is "Books also burn immortal grass"; the third place is "Gu Ming", with a net increase of 2153 stores in 2020; Tea Baidaoxin An increase of 1,579, to 2,846, an increase of 4th place, and also the king of Chinese tea shops.

The number of closed tea and coffee shops is as high as 800!

The number of closed tea and coffee shops is as high as 800!

Michelle Ice City was founded in 1998.
The opening of stores in one year in 2020 is equivalent to the total of 23 years.
For the first time, a brand with a scale of 10,000 stores appeared on the tea-drinking track.
Much like fried chicken burgers, Zhengxin Chicken Chop was before 2015.
There are only 1,000 stores, but by the end of 2017, it has announced that it will exceed 10,000 stores.

When the category and the company's internal supply chain mature, the development speed of the top brand is no less than that of the Internet, and the tea-drinking track entrepreneurship opportunities are accelerating to close!

(2) Snacks

The number of snacks category stores in China is 493,383 (approximately 493,000), the number of newly opened stores in 2020 is 135,086 (approximately 135,000), and the number of closed stores is 214,195 (approximately 214,000).

Scale ranking: This product category has a relatively large gap.
"Qiaotou Ribs" ranks first with 2,634 existing stores, and "Black Classic" ranks second with 973 stores.

User evaluation ranking: "Mummy Egg Baby" ranked first with 91.
86 points.

Net growth ranking: "Xijie fried skewers" ranked first in net growth with 185 stores, with a net growth rate of 137%.
The third place is "Shengxiang Pavilion" with a net growth of 140 and a net growth rate of 82%.

The number of closed snack shops reached 593.

Shaxian snacks are a special existence.
We conducted a separate analysis.
At present, there are 40,450 Shaxian snacks nationwide.
In 2020, there will be 2,254 newly opened stores and 7087 closed stores.
The overall user score is 82 points.

Some investors asked me whether there is a branding opportunity for Shaxian snacks? I think the word "Shaxian Snacks" is the biggest brand.
The efficiency and cost are already very extreme.
The only chance is clean.
I think it is difficult to make an independent Shaxian snack brand.

Chinese snacks are all-encompassing and there are many types.
There are four core factors that determine the scale of snack chains:

①Whether the cost of the ingredients can be low enough to produce a price advantage;

②Whether the quantity supply is guaranteed;

③Whether it can be a product that can be sold at all times.

④Whether it is possible to achieve the four-effect combination of quality, floor effect, human effect and time effect.

(3) Fast food

The number of fast food stores currently in operation in China is 26,98062 (approximately 2.
698 million), the number of newly opened stores in 2020 is 828,545 (approximately 828,000), and the number of closed stores is 1,239,059 (approximately 1.
239 million).

Scale ranking: "Yang Mingyu Yellow Braised Chicken Rice" ranked first with 3293 existing stores; second was "Zhang Xiumei Zhang Jie's Barbecue Bibimbap" 1581; third was the direct brand "Hometown Chicken" 933.
Country-based Group, with 545 "Country-based" brands and 524 "Mr.
Rice" brands, totaled 1,069, which can be regarded as the real third place.

There are 743 Taiwan-funded restaurants, 728 "Xiangheshe", 677 "Yoshinoya", 670 "Sybaiwei", 639 "True Kungfu", 365 "Old Niang Uncle".
.
.

User evaluation ranking: Yuanjia Village Guanzhong Impression Experience Place ranked first with 89.
56 points.
Yuanjia Village is a special existence, with a fanatical spirit for the source of food and safety.

Fast food is the largest super category.
Whether it is in Japan or the United States, almost all fast food brands are listed and have the highest market value.
Country-based Group, Lao Xiang Ji, Lao Niang Ji will all receive large amounts of financing in 2020.
.
.
Chinese fast food cross-regional expansion The war and the first battle for Chinese fast food have begun!

Net growth ranking: "Yoshimino Black Gold Butter Bibimbap" originally had only 37 stores.
In 2020, there will be a net increase of 304, with a net growth rate of 822%, ranking first.
The second place is "Daddy Jiong Boneless Grilled Fish", He Jiong's restaurant brand.

The number of closed fast food restaurants reached 702.

There seems to be a natural flow-monetization relationship between celebrities and restaurants.
Huang Bo’s endorsement of Zhengxin detonated Wandian, La Zhuang Bao Bei, Hai Tao La Dou La, Xian He Zhuang Chen He, Zheng Kai Huo Fengxiang, Xue Zhiqian and Shang Qian.
.
.

Is the celebrity opening a store harvesting fans or wanting to build a brand? Can an enduring star catering brand like "Li Ning" emerge? I think it also needs time to verify.

(4) Barbecue

The number of barbecue stores currently in operation in China is 455,443 (approximately 455,000), the number of newly opened stores in 2020 is 184,752 (approximately 185,000), and the number of closed stores is 164,699 (approximately 165,000).

Scale ranking: "Kutian Black Beef Barbecue Restaurant" ranks first with 954 existing stores; the second is "Crazy Grilled Wings"; and the third is "Kushikatsu Barbecue Restaurant".
Last year's No.
1 brand was "Crazy Grilled Wings", and this year it was overtaken by "Kutian Black Beef Barbecue Cuisine".

User evaluation ranking: Niu Xiaoxin Roast House ranked first with 96.
62 points.

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113。

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12，21。

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61456（6.
1），202018382（1.
8），24612（2.
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16。

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7：，，，，，，，，，，！

The scale of grilled fish is twice that of sauerkraut fish, and the scale of grilling is 6 times that of grilled fish.
Masters choose the big track.
They are all making fish, and making pickled fish can be extended to grilled fish; all are grilling, and making grilled fish can be extended to grilling.

Only by expanding the border can we break through the development bottleneck.

(7) Crayfish

Crayfish currently has 41,648 open stores (approximately 41,600) in China, 13,450 new stores (approximately 13,000) and 26,753 closed stores (approximately 27,000) in 2020.

Scale ranking: "Degenerate Crayfish" ranks first with 1,189 existing stores.

User evaluation ranking: "Lao Gan's Crayfish·Jianghu Cuisine" ranked first with a score of 94.
42.

Net growth ranking: "Dashang Lobster" has a net growth of 200 stores in 2020, ranking first in net growth, with a net growth rate of 98%.

The number of closed crayfish stores reached 372.

Crayfish is the category with the largest store closure rate in 2020.
Has this category begun to decline?

It is worth celebrating that Dashang Lobster has suddenly emerged in this situation, with growth, total amount of takeout, and stores all ranked first, and the number of stores ranked second.

(8) Mala Tang dishes

The number of Mala Tang Maocai currently in operation in China is 172,763 (approximately 173,000), the number of newly opened stores in 2020 is 55,232 (approximately 55,000), and the number of closed stores is 85,324 (approximately 85,000).
.

Scale ranking: "Yang Guofu Mala Tang" ranks first with 5,488 existing stores; "Zhang Liang Mala Tang" is ranked second with 5145 stores; third is "Sangu Maocai" ", 1207.

User evaluation ranking: From “Banhua Mala Tang” in 2019 to “Super Thai·Thai-style Mala Tang”, Super Thai ranked first with 83.
96 points.

Net growth ranking: "Yang Guofu Mala Tang" achieved a net increase of 364 stores in 2020; "Zhang Liang Mala Tang" followed closely with a net increase of 237; "Sister Xiaogu Mala Tang" had a net increase of 202 stores.

The number of Mala Tang counterfeit dishes closed at 672 stores.

Yang Guofu and Zhang Liang still sit firmly in the first and second positions.
Among them, Yang Guofu has invested a lot in the supply chain in the past two years, and has begun to deploy in the convenience of mala tang.

"Xiaomanjiao Mala Tang" is currently the only Mala Tang brand that has received three consecutive rounds of investment.
The founding team is young and graduated from Peking University.

(9) Bullfrogs

The number of bullfrogs currently in operation in China is 2,150.
In 2020, the number of new stores will be 852, and the number of closed stores will be 757.
Due to the small category, the number of stores also showed a net increase.

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9。

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2），202092967（9.
3），97792（9.
8）。

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：“”20202110，19%；“”，883；“”，876。

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（11）

188071（18.
8），202051393（5.
1），77508（7.
8）。

：“”2239。

：“”95.
78。

：“”2020331，。

646。

Yuan Ji has surpassed Xijiade to become the number one dumpling in terms of scale.
Uncle Xiong and Yuan Ji have a similar model to become a rookie in 2020; Jixiang Wonton continues to be the number one in scale and announced that it will open 990 new stores in 2021.

"Yuan Ji" and "Jixiang" invested in food factories very similar to Bobby.
Will they become the first stocks of Chinese dumplings and wontons respectively?

(12) Noodles

The number of noodles currently in operation in China is 372,233 (approximately 372,000), the number of newly opened stores in 2020 is 112,370 (approximately 112,000), and the number of closed stores is 19,034 (approximately 193,000).

Scale ranking: "Wu Mingyuan Rice Noodles" ranked first with the number of existing stores in 2012; the second place is "Mr.
Lee Beef Noodles" with 745 stores; the third place is "Ajisen Ramen" with 722 stores .

User evaluation ranking: "Wen Lao Mein" ranked first with a score of 90.
34, the second was "Baman Rice Noodles", and the third was "Drunk Noodles".

Net growth ranking: "Niujian Big Bowl Beef Noodles" will have a net increase of 537 stores in 2020, a net growth rate of 423%, ranking first; the second place is "Wuye Noodles" with a net increase of 187, a net increase The rate is 94%.
If you look at the net increase in dine-in food, the "Wuye Noodles" should be the first.

The number of closed stores in the noodle category reached 435.

Hefu Lao Noodles fell out of the top three in user reviews, and will increase from 67 direct sales to 314 in 2020.

When the scale increases, the user evaluation decreases; when the user evaluation is pursued, the scale speed is limited.
Whether evaluation is important or scale is important, how should catering staff make a balance?

(13) Liangpi Pork Buns

Liangpi Roujiamo currently has 37,032 stores (approximately 37,000) in operation across China.
In 2020, the number of newly opened stores is 3,510, and the number of closed stores is 21,765 (approximately 22,000).
The store closure rate of Liangpi Roujiamo is also very high.

Scale ranking: "Mr.
Liangpi" ranks first with 547 existing stores.

User evaluation ranking: "Yubei·Nongpi Specialty Store" ranked first with 86.
04 points.

Net growth ranking: "Zhongyuan Dadaoliangpi" ranked first with 37 net growth.

The number of closed stores in Liangpi Roujiamo category reached 202.

The net growth of Xi Shaoye in 2020 is only 11, and the total number of stores is only 67.
The growth is slow.
Xibei's Super Roujia Mo, which will open 100,000 stores, has failed.
Moreover, there are no high-potential brands in this category.

Roujiamo is advertised as China's hamburger, but the category has grown weakly in recent years.
Perhaps Roujiamo will surpass hamburgers in 1,000 years.

(14) Steamed buns and steamed buns

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6），202024933（2.
5），30119（3）。

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5），202079639（7.
9），123949（12.
4）。

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2020，。，、。

（16）

219608（22），202086896（8.
7），67285（6.
7）。

：“”16726。“”，2020。

User evaluation ranking: "Gulu Liuxin Pizza" ranked first with a score of 94.
98.

Net growth ranking: "Wallace" has a net increase of 4148 stores in 2020, ranking first; "Zhengxin Chicken Chop" has a net increase of 2,268 stores, ranking second.

Fried chicken, burger and pizza closed the first place with 1,499 stores.

Chicken King takes turns, Wallace this year! Chicken is already a super category.
From the experience of the United States, high-quality, high-customer chicken will become the next hot spot.
Jin Ge Ge Soy Chicken has become a super popular brand in Shenzhen.

In 2020, there will be a net increase of 20,000 stores in the fast-food fried chicken category, and a net increase of 13,000 in the top ten.
The strong will become stronger and stronger.
The king will fight for hegemony.
There will be nothing left for the little brothers in the rest of the time, let it go!

(17) Hot pot

The current number of hot pot restaurants in China is 471,587 (approximately 471,000), the number of newly opened stores in 2020 is 147,077 (approximately 147,000), and the number of closed stores is 174,258 (approximately 174,000).

Scale ranking: "Haidilao Hotpot" ranks first with 1,316 existing stores, "Xiabuxiabu" has 1054 stores, ranking second; "Bianbian" has 887 stores, ranking third.
In 2019, the first place was "Xiaolongkan", and the third place was "Shu Daxia Hot Pot".
Both fell out of the top three this year.

User evaluation ranking: "Freedom Hotpot" ranked first with 97.
87 points, "Laowang" is still the first user evaluation among large-scale brands, and only "Laowang" in the top 10 has reached 125.

Net growth ranking: "Xianhezhuang Luwei Hotpot" has a net increase of 567 stores in 2020, ranking first; "Haidilao" has a net increase of 472 stores, ranking second; "Tan Yaxue Laowei Hotpot" has a net increase of 250 stores Home, ranked third.

The number of closed hot pot restaurants reached 174.

The star effect of Xianhezhuang has generated huge franchise traffic.
The famous stars are rushing to imitate and enter the market.
The same company is behind the scenes.
I hope that it is not a hasty ending after harvesting the leeks.
See you on the list at the end of this year!

Different from most categories, the first and second hot pot scales are all directly listed brands.
The direct brands of Ba Nu, Lao Wang, and Coucuo have also been strong.
The Chinese hot pot track has begun to become addictive.
The taste competition has entered the second stage of competition for high-quality and healthy ingredients.

(18) Steak

The number of steak shops in China is 18,029 (approximately 18,000).
In 2020, there will be 6,245 new shops and 6,725 closed shops.

Scale ranking: "Haokelai Steak" ranks first with 400 existing stores.

User evaluation ranking: "Wang Pin Steak" ranked first with a user evaluation of 95.
64 points.

Net growth ranking: "Marina Teppanyaki Steak" has a net increase of 20 stores in 2020, ranking first.

71 closed steak shops ranked first.

Beef is the most popular product category by consumers, but China has never seen a large beef chain.
Among them, price is the key, and behind the price is the backwardness of China's agriculture, and beef is more dependent on imports.

The price of beef per catty in China is as high as 40 yuan, and the price is 8 yuan in the United States.
The price difference is 5 times.
Among them, concentrated large-scale breeding technology, feed cost and hormone standards are all restrictive factors.
Chinese agriculture is seriously lagging behind Western countries.

(19) Seafood

The number of seafood stores currently in operation in China is 131,820 (approximately 131,000), the number of newly opened stores in 2020 is 29,617 (approximately 29,000), and the number of closed stores is 54,313 (approximately 54,000).

Scale ranking: "Crab Honey Spicy Seafood" ranks first with 180 existing stores.

User evaluation ranking: "Haisha Bay Seafood Restaurant" ranked first with a user evaluation of 95.
18 points.

Net growth ranking: Oyster Hero has a net growth of 19 stores in 2020, ranking first.

The number of closed seafood stores reached 133.

Affected by the epidemic, the closure of seafood categories is far greater than that of openings, which is a major setback.
The number of brands with the first net growth has only increased by 19.
2021 is an opportunity to open seafood stores, but the incident of nuclear waste entering the sea in Fukushima, Japan may affect consumers' enthusiasm for seafood.

(20) Light food

The number of light food stores currently in operation in China is 11,173 (approximately 11,000).
In 2020, the number of new stores is 5,792, and the number of closed stores is 3,985.
The growth of salad light food has shown us that people who pursue healthy lives are increasing, and the epidemic has not stopped them from pursuing health.
It seems that everyone does not eat seafood, they are all going to eat light meals.

Scale ranking: "Shaye Light Food" ranks first with 359 existing stores.

User evaluation ranking: "Ye Ye Bodhi" ranked first with a user evaluation of 98.
5 points.

Net growth ranking: "Shaye Light Food" has a net increase of 173 stores in 2020, ranking first.

The number of closed stores in the light food category reached 55.

The total scale of Salad Light Food is small, but it has maintained growth during the epidemic.
More and more people are beginning to pursue healthy lifestyles, and there is huge room for growth in the future.
Healthy lifestyles such as salad light meals and gyms are currently the most popular in the United States.

A large number of overseas students return to China and choose this track to start a business, but it is worth noting that raw salads have extremely high requirements for the production process and sterilization environment, and the delivery needs to be completed between 0 and 6 degrees.
The total number of colonies has always exceeded the standard for salads.
Food safety problems can be serious and can be fatal.

(21) Buffet

The number of buffet-style restaurants in China is 34445 (approximately 34,000).
In 2020, the number of newly opened stores is 9,495, and the number of closed stores is 9,547.

Scale ranking: "Giburu Steak Seafood Buffet" ranked first with 183 existing stores; "Xinglunduo Seafood Buffet Restaurant" ranked first last year, and this year became second, with 116 existing stores Home.

User evaluation ranking: "The sixth season cafeteria" ranked first with a user evaluation of 97.
02 points.

Net growth ranking: "Happy Aismi Steak Buffet" has a net growth of 35 stores in 2020, ranking first.

27 restaurants in the buffet category were closed.

After years of development, hot pot, barbecue, steak, and seafood have become the main buffet products, which are reflected in the high cost performance and strong self-service experience.
Buffets are more often found in high-end hotels.

(22) Desserts

The current number of dessert shops in China is 137,944 (approximately 138,000), the number of newly opened stores in 2020 is 41,117 (approximately 41,000), and the number of closed stores is 68,693 (approximately 68,000).

Scale ranking: "KFC Dessert Station" ranks first with 1,220 existing stores.

User evaluation ranking: "Uncle Nishimura's shop" ranked first with a user evaluation of 93.
6 points.

Net growth ranking: "KFC Dessert Station" has a net increase of 524 stores in 2020, ranking first.

The number of closed stores in the buffet category reached 187.

In terms of scale, the three largest ones are still Western-style desserts, KFC, DQ and Haagen-Dazs, and Haagen-Dazs stores basically stopped growing.
From the perspective of net growth, the rise of Chinese desserts in batches, the future can be expected.

(23) Chinese cakes

The number of Chinese pie stores currently in operation in China is 36,749 (approximately 37,000), the number of newly opened stores in 2020 is 12,779 (approximately 12,000), and the number of closed stores is 16,047 (approximately 16,000).

Scale ranking: "Wai Ou Guo Kui" ranks first with 1,200 existing stores; "Chenguang Shaobing" ranked second; and "Forrest Gump Guokui" ranked third.

User evaluation ranking: "Xiaoxian Meat Crispy Chicken Biscuits" ranked first with a user evaluation of 84.
84 points.

Net growth ranking: "Wu Xiaotang Salad Pancake" has a net growth of 82 stores in 2020, ranking first.

The number of closed stores in the Chinese pie category reached 372.

Forrest Gump made thick pancakes into ultra-thin pancakes, turning the staple food into a snack for all-time stress-free consumption, creating a super growth of the pankui category; N many sushi, breaking the tradition of Japanese sushi, making cooked sushi solves food safety Due to price issues, more than 2,000 stores have been opened.

What can be innovative in your category? You can think about it.

(24) Sichuan cuisine

Sichuan cuisine currently has 21,631 (about 216,000) stores in operation across China, 76,694 (about 76,000) new stores will be opened in 2020, and 56,228 (about 56,000) closed stores.

Scale ranking: "Zhou Mapo" ranks first with 259 existing stores.

User evaluation ranking: "Mr.
Fu in Chengdu" ranked first with a user evaluation of 95.
16 points, replacing the first "Shengtian Maoxuewang" in 2019.

Net growth ranking: "Jiaoai·Boiled Fish and Sichuan Cuisine" has a net growth of 24 stores in 2020, ranking first.

There are 48 restaurants in Sichuan cuisine category.

Sichuan cuisine is already a super category, with a net increase of 20,000 in 2020, and spicy and spicy is already China's largest flavor.
Men can't resist beauty and money, but women can't resist the spicy temptation!

Meizhou Dongpo still ranks No.
1 for Sichuan dinners with a per capita consumption of more than 96 yuan.
Meizhou Dongpo Restaurant has 62 stores and more than 100 group stores.

Wangjiadu Foods, a subsidiary of Meizhou Dongpo, has been deeply engaged in catering food for 17 years.
It is mainly engaged in pre-prepared dishes, low-temperature lunch meats and cured sausages.
It insists on the simulated manual production of 0 additives and 0 pigments, and is open to catering companies and distributors.

Meizhou Dongpo may refer to the Haidilao and Yihai models to create the first listed Sichuan cuisine.

(25) Hunan dishes

Hunan cuisine currently has 86,681 (approximately 86,000) stores in China, 22,443 new stores (approximately 22,000), and 26,705 closed stores (approximately 26,000) in 2020.

Scale ranking: "Peng Chu" ranks first with 458 existing stores.

User evaluation ranking: "Spicy Cocoa Freshly Stir-Fried Beef" ranked first with a user evaluation of 94.
24 points.

Net growth ranking: "Snack Food Houxiang" has a net increase of 34 stores in 2020, ranking first.

The number of Hunan cuisine closed stores reached 44.

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（26）

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7），202025866（2.
6），27209（2.
7）。

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2），44781（4.
4）。

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（28）

The number of open stores of Northwest Cuisine in China is 63,417 (approximately 63,000), the number of newly opened stores in 2020 is 18,361 (approximately 18,000), and the number of closed stores is 20,167 (approximately 20,000).

Scale ranking: "Xibei Younian Village" ranks first with 373 existing stores, which is still far ahead, and "Jiu Mao Jiu" has 97 remaining stores, which is still the second place.

User evaluation ranking: "Ayilai Xinjiang Restaurant" ranked first with a user evaluation of 96.
62 points, and Xibei is still the first in large-scale evaluation.

Net growth ranking: "Zhanglang Northwest King" has a net increase of 17 stores in 2020, ranking first.

There are 55 stores in the Northwest Dishes category.

In a relatively small category, Xibei and Jiumaojiu have made the category bigger after decades.
This is a remarkable existence.

However, the gene of the category determines the limitations of long-term growth.
No matter how big and fierce a cat is, it will never grow into a tiger.
I think it is precisely this limitation that has led to the emergence of Jia Guolong's dream of fast food and Kung Fu cuisine.

Jiu Mao Jiu already has Tai Er, but pickled cabbage fish is still a small category.
What will be the next “Tai Er”?

(29) Shandong dishes

The number of Lucai's currently open stores in China is 72,370 (approximately 72,000), the number of newly opened stores in 2020 is 20,478 (approximately 20,000), and the number of closed stores is 22,525 (approximately 22,000).

Scale ranking: "Shouchailu Roast Duck" ranked first with 280 existing stores; "Quanjude" ranked second with 94 existing stores; "Golden Million" ranked third with 80 existing stores.

User evaluation ranking: "Siji Minfu Roast Duck Restaurant" ranked first with a user evaluation of 96.
44 points.

Net growth ranking: "Shou Chai Roast Duck" has a net increase of 47 stores in 2020, ranking first.

There are 55 stores in Shandong cuisine category.

Shandong Kairui is a large Shandong cuisine company that is familiar to the industry, but multi-brand management, and no brand has entered our evaluation, scale and growth list;

Although Quanjude was the first company to go public, its user ratings did not make it into the top 10;

The revenue and queuing created by Siji Minfu’s 17 stores are almost magical in Beijing.

(30) Yunnan dishes

Yunnan cuisine currently has 19,737 open stores (approximately 19,000) in China.
In 2020, there will be 4,482 new stores and 5,373 closed stores.

Scale ranking: "Yunhai Cuisine" ranks first with 106 existing stores.

User evaluation ranking: "Xian Tan Steam Stone Pot Fish" ranked first with a user evaluation of 96.
58 points.

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Scale ranking: "Neidao King Bibimbap" ranked first with 407 existing stores, surpassing last year's "Halla Mountain" in one fell swoop.

User evaluation ranking: "General Steak" ranked first with a user evaluation of 95.
96 points.

Net growth ranking: "Neidao 의 King Bibimbap" has a net increase of 335 stores in 2020, ranking first, replacing the "Flower Flavored Barbecue" which was number one last year.

The number of closed restaurants in the Korean cuisine category reached 50.

The king is still unknown in 2019.
In 2020, he will be born and won four first places in one fell swoop.
I am curious whether this brand will still be on our list next year?

(34) Southeast Asian dishes

The number of Southeast Asian cuisines currently in operation in China is 8087.
In 2020, the number of newly opened stores is 1,877, and the number of closed stores is 2,250.

Scale ranking: "Thai Town Cuisine" ranks first with 59 existing stores.
Although it is the largest in scale, we see that the category of the entire cuisine is too small.
Even if it is the first, it will only be 59.

User evaluation ranking: "Ming Tai Valley Thai Casual Restaurant" ranked first with a user evaluation of 94.
14 points.

Net growth ranking: "Su Mei Garden" has a net growth of 5 stores in 2020, ranking first.

The number of closed restaurants in Southeast Asia has reached 21.

Because the category is small, the growth is relatively limited.
However, small categories may also be made into larger categories.
For example, Jiyu Thai-style hot pot has opened 129 stores.

When the small category and the large category are combined, the small category is made into a large category and the differentiation in the large category is generated, which is also a good innovation.
Yunhaiyao's current positioning of steam pot chicken may also be based on the same logic.

But why not use big category + big category innovation? For example, fast food + drinks, hot pot + drinks, hot pot + fast food, barbecue + hot pot and other forms.

(35) Congee shops

The number of porridge shops currently in operation in China is 29,338 (approximately 29,000), the number of newly opened stores in 2020 is 8,061, and the number of closed stores is 14,374 (approximately 14,000).

Scale ranking: "Three Rice Congee Shop" ranks first with 1,215 existing stores.

User evaluation ranking: "Fire Qi Chaoshan Casserole Congee" ranked first with a user evaluation of 92.
28 points.
We see that the first, second and third places are all Chaoshan casserole porridge.
It seems that everyone agrees very much with the Chaoshan casserole porridge.

Net growth ranking: "Jiang Chuan You·An Attitude Congee Shop" has a net increase of 268 stores in 2020, ranking first.
Jiang Chuan You is also the brand with the largest number of takeout stores in China; ", a net increase of 206 stores; the third place is "Manling Congee Shop", a net increase of 98 stores.

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Second, you can consider launching different flavors and different ingredients in different regions in the process of product development.

3.
Density and popularity data of shopping malls in each city in the country

3.
Density and popularity data of shopping malls in each city in the country

There are more than 20,000 shopping centers in China.
Which shopping center is the most popular? Which shopping center has the highest passenger flow density? Which shopping mall is the most popular?

We have made two sets of data.
The first set is the search popularity of shopping malls, and the second is the crowd density of shopping malls.
We found the top 10 of every shopping mall in the country to compare.

In Beijing, the number one in passenger flow density is Beijing Capital Mall Xizhimen, and the number one in search popularity is Beijing Heshenghui.

In Shanghai, the number one in passenger flow density is Shanghai Fengxian Baolong Plaza, and the number one in search popularity is Shanghai Global Port.

Guangzhou, the number one passenger flow density is Guangzhou Lefeng Plaza, and the number one search popularity is Guangzhou Grandview Plaza.

In Shenzhen, the number one passenger flow density is Shenzhen Raffles City, and the number one search interest is Shenzhen Vientiane World.

Hangzhou, the number one in passenger flow density is Hangzhou Tower 501 City Plaza, and the number one in search popularity is Hangzhou Kerry Center.

In Chengdu, the number one passenger flow density is Chengdu CapitaLand Jinniu, and the number one search interest is Chengdu Sino-Ocean Taikoo Li.

In Chongqing, the number one passenger flow density is Longhu Chongqing Xicheng Tianjie, and the number one search popularity is Longhu Chongqing Times Tianjie.

In Dongguan, the number one in passenger flow density is Dongguan Chang'an Vanke Plaza, and the number one in search popularity is Dongguan Minying International Trade City.

Foshan, the number one passenger flow density is Foshan Lingnan Xintiandi, and the number one search popularity is Foshan Qiandeng Lake Huanyu City.

In Hefei, the number one passenger flow density is Hefei Tianyue Center, and the number one search popularity is Hefei Vientiane City.

In Nanjing, the number one in passenger flow density is Nanjing Merchants Garden City, and the number one in search popularity is Nanjing Deji Plaza.

In Qingdao, the number one passenger flow density is Qingdao Mackaile (Huangdao Store), and the number one search popularity is Qingdao Vientiane City.

In Shenyang, the number one passenger flow density is Shenyang China Resources Vientiane Hui, and the number one search popularity is Shenyang Vientiane City.

In Suzhou, the number one passenger flow density is Suzhou Hengda Central Parkway Plaza, and the number one search popularity is Suzhou Central Mall.

In Tianjin, the number one passenger flow density is Tianjin Heping Joy City, and the number one search popularity is Tianjin Joy City.

In Wuhan, the number one passenger flow density is Wuhan K11Select, and the number one search popularity is Wuhan Chicony Plaza.

In Xi'an, the number one in passenger flow density is Xi'an Intime Department Store (Bell Tower Store), and the number one in search popularity is Xi'an SEG International Shopping Center.

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It can be seen from our data analysis that beef and goose are the most popular products in the country.
Why are there no super companies in the beef category today? In Japan, there are only 4 listed companies in beef fast food!

Why is the largest chain of goose chain of dozens of stores so far? Why is none of our brands ranked first in user reviews that are also the largest in scale? Why don't Michelin chefs do much?

The true basis of scale is whether users like the most important thing, or the supply chain's supply capacity is the most important?

We all need to reflect.

4.
Is capital really that terrible?

4.
Is capital really that terrible?

As early as when China's catering industry obtained capital in the early days, we heard many negative cases, such as South Beauty, Da Niang dumplings, etc.
, including the early capitalization, but did not succeed, such as Xiaonanguo and Hunan, Hubei, etc.

These unpleasant capital experiences in the catering industry make us imagine capital terrible and resist capital.
The founder of Laoganma has publicly stated on many occasions that he will not raise funds or go public.

Is the old godmother really right?

Today, we see more and more companies continue to embrace capital, and use the power of capital to continuously expand scale, optimize corporate governance, build brands, and build moats, and they have become very remarkable brands.

Whether it’s hi tea for high-end fruit teas, low-end Michelle Bingcheng, Haidilao hot pot based on service doctrine, or Banu hot pot based on product doctrine, these excellent brands are making capital for their own use.
We are striving to become a great company with sustainable profitability, sustainable growth, and a moat.

Not to be manipulated by capital, but to use capital for their own use, to become a great company with sustainable profitability, sustainable growth, and a moat.

5.
Is there really no future for pre-made dishes?

5.
Is there really no future for pre-made dishes?

Many catering people reject pre-made dishes, thinking that packaged food is junk food.
Such products will never have a future.

However, during the epidemic, we saw online sales of convenience foods and prepared vegetables increased by as much as 400%.
Many people said that these sales would come down once the epidemic was over.
But the difference is that they are still growing.

In the past ten years, Japan’s pre-made dishes have grown from 1 trillion yen to 10 trillion yen now, a full 10-fold increase.
The population of China is 10 times that of Japan.
If we follow this logic in China, it may appear on a scale beyond imagination.

When you stubbornly reject something, you are likely to miss an era; those that seem solid will have great challenges; do not believe in luck, do not make rough judgments, and believe in long-term rationality.

4.
Four food and beverage trends hidden in the numbers: the offline Internet era, opening

4.
Four food and beverage trends hidden in the numbers: the offline Internet era, opening

I think that the end of an era is actually the end of the values ​​of an era.
The end of a business form is actually the expiration of the values ​​behind a business form.
To find great business opportunities in the next era is essentially to predict the migration of business values ​​in the next era.

If you want to be a great company, you often need to find universal values ​​and persevere.

If we can have enough information as a reference, enough multi-dimensional perspective, enough curiosity, enough coherent and deep thinking, and able to see farther, we can spend time on the long-term right things.
Used in future trends.

Shallow thinking often only sees the elements; deep thinking often sees the system.

The first trend: I think China is in the initial stage of a new round of development cycle of the catering industry.
I named this stage the "offline Internet era".

Offline commercial entities already possess the characteristics of the Internet: delivery, real-time, exchange, transparency, and crowdsourcing, crowd-creating, and crowd-sharing.

① All processes such as production, warehousing, management, services, and transactions are being fully digitized, and all behaviors are recorded in real time;

②Goods and services are gradually being standardized and labelled, and information is becoming more and more transparent, so consumers can easily compare them;

③The isolated islands of stores are fully connected by a well-developed, well-developed warehouse cold chain logistics and distribution platform.

The offline Internet is not a pure virtual Internet.
It is a highly transparent integration and connection of the real world.
It connects farms, factories, warehouses, stores, people, things, shopping centers and users, etc.
, through information flow, logistics, and capital flow.
Connected together and become a real network.

With the gradual accumulation of offline commercial data, it is similar to the birth of the narrow-door dining eye database, including user preference data, quality evaluation data, product sales data, opening and closing store data, brand distribution data, and supplier’s data.
Data, shopping mall data, food material data, etc.
, each data island is connected and shared.
Whether it is a consumer or a manager, decision-making can be made more rationally based on enough freely available information.

The offline Internet era will also bring about network effects.
High-quality entrepreneurs and high-quality entrepreneurial models will be able to quickly create super-scale chains, and its development speed will be infinitely close to the previous development of the Internet.
Powerful brands that have obtained sufficient scale advantages will achieve faster, longer-term, more stable, and more monopolistic development.

The arrival of the "offline Internet era" will also bring about an increase in the value of capital!

The second trend: Chinese catering is about to enter the era of low net profit margins.

In the "offline Internet" market with symmetrical information, complete supply chain system and full competition, it can obtain an absolute leading market share and earn most of the market's profits at less than half the price of its competitors.

In the era of full competition, efficiency and price competition are the ultimate weapons, and low prices can harvest the stock market.

All standardized chain catering brands must be prepared to have a net profit margin of less than 5% soon, and even supply chain companies have a long-term net profit margin of 2 to 3%.

The low net profit here does not necessarily mean low gross profit, but refers to investing the money earned in the construction of longer-term value and competitive barriers such as quality, service, efficiency, and brand.

In the United States, the pre-tax net profit margin of most listed chain restaurant brands has been lower than 6% for a long time, in Japan it is lower than 5%, and the net profit margin of supply chain companies is lower than 2%.

Do you passively wait for the arrival of the low-profit era, or actively use low-profit expectations to gain market leadership and win longer-term absolute profits?

The third trend: In the future, catering chain companies will change from single-dimensional creatures to multi-dimensional creatures.
“Single-dimensional creatures” will become extremely fragile, and A+B+C+D+E multi-dimensional creatures will become extremely fierce in competition.

What is ABCDE?

A-Upstream agriculture: breeding, planting

B-food processing

C-brand management

D——Supply Chain Trade

E-Directly-operated stores

To achieve lasting competitiveness in the future, you must at least become an A+B+C multidimensional creature.

For example, if you are a direct business, you can become: brand + supply chain trade + direct store or food processing + brand + supply chain trade, or even like Haidilao and Banu: food processing + brand + supply chain trade + Directly operated stores.

The upstream companies need to become: agriculture + food processing + 2c brand + front-end distributor system (large customer channel), and Multidimensional Bio has stronger strategic synergy, price advantage, and regeneration capabilities.

In the era of uncertainty, every upstream and downstream company is eyeing your sector, and the reduction of trust makes the cost of collaboration higher.

Similarly, every link needs to make a profit, which makes the user's terminal price unable to be reduced, and Multidimensional Bio can have enough room to give up the profit of the intermediate link in exchange for greater price adjustment space and quality-price ratio.

Not all companies are suitable for becoming multidimensional creatures! It is extremely dangerous to easily try to become a multidimensional creature.
It requires:

①For upstream and downstream layout, enterprises need to have sufficient capital investment;

②In the face of complex business conditions in the upstream and downstream of the industrial chain, cross-industry, and cross-field, the digital transformation of the organizational system and organizational culture are extremely important;

③ Entrepreneurs are required to have sufficiently great ideals, beliefs, comprehensive abilities, depth of cognition and tenacity.

In the fiercely competitive Red Sea, either let yourself become a giant whale that no one dares to mess with, or let yourself become a ferocious starfish!

The fourth trend prediction: When the offline Internet era matures, the entire food and catering industry will give birth to the richest man in China and even the world.

A successful way of thinking is to start with the end and push back the layout at the end.

First, let’s take a look at the development path of American catering brands

Source: WeChat Official Account: Note Man

Note: All pictures in the article are reprinted on the Internet, and infringement will be deleted!

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