Halal three giants released half-yearly financial results; empowerment of 200 million members, KFC after tea drinks and then out of the hard; meal replacement market wind mouth has arrived, is the opportunity or bubble? Hong Kong's "support police" tea restaurant shenzhen branch; Hong Kong 28 from the catering industry dine-in delayed until 21:00 hours. For more details, please check out reddit.com's "Daily Hot News".
The three halal giants released their half-yearly earnings reports one after another,
Who lost and who gained?
Recently, Zhouheiduck, Jiemei, Huang Shanghuang "halal flavor three giant" released 2020 half-yearly performance report one after another.
Zhouheiduck first-half revenue of 903 million yuan, a year-on-year decrease of 44.4%; absolute flavor operating income of 2.41 billion yuan, a year-on-year decline of 3.08%; and Huang Huang first-half *** to achieve operating income of 1.365 billion yuan, an increase of 16.77% year-on-year, in which Huang Huang meat processing industry increased by 14.24% year-on-year, the rice products business increased by 24.41% year-on-year.
The data showed that as of June 30, 2020, Zhouheiduck's total number of stores reached 1,367, of which 1,246 were self-operated and 121 were franchised, covering 121 cities within 21 provinces, autonomous regions and municipalities directly under the central government in China.
During the reporting period, Huanghuang opened 617 new stores, closed 171 stores (some of the old stores were closed due to the impact of the epidemic), and added 446 stores on a net basis. As of the end of June 2020, the company's meat processing industry had 4,152 stores, including 294 directly-managed stores and 3,858 franchised stores, forming a network that covers 26 provinces, autonomous regions, and municipalities and 220 prefecture-level cities directly and franchise chain sales network.
And Jelly Food, as of the end of the reporting period, opened 12,058 stores in the country **** (excluding Hong Kong, Macao and Taiwan). This compares to 10,954 at the end of 2019. 1,039 new stores were added in the full year of 2019, while 1,104 stores were added in just six months of 2020.
Over the years, the "three giants of marinade" have been catching up with each other, but from the reported data, both in terms of turnover and the number of stores, the absolute flavor of Zhou Heiduck, Huang Shanghuang far behind.
However, the previous red meal network (ID: hongcan18) also in the "marinade four beauty" may be listed, just to open the jianghu hegemony "disclosed in the article, each marinade brand has its own plate.
Zhou Hei Duck is mainly located in central China, coastal cities, from the regional income, Zhou Hei Duck has an absolute advantage in central China, in the "famous" after the successive expansion to the southwest and other places;
Huang Shanghuang's home base in Nanchang, the stores are also mainly located in Jiangxi, Guangdong and other places, other areas with fewer stores. Central China, Northwest, Southwest and other places without distribution, the development of more contraction;
And the "store leader" Jiewei's more than 10,000 stores is not a setup, compared to other brands stores are mainly concentrated in the region, Jiewei's stores in the country basically have a distribution from the distribution of income, although the Jiewei only in the Southwest region occupies the absolute advantage, but each region have From the distribution of revenue, although the absolute advantage of the absolute flavor only in the southwest region, but the distribution of each region, and accounted for a more average.
In addition, these three brands also show some geographical limitations. For example, Zhouheiduck, in recent years, has been seeking to expand in many parts of the Southwest, but because this market has been occupied by the absolute flavor, coupled with consumer preferences, biased "sweet" Zhouheiduck rely on the brand, word of mouth to take some of the crowd, but did not really shake the "spicy mouth" of the market position of the absolute flavor. Absolute flavor of the market position. In the east and south of China, Huang Shanghuang is also facing this situation, when it wants to expand to Jiangsu, Shanghai and other places, has occupied the market Zhouheiduck has become the biggest obstacle.
And although the absolute flavor of the fastest run, but these years, about the franchisee control issues, has been one of its urgent need to solve one of the parts.
It is worth mentioning that not long ago, Ziyan Barilla chicken into the listing counseling period, some industry insiders say this will be the starting point of the Beacon. Next, how the pattern of the marinade market will be presented, we still need to wait and see.
Empowering 200 million members,
KFC following the tea drink and then make a serious move
A few days ago, Yum China and Shanghai, an artificial intelligence enterprise newly established an artificial intelligence joint venture, specializing in the study of food and beverage technology for business services. This is called by the industry, KFC in the tea drink layout after another big move.
As early as October last year, KFC in Shanghai People's Square Raffles City shopping mall on the first floor of the pilot water "unmanned dessert station", to explore the possibility of artificial intelligence more accurately empowered catering industry.
Consumers can see in this unmanned dessert station, a glass room installed a white and green mechanical arm. Customers self-service ordering, scanning code payment, you can get a robot-made ice cream cone. Don't worry about the size and flavor differences, each cone is like "carved out of the same mold.
This is a cross-border cooperation between Shanghai-based artificial intelligence company Minliao Technology and KFC, using algorithms, machine learning and other technologies to "train" robotic arms to become a standard "waiter", allowing consumers to realize the whole process. "The first step is to make sure that you have a good idea of what you want to do with your life, and that you have a good idea of how you want to do it.
However, the "unmanned dessert station" is just a microcosm, the future of KFC will continue to promote the value of technology.
It is understood that KFC has about 200 million members in China, more than 90% of the orders and payments have been completed through the mobile payment, WeChat small program, store ordering machine, KFC APP and other ordering channels is also the most direct data collection channels.
In the next step, the data center technology can respond within seconds of a consumer opening the ordering page, based on each store's location, local weather, meal inventory, and corporate promotional strategies.
Many restaurants have encountered situations where servers have varying levels of competency and training progress is difficult to balance. KFC will launch an intelligent work card, the waiter on duty during the service conversation to record, voice to text and then natural language processing, to make analysis.
The questions raised by consumers are entered into the background as a "knowledge graph", and tens of thousands of conversations are collected and analyzed to form a "relatively optimal solution" for service responses.
Technology is empowering the restaurant industry, and it's clear that KFC, which is known for standardizing its products and management, has taken another step forward this time.
The meal replacement market has arrived,
Is it an opportunity or a bubble?
Dabbing with the live wind mouth, meal replacement brands hold up the banner of "good food is not fat", "both satiety and weight loss needs", to become a regular guest of the whole network screen, harvested a lot of sales.
According to Euromonitor International statistics, in 2017, the global meal replacement market reached $66.16 billion, of which, China reached 57.17 billion yuan, and it is expected that in 2022, the Chinese meal replacement market will reach 120 billion yuan.
And keen sense of smell entrepreneurs and investors have long been aiming at this upcoming outbreak of hundreds of billions of dollars in the market.CVSource investment in the data show that over the past five years, the domestic light meal replacement entrepreneurial projects increased year by year; over the past year, the total transaction amount of the domestic light meal replacement has hit a new high in five years, Junlian Capital, Zhenge Fund, Yuan Jing Capital and other well-known institutions have placed bets. And just in July this year, the meal replacement market has seen a number of financing events.
Since 2018, the light meal replacement industry has been pushed into the capital wind. Behind the enthusiastic revelry is the coveting of market share. Even Xi Cha is betting on meal replacement, and WonderLab has launched a co-branded meal replacement product. On WonderLab's Tmall flagship store, this product has the highest sales volume, with monthly sales of 20,000+ units.
However, due to the meal replacement industry threshold is not high, the standard is not the same, resulting in the market barbaric growth, mixed fish and dragons.
In addition the domestic light meal replacement market cake is big enough, the battle is not yet clear, most companies are still before the A round, which is a huge temptation for latecomers.
However, most of the light meal replacement brands on the market today are labeled products. For this reason, some industry insiders said that in addition to the labeled products, products that have not yet been differentiated are also easy to be eliminated by the market.
Is meal replacement an opportunity, or a bubble? What do you think?
Hong Kong's "support police" cafeteria in Shenzhen to open a branch,
Boss: compatriots give me the courage to
Because the "support police
This year's 52-year-old Li Kaihu, in Hong Kong, Lei Yue Mun, operating a more than 50 years of history of the "Silver Dragon Café and Tea House", because the store are managed by Li Kaihu one person, also jokingly referred to as "one person cafeteria". Since June last year, a series of violent incidents in Hong Kong, Li Kaihu brave voice in support of the Hong Kong Police Force, but was harassed by thugs, store business was damaged. In the storm, Li Kaihu did not silence to escape, she once said, "support the police is my two hundred percent will not regret things".
At that time, Li Kaihu put up a number of "support the police" posters in the store, calling on the public to support the police. The first time I saw this was when I was in the middle of the night, when I was in the middle of the night, when I was in the middle of the night, when I was in the middle of the night. A number of regulators lined up to inspect her store, and she later realized that the regulators had received a large number of malicious complaints and had no choice but to come to her door to inspect.
In March this year, because of the epidemic, it is inconvenient to move around, Li Kaihu also decided to his store's signature pudding packaged as "refueling pudding", presented to the 30,000 police officers in Hong Kong.
Lee Kai-ho's persistence has moved many netizens.
Hong Kong 28 from the catering industry dine-in delayed until 21:00
Recently, in the domestic mainland region of the epidemic prevention and control stabilized, the Hong Kong, China, outbreak of the epidemic outbreak of the third rebound.
On July 13, the government of Hong Kong, China, announced that since 15 de facto regulations requiring all food establishments to prohibit the provision of dine-in food from 6 p.m. to 5 a.m. the next day, and that the measures would remain in place for a period of seven days.
The first day of implementation of this measure, the local food and beverage industry is in mourning, many of the past downtown areas, bars a street into the night on the cold and quiet, insisted on opening a store to do business, but also the door can not be.
Some eateries said that at night there is no dine-in, the overall business is 5-6% less than in previous days. There is also a restaurant manager who said that business is 90% less than before, and that it would be better to close the restaurant after six o'clock in the evening in the future.
However, a few days ago, the Hong Kong restaurant industry finally loosened the evening dine-in business.
On August 25, the Secretary for Food and Health, Mr. Chan Siu-chee, disclosed in a meeting with the media that the SAR government will gradually relax the relevant anti-epidemic measures, and extend the catering dine-in period to 9 p.m. from 28 onwards.
Chan Siu-chee said, the SAR Government will gazette a series of social distance measures to extend to 27, from 28 onwards, the catering industry dine-in extended to 9 p.m.; reopen the cinema, beauty salons and some of the outdoor sports venues involving less physical contact; allowed in the country parks within the scope of the masks do not wear.
Chan Siu-chee said outdoor sports are relatively low-risk and help protect physical and mental health. The Executive Council passed on the same day, 28 days from the outdoor sports can not wear masks.
In addition, Chan also emphasized that the reopening of beauty salons, movie theaters and other detailed measures will be announced later, the earlier epidemic prevention measures still need to comply with, including the cinema can not eat and drink, beauty salon customers and employees should try to wear masks.