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一周关闭28家店 蜜雪冰城、星巴克、永辉持续调整

刘淑娟 2025-11-11 13:59
刘淑娟 2025/11/11 13:59

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闭店数据和行业热点

1.11月第一周,16个品牌关闭至少28家门店,涉及多个行业。

2.餐饮行业关闭19家店,其中餐饮类14家、茶饮类3家、咖啡与酒馆类各1家;超市行业关闭4家,包括永辉、盒马和万润家。

品牌调整细节

1.餐饮品牌如街边铁桶·韩国烤肉料理在深圳关闭至少10家门店,曾进驻10余家购物中心并拥有高热度,抖音话题播放量32.2万次。

2.茶饮品牌茶百道关闭2家北京店,蜜雪冰城沈阳旗舰店因升级而关闭,但这只是个别调整,整体扩张强劲:蜜雪冰城门店总数44244家,月净增481家;茶百道门店8279家,月净增266家。

3.星巴克广州花城汇南区店关闭运营9年,但品牌整体业绩良好:2025财年中国市场收入增长近5%(约220亿元),上季度收入增长6%至8.316亿美元,门店总数8011家,年净增415家。

4.超市中永辉关闭2家老店(分别运营12年和6年),盒马北京店停线下业务但保留线上运营。

品牌营销与趋势分析

1.品牌营销案例:街边铁桶·韩国烤肉料理通过融合韩式烤肉与街头元素(如广告灯箱、路边摊风格),在抖音和小红书平台获得用户打卡分享和热度,播放量达32.2万次。

2.消费趋势:从数据看,整体消费需求呈增长趋势,例如蜜雪冰城月增481家门店,茶百道新增116家校园店,显示学生群体等细分市场需求强劲。

渠道建设与产品策略

1.品牌渠道调整:如街边铁桶闭店反映渠道风险,蜜雪冰城个别门店升级和星巴克正常调整体现战略优化;建议关注线上线下融合模式,如盒马停线下但保留线上业务。

2.价格竞争启示:扩张品牌如茶百道和星巴克的高收入增长表明通过稳健定价提升单店经济效益可行。

市场动态与机会提示

1.闭店事件风险:上周28家门店关闭,包括街边铁桶在深圳的10家闭店和永辉老店调整,提示需评估门店选址和运营风险。

2.增长市场机会:蜜雪冰城月净增481家、茶百道月增266家(其中校园店116家)、星巴克年净增415家,显示茶饮和咖啡市场持续增长,可作为新加盟或开拓目标。

应对措施与可学习点

1.正面应对案例:蜜雪冰城沈阳店因升级闭店属正常调整,星巴克闭店未影响整体业绩(收入增长6%),表明品牌应注重单店健康管理。

2.合作机会:从盒马保留线上业务看,线上渠道可作为风险缓冲;扩张品牌需求如茶百道校园店提示细分市场合作潜能。

产品设计与商业机会

1.生产需求案例:街边铁桶的韩国烤肉料理融合街头元素(如啤酒箱设计),反映客户对创新产品形态的需求,可用于烤肉设备制造。

2.商业机会:蜜雪冰城月增481家门店显示饮品原料供应机会,茶百道校园店增长116家提示针对年轻群体的包装设计需求。

数字化电商启示

1.数字化趋势:盒马停线下但保留线上业务,示范线上线下融合模式,可启发生产端加入电商供应链。

2.机会点:从闭店数据看,工厂可关注抗风险策略(如供应多个品牌)和扩张品牌合作。

行业趋势与客户痛点

1.发展趋势:品牌门店调整如28家闭店(餐饮占19家),指向行业整合趋势;同时扩张品牌如蜜雪冰城月增481家,显示市场分化。

2.客户痛点:街边铁桶等闭店可能因渠道风险或竞争压力,提示服务商需提供选址分析和运营优化方案。

解决方案启示

1.数字化技术应用:从盒马线上线下融合看,可开发线上平台工具来帮助客户管理风险;星巴克稳健收入增长(增长6%)提示数据分析服务的价值。

2.痛点应对:茶饮品牌扩张(如茶百道校园店新增116家)显示针对特定客群的解决方案需求。

商业需求与运营管理

1.平台需求:街边铁桶曾进驻深圳10余家购物中心但关闭10家门店,提示平台需监控品牌健康以规避招商风险。

2.最新做法:盒马北京店停线下保线上,示范平台通过线上线下整合优化运营管理。

招商与风险规避

1.平台招商案例:蜜雪冰城门店总数44244家、茶百道8279家,表明品牌扩张带来加盟机会;可参考其数据设置准入门槛。

2.风险规避:上周28家闭店事件提示平台应强化风险评估(如选址分析),永辉老店关闭经验可用于改进管理策略。

产业动向与商业模式

1.新问题与新动向:上周28家门店关闭(如街边铁桶在深圳闭店10家)反映品牌生命周期和市场饱和度问题;同时蜜雪冰城月增481家、星巴克年增415家显示两极分化趋势。

2.商业模式启示:盒马保留线上业务体现线上线下融合模式;扩张品牌如茶百道校园店新增116家,展示细分市场商业模式创新。

政策法规启示

1.无直接政策,但闭店事件(如永辉老店关闭)提示可能需监管关注门店退市机制;扩张数据(星巴克收入增长6%)可支持产业稳健发展建议。

返回默认

声明:快读内容全程由AI生成,请注意甄别信息。如您发现问题,请发送邮件至 run@ebrun.com 。

我是 品牌商 卖家 工厂 服务商 平台商 研究者 帮我再读一遍。

Quick Summary

Store Closures and Industry Highlights

1. In the first week of November, 16 brands closed at least 28 stores across multiple sectors.

2. The food and beverage sector accounted for 19 closures, including 14 restaurants, 3 tea shops, and 1 each for coffee and bars. The supermarket sector saw 4 closures, including Yonghui, Hema, and Wanrunjia.

Brand Adjustment Details

1. F&B brand Street Iron Bucket · Korean BBQ closed at least 10 stores in Shenzhen. It had previously entered over 10 shopping malls with high popularity, generating 322,000 views on Douyin.

2. Tea brand Cha Bai Dao closed 2 stores in Beijing, while Mixue Bingcheng’s Shenyang flagship closed for upgrades. These are isolated adjustments amid strong expansion: Mixue now has 44,244 stores (monthly net increase of 481), and Cha Bai Dao has 8,279 stores (monthly net increase of 266).

3. Starbucks closed its 9-year-old Guangzhou Huacheng Hui store, but overall performance remains strong: China revenue grew nearly 5% in FY2025 (~¥22 billion), with Q3 revenue up 6% to $831.6 million. Total stores reached 8,011, with a net annual increase of 415.

4. Supermarket chain Yonghui closed 2 older stores (operating for 12 and 6 years), while Hema’s Beijing store halted offline operations but maintained online services.

Brand Marketing and Trend Analysis

1. Marketing Case: Street Iron Bucket · Korean BBQ blended Korean BBQ with street-style elements (e.g., neon signs, roadside stall aesthetics), driving user engagement on Douyin and Xiaohongshu with 322,000 views.

2. Consumer Trends: Overall demand is growing—Mixue added 481 stores monthly, while Cha Bai Dao opened 116 campus locations, highlighting strong niche market demand like student demographics.

Channel Strategy and Product Insights

1. Channel Adjustments: Street Iron Bucket’s closures reflect channel risks, while Mixue’s upgrades and Starbucks’ routine changes signal strategic optimization. Brands should explore hybrid models, as seen with Hema’s online retention.

2. Pricing Lessons: Cha Bai Dao and Starbucks’ revenue growth demonstrates the viability of steady pricing to boost per-store economics.

Market Dynamics and Opportunities

1. Closure Risks: 28 stores closed last week, including Street Iron Bucket’s 10 outlets in Shenzhen and Yonghui’s older stores, underscoring the need to evaluate location and operational risks.

2. Growth Opportunities: Mixue’s monthly net increase of 481 stores, Cha Bai Dao’s 266 new stores (116 campus locations), and Starbucks’ annual net gain of 415 stores indicate sustained expansion in tea and coffee markets, ideal for franchising or market entry.

Responses and Key Takeaways

1. Best Practices: Mixue’s upgrade-related closure in Shenyang and Starbucks’ unaffected growth (6% revenue increase) emphasize the importance of store-level health management.

2. Collaboration Potential: Hema’s online pivot shows digital channels as risk buffers; Cha Bai Dao’s campus expansion reveals partnership opportunities in niche markets.

Product Design and Business Opportunities

1. Case Study: Street Iron Bucket’s fusion of Korean BBQ with street elements (e.g., beer crate designs) reflects demand for innovative product formats, applicable to equipment manufacturing.

2. Supply Opportunities: Mixue’s monthly addition of 481 stores signals demand for beverage ingredients, while Cha Bai Dao’s 116 campus stores highlight packaging needs for youth demographics.

Digital and E-commerce Insights

1. Digital Trends: Hema’s offline closure with online retention models O2O integration, suggesting factories join e-commerce supply chains.

2. Risk Mitigation: Closure data advises diversifying client portfolios and partnering with expanding brands.

Industry Trends and Client Pain Points

1. Market Shifts: 28 closures (19 in F&B) point to industry consolidation, while expansions like Mixue’s 481 new stores monthly reveal market polarization.

2. Client Challenges: Closures (e.g., Street Iron Bucket) may stem from channel risks or competition, highlighting needs for site selection and operational optimization services.

Solution Implications

1. Digital Tools: Hema’s hybrid model underscores the value of online platforms for risk management; Starbucks’ 6% growth reinforces data analytics services.

2. Niche Solutions: Cha Bai Dao’s 116 campus stores demonstrate demand for targeted customer segment strategies.

Business Needs and Operations Management

1. Platform Risks: Street Iron Bucket’s closure of 10 stores after entering 10+ malls in Shenzhen highlights the need to monitor brand health for tenant risk mitigation.

2. Operational Models: Hema’s offline halt with online retention exemplifies O2O optimization for platform management.

Tenant Recruitment and Risk Control

1. Franchise Opportunities: Mixue’s 44,244 stores and Cha Bai Dao’s 8,279 stores indicate expansion-driven leasing potential; data can inform entry criteria.

2. Risk Mitigation: 28 closures last week stress the need for enhanced risk assessment (e.g., location analytics), with Yonghui’s closures offering management lessons.

Industry Movements and Business Models

1. Emerging Patterns: 28 closures (e.g., Street Iron Bucket’s 10 stores in Shenzhen) reflect brand lifecycle and market saturation issues, while Mixue’s monthly gain of 481 stores and Starbucks’ annual increase of 415 show polarization.

2. Model Innovations: Hema’s online retention exemplifies O2O integration; Cha Bai Dao’s 116 campus stores reveal niche business model experimentation.

Policy Implications

1. While no direct policies are cited, closures (e.g., Yonghui’s older stores) suggest regulatory attention to exit mechanisms; expansion data (e.g., Starbucks’ 6% growth) supports recommendations for industry stability.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

据壹览商业不完全统计,11月第一周,共16个品牌关闭了至少28家门店。

上周餐饮行业成为闭店数量最多的领域,共计关闭19家门店。其中,餐饮类门店关闭14家,茶饮类关闭3家,咖啡与酒馆类各关闭1家门店。

关闭的餐饮门店,涉及汤岛涮、街边铁桶·韩国烤肉料理、野山桐、卞嵊记鸡柳和潘老板炸鸡等5个品牌。其中,街边铁桶·韩国烤肉料理品牌创立于2018年,主打深圳韩餐市场,高峰时期进驻深圳10余家购物中心,开出近20家门店。

品牌在社交平台也具有一定热度,抖音上“#街边铁桶烤肉”话题播放量达32.2万次,小红书平台亦有众多用户打卡分享。其特色在于融合韩式烤肉与韩国街头元素,如广告灯箱、路边摊风格及啤酒箱等。目前,该品牌已关闭在深圳的至少10家门店。

茶饮类门店共关闭3家,其中2家来自茶百道,分别为其北京CBD万达广场店和西大望店。另一家为沈阳的蜜雪冰城旗舰店,据悉闭店目的为门店升级。尽管存在个别门店调整,从品牌整体发展来看,两者均保持扩张态势。壹览商业数据显示,截至2025年9月,蜜雪冰城门店总数达44244家,单月净增481家;茶百道门店总数达8279家,单月净增266家,其中校园店新增116家,扩张节奏稳健。

咖啡闭店则为星巴克广州花城汇南区店,该店自2016年开业,已运营9年,近期门店张贴告示宣布于11月3日临时关闭,但未公布闭店原因与重开计划。从品牌业绩背景看,此举或仅为门店运营正常调整。

财报显示,2025财年全年,星巴克在中国市场净收入录得接近5%的增长,折合人民币约220亿元,并表现出良好的单店经济效益。上季度,星巴克中国净收入为8.316亿美元,去年同期为7.837亿美元,同比增长6%。同时,其中国市场门店总数达8011家,年内净新增415家门店,增幅5%,上季度的净新增门店数为183家,保持稳步扩张。

此外,超市业态上周也录得4家闭店,涉及永辉、盒马与万润家三个品牌。其中,永辉关闭了两家分别经营12年与6年的门店;盒马北京红星美凯龙店则于11月5日起停止线下营业,保留线上业务。

注:文/刘淑娟,文章来源:壹览商业(公众号ID:yilanshangye ),本文为作者独立观点,不代表亿邦动力立场。

文章来源:壹览商业

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