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AI炒菜机+标准化供应链 锅圈小炒如何引发家庭厨房效率革命?

王拓 2026-02-15 11:02
王拓 2026/02/15 11:02

邦小白快读

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锅圈小炒通过AI炒菜机和标准化供应链,解决家庭用餐痛点,提供快速、实惠的现炒菜品,省去繁琐备餐时间。

1.门店运作模式:消费者线上下单后,智能炒菜机在透明后厨操作,无明火油烟,店员监控设备,3分钟内即可取餐,整个过程高效便捷。

2.菜单设计内容:提供鱼香肉丝、小炒黄牛肉等国民家常菜,以及歌乐山辣子鸡、东北锅包肉等地域特色选项,定价亲民(10-30元区间),兼顾规模化和本地化需求。

3.核心优势:强调低油盐、重锅气、强性价比,解决外卖品质不稳定的问题,适合双职工家庭日常用餐,直接击中备餐时间成本高的痛点。

锅圈品牌通过社区布局和产品创新,定位家庭餐饮市场,强调性价比和健康趋势,利用万店网络强化渠道影响力。

1.品牌营销策略:以“在家吃的菜”为核心定位,精准洞察家庭用餐痛点(如买菜、切配耗时),通过门店透明设计和AI技术提升品牌信任度。

2.渠道建设实践:截至2025年底,全国门店11566家,净增1416家,计划2026年调改3000家、新开3000家大店,升级为“体验场”,覆盖社区和乡镇等下沉市场。

3.定价与竞争:菜品定价10-30元区间,凸显性价比优势,对比外卖形成价格壁垒,2025年单店平均创收67.44万元,同比增5.8%。

4.产品研发方向:研发低油盐、重锅气配方,数字菜谱系统储备超1万个菜谱,基于八大菜系厨师数据建模,确保风味稳定。

5.消费趋势响应:针对双职工家庭追求便捷健康的需求,提供现炒解决方案,填补外卖品质、价格、安全的“不可能三角”空白。

锅圈模式揭示餐饮增长机会与风险,卖家可借鉴其复用逻辑开拓市场,但需注意出海挑战。

1.增长市场分析:国内下沉空间广阔,4.8万个乡镇和65万个行政村未覆盖,海外拓展计划通过熊喵大师服务100多个海外品牌,提供全球商机。

2.消费需求变化:家庭用餐痛点(如“不会做、做不好”)驱动创新,锅圈小炒填补时间成本空白,2025年营收77.5-78.5亿元,同比增19.8%-21.3%,净利最高增92%。

3.机会提示:可学习锅圈“四店齐发”模式(社区大店、乡镇大店、露营门店、锅圈小炒),通过场景复用扩边界;合作方式参考供应链整合,如食材供应或设备部署。

4.风险提示:出海面临地域口味适配、门店标准化难题;国内餐饮连锁“规模不经济”风险,需长期耐心打磨。

5.最新商业模式:AI+供应链全链路解决方案,将现炒环节标准化,可快速复制;事件应对如创始人杨明超强调“向下扎根”,避免追风口,支撑逆势增长。

工厂可从锅圈标准化食材需求中挖掘商业机会,推进数字化生产,启示电商化转型。

1.产品生产需求:食材需预先处理成标准化分装(如牛肉、滑类、丸类),支持智能炒菜机使用,确保温度精度±2℃。

2.商业机会提示:锅圈自有7家工厂覆盖核心品类,合作机会包括为类似模式提供食材;海外拓展计划(如熊喵大师服务全球)可延伸供应链需求。

3.数字化与电商启示:借鉴华鼎云SaaS全流程管理,整合冷链物流(19座中央仓+4万台冷藏车),推进从源头到终端的数字化;生产设计需匹配社区央厨设备,提升效率降本。

服务商可关注餐饮行业AI趋势和客户痛点,提供供应链和技术解决方案。

1.行业发展趋势:中餐标准化加速,锅圈推动从经验时代转向数据驱动时代,覆盖家庭全时段场景;2025年火锅企业新增仅2.2万家,同比下滑,锅圈却逆势增长。

2.新技术应用:智能炒菜机采用PID精准控温,翻炒节奏基于数百位厨师数据建模;数字菜谱系统储备超1万个菜谱,适配不同海拔湿度。

3.客户痛点分析:家庭用户面临备餐耗时、外卖品质风险,导致“不可能三角”问题;餐饮业痛点包括厨师依赖难复制、预制菜牺牲锅气。

4.解决方案参考:锅圈小炒模式通过“AI+供应链”将现炒环节前置社区,提供稳定即时服务;支撑方案包括华鼎冷链物流体系,实现食材新鲜可控。

平台商可从锅圈运营中学到招商和风险管理,关注其对物流平台的需求。

1.商业对平台需求:锅圈依赖冷链物流平台(如华鼎云SaaS)实现全流程数字化;海外拓展需本地化物流网络适配,输出“食材+设备+运营”方案。

2.平台最新做法:门店运营采用明厨亮灶设计,店员监控多台设备,确保3分钟内出餐;计划开大店提升体验,从“交易点”升级为“体验场”。

3.平台招商策略:2026年计划调改3000家、新开3000家大店,覆盖社区和商业区,单店目标服务2000-3000户家庭;依托万店网络,招商焦点在供应链协同。

4.运营管理细节:门店空间极致聚焦存储与生产,无堂食座位,数字菜谱支撑标准化操作,降低人力成本。

5.风向规避建议:出海风险需规避口味适配和本地化难题,国内扩张注重“耐心生长”策略,避免激进拓店。

研究者可探讨锅圈商业模式引发的产业新动向和政策启示,聚焦复用逻辑的创新价值。

1.产业新动向:中餐全球化转向基础设施输出(如智能设备+标准化食材),取代传统单店复制模式;锅圈小炒推动社区餐饮效率革命,挑战厨师依赖瓶颈。

2.新问题剖析:海外人工成本高企、厨师流动性大限制扩张,国内家庭用餐痛点未被有效满足;餐饮连锁面临“规模不经济”问题,锅圈以向下扎根策略应对。

3.政策法规启示:支持餐饮数字化和标准化可促进创新,如锅圈全链路方案启示政策鼓励供应链整合;商业模式分析显示“复用”原则(供应链、技术、场景复用)降本提效。

4.商业模式研究:锅圈提供全链路解决方案,封装设备、食材和运营系统;案例数据包括2025年净利最高增92%、门店11566家,证明长期主义可行性。

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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

Guoquan Xiaochao addresses the pain points of home dining by utilizing AI-powered woks and a standardized supply chain, offering quick and affordable freshly cooked dishes that eliminate tedious meal prep time.

1. Store Operation Model: After customers place orders online, smart woks operate in a transparent kitchen with no open flames or smoke. Staff monitor the equipment, and meals are ready for pickup within 3 minutes, ensuring an efficient and convenient process.

2. Menu Design: The menu features popular home-style dishes like Fish-Fragrant Shredded Pork and Stir-Fried Beef with Scallions, as well as regional specialties such as Geleshan Spicy Chicken and Northeast-style Guo Bao Rou. Priced affordably (¥10–30), it balances scalability with localization.

3. Core Advantages: Emphasizing low oil and salt, strong wok hei (breath of the wok), and high cost-effectiveness, it solves the issue of inconsistent takeout quality. It is well-suited for dual-income families' daily meals, directly addressing the high time cost of meal preparation.

The Guoquan brand targets the home dining market through community-based positioning and product innovation, highlighting cost-effectiveness and health trends while leveraging its 10,000-store network to strengthen channel influence.

1. Brand Marketing Strategy: Centered on the positioning of "dishes for eating at home," it precisely addresses home dining pain points (e.g., time spent on shopping and prepping) and enhances brand trust through transparent store design and AI technology.

2. Channel Development: By the end of 2025, the brand had 11,566 stores nationwide, a net increase of 1,416. It plans to renovate 3,000 stores and open 3,000 new large-format stores in 2026, upgrading them into "experience venues" covering communities and towns in lower-tier markets.

3. Pricing and Competition: With dishes priced between ¥10–30, it emphasizes cost-effectiveness, creating a price barrier compared to takeout. Average store revenue reached ¥674,400 in 2025, up 5.8% year-on-year.

4. Product R&D Direction: Developing low-oil, low-salt recipes with strong wok hei, its digital recipe system contains over 10,000 dishes, modeled on data from chefs across eight major Chinese cuisines to ensure consistent flavor.

5. Consumer Trend Response: It meets the demand of dual-income families for convenient and healthy meals by offering freshly cooked solutions, filling the gap in the "impossible triangle" of takeout—balancing quality, price, and safety.

The Guoquan model reveals growth opportunities and risks in the catering industry. Sellers can learn from its replication logic to expand markets but must be mindful of challenges in overseas expansion.

1. Growth Market Analysis: Vast potential remains in domestic lower-tier markets, with 48,000 towns and 650,000 administrative villages yet to be covered. Overseas expansion plans, via the brand Xiong Miao Da Shi, aim to serve over 100 international brands, offering global business opportunities.

2. Evolving Consumer Demand: Pain points in home dining (e.g., "can't cook, cook poorly") drive innovation. Guoquan Xiaochao addresses the time cost issue, with 2025 revenue reaching ¥7.75–7.85 billion, up 19.8%–21.3% year-on-year, and net profit increasing by up to 92%.

3. Opportunity Insights: Learn from Guoquan's "four-store format" strategy (community large stores, township large stores, camping stores, and Guoquan Xiaochao) to expand boundaries through scenario replication. Collaboration opportunities include supply chain integration, such as ingredient supply or equipment deployment.

4. Risk Warnings: Overseas expansion faces challenges like adapting to local tastes and standardizing store operations. Domestically, the risk of "diseconomies of scale" in chain catering requires long-term, patient refinement.

5. Latest Business Model: The AI + supply chain full-link solution standardizes the fresh-cooking process for rapid replication. Founder Yang Mingchao emphasizes "deep-rooted growth" over chasing trends, supporting counter-cyclical expansion.

Factories can identify business opportunities from Guoquan's demand for standardized ingredients, advance digital production, and gain insights for e-commerce transformation.

1. Product Requirements: Ingredients must be pre-processed into standardized portions (e.g., beef, slurries, balls) for use in smart woks, ensuring temperature accuracy within ±2°C.

2. Business Opportunities: Guoquan operates seven in-house factories covering core categories. Collaboration opportunities include supplying ingredients for similar models. Overseas expansion plans (e.g., Xiong Miao Da Shi's global services) can extend supply chain demand.

3. Digital and E-commerce Insights: Learn from Huading Cloud's SaaS-based full-process management, integrating cold chain logistics (19 central warehouses + 40,000 refrigerated trucks) to digitize the journey from source to endpoint. Production design should align with community central kitchen equipment to enhance efficiency and reduce costs.

Service providers should focus on AI trends and customer pain points in the catering industry, offering supply chain and technology solutions.

1. Industry Trends: Standardization of Chinese cuisine is accelerating, with Guoquan driving a shift from experience-based to data-driven operations, covering all-day home dining scenarios. In 2025, only 22,000 new hot pot enterprises were established, a year-on-year decline, while Guoquan achieved counter-cyclical growth.

2. New Technology Applications: Smart woks use PID precise temperature control, with stir-frying rhythms modeled on data from hundreds of chefs. The digital recipe system stores over 10,000 dishes, adaptable to different altitudes and humidity levels.

3. Customer Pain Points: Home users face time-consuming meal prep and inconsistent takeout quality, leading to an "impossible triangle" problem. Industry challenges include reliance on chefs hindering replication and the loss of wok hei in pre-made dishes.

4. Solution Reference: The Guoquan Xiaochao model brings fresh cooking to communities via "AI + supply chain," offering stable, immediate service. Support systems include Huading's cold chain logistics, ensuring ingredient freshness and control.

Marketplace operators can learn from Guoquan's strategies for merchant recruitment and risk management, while noting its demand for logistics platforms.

1. Business Platform Needs: Guoquan relies on cold chain logistics platforms (e.g., Huading Cloud SaaS) for end-to-end digitization. Overseas expansion requires localized logistics networks to deliver "ingredients + equipment + operations" solutions.

2. Latest Platform Practices: Stores feature open-kitchen designs, with staff monitoring multiple devices to ensure meals are ready within 3 minutes. Plans to open large-format stores aim to upgrade from "transaction points" to "experience venues."

3. Merchant Recruitment Strategy: In 2026, plans include renovating 3,000 stores and opening 3,000 new large stores, targeting communities and commercial areas. Each store aims to serve 2,000–3,000 households, leveraging the 10,000-store network with a focus on supply chain synergy.

4. Operational Details: Store layouts prioritize storage and production, with no dine-in seating. Digital recipes support standardized operations, reducing labor costs.

5. Risk Avoidance Advice: Overseas risks include taste adaptation and localization challenges. Domestic expansion should follow a "patient growth" strategy, avoiding aggressive store openings.

Researchers can explore the new industry trends and policy implications sparked by Guoquan's business model, focusing on the innovative value of its replication logic.

1. Industry Trends: Chinese cuisine globalization is shifting toward infrastructure export (e.g., smart equipment + standardized ingredients), replacing traditional single-store replication. Guoquan Xiaochao drives an efficiency revolution in community catering, challenging chef dependency.

2. Problem Analysis: High overseas labor costs and chef turnover limit expansion, while domestic home dining pain points remain inadequately addressed. Chain catering faces "diseconomies of scale," countered by Guoquan's deep-rooted growth strategy.

3. Policy Implications: Supporting catering digitization and standardization can spur innovation, as seen in Guoquan's full-link solution, suggesting policies that encourage supply chain integration. Business model analysis highlights the efficiency gains of "replication" principles (supply chain, technology, scenario reuse).

4. Business Model Research: Guoquan offers a full-link solution packaging equipment, ingredients, and operational systems. Case data, including a 92% net profit increase and 11,566 stores in 2025, demonstrates the viability of a long-term approach.

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.

郑州高新区天健湖片区,锅圈小炒河南首店刚刚启动试营业便成为焦点。透明后厨里智能炒菜机匀速颠锅投料,没有明火油烟,也不见资深厨师掌勺,消费者线上下单后几分钟就能取走热乎的现炒家常菜。

这家不太一样的餐饮门店,其实是锅圈以“AI+供应链”能力焕新社区央厨基础设施的关键落子。

掘金社区商业蓝海的玩家们,正走出不同路径。相较于京东七鲜小厨在写字楼与社区间不断拓宽品类边界、美团借收购叮咚买菜在生鲜供应链与即时履约网络上向下扎根,锅圈明显选择了一条更垂、更专的路:用十年积累的供应链能力与万店网络,将中餐标准化从工厂推进至社区终端。

2026年1月锅圈发布的盈利预告佐证了其业务创新的底气。数据显示,2025年公司营收77.5-78.5亿元(同比增19.8%-21.3%),净利润最高增长92%;截至2025年末,全国门店总数突破11566家,较上年净增1416家。

这份成绩单不仅支撑着锅圈在国内构建覆盖家庭全时段的餐饮生态,也指向了一个关乎中餐全球化格局的命题。

当中餐出海仍困于厨师依赖与成本高企时,锅圈小炒的海外拓展,预计将延续其在国内已验证的核心逻辑(以“区域化供应链+中国味道”为核心、针对性提供区域化口味匹配与定制化套餐方案)。当然,其最终输出的,很可能不是一家家独立的餐厅,而是一套封装了智能设备、标准化食材与数字化运营系统的全链路解决方案。

「零售商业财经」认为,锅圈小炒的出海路径与海底捞等品牌单店复制的传统模式不同,它想要提供的是一套可快速部署、易于管理且高度标准化的餐饮基础设施。这或许意味着,中餐全球化未来竞争的维度,将从前端门店的运营效率,转向后端供应链与技术整合的系统能力。

01 家庭厨房迎来效率革命

「零售商业财经」实地探访锅圈小炒天健湖店,能清晰感受到这家门店对“社区餐饮”有着别样理解,且门店多处细节透着对家庭用餐痛点的精准洞察。

该店采用明厨亮灶设计,食材被预先处理成标准化分装,智能炒菜机在无明火的环境下精准复刻着翻炒动作。一名店员监控着多台设备,从扫码下单到取餐离店,整个过程往往不超过三分钟。这家没有设置任何堂食座位、空间极致聚焦于存储与生产的门店,与其说是一家餐厅,不如说是一个嵌入了社区的微型央厨终端。

菜单设计方面,既有鱼香肉丝、小炒黄牛肉等国民家常菜,也包含了歌乐山辣子鸡、东北锅包肉等具有明确地域风味的选项,定价则普遍在10至30元区间。锅圈小炒通过“基础款+地域特色”的组合,意在兼顾规模化复制与本地化适配。

“锅圈小炒定位于服务社区、服务家庭,专注做‘在家吃的菜’。”业务负责人表示,相较于普通外卖,锅圈小炒具备口味、价格、卫生等多重优势,其研发方向也明确指向低油盐、重锅气、强性价比的家庭烹饪标准。

对于双职工家庭而言,一顿家常饭的真正成本往往不在于食材或烹饪,而隐藏在买菜、分拣、清洗、切配乃至餐后收拾所构成的琐碎时间矩阵里。外卖看似提供了便捷,却常在品质、价格与安全体验上构成新的“不可能三角”——低价外卖隐匿着食安风险,品质外卖的价格门槛又使其难以成为高频日常选择,且配送过程无可避免地折损了菜品的“锅气”。

锅圈小炒尝试提供的,是一种介于家庭厨房与商业餐厅之间的第三种解决方案,即将烹饪中最耗时、最依赖经验的“炒制”环节,通过智能设备与数字菜谱前置到社区,消费者无需付出备餐的时间成本,便能获得稳定、即时且价格亲民的现炒菜品。

当然,想要精准命中当代家庭餐饮结构中那个长期未被有效满足的空白带,锅圈必须对后厨流程进行彻底重组。

我们了解到,在锅圈位于郑州的封测厨房里,智能炒菜机的温控精度可达±2℃,翻炒节奏则源自对数百位厨师操作数据的参数化建模,这使得“手艺”得以被量化为可稳定执行的生产指令。

锅圈小炒门店的价值,体现在社区餐饮供应链的效率升级,通过“智能设备+标准化供应链”的模块化能力,将高品质的现制餐食转变为一种可稳定交付的社区基础设施。这套模式的可贵之处在于,锅圈小炒依托锅圈既有的万店网络与冷链体系,在获客与履约层面具备了可复制的现实基础,也为餐饮行业探索“社区现炒”的规模化路径提供了一个具备参考价值的样本。

02 把“锅气现炒”,做成可复用的基础设施

在社区商业的混战中,锅圈小炒的路径独树一帜。当京东七鲜小厨以商超场景为依托做宽品类,试图用全时段餐饮为零售引流;美团借收购叮咚买菜做深供应链,聚焦食材到餐桌的履约效率时,锅圈选择了一条更聚焦的路,以小炒业态补全“在家吃饭”的最后一块拼图,从食材零售商转向社区餐饮服务商。

锅圈“做专”,其实是看到了中餐规模化瓶颈源自烹饪能力的两难:要么依赖厨师个人经验,手艺随人走,难以复制;要么退守工厂做成预制菜,牺牲现炒锅气,场景受限。锅圈的解法,是把“现炒”这个最复杂的环节抽丝剥茧,做成可复用的基础设施。

这套能力的核心,是将大厨手艺转化为数据与算法

锅圈通过AI拆解上千位八大菜系厨师的烹饪逻辑,把火候、投料、翻炒等模糊经验拆解为温度曲线、动作频次、时间参数,结合PID精准控温技术,让炒菜设备能适配不同地域的海拔湿度,稳定还原风味。截至目前,这套数字菜谱系统已储备超1万个菜谱,覆盖南北口味差异。而支撑这一技术的,是锅圈深耕十年的供应链底盘:7家自有工厂覆盖牛肉、滑类、丸类等核心品类,19座中央仓搭配兄弟企业华鼎冷链的4万台准入冷藏车(占全国保有量7.9%),通过华鼎云SaaS实现全流程数字化管理,确保食材从源头到终端的新鲜可控。

事实上,锅圈业务创新真正的差异化竞争力,在于把家庭用餐中最易波动的“现炒”环节,纳入可管理、可扩展的体系。当现炒成为标准化能力,其万店网络便从食材渠道升级为社区餐饮服务基础设施。

对餐饮连锁而言,这种“核心能力复用”的逻辑远比单一业态成功更具借鉴意义。要知道,当下行业痛点正是难以将单店经验转化为体系化能力,而锅圈用十年完成了从供应链到终端技术的全链路打磨。

让现炒从依赖厨师的“手艺活”变成可复制的“技术活”,锅圈小炒的出现某种程度上推动着中餐从人的经验时代跨入数据与算法驱动的时代。对家庭而言,它把备餐的繁琐交给社区,让用餐回归交流本质;对行业而言,它证明了最复杂的餐饮环节,也能被体系化的能力驯服。

当下,无论是去年8月战略投资熊喵大师,还是今年1月组建独立AI事业部,锅圈在科技端的投入正在加速落地。按照规划,锅圈小炒将以社区为主、商业区为辅,单店服务2000-3000户家庭,五万家店的发展空间并非空谈,但大规模拓店需等首家门店打磨成熟后启动。可以预见的是,未来锅圈小炒门店的炒菜机器人或将进入家庭,与标准化食材联动,进一步打开“在家吃饭”的想象空间。

03 出海与增长新边界

家庭用餐“不会做、做不好、下馆子贵”的痛点从未消失,这既是锅圈的价值根基,也是其逆势走出规模与盈利双增长曲线的底层逻辑。

《中国餐饮发展报告2025》显示,2025年上半年火锅企业新增注册量仅2.2万家,相较2021-2024年间每年5-10万家的爆发式增长,堪称断崖式下滑。然而,锅圈却净增1416家至11566家,单店平均创收67.44万元(同比增5.8%),用“向下扎根”的长期主义,在餐饮连锁“规模不经济”的泥潭中趟出一条路。

创始人杨明超在十年跨年演讲中直言,锅圈的增长从不是追风口,“向下扎根,耐心生长”才是核心。

这种坚守刻进创新业务的基因里,2025年锅圈“四店齐发”布局,正是围绕“在家吃饭”的拆解与承载,包括社区大店从70平米升级为150平米综合业态,成为覆盖全时段的邻里中心;乡镇大店以“BC一体化、店仓一体化”模型深耕下沉,贡献全年拓店核心增量;露营门店将用餐场景外延至户外,签约营地遍布十余省份;锅圈小炒则用AI炒菜机器人破解备餐痛点,让现炒效率回归社区。四者看似分散,实则通过场景复用、供应链协同,织成一张覆盖家庭全时段的餐饮服务网。

2026年,锅圈的扩张逻辑悄然转向。

杨明超直言过去70平米的门店“空间局促,难展拳脚”,新纲领定为“开大店,打巷战”计划调改3000家、新开3000家大店,将“交易点”升级为“体验场”。面积扩一倍,目标业绩翻三倍,背后是“扩品类、扩场景”的野心,从单一食材销售到全餐食方案,从社区角落到家庭厨房的延伸。

更长远的变革在于,锅圈正在将“基础设施先行、业态迭代跟进”的模式推向全球化。

过往中餐出海,多以品牌直营、加盟为主,海底捞、杨国福麻辣烫、太二酸菜鱼等品牌,均依赖本土厨师团队与门店运营,海外高昂的人工成本成为规模化的重要阻碍,且厨师培养周期长、流动性大,直接限制了门店的扩张速度与盈利空间,这也是传统中餐品牌出海多年,始终难以实现大规模复制的核心瓶颈。

锅圈战略投资的熊喵大师,其智能炒菜机与数字菜谱已服务全球20多个海外国家和地区的100多个餐饮品牌,这套AI炒菜设备具备极强的可复制性,运输与部署门槛低,数字菜谱能完美实现口味标准化,无需专业厨师,员工经过3-5天培训即可完成操作,大幅降低了海外门店的运营门槛与人力成本。

事实上,锅圈深耕十年的食材供应链已具备全球化运作基础,只需完成本地化的物流网络适配,就能将国内成熟的“食材+设备+运营”全链路方案,输出给海外华人餐饮从业者与本土商家。这比单一品牌出海更具韧性,它不做“海外海底捞”,而做中餐全球化的“基础设施供应商”,用体系化能力对冲海外不确定性。

未来也不乏挑战,地域口味适配、门店运营标准化、海外本地化适配,均需长期打磨。但锅圈的优势在于,其创新始终围绕“复用”二字,供应链复用降成本,技术复用提效率,场景复用扩边界。

杨明超在2026新年跨年演讲中说“过去九年没犯重大错误”,这份谨慎源于对“耐心生长”的信仰。他看到的市场空白,是4万个社区央厨未开完、4.8万个乡镇与65万个行政村未覆盖的纵深空间。向下渗透与向上突破,让锅圈在规模扩张中保持盈利改善,为创新留足试错空间。

下一个十年,锅圈的故事就在于能否将“省心省事的一餐饭”这个朴素承诺,变成全球家庭可触达的日常。因为,长期主义的胜利,就是“把小事做透”的必然结果。

注:文/王拓,文章来源:零售商业财经(公众号ID:RetailFinace),本文为作者独立观点,不代表亿邦动力立场。

文章来源:零售商业财经

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