Guangshen Food and Beverage Resumption: Industry Reflections 杭州桑拿 from the Epidemic
Wu Xiaobo looked at the extraordinary period, how do companies break through the epidemic?
Come to Sina University of Finance and listen to the crisis for free, how do companies make self-help plans?
Guangzhou-Shenzhen Food and Beverage Resumption Work: A small amount of orderly restoration of dine-in self-collection and take-out is still the mainstream source: Trainee reporter Lin Yingying of the Securities Daily newspaper takes food as the sky, more and more industries resume work, when will the catering industry return to normalAttention from all walks of life.
On February 23, Futian District of Shenzhen issued guidelines on epidemic prevention in the catering industry, and carried out district-by-zone prevention and control requirements. When the area reaches Level III prevention and control, catering companies can gradually implement catering services.
Air Force, Guangzhou has issued relevant guidelines.
Recently, in order to understand the situation of the resumed work of the catering industry in the Guangzhou-Shenzhen region, a reporter from the Securities Daily visited through various parties and found that many existing catering companies have not fully opened their dine-in.The main restaurants for dine-in choose to open for take-away short-term.
The full restoration of catering is still to be seen. The epidemic is currently under way. According to the fact that many industries have entered the state of resumption, the catering industry is very cautious.
Taking Shenzhen as an example, a reporter from the Securities Daily visited some business districts and saw that chain restaurants such as Xibei, Burger King, and Jiangnan Taste only provide contactless pick-up or take-out, but compared to busy takeaway brothers, they come to the store toThe diners taken were still reasonable.
In addition, although blue frogs, gaga fresh words, and Nai Xue’s tea and other catering brands have started dining, most consumers still choose to take out or tilt upwards. Restaurants also reduce the size of seats and open the space.Epidemic prevention equipment such as epidemic prevention, temperature guns, disinfection alcohol, etc. have become standard in stores.
In Guangzhou, on February 21st, Tao Tao Ju Zheng Jia, a third-party restaurant operated by a Guangzhou restaurant, was the first to resume dine-in, and there was an episode of being stopped in the middle because of too many diners, which once caused a discussion.
On February 23, Guangzhou Restaurant announced that 14 restaurants in Guangzhou and Shenzhen had resumed dine-in gradually, but the restoration time of the western and star restaurants in the western and western regions has not yet been determined.
It is reported that most restaurants in Guangzhou are still on the sidelines and have not expanded to eat.
Guangzhou Restaurant responded to the reporter of Securities Daily, “The company actively maintained communication with market regulatory authorities in various regions in accordance with the requirements of the” Guide to the Prevention and Control of New Crown Pneumonia in the Catering Service Industry in Guangdong Province “, and took precautionary measures by strengthening food safety management.Establish preventive measures such as personnel health tracking, and promote food service in stores. ”
In contrast, catering companies such as Haidilao, Xiabuyu, and Taiji pickled fish choose very large-scale formats such as open takeout.
Recently, Haidilao announced that some of its delivery stores in Beijing, Shanghai and Shenzhen have resumed business on February 15th.
Jiu Mao Jiu ‘s own catering brands such as Taiji Pickled Fish also stated that they have reached strategic cooperation with takeaway platforms, and will provide consumers with healthy meals under the intervention of comprehensive epidemic prevention.
”This stage can indeed gradually reduce our impact, but in the epidemic, care and protection of employees is the first consideration.
We will gradually return to normal office conditions with the prevention of comprehensive protection, and then we will introduce measures based on actual conditions, “Jiu Maojiu wrote to the reporter of Securities Daily.
According to reports, Jiu Maojiu introduced that the company had set up an epidemic prevention team as early as January, and it was the first large-scale restaurant company in the country to announce the suspension of all internal stores. At present, the company is closely arranging the restoration of dine-in and is specifically openingThe time will be further extended according to the epidemic situation and related policies, and will be announced in time.
In an interview with “Securities Daily” reporter, Cheng Gang, the secretary general of Guangdong Catering Service Industry Association, said that restoring meals is of great significance to the catering industry and will also help food companies to restore blood production functions, especially for dinner companies;However, the current catering and resumption industry should be dynamically adjusted according to the epidemic situation. Enterprises should not resume business blindly. They must first prepare enough anti-epidemic materials and personnel, and provide relevant guidelines at the same time.
Industry Thoughts Caused by the Epidemic Although the catering industry is extremely hard hit by the emerging epidemic, after a short-term pain, the changes in the industry’s pattern or development will be even more worth looking forward to.
In the view of Cheng Gang, in the long run, this test can replace a rare integration opportunity during the growth of the industry. In addition to changing the role of industry resources and transaction structure, some companies may form industrial thinking and conduct upstream and downstream operations.Integration, the industry’s ecological structure will also lead to better subdivision and evolution.
According to the research of CITIC Construction Investment, the recent epidemic may have a certain reform effect on the catering industry. Some small and medium-sized catering companies may be cleared during the epidemic due to cash flow pressure; the epidemic will also increase the integration of the catering supply chain.The penetration of services and platforms such as SaaS will effectively reduce the cost and expenses of business operations, and improve the ability of catering companies to respond to emergencies in the future.
”It turned out that the restaurant industry was too saturated and the market was fiercely competitive.
However, the epidemic situation, excellent head companies already have the ability to resist pressure, seize the opportunity to make store reserves; some brands are actively creating unconventional business models, expanding operating models, and achieving contrarian growth.
Some may appear gradual intelligent and upgrade of consumption scenarios.
Cheng Gang told this reporter further.
It is worth mentioning that during the epidemic, Guangzhou restaurants with a background in listing, Jiu Mao Jiu and Haidilao had excellent anti-stress performance. The development trend since the resumption of work also perfectly demonstrated this.
Wind data shows that from February 3 to February 25, Guangzhou restaurants with A-share listings gradually increased by 8.
08%, the Shanghai Stock Index rose by 1.
23%; and the possibility of listing of Jiu Mao Jiu and Haidilao on the Hong Kong stock market has also achieved 17.
18% and 8% gains, both outperformed the market.
Taking Haidilao as an example, CITIC Research believes that the company has integrated the overall layout of the supply chain and industry chain, brand advantages and scale advantages, and established a solid moat. This advantage also brings ample cash flow.Facilitate rapid recovery of sea fishing.
Guangzhou Restaurant also introduced to the reporter that before the restaurant resumed work, the company supported the staff by deploying employees to the food production sector, which became a resource balancing function.
After Guangzhou announced the suspension of dine-in, the company quickly changed its catering operation policy to focus on the deployment of catering group ordering and takeaway services, and strengthened the cooperation of online channel promotion and takeaway platforms. These have played a certain role in the company’s catering business during the epidemic.