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Pukidiao
2021-06-28
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[Change] Cruise concept stocks all fell, Carnival Cruises fell more than 7%
Pukidiao
2021-06-27
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Revenue declined, market value plummeted by 240 billion, who debunked the myth of Haidilao
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It is reported that Carnival Cruises will sell $50 million worth of shares.</p><p><img src=\"https://static.tigerbbs.com/f541b83646c10df9f4cc1c75bcafc7ad\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>[Change] Cruise concept stocks all fell, Carnival Cruises fell more than 7%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n[Change] Cruise concept stocks all fell, Carnival Cruises fell more than 7%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-28 22:51</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 28, U.S. cruise concept stocks all fell.<a href=\"https://laohu8.com/S/CCL\">Carnival Cruises</a>Fell more than 7%,<a href=\"https://laohu8.com/S/RCL\">Royal Caribbean Cruises</a>、<a href=\"https://laohu8.com/S/NCLH\">Norwegian cruise line</a>Fell more than 6%. It is reported that Carnival Cruises will sell $50 million worth of shares.</p><p><img src=\"https://static.tigerbbs.com/f541b83646c10df9f4cc1c75bcafc7ad\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6519a4fefaf5c27d84d40f62319661d4","relate_stocks":{"CCL":"嘉年华邮轮"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194621329","content_text":"6月28日，美股邮轮概念股齐挫，嘉年华邮轮跌超7%，皇家加勒比邮轮、挪威邮轮跌超6%。据悉，嘉年华邮轮将出售价值5000万美元的股票。","news_type":1,"symbols_score_info":{"CCL":0.9}},"isVote":1,"tweetType":1,"viewCount":1347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124713803,"gmtCreate":1624791192702,"gmtModify":1703845198890,"author":{"id":"3578659914878232","authorId":"3578659914878232","name":"Pukidiao","avatar":"https://static.tigerbbs.com/7eda0e32f1175d51e7ba686f4d90e298","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578659914878232","idStr":"3578659914878232"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124713803","repostId":"1167305629","repostType":4,"repost":{"id":"1167305629","kind":"news","weMediaInfo":{"introduction":"科技趋势 财经动向","home_visible":1,"media_name":"深潜atom","id":"1023838834","head_image":"https://static.tigerbbs.com/07b1d07bb0ae44508e1f39efef07e6ac"},"pubTimestamp":1624762222,"share":"https://ttm.financial/m/news/1167305629?lang=en_US&edition=fundamental","pubTime":"2021-06-27 10:50","market":"hk","language":"zh","title":"Revenue declined, market value plummeted by 240 billion, who debunked the myth of Haidilao","url":"https://stock-news.laohu8.com/highlight/detail?id=1167305629","media":"深潜atom","summary":"$海底捞$从来不缺话题。但最近这一年，关于海底捞的话题，却再也不像以前那么轻松和幽默了。以前的海底捞，深谙社交传播和温暖故事的传播价值，看见你一个人吃饭，对面给你放只玩具熊陪你，各种超出你预期的服务，让你忍不住想在朋友圈发发感慨。但在后疫情时代，关于海底捞的话题变成了，如何花最少的钱在海底捞薅到最划算的羊毛，海底捞被迫连小料自助区的牛肉粒都取消了。","content":"<p><a href=\"https://laohu8.com/S/06862\">Haidilao</a>There's never a shortage of topics. But in the last year,<b>The topic of Haidilao is no longer as relaxed and humorous as before</b>。 In the past, Haidilao was well versed in the spreading value of social communication and warm stories. When he saw you eating alone, he put a teddy bear on the opposite side to accompany you. All kinds of services that exceeded your expectations made you want to feel in the circle of friends.</p><p>But in the post-epidemic era, the topic about Haidilao has become, how to spend the least money to get the most cost-effective wool in Haidilao, Haidilao was forced to cancel even the beef cubes in the small ingredients self-service area. But one of the most important elements of the so-called unexpected service is to let consumers get a sense of value and satisfaction beyond expectations. But to<b>It definitely costs to support this kind of facade</b>。 Guests like watermelon, and Haidilao will give you one; Guests have a long waiting time, so they will send you nail art and shoe polishing service directly.</p><p><img src=\"https://static.tigerbbs.com/42dc2d2f8ef6d7172c83df3ae9b18d39\" tg-width=\"399\" tg-height=\"734\" referrerpolicy=\"no-referrer\"></p><p><b>△ Zhang Yong's visit</b></p><p><b>These decency and warmth are fading and dissipating along with cost control</b>。 Zhang Yong is right. On the surface, customers say that they don't eat Haidilao because it tastes bad, but in fact, the core reason is because it is expensive.</p><p>Haidilao's original voice volume is self-propagating, and the entire tonality reveals the confidence of directly managing the service and quality, and it has its own confidence. But<b>Now it is actually a decline to rely on the founders themselves to speak out</b>。</p><p><b>01. Is Haidilao really unable to learn?</b></p><p><b>What made Haidilao a god was the book \"You Can't Learn Haidilao\"</b>。 The title of this book must be a mystery. Otherwise, someone who writes a best-selling book with no answers will not be thoughtless. As for learning, 12 years ago, the biggest problem was that the cost of learning was very high, and the sense of necessity and urgency was not strong.</p><p>Most practitioners in the catering industry,<b>At the beginning, most of them just regard catering as a means of making a living, and they have no choice</b>。 Farmers, industrial and commercial businesses, and opening restaurants, which belong to serving people in the traditional concept, are oppressed by ideas twofold. From the diligence of serving people to the professional division of labor of craftsmen, this kind of<b>In fact, the change and displacement of concepts have only accelerated in recent years</b>。 Especially after the broadcast of \"On the Tip of China\", wrapped in deep homesickness, a society with a high-speed population movement was able to take a moment of leisure to examine its most familiar and unfamiliar food. With their affection for food, the operators and practitioners behind the food have been pushed to the front desk, and they have gained mass communication together with their craftsmanship.</p><p>Also<b>At the same time, the capitalization operation of catering industry began to set off a climax</b>。 A large number of restaurant chains are in the ascendant and lush. Especially hot pot, a heavy-flavored food, is easy to find your own favorite in all directions. In 1994, when Zhang Yong founded Haidilao, the population flow was still very, very limited. Therefore, the taste of Haidilao is the result of seeking the greatest common denominator in a relatively static society-compared with the local hot pot in Sichuan and Chongqing, the locals feel that it cannot be called hot pot at all; But compared with the original clear soup category of Beijing Shabu Shabu, it can be regarded as a heavy taste.</p><p><img src=\"https://static.tigerbbs.com/58c249dd2e0055cd234107dca8f160f8\" tg-width=\"831\" tg-height=\"546\" referrerpolicy=\"no-referrer\"></p><p><b>△ Haidilao</b></p><p><b>Can be today</b>, another contradiction appeared, and people began to break through the restrictions of regional tastes.<b>On the contrary, food has become more and more standard, and the more authentic it has a reputation</b>。 Haidilao did not follow up the taste changes brought about by this social change. Therefore, with the catch-up of many new brands, the word-of-mouth generated by taste experience is constantly tilting the balance.</p><p>Yet<b>Zhang Yong doesn't agree that Haidilao's \"defeat\" lies in taste</b>In a recent interview with the media, Zhang Yong said: Taste is not a big problem. There is a difference between the catering industry and the rocket. There are standards for the rocket, but there are no standards for catering. It's just that some companies emphasize taste, but we don't pay attention to it. \"Consumers say that Haidilao is not delicious, but they may actually be too expensive.\" Indeed,<b>Haidilao has tried to raise prices many times in recent years</b>。 Haidilao's annual report shows that the per capita consumption of users has increased from 97.7 yuan in 2017 to 105.2 yuan in 2019, and further increased to 110 yuan in 2020.</p><p>In the prospectus of Haidilao's listing, Haidilao believes that its core assets are employees and training system, which is an absolute detached sobriety.<b>The original victory of Haidilao is the victory of human organization</b>。 Through the self-proclaimed systematic human resources structure, Haidilao has arranged a growth system with clear paths and rich harvests for employees, and has divided all links of the work, and given a clear definition of decentralization in each link.. Many waiters in this industry are often ordered by people, but in Haidilao, they use a more proactive and systematic service to flatter you; Moreover, when the waiter gives some small surprises to the guests within the scope of authorization, the waiter's own sense of value and gain is also different.</p><p>This set of human resources system has broken the bottleneck of strong mobility and insufficient professionalism of practitioners in the catering industry. This is almost a modernization of the catering industry. There are clear rules in Haidilao about how much a waiter can earn by delivering a dish. What later applied this set to larger deals was<a href=\"https://laohu8.com/S/BEKE\">Shells</a>, but this is another proposition and will not be expanded here. This set of human resources structure also gives practitioners a great sense of belonging and accomplishment.</p><p>In other words,<b>Haidilao chose the most traditional industry and track, but used the most advanced modern enterprise management system</b>。 That is naturally the effect of standing out from the crowd. \"You Can't Learn Haidilao\" written by Huang Tieying, the translation of the background of the times is, how can a group of producers of your handicraft workshops learn modern enterprise production methods and management systems?</p><p><b>02. Of course you can learn Haidilao</b></p><p>But the times are like this, and the feng shui turns.<b>The prosperity of society will inevitably bring the prosperity of consumption, and the most intuitive embodiment of the prosperity of consumption is meal</b>Drink. Then it will inevitably give birth to the catering industry to become a hot spot for investment. Now even Lanzhou beef noodles have become a sweet pastry that investors are optimistic about. This is not to say that I have an opinion on Lanzhou beef noodles, but to show how hot the catering industry is. Capital and practitioners are looking for projects with the highest cost performance, extremely short production cycle, and relatively high profit margins.</p><p>In the post-epidemic era, hot pot, which has a relatively high unit price per customer and a relatively low turnover rate, will indeed encounter greater pressure.<b>Retaliatory consumption did not follow. On the contrary, people consumed more sensibly</b>。 What is the service is a kind of gentle and decent, but when businesses and consumers begin to consider the cost, the icing on the cake is unimportant-then, since you want to have a hot pot solemnly, go to the most enjoyable and hearty food.</p><p><img src=\"https://static.tigerbbs.com/7083325d5c873dc35ebccb6122d71364\" tg-width=\"795\" tg-height=\"556\" referrerpolicy=\"no-referrer\"></p><p><b>△ Catering consumption is more rational</b></p><p>It's not that everyone has deified Haidilao, but<b>Life itself is changing so rapidly that no catering model can be tricked</b>。 Service, capital, human organization, supply chain, etc., these are not unique secrets that are impenetrable. Although so far, Haidilao's sincerity and frankness have rarely been replicated. But as said earlier, this is the part that belongs to Sven.</p><p>Haidilao's 2020 annual performance announcement shows that the group achieved revenue of 28.6 billion yuan, a year-on-year increase of 7.8%;<b>The annual net profit was 309 million yuan, a year-on-year decrease of 86.8% in 2019.</b>。 Among them, Haidilao Restaurant achieved revenue of 27.434 billion yuan, accounting for 95.9% of the total revenue, lower than 96.3% in 2019.</p><p>What's more serious is that,<b>Haidilao's turnover rate has been declining year after year</b>--In 2017 and 2018, Haidilao's overall turnover rate reached 5 times/day, compared with 4.8 times/day in 2019, but the annual turnover rate in 2020 has been reduced to 3.5 times/day.<b>The decline of the \"first hot pot stock\" with a market value of 450 billion in the past has begun to appear</b>。</p><p>When the market is good, there must be big ships and big fish on the sea. When the market is cold, everyone is competing for a small boat to make it easy to turn around.<b>The entire catering industry is packing materials</b>。 The catering industry is also evolving into a mode of front-end and back-end separation-it was originally just the back kitchen and the front hall-and the back-end is striving for scale, standardization and industrialization to improve efficiency and reduce costs; The intensity of the back end is buffered in the preheating of the kitchen, turning into a finished product with almost the same taste as handmade when brought to you. It's all quick and nice.<b>You thought you were the winner of modern production, but you didn't expect that there were more radical modern ways of production and business in the catering industry</b>。</p><p>It is that sentence,<b>Times abandon you without even saying hello</b>。 It's not that you don't work hard, it's precisely because you work too hard, become a clumsy elephant and lose your flexible figure.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Revenue declined, market value plummeted by 240 billion, who debunked the myth of Haidilao</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRevenue declined, market value plummeted by 240 billion, who debunked the myth of Haidilao\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1023838834\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/07b1d07bb0ae44508e1f39efef07e6ac);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">深潜atom </p>\n<p class=\"h-time smaller\">2021-06-27 10:50</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/06862\">Haidilao</a>There's never a shortage of topics. But in the last year,<b>The topic of Haidilao is no longer as relaxed and humorous as before</b>。 In the past, Haidilao was well versed in the spreading value of social communication and warm stories. When he saw you eating alone, he put a teddy bear on the opposite side to accompany you. All kinds of services that exceeded your expectations made you want to feel in the circle of friends.</p><p>But in the post-epidemic era, the topic about Haidilao has become, how to spend the least money to get the most cost-effective wool in Haidilao, Haidilao was forced to cancel even the beef cubes in the small ingredients self-service area. But one of the most important elements of the so-called unexpected service is to let consumers get a sense of value and satisfaction beyond expectations. But to<b>It definitely costs to support this kind of facade</b>。 Guests like watermelon, and Haidilao will give you one; Guests have a long waiting time, so they will send you nail art and shoe polishing service directly.</p><p><img src=\"https://static.tigerbbs.com/42dc2d2f8ef6d7172c83df3ae9b18d39\" tg-width=\"399\" tg-height=\"734\" referrerpolicy=\"no-referrer\"></p><p><b>△ Zhang Yong's visit</b></p><p><b>These decency and warmth are fading and dissipating along with cost control</b>。 Zhang Yong is right. On the surface, customers say that they don't eat Haidilao because it tastes bad, but in fact, the core reason is because it is expensive.</p><p>Haidilao's original voice volume is self-propagating, and the entire tonality reveals the confidence of directly managing the service and quality, and it has its own confidence. But<b>Now it is actually a decline to rely on the founders themselves to speak out</b>。</p><p><b>01. Is Haidilao really unable to learn?</b></p><p><b>What made Haidilao a god was the book \"You Can't Learn Haidilao\"</b>。 The title of this book must be a mystery. Otherwise, someone who writes a best-selling book with no answers will not be thoughtless. As for learning, 12 years ago, the biggest problem was that the cost of learning was very high, and the sense of necessity and urgency was not strong.</p><p>Most practitioners in the catering industry,<b>At the beginning, most of them just regard catering as a means of making a living, and they have no choice</b>。 Farmers, industrial and commercial businesses, and opening restaurants, which belong to serving people in the traditional concept, are oppressed by ideas twofold. From the diligence of serving people to the professional division of labor of craftsmen, this kind of<b>In fact, the change and displacement of concepts have only accelerated in recent years</b>。 Especially after the broadcast of \"On the Tip of China\", wrapped in deep homesickness, a society with a high-speed population movement was able to take a moment of leisure to examine its most familiar and unfamiliar food. With their affection for food, the operators and practitioners behind the food have been pushed to the front desk, and they have gained mass communication together with their craftsmanship.</p><p>Also<b>At the same time, the capitalization operation of catering industry began to set off a climax</b>。 A large number of restaurant chains are in the ascendant and lush. Especially hot pot, a heavy-flavored food, is easy to find your own favorite in all directions. In 1994, when Zhang Yong founded Haidilao, the population flow was still very, very limited. Therefore, the taste of Haidilao is the result of seeking the greatest common denominator in a relatively static society-compared with the local hot pot in Sichuan and Chongqing, the locals feel that it cannot be called hot pot at all; But compared with the original clear soup category of Beijing Shabu Shabu, it can be regarded as a heavy taste.</p><p><img src=\"https://static.tigerbbs.com/58c249dd2e0055cd234107dca8f160f8\" tg-width=\"831\" tg-height=\"546\" referrerpolicy=\"no-referrer\"></p><p><b>△ Haidilao</b></p><p><b>Can be today</b>, another contradiction appeared, and people began to break through the restrictions of regional tastes.<b>On the contrary, food has become more and more standard, and the more authentic it has a reputation</b>。 Haidilao did not follow up the taste changes brought about by this social change. Therefore, with the catch-up of many new brands, the word-of-mouth generated by taste experience is constantly tilting the balance.</p><p>Yet<b>Zhang Yong doesn't agree that Haidilao's \"defeat\" lies in taste</b>In a recent interview with the media, Zhang Yong said: Taste is not a big problem. There is a difference between the catering industry and the rocket. There are standards for the rocket, but there are no standards for catering. It's just that some companies emphasize taste, but we don't pay attention to it. \"Consumers say that Haidilao is not delicious, but they may actually be too expensive.\" Indeed,<b>Haidilao has tried to raise prices many times in recent years</b>。 Haidilao's annual report shows that the per capita consumption of users has increased from 97.7 yuan in 2017 to 105.2 yuan in 2019, and further increased to 110 yuan in 2020.</p><p>In the prospectus of Haidilao's listing, Haidilao believes that its core assets are employees and training system, which is an absolute detached sobriety.<b>The original victory of Haidilao is the victory of human organization</b>。 Through the self-proclaimed systematic human resources structure, Haidilao has arranged a growth system with clear paths and rich harvests for employees, and has divided all links of the work, and given a clear definition of decentralization in each link.. Many waiters in this industry are often ordered by people, but in Haidilao, they use a more proactive and systematic service to flatter you; Moreover, when the waiter gives some small surprises to the guests within the scope of authorization, the waiter's own sense of value and gain is also different.</p><p>This set of human resources system has broken the bottleneck of strong mobility and insufficient professionalism of practitioners in the catering industry. This is almost a modernization of the catering industry. There are clear rules in Haidilao about how much a waiter can earn by delivering a dish. What later applied this set to larger deals was<a href=\"https://laohu8.com/S/BEKE\">Shells</a>, but this is another proposition and will not be expanded here. This set of human resources structure also gives practitioners a great sense of belonging and accomplishment.</p><p>In other words,<b>Haidilao chose the most traditional industry and track, but used the most advanced modern enterprise management system</b>。 That is naturally the effect of standing out from the crowd. \"You Can't Learn Haidilao\" written by Huang Tieying, the translation of the background of the times is, how can a group of producers of your handicraft workshops learn modern enterprise production methods and management systems?</p><p><b>02. Of course you can learn Haidilao</b></p><p>But the times are like this, and the feng shui turns.<b>The prosperity of society will inevitably bring the prosperity of consumption, and the most intuitive embodiment of the prosperity of consumption is meal</b>Drink. Then it will inevitably give birth to the catering industry to become a hot spot for investment. Now even Lanzhou beef noodles have become a sweet pastry that investors are optimistic about. This is not to say that I have an opinion on Lanzhou beef noodles, but to show how hot the catering industry is. Capital and practitioners are looking for projects with the highest cost performance, extremely short production cycle, and relatively high profit margins.</p><p>In the post-epidemic era, hot pot, which has a relatively high unit price per customer and a relatively low turnover rate, will indeed encounter greater pressure.<b>Retaliatory consumption did not follow. On the contrary, people consumed more sensibly</b>。 What is the service is a kind of gentle and decent, but when businesses and consumers begin to consider the cost, the icing on the cake is unimportant-then, since you want to have a hot pot solemnly, go to the most enjoyable and hearty food.</p><p><img src=\"https://static.tigerbbs.com/7083325d5c873dc35ebccb6122d71364\" tg-width=\"795\" tg-height=\"556\" referrerpolicy=\"no-referrer\"></p><p><b>△ Catering consumption is more rational</b></p><p>It's not that everyone has deified Haidilao, but<b>Life itself is changing so rapidly that no catering model can be tricked</b>。 Service, capital, human organization, supply chain, etc., these are not unique secrets that are impenetrable. Although so far, Haidilao's sincerity and frankness have rarely been replicated. But as said earlier, this is the part that belongs to Sven.</p><p>Haidilao's 2020 annual performance announcement shows that the group achieved revenue of 28.6 billion yuan, a year-on-year increase of 7.8%;<b>The annual net profit was 309 million yuan, a year-on-year decrease of 86.8% in 2019.</b>。 Among them, Haidilao Restaurant achieved revenue of 27.434 billion yuan, accounting for 95.9% of the total revenue, lower than 96.3% in 2019.</p><p>What's more serious is that,<b>Haidilao's turnover rate has been declining year after year</b>--In 2017 and 2018, Haidilao's overall turnover rate reached 5 times/day, compared with 4.8 times/day in 2019, but the annual turnover rate in 2020 has been reduced to 3.5 times/day.<b>The decline of the \"first hot pot stock\" with a market value of 450 billion in the past has begun to appear</b>。</p><p>When the market is good, there must be big ships and big fish on the sea. When the market is cold, everyone is competing for a small boat to make it easy to turn around.<b>The entire catering industry is packing materials</b>。 The catering industry is also evolving into a mode of front-end and back-end separation-it was originally just the back kitchen and the front hall-and the back-end is striving for scale, standardization and industrialization to improve efficiency and reduce costs; The intensity of the back end is buffered in the preheating of the kitchen, turning into a finished product with almost the same taste as handmade when brought to you. It's all quick and nice.<b>You thought you were the winner of modern production, but you didn't expect that there were more radical modern ways of production and business in the catering industry</b>。</p><p>It is that sentence,<b>Times abandon you without even saying hello</b>。 It's not that you don't work hard, it's precisely because you work too hard, become a clumsy elephant and lose your flexible figure.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e3486d12c6164a76c013a1804a609345","relate_stocks":{"06862":"海底捞"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167305629","content_text":"海底捞从来不缺话题。但最近这一年，关于海底捞的话题，却再也不像以前那么轻松和幽默了。以前的海底捞，深谙社交传播和温暖故事的传播价值，看见你一个人吃饭，对面给你放只玩具熊陪你，各种超出你预期的服务，让你忍不住想在朋友圈发发感慨。\n但在后疫情时代，关于海底捞的话题变成了，如何花最少的钱在海底捞薅到最划算的羊毛，海底捞被迫连小料自助区的牛肉粒都取消了。但所谓的超预期服务，其中很重要的一个要素就是，让消费者获得超乎预期的价值感和满足感。而要撑起这种门面，肯定需要成本。客人喜欢西瓜，海底捞送你一个；客人等位时间很长，直接送你美甲擦鞋服务。\n\n△张勇访问\n这些体面和温情，都伴随着成本的控制在淡化和消散。张勇说的没错，表面上顾客说不吃海底捞是因为味道不好，其实核心原因还是因为价格贵。\n海底捞原来的声量都是自传播，整个调性都透露着直管做好服务和品质，自有分说的底气。但现在居然要靠创始人自己出来发声，这其实是一种颓势。\n01、海底捞真的学不会吗？\n让海底捞封神的，是那本《海底捞你学不会》。这个书名，肯定是故弄玄虚，要不谁专门写一本没有答案的畅销书，那不是缺心眼吗。至于学不会，放在12年前，最大的问题在于，学习的成本很高，必要性和紧迫感都不强。\n餐饮行业的大部分从业者，一开始大都只是把餐饮当成一个谋生的手段，都是没有选择的选择。士农工商，开饭馆这种在传统观念里属于伺候人的行当，受到的观念压迫是双重的。从伺候人的勤行，到手艺人的专业分工，这种观念的变革和位移，其实是最近这些年才加速的。尤其是《舌尖上中国》播出以后，包裹着浓浓的乡愁，一个人口高速流动的社会，才得以拿出片刻的闲暇，来审视自己最熟悉又最陌生的食物。凭借着对于食物的好感，食物背后的经营者、从业者，被推到了前台，他们和自己的手艺一起获得了大众传播。\n也正是与此同时，餐饮行业的资本化运作开始掀起了高潮。一大批餐饮连锁，方兴未艾，郁郁葱葱。尤其是火锅这种重口味的食物，很容易在四面八方找到自己的同好。张勇开创海底捞的1994年，人口的流动还非常非常有限。所以海底捞的口味，是一种在相对静态的社会里的寻求最大公约数的结果——比起川渝本地火锅，当地人觉得它压根就不能叫火锅；但是比起北京涮肉这种清汤原味的品类，它又算得上是重口味。\n\n△海底捞\n可在今天，另一种矛盾出现了，人们开始不断突破地域口味的限制，食物反而变得越来越本位越道地才有口碑。海底捞并没有跟进这种社会变化所带来的口味变化。所以在很多新品牌的追赶下，因为味觉体验而产生的口碑，在不断发生天平的倾斜。\n然而张勇并不认可海底捞“败”在口味上，张勇最近接受媒体采访时表示：口味不是太大问题，餐饮业和火箭上天是有差异的，火箭上天有标准，餐饮没有标准，只不过是有些企业强调口味，我们不重视而已。“消费者说海底捞不好吃，其实可能是嫌价格贵”。的确，海底捞近几年曾多次尝试涨价。海底捞年报显示，用户人均消费金额已从2017年的97.7元增至2019年的105.2元，而2020年又进一步提升至110元。\n在海底捞上市的招股书中，海底捞自认自己最核心的资产是员工和培训体系，这是一种绝对的超然的清醒。海底捞原来的胜利，是人力组织的胜利。海底捞通过自称体系的人力资源架构，给员工安排了一套路径清晰，收获丰厚的成长体系，而且对工作的各个环节都进行了切分，并在每个环节都给予了清晰的放权的界定。这个行业里的很多服务员，往往被人吆五喝六的使唤，但在海底捞，他们用一种更加主动的成体系的服务，让你受宠若惊；而且当服务员在被授权的范围内，给予客人一些小的惊喜时，服务员自己的价值感和获得感的提升也是不一样的。\n这套人力资源的体系，打破了原来餐饮行业的从业者流动性强、专业度不够的瓶颈。这几乎就是对餐饮行业的现代化改造。服务员传送一盘菜自己能收入多少钱，这些在海底捞都是有清晰的规则的。后来把这一套应用到更大交易中的，是贝壳，但这是另一个命题，这里不展开。这套人力资源架构，也让从业者获得了极大的归属感和成就感。\n也就是说，海底捞选择的是最传统的行业和赛道，运用的却是最先进的现代企业管理制度。那自然就是鹤立鸡群的效果。黄铁鹰主笔的《海底捞你学不会》，时代背景翻译过来就是，你们一群手工作坊的生产者，怎么能学得会现代化的企业生产方式和管理制度呢？\n02、海底捞当然可以学得会\n但时代就是这样，风水轮流转。社会的繁荣，必然带来消费的繁荣，而消费的繁荣，最直观的体现就是餐饮。那么就必然催生餐饮行业成为投资的热土。现在连兰州牛肉面都成了投资人看好的香饽饽了。这么说不是对兰州牛肉面有意见，而是说可见餐饮行业有多热。资本和从业者，都在寻找性价比最高，出品周期极短，利润空间相对较高的项目。\n后疫情时代，火锅这种客单价相对较高，翻台率也相对不高的项目，确实会遭遇更大的压力。报复式的消费并没有随之而来，相反，人们的消费更理智了。服务是什么，是一种斯文和体面，但商家和消费者都开始考虑成本的时候，锦上添花的部分就显得不重要了——那么，既然要去郑重的吃一次火锅，那就去吃最尽兴最酣畅的。\n\n△餐饮消费更加理性\n不是大家神化海底捞了，而是生活本身的变化太迅速了，没有哪个餐饮模式是可以一招鲜的。服务、资本、人力组织方式、供应链等等，这些都不是密不透风的独门秘籍。虽然迄今为止，海底捞的真诚和坦率，还很少有能复刻的。但正如前面所说的，这是属于斯文的部分。\n海底捞2020年全年业绩公告显示，集团实现收入286亿元，同比增长7.8%；年度净利润为3.09亿元，同比2019年下降86.8%。其中，海底捞餐厅实现收入274.34亿元，占总收入的比重为95.9%，低于2019年的96.3%。\n更严峻的是，海底捞的翻台率已经连年下滑——2017年与2018年，海底捞整体翻台率达到5次/天，2019年为4.8次/天，但2020的全年翻台率已经降低至3.5次/天。昔日市值4500亿的“火锅第一股”颓势已经开始显现。\n行情好的时候，海面上肯定都是大船大鱼。市场遇冷时，大家比拼的更是船小好调头。整个餐饮行业，都在料包化。餐饮行业也在分离演化成前端和后端分离的模式——原来只是后厨和前厅——后端在努力的规模化、标准化、工业化，以此来提升效率，压缩成本；后端的激烈在厨房的预热中缓冲，变成端到你面前的口味和手工制作相差无几的成品。这一切都又快又好。你以为你是现代生产方式的胜利者，但你没有料想到餐饮行业还有更激进的现代化生产方式和经营方式。\n正是那句话，时代抛弃你，连个招呼都不打。不是你不努力，恰恰是因为你太努力，变成了笨拙的大象，失去了灵活的身段。","news_type":1,"symbols_score_info":{"06862":0.9}},"isVote":1,"tweetType":1,"viewCount":1531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":150608087,"gmtCreate":1624894614449,"gmtModify":1703847433672,"author":{"id":"3578659914878232","authorId":"3578659914878232","name":"Pukidiao","avatar":"https://static.tigerbbs.com/7eda0e32f1175d51e7ba686f4d90e298","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578659914878232","idStr":"3578659914878232"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150608087","repostId":"1194621329","repostType":4,"repost":{"id":"1194621329","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624891884,"share":"https://ttm.financial/m/news/1194621329?lang=en_US&edition=fundamental","pubTime":"2021-06-28 22:51","market":"us","language":"zh","title":"[Change] Cruise concept stocks all fell, Carnival Cruises fell more than 7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1194621329","media":"老虎资讯综合","summary":"6月28日，美股邮轮概念股齐挫，嘉年华邮轮跌超7%，皇家加勒比邮轮、挪威邮轮跌超6%。据悉，嘉年华邮轮将出售价值5000万美元的股票。","content":"<p>On June 28, U.S. cruise concept stocks all fell.<a href=\"https://laohu8.com/S/CCL\">Carnival Cruises</a>Fell more than 7%,<a href=\"https://laohu8.com/S/RCL\">Royal Caribbean Cruises</a>、<a href=\"https://laohu8.com/S/NCLH\">Norwegian cruise line</a>Fell more than 6%. It is reported that Carnival Cruises will sell $50 million worth of shares.</p><p><img src=\"https://static.tigerbbs.com/f541b83646c10df9f4cc1c75bcafc7ad\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>[Change] Cruise concept stocks all fell, Carnival Cruises fell more than 7%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n[Change] Cruise concept stocks all fell, Carnival Cruises fell more than 7%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-28 22:51</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 28, U.S. cruise concept stocks all fell.<a href=\"https://laohu8.com/S/CCL\">Carnival Cruises</a>Fell more than 7%,<a href=\"https://laohu8.com/S/RCL\">Royal Caribbean Cruises</a>、<a href=\"https://laohu8.com/S/NCLH\">Norwegian cruise line</a>Fell more than 6%. It is reported that Carnival Cruises will sell $50 million worth of shares.</p><p><img src=\"https://static.tigerbbs.com/f541b83646c10df9f4cc1c75bcafc7ad\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6519a4fefaf5c27d84d40f62319661d4","relate_stocks":{"CCL":"嘉年华邮轮"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194621329","content_text":"6月28日，美股邮轮概念股齐挫，嘉年华邮轮跌超7%，皇家加勒比邮轮、挪威邮轮跌超6%。据悉，嘉年华邮轮将出售价值5000万美元的股票。","news_type":1,"symbols_score_info":{"CCL":0.9}},"isVote":1,"tweetType":1,"viewCount":1347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124713803,"gmtCreate":1624791192702,"gmtModify":1703845198890,"author":{"id":"3578659914878232","authorId":"3578659914878232","name":"Pukidiao","avatar":"https://static.tigerbbs.com/7eda0e32f1175d51e7ba686f4d90e298","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578659914878232","idStr":"3578659914878232"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124713803","repostId":"1167305629","repostType":4,"repost":{"id":"1167305629","kind":"news","weMediaInfo":{"introduction":"科技趋势 财经动向","home_visible":1,"media_name":"深潜atom","id":"1023838834","head_image":"https://static.tigerbbs.com/07b1d07bb0ae44508e1f39efef07e6ac"},"pubTimestamp":1624762222,"share":"https://ttm.financial/m/news/1167305629?lang=en_US&edition=fundamental","pubTime":"2021-06-27 10:50","market":"hk","language":"zh","title":"Revenue declined, market value plummeted by 240 billion, who debunked the myth of Haidilao","url":"https://stock-news.laohu8.com/highlight/detail?id=1167305629","media":"深潜atom","summary":"$海底捞$从来不缺话题。但最近这一年，关于海底捞的话题，却再也不像以前那么轻松和幽默了。以前的海底捞，深谙社交传播和温暖故事的传播价值，看见你一个人吃饭，对面给你放只玩具熊陪你，各种超出你预期的服务，让你忍不住想在朋友圈发发感慨。但在后疫情时代，关于海底捞的话题变成了，如何花最少的钱在海底捞薅到最划算的羊毛，海底捞被迫连小料自助区的牛肉粒都取消了。","content":"<p><a href=\"https://laohu8.com/S/06862\">Haidilao</a>There's never a shortage of topics. But in the last year,<b>The topic of Haidilao is no longer as relaxed and humorous as before</b>。 In the past, Haidilao was well versed in the spreading value of social communication and warm stories. When he saw you eating alone, he put a teddy bear on the opposite side to accompany you. All kinds of services that exceeded your expectations made you want to feel in the circle of friends.</p><p>But in the post-epidemic era, the topic about Haidilao has become, how to spend the least money to get the most cost-effective wool in Haidilao, Haidilao was forced to cancel even the beef cubes in the small ingredients self-service area. But one of the most important elements of the so-called unexpected service is to let consumers get a sense of value and satisfaction beyond expectations. But to<b>It definitely costs to support this kind of facade</b>。 Guests like watermelon, and Haidilao will give you one; Guests have a long waiting time, so they will send you nail art and shoe polishing service directly.</p><p><img src=\"https://static.tigerbbs.com/42dc2d2f8ef6d7172c83df3ae9b18d39\" tg-width=\"399\" tg-height=\"734\" referrerpolicy=\"no-referrer\"></p><p><b>△ Zhang Yong's visit</b></p><p><b>These decency and warmth are fading and dissipating along with cost control</b>。 Zhang Yong is right. On the surface, customers say that they don't eat Haidilao because it tastes bad, but in fact, the core reason is because it is expensive.</p><p>Haidilao's original voice volume is self-propagating, and the entire tonality reveals the confidence of directly managing the service and quality, and it has its own confidence. But<b>Now it is actually a decline to rely on the founders themselves to speak out</b>。</p><p><b>01. Is Haidilao really unable to learn?</b></p><p><b>What made Haidilao a god was the book \"You Can't Learn Haidilao\"</b>。 The title of this book must be a mystery. Otherwise, someone who writes a best-selling book with no answers will not be thoughtless. As for learning, 12 years ago, the biggest problem was that the cost of learning was very high, and the sense of necessity and urgency was not strong.</p><p>Most practitioners in the catering industry,<b>At the beginning, most of them just regard catering as a means of making a living, and they have no choice</b>。 Farmers, industrial and commercial businesses, and opening restaurants, which belong to serving people in the traditional concept, are oppressed by ideas twofold. From the diligence of serving people to the professional division of labor of craftsmen, this kind of<b>In fact, the change and displacement of concepts have only accelerated in recent years</b>。 Especially after the broadcast of \"On the Tip of China\", wrapped in deep homesickness, a society with a high-speed population movement was able to take a moment of leisure to examine its most familiar and unfamiliar food. With their affection for food, the operators and practitioners behind the food have been pushed to the front desk, and they have gained mass communication together with their craftsmanship.</p><p>Also<b>At the same time, the capitalization operation of catering industry began to set off a climax</b>。 A large number of restaurant chains are in the ascendant and lush. Especially hot pot, a heavy-flavored food, is easy to find your own favorite in all directions. In 1994, when Zhang Yong founded Haidilao, the population flow was still very, very limited. Therefore, the taste of Haidilao is the result of seeking the greatest common denominator in a relatively static society-compared with the local hot pot in Sichuan and Chongqing, the locals feel that it cannot be called hot pot at all; But compared with the original clear soup category of Beijing Shabu Shabu, it can be regarded as a heavy taste.</p><p><img src=\"https://static.tigerbbs.com/58c249dd2e0055cd234107dca8f160f8\" tg-width=\"831\" tg-height=\"546\" referrerpolicy=\"no-referrer\"></p><p><b>△ Haidilao</b></p><p><b>Can be today</b>, another contradiction appeared, and people began to break through the restrictions of regional tastes.<b>On the contrary, food has become more and more standard, and the more authentic it has a reputation</b>。 Haidilao did not follow up the taste changes brought about by this social change. Therefore, with the catch-up of many new brands, the word-of-mouth generated by taste experience is constantly tilting the balance.</p><p>Yet<b>Zhang Yong doesn't agree that Haidilao's \"defeat\" lies in taste</b>In a recent interview with the media, Zhang Yong said: Taste is not a big problem. There is a difference between the catering industry and the rocket. There are standards for the rocket, but there are no standards for catering. It's just that some companies emphasize taste, but we don't pay attention to it. \"Consumers say that Haidilao is not delicious, but they may actually be too expensive.\" Indeed,<b>Haidilao has tried to raise prices many times in recent years</b>。 Haidilao's annual report shows that the per capita consumption of users has increased from 97.7 yuan in 2017 to 105.2 yuan in 2019, and further increased to 110 yuan in 2020.</p><p>In the prospectus of Haidilao's listing, Haidilao believes that its core assets are employees and training system, which is an absolute detached sobriety.<b>The original victory of Haidilao is the victory of human organization</b>。 Through the self-proclaimed systematic human resources structure, Haidilao has arranged a growth system with clear paths and rich harvests for employees, and has divided all links of the work, and given a clear definition of decentralization in each link.. Many waiters in this industry are often ordered by people, but in Haidilao, they use a more proactive and systematic service to flatter you; Moreover, when the waiter gives some small surprises to the guests within the scope of authorization, the waiter's own sense of value and gain is also different.</p><p>This set of human resources system has broken the bottleneck of strong mobility and insufficient professionalism of practitioners in the catering industry. This is almost a modernization of the catering industry. There are clear rules in Haidilao about how much a waiter can earn by delivering a dish. What later applied this set to larger deals was<a href=\"https://laohu8.com/S/BEKE\">Shells</a>, but this is another proposition and will not be expanded here. This set of human resources structure also gives practitioners a great sense of belonging and accomplishment.</p><p>In other words,<b>Haidilao chose the most traditional industry and track, but used the most advanced modern enterprise management system</b>。 That is naturally the effect of standing out from the crowd. \"You Can't Learn Haidilao\" written by Huang Tieying, the translation of the background of the times is, how can a group of producers of your handicraft workshops learn modern enterprise production methods and management systems?</p><p><b>02. Of course you can learn Haidilao</b></p><p>But the times are like this, and the feng shui turns.<b>The prosperity of society will inevitably bring the prosperity of consumption, and the most intuitive embodiment of the prosperity of consumption is meal</b>Drink. Then it will inevitably give birth to the catering industry to become a hot spot for investment. Now even Lanzhou beef noodles have become a sweet pastry that investors are optimistic about. This is not to say that I have an opinion on Lanzhou beef noodles, but to show how hot the catering industry is. Capital and practitioners are looking for projects with the highest cost performance, extremely short production cycle, and relatively high profit margins.</p><p>In the post-epidemic era, hot pot, which has a relatively high unit price per customer and a relatively low turnover rate, will indeed encounter greater pressure.<b>Retaliatory consumption did not follow. On the contrary, people consumed more sensibly</b>。 What is the service is a kind of gentle and decent, but when businesses and consumers begin to consider the cost, the icing on the cake is unimportant-then, since you want to have a hot pot solemnly, go to the most enjoyable and hearty food.</p><p><img src=\"https://static.tigerbbs.com/7083325d5c873dc35ebccb6122d71364\" tg-width=\"795\" tg-height=\"556\" referrerpolicy=\"no-referrer\"></p><p><b>△ Catering consumption is more rational</b></p><p>It's not that everyone has deified Haidilao, but<b>Life itself is changing so rapidly that no catering model can be tricked</b>。 Service, capital, human organization, supply chain, etc., these are not unique secrets that are impenetrable. Although so far, Haidilao's sincerity and frankness have rarely been replicated. But as said earlier, this is the part that belongs to Sven.</p><p>Haidilao's 2020 annual performance announcement shows that the group achieved revenue of 28.6 billion yuan, a year-on-year increase of 7.8%;<b>The annual net profit was 309 million yuan, a year-on-year decrease of 86.8% in 2019.</b>。 Among them, Haidilao Restaurant achieved revenue of 27.434 billion yuan, accounting for 95.9% of the total revenue, lower than 96.3% in 2019.</p><p>What's more serious is that,<b>Haidilao's turnover rate has been declining year after year</b>--In 2017 and 2018, Haidilao's overall turnover rate reached 5 times/day, compared with 4.8 times/day in 2019, but the annual turnover rate in 2020 has been reduced to 3.5 times/day.<b>The decline of the \"first hot pot stock\" with a market value of 450 billion in the past has begun to appear</b>。</p><p>When the market is good, there must be big ships and big fish on the sea. When the market is cold, everyone is competing for a small boat to make it easy to turn around.<b>The entire catering industry is packing materials</b>。 The catering industry is also evolving into a mode of front-end and back-end separation-it was originally just the back kitchen and the front hall-and the back-end is striving for scale, standardization and industrialization to improve efficiency and reduce costs; The intensity of the back end is buffered in the preheating of the kitchen, turning into a finished product with almost the same taste as handmade when brought to you. It's all quick and nice.<b>You thought you were the winner of modern production, but you didn't expect that there were more radical modern ways of production and business in the catering industry</b>。</p><p>It is that sentence,<b>Times abandon you without even saying hello</b>。 It's not that you don't work hard, it's precisely because you work too hard, become a clumsy elephant and lose your flexible figure.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Revenue declined, market value plummeted by 240 billion, who debunked the myth of Haidilao</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRevenue declined, market value plummeted by 240 billion, who debunked the myth of Haidilao\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1023838834\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/07b1d07bb0ae44508e1f39efef07e6ac);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">深潜atom </p>\n<p class=\"h-time smaller\">2021-06-27 10:50</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/06862\">Haidilao</a>There's never a shortage of topics. But in the last year,<b>The topic of Haidilao is no longer as relaxed and humorous as before</b>。 In the past, Haidilao was well versed in the spreading value of social communication and warm stories. When he saw you eating alone, he put a teddy bear on the opposite side to accompany you. All kinds of services that exceeded your expectations made you want to feel in the circle of friends.</p><p>But in the post-epidemic era, the topic about Haidilao has become, how to spend the least money to get the most cost-effective wool in Haidilao, Haidilao was forced to cancel even the beef cubes in the small ingredients self-service area. But one of the most important elements of the so-called unexpected service is to let consumers get a sense of value and satisfaction beyond expectations. But to<b>It definitely costs to support this kind of facade</b>。 Guests like watermelon, and Haidilao will give you one; Guests have a long waiting time, so they will send you nail art and shoe polishing service directly.</p><p><img src=\"https://static.tigerbbs.com/42dc2d2f8ef6d7172c83df3ae9b18d39\" tg-width=\"399\" tg-height=\"734\" referrerpolicy=\"no-referrer\"></p><p><b>△ Zhang Yong's visit</b></p><p><b>These decency and warmth are fading and dissipating along with cost control</b>。 Zhang Yong is right. On the surface, customers say that they don't eat Haidilao because it tastes bad, but in fact, the core reason is because it is expensive.</p><p>Haidilao's original voice volume is self-propagating, and the entire tonality reveals the confidence of directly managing the service and quality, and it has its own confidence. But<b>Now it is actually a decline to rely on the founders themselves to speak out</b>。</p><p><b>01. Is Haidilao really unable to learn?</b></p><p><b>What made Haidilao a god was the book \"You Can't Learn Haidilao\"</b>。 The title of this book must be a mystery. Otherwise, someone who writes a best-selling book with no answers will not be thoughtless. As for learning, 12 years ago, the biggest problem was that the cost of learning was very high, and the sense of necessity and urgency was not strong.</p><p>Most practitioners in the catering industry,<b>At the beginning, most of them just regard catering as a means of making a living, and they have no choice</b>。 Farmers, industrial and commercial businesses, and opening restaurants, which belong to serving people in the traditional concept, are oppressed by ideas twofold. From the diligence of serving people to the professional division of labor of craftsmen, this kind of<b>In fact, the change and displacement of concepts have only accelerated in recent years</b>。 Especially after the broadcast of \"On the Tip of China\", wrapped in deep homesickness, a society with a high-speed population movement was able to take a moment of leisure to examine its most familiar and unfamiliar food. With their affection for food, the operators and practitioners behind the food have been pushed to the front desk, and they have gained mass communication together with their craftsmanship.</p><p>Also<b>At the same time, the capitalization operation of catering industry began to set off a climax</b>。 A large number of restaurant chains are in the ascendant and lush. Especially hot pot, a heavy-flavored food, is easy to find your own favorite in all directions. In 1994, when Zhang Yong founded Haidilao, the population flow was still very, very limited. Therefore, the taste of Haidilao is the result of seeking the greatest common denominator in a relatively static society-compared with the local hot pot in Sichuan and Chongqing, the locals feel that it cannot be called hot pot at all; But compared with the original clear soup category of Beijing Shabu Shabu, it can be regarded as a heavy taste.</p><p><img src=\"https://static.tigerbbs.com/58c249dd2e0055cd234107dca8f160f8\" tg-width=\"831\" tg-height=\"546\" referrerpolicy=\"no-referrer\"></p><p><b>△ Haidilao</b></p><p><b>Can be today</b>, another contradiction appeared, and people began to break through the restrictions of regional tastes.<b>On the contrary, food has become more and more standard, and the more authentic it has a reputation</b>。 Haidilao did not follow up the taste changes brought about by this social change. Therefore, with the catch-up of many new brands, the word-of-mouth generated by taste experience is constantly tilting the balance.</p><p>Yet<b>Zhang Yong doesn't agree that Haidilao's \"defeat\" lies in taste</b>In a recent interview with the media, Zhang Yong said: Taste is not a big problem. There is a difference between the catering industry and the rocket. There are standards for the rocket, but there are no standards for catering. It's just that some companies emphasize taste, but we don't pay attention to it. \"Consumers say that Haidilao is not delicious, but they may actually be too expensive.\" Indeed,<b>Haidilao has tried to raise prices many times in recent years</b>。 Haidilao's annual report shows that the per capita consumption of users has increased from 97.7 yuan in 2017 to 105.2 yuan in 2019, and further increased to 110 yuan in 2020.</p><p>In the prospectus of Haidilao's listing, Haidilao believes that its core assets are employees and training system, which is an absolute detached sobriety.<b>The original victory of Haidilao is the victory of human organization</b>。 Through the self-proclaimed systematic human resources structure, Haidilao has arranged a growth system with clear paths and rich harvests for employees, and has divided all links of the work, and given a clear definition of decentralization in each link.. Many waiters in this industry are often ordered by people, but in Haidilao, they use a more proactive and systematic service to flatter you; Moreover, when the waiter gives some small surprises to the guests within the scope of authorization, the waiter's own sense of value and gain is also different.</p><p>This set of human resources system has broken the bottleneck of strong mobility and insufficient professionalism of practitioners in the catering industry. This is almost a modernization of the catering industry. There are clear rules in Haidilao about how much a waiter can earn by delivering a dish. What later applied this set to larger deals was<a href=\"https://laohu8.com/S/BEKE\">Shells</a>, but this is another proposition and will not be expanded here. This set of human resources structure also gives practitioners a great sense of belonging and accomplishment.</p><p>In other words,<b>Haidilao chose the most traditional industry and track, but used the most advanced modern enterprise management system</b>。 That is naturally the effect of standing out from the crowd. \"You Can't Learn Haidilao\" written by Huang Tieying, the translation of the background of the times is, how can a group of producers of your handicraft workshops learn modern enterprise production methods and management systems?</p><p><b>02. Of course you can learn Haidilao</b></p><p>But the times are like this, and the feng shui turns.<b>The prosperity of society will inevitably bring the prosperity of consumption, and the most intuitive embodiment of the prosperity of consumption is meal</b>Drink. Then it will inevitably give birth to the catering industry to become a hot spot for investment. Now even Lanzhou beef noodles have become a sweet pastry that investors are optimistic about. This is not to say that I have an opinion on Lanzhou beef noodles, but to show how hot the catering industry is. Capital and practitioners are looking for projects with the highest cost performance, extremely short production cycle, and relatively high profit margins.</p><p>In the post-epidemic era, hot pot, which has a relatively high unit price per customer and a relatively low turnover rate, will indeed encounter greater pressure.<b>Retaliatory consumption did not follow. On the contrary, people consumed more sensibly</b>。 What is the service is a kind of gentle and decent, but when businesses and consumers begin to consider the cost, the icing on the cake is unimportant-then, since you want to have a hot pot solemnly, go to the most enjoyable and hearty food.</p><p><img src=\"https://static.tigerbbs.com/7083325d5c873dc35ebccb6122d71364\" tg-width=\"795\" tg-height=\"556\" referrerpolicy=\"no-referrer\"></p><p><b>△ Catering consumption is more rational</b></p><p>It's not that everyone has deified Haidilao, but<b>Life itself is changing so rapidly that no catering model can be tricked</b>。 Service, capital, human organization, supply chain, etc., these are not unique secrets that are impenetrable. Although so far, Haidilao's sincerity and frankness have rarely been replicated. But as said earlier, this is the part that belongs to Sven.</p><p>Haidilao's 2020 annual performance announcement shows that the group achieved revenue of 28.6 billion yuan, a year-on-year increase of 7.8%;<b>The annual net profit was 309 million yuan, a year-on-year decrease of 86.8% in 2019.</b>。 Among them, Haidilao Restaurant achieved revenue of 27.434 billion yuan, accounting for 95.9% of the total revenue, lower than 96.3% in 2019.</p><p>What's more serious is that,<b>Haidilao's turnover rate has been declining year after year</b>--In 2017 and 2018, Haidilao's overall turnover rate reached 5 times/day, compared with 4.8 times/day in 2019, but the annual turnover rate in 2020 has been reduced to 3.5 times/day.<b>The decline of the \"first hot pot stock\" with a market value of 450 billion in the past has begun to appear</b>。</p><p>When the market is good, there must be big ships and big fish on the sea. When the market is cold, everyone is competing for a small boat to make it easy to turn around.<b>The entire catering industry is packing materials</b>。 The catering industry is also evolving into a mode of front-end and back-end separation-it was originally just the back kitchen and the front hall-and the back-end is striving for scale, standardization and industrialization to improve efficiency and reduce costs; The intensity of the back end is buffered in the preheating of the kitchen, turning into a finished product with almost the same taste as handmade when brought to you. It's all quick and nice.<b>You thought you were the winner of modern production, but you didn't expect that there were more radical modern ways of production and business in the catering industry</b>。</p><p>It is that sentence,<b>Times abandon you without even saying hello</b>。 It's not that you don't work hard, it's precisely because you work too hard, become a clumsy elephant and lose your flexible figure.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e3486d12c6164a76c013a1804a609345","relate_stocks":{"06862":"海底捞"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167305629","content_text":"海底捞从来不缺话题。但最近这一年，关于海底捞的话题，却再也不像以前那么轻松和幽默了。以前的海底捞，深谙社交传播和温暖故事的传播价值，看见你一个人吃饭，对面给你放只玩具熊陪你，各种超出你预期的服务，让你忍不住想在朋友圈发发感慨。\n但在后疫情时代，关于海底捞的话题变成了，如何花最少的钱在海底捞薅到最划算的羊毛，海底捞被迫连小料自助区的牛肉粒都取消了。但所谓的超预期服务，其中很重要的一个要素就是，让消费者获得超乎预期的价值感和满足感。而要撑起这种门面，肯定需要成本。客人喜欢西瓜，海底捞送你一个；客人等位时间很长，直接送你美甲擦鞋服务。\n\n△张勇访问\n这些体面和温情，都伴随着成本的控制在淡化和消散。张勇说的没错，表面上顾客说不吃海底捞是因为味道不好，其实核心原因还是因为价格贵。\n海底捞原来的声量都是自传播，整个调性都透露着直管做好服务和品质，自有分说的底气。但现在居然要靠创始人自己出来发声，这其实是一种颓势。\n01、海底捞真的学不会吗？\n让海底捞封神的，是那本《海底捞你学不会》。这个书名，肯定是故弄玄虚，要不谁专门写一本没有答案的畅销书，那不是缺心眼吗。至于学不会，放在12年前，最大的问题在于，学习的成本很高，必要性和紧迫感都不强。\n餐饮行业的大部分从业者，一开始大都只是把餐饮当成一个谋生的手段，都是没有选择的选择。士农工商，开饭馆这种在传统观念里属于伺候人的行当，受到的观念压迫是双重的。从伺候人的勤行，到手艺人的专业分工，这种观念的变革和位移，其实是最近这些年才加速的。尤其是《舌尖上中国》播出以后，包裹着浓浓的乡愁，一个人口高速流动的社会，才得以拿出片刻的闲暇，来审视自己最熟悉又最陌生的食物。凭借着对于食物的好感，食物背后的经营者、从业者，被推到了前台，他们和自己的手艺一起获得了大众传播。\n也正是与此同时，餐饮行业的资本化运作开始掀起了高潮。一大批餐饮连锁，方兴未艾，郁郁葱葱。尤其是火锅这种重口味的食物，很容易在四面八方找到自己的同好。张勇开创海底捞的1994年，人口的流动还非常非常有限。所以海底捞的口味，是一种在相对静态的社会里的寻求最大公约数的结果——比起川渝本地火锅，当地人觉得它压根就不能叫火锅；但是比起北京涮肉这种清汤原味的品类，它又算得上是重口味。\n\n△海底捞\n可在今天，另一种矛盾出现了，人们开始不断突破地域口味的限制，食物反而变得越来越本位越道地才有口碑。海底捞并没有跟进这种社会变化所带来的口味变化。所以在很多新品牌的追赶下，因为味觉体验而产生的口碑，在不断发生天平的倾斜。\n然而张勇并不认可海底捞“败”在口味上，张勇最近接受媒体采访时表示：口味不是太大问题，餐饮业和火箭上天是有差异的，火箭上天有标准，餐饮没有标准，只不过是有些企业强调口味，我们不重视而已。“消费者说海底捞不好吃，其实可能是嫌价格贵”。的确，海底捞近几年曾多次尝试涨价。海底捞年报显示，用户人均消费金额已从2017年的97.7元增至2019年的105.2元，而2020年又进一步提升至110元。\n在海底捞上市的招股书中，海底捞自认自己最核心的资产是员工和培训体系，这是一种绝对的超然的清醒。海底捞原来的胜利，是人力组织的胜利。海底捞通过自称体系的人力资源架构，给员工安排了一套路径清晰，收获丰厚的成长体系，而且对工作的各个环节都进行了切分，并在每个环节都给予了清晰的放权的界定。这个行业里的很多服务员，往往被人吆五喝六的使唤，但在海底捞，他们用一种更加主动的成体系的服务，让你受宠若惊；而且当服务员在被授权的范围内，给予客人一些小的惊喜时，服务员自己的价值感和获得感的提升也是不一样的。\n这套人力资源的体系，打破了原来餐饮行业的从业者流动性强、专业度不够的瓶颈。这几乎就是对餐饮行业的现代化改造。服务员传送一盘菜自己能收入多少钱，这些在海底捞都是有清晰的规则的。后来把这一套应用到更大交易中的，是贝壳，但这是另一个命题，这里不展开。这套人力资源架构，也让从业者获得了极大的归属感和成就感。\n也就是说，海底捞选择的是最传统的行业和赛道，运用的却是最先进的现代企业管理制度。那自然就是鹤立鸡群的效果。黄铁鹰主笔的《海底捞你学不会》，时代背景翻译过来就是，你们一群手工作坊的生产者，怎么能学得会现代化的企业生产方式和管理制度呢？\n02、海底捞当然可以学得会\n但时代就是这样，风水轮流转。社会的繁荣，必然带来消费的繁荣，而消费的繁荣，最直观的体现就是餐饮。那么就必然催生餐饮行业成为投资的热土。现在连兰州牛肉面都成了投资人看好的香饽饽了。这么说不是对兰州牛肉面有意见，而是说可见餐饮行业有多热。资本和从业者，都在寻找性价比最高，出品周期极短，利润空间相对较高的项目。\n后疫情时代，火锅这种客单价相对较高，翻台率也相对不高的项目，确实会遭遇更大的压力。报复式的消费并没有随之而来，相反，人们的消费更理智了。服务是什么，是一种斯文和体面，但商家和消费者都开始考虑成本的时候，锦上添花的部分就显得不重要了——那么，既然要去郑重的吃一次火锅，那就去吃最尽兴最酣畅的。\n\n△餐饮消费更加理性\n不是大家神化海底捞了，而是生活本身的变化太迅速了，没有哪个餐饮模式是可以一招鲜的。服务、资本、人力组织方式、供应链等等，这些都不是密不透风的独门秘籍。虽然迄今为止，海底捞的真诚和坦率，还很少有能复刻的。但正如前面所说的，这是属于斯文的部分。\n海底捞2020年全年业绩公告显示，集团实现收入286亿元，同比增长7.8%；年度净利润为3.09亿元，同比2019年下降86.8%。其中，海底捞餐厅实现收入274.34亿元，占总收入的比重为95.9%，低于2019年的96.3%。\n更严峻的是，海底捞的翻台率已经连年下滑——2017年与2018年，海底捞整体翻台率达到5次/天，2019年为4.8次/天，但2020的全年翻台率已经降低至3.5次/天。昔日市值4500亿的“火锅第一股”颓势已经开始显现。\n行情好的时候，海面上肯定都是大船大鱼。市场遇冷时，大家比拼的更是船小好调头。整个餐饮行业，都在料包化。餐饮行业也在分离演化成前端和后端分离的模式——原来只是后厨和前厅——后端在努力的规模化、标准化、工业化，以此来提升效率，压缩成本；后端的激烈在厨房的预热中缓冲，变成端到你面前的口味和手工制作相差无几的成品。这一切都又快又好。你以为你是现代生产方式的胜利者，但你没有料想到餐饮行业还有更激进的现代化生产方式和经营方式。\n正是那句话，时代抛弃你，连个招呼都不打。不是你不努力，恰恰是因为你太努力，变成了笨拙的大象，失去了灵活的身段。","news_type":1,"symbols_score_info":{"06862":0.9}},"isVote":1,"tweetType":1,"viewCount":1531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
