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href="/news/">新聞</a> > <span id="ydodi3x" class="z-crt">全球</span></div><div id="c0fspsc" class="m-text"> <div id="dh3kq6m" class="m-floating m-abs"><div id="7dmapfx" class="side m-share"><h4>分享到：</h4><ul><li id="6qjj8cl" class="li-1" onclick="shareWX();">微信</li><li id="1wqfjqe" class="li-2" onclick="shareTo('weibo');">微博</li><li id="zvndksq" class="li-3" onclick="shareTo('qq');">QQ</li></ul></div></div><div id="d6wq438" class="m-layer" id="shareWXPop"><table><tbody><tr><td><div id="pnyw3ul" class="lywrap"><div id="3bm7i5o" class="lytt"><h2 class="u-tt">分享到微信</h2><span id="vlwvrsh" class="lyclose" onclick="CloseThisLayer(this);"></span></div><div id="rozfwsc" class="m-modifyhead" style="padding-top: 0"><img class="m-qrcode" width="180" height="180"><p style="text-align: left; width: 90%; margin: 16px auto;">打開微信，點擊底部的“發(fā)現(xiàn)”，<br>使用“掃一掃”即可將網(wǎng)頁分享至朋友圈。</p></div></div></td></tr></tbody></table></div> <div id="jgjy1py" class="title f-pr"><h1>賽百味全球CEO：美國市場“艱難”，在華擴張?zhí)崴?/h1><p class="f-cb"> <span id="xhjy6as" class="f-fl">第一財經(jīng)</span> <em class="f-fl">2024-11-15 20:20:57</em><a class="hashot f-fr"><img src="data:image/png;base64,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"><sup id="newshotnum" style="display: none;"></sup></a> <i id="audioPlayerbox" style="display: none;"></i> <a class="hasspeech f-fr" onclick="listenAudio('https://audiocdn.yicai.com/audio/3a320a24-d55d-4b21-915b-38bf0b675a03_xf.mp3')">聽新聞</a> </p><p class="names">作者：葛唯爾責編：盛媛</p><div id="qfy1oxn" class="m-smallshare"></div></div> <div id="ckcabdd" class="intro"> 奇德西介紹，過去的18個月，賽百味在華新開門店數(shù)超出過去12年總和。 </div> <div id="mka1bmj" class="m-video"><div id="d9f74sv" class="m-videobox2"><div style="z-index: 2" id="poster"><img src="https://imgcdn.yicai.com/vms-new/2024/11/f8b77f760a85cbb95d497d76e122d184_QjQd.jpg" onerror="imgError(this,3)" class="m-poster"> <span id="ywfex3p" class="playbtn" onclick="getVideoAuth();"></span></div><div class="kzlupzx" id="playerbox" class="prism-player" data-vid="102369090" data-videosrc="https://w1.vodcdn.yicai.com/vms-new/2024/11/8ce46280-cd51-4c3c-864b-3bfd9b7fc2d8.mp4?auth_key=1738882420-0-0-e97d47d87f6ac3a6697e467e3b4ddc0c&ycfrom=yicaiapp" data-videolen="317" data-videotype="quote" data-videotime="2024-11-21T22:04:01"></div><div id="7okh1lh" class="dfb-ad frontvideo" data-position="frontvideo"></div></div><i>賽百味全球CEO：美國市場“艱難”，在華擴張?zhí)崴?/i></div> <div id="dunj0vv" class="m-txt"><div class="lhtl0we" id="multi-text" class="f-cb"><p>“亞洲市場已經(jīng)成為賽百味（Subway）最重要的增長引擎。”初秋的上海，賽百味全球CEO奇德西(John Chidsey)在其位于徐匯濱江西岸的全新辦公室接受了第一財經(jīng)記者的專訪，“過去一年，我們在中國新開門店數(shù)量在所有市場中位列第一。在接下來的10年內(nèi)，都是如此。”</p> <p>伴隨過去數(shù)十年的擴張，快餐巨頭布局亞太市場的“尖峰時刻”似乎早已過去。不過，奇德西介紹，過去的18個月，賽百味在華新開門店數(shù)超出過去12年總和。</p> <p align="center"><img align="" alt="賽百味全球CEO約翰·奇德西(John Chidsey)" border="0" height="360" src="https://imgcdn.yicai.com/uppics/images/2024/11/1378737688c4d1a0f3221ec7febea1f8.jpg" width="640" /></p> <p><strong>美國市場價格戰(zhàn)</strong></p> <p>后疫情時代的通脹陰云和民眾對健康飲食要求日益提高的背景下，連鎖巨頭們的日子并不好過。</p> <p>奇德西說，自疫情開始的高通脹時期，美國快餐業(yè)領(lǐng)先于超商雜貨業(yè)調(diào)高定價，且價格增幅更高。伴隨通脹持續(xù)走高和經(jīng)濟增速放緩，越來越多的消費者選擇在家煮飯，避免外出就餐。</p> <p>為了挽回客流量，今年6月以來，麥當勞、漢堡王、肯德基和Wendy’s漢堡等快餐巨頭紛紛推出5美元超值套餐，以吸引低收入顧客回流。</p> <p>上月末，麥當勞發(fā)布第三財季財報顯示，上季度每股盈利3.23美元，營收68.7億美元。全球同店銷量下降1.5%，不及華爾街預期的下降0.6%，且是連續(xù)第二季度下降。麥當勞CEO克里斯·坎普欽斯基（Chris Kempczinski）在財報會議上坦言：“雖然我們預期到了市場環(huán)境的挑戰(zhàn)性，但（實際情況）比預期更差。”</p> <p>無獨有偶，漢堡王母公司Restaurant Brands International Inc和肯德基母公司Yum Brands上周公布季度業(yè)績雙雙不及市場預期。今年第三季度，漢堡王美國銷售額下降了0.4%，去年三季度增幅為6.6%。同期，肯德基在美同店銷售額下降5%，且為連續(xù)第三個季度下滑。</p> <p>“當前美國快餐行業(yè)正在經(jīng)歷一場激烈的價格戰(zhàn)。”奇德西表示，“我在這一行浸淫幾十年，目前環(huán)境（競爭之激烈）可以說是我從業(yè)幾十年以來位列前三。”</p> <p>奇德西表示，這一“艱難”且“具有挑戰(zhàn)性”的宏觀環(huán)境是否將持續(xù)到2025年不得而知，“行業(yè)仍具韌性，定價終歸會恢復正?；?，但現(xiàn)在確實很難。”</p> <p>根據(jù)Technomic的數(shù)據(jù)，截至去年年底，星巴克在全球有38587家分店，而賽百味的門店總數(shù)量為36516家。</p> <p><strong>賽百味的“晚集”</strong></p> <p>面臨美國市場的艱難，亞太和其他新興市場成為實現(xiàn)增速的重要引擎。</p> <p>在一眾全球知名餐飲連鎖品牌中，賽百味是唯一一家美國本土門店數(shù)量遠超海外門店數(shù)量的餐飲企業(yè)。</p> <p>“倘若我們曾以同樣的模式來實現(xiàn)國際擴張，賽百味的海外門店簽約數(shù)量應該遠超1萬家。”奇德西感慨道。</p> <p>對于中國市場，賽百味可謂起了大早，趕個晚集。這家三明治連鎖企業(yè)初探中國市場可以追溯到1995年，比肯德基和麥當勞分別僅晚了8年和5年。如今，麥當勞在華門店數(shù)量達約6000家，到2028年，預計將突破1萬家。而賽百味在華門店不足1000家。</p> <p>“幾十年來，我們在海外的擴張策略是錯誤的。”奇德西反思道，“通過一家、兩家的個體加盟商來實現(xiàn)增長，是非常艱難的模式。”</p> <p>價格過高、店面選址不佳和冷食三明治不符合亞洲飲食習慣等，都被視作賽百味在華擴張緩慢的原因。</p> <p>5年前，奇德西加盟賽百味后，說服了品牌的家族持有者轉(zhuǎn)換模式，在各個重要市場推進主要特許經(jīng)營商模式。</p> <p>去年6月，賽百味全球總部宣布與上海富瑞食企業(yè)發(fā)展有限公司（FRS）簽訂新的總特許經(jīng)營協(xié)議，以大幅擴張其在華業(yè)務。根據(jù)新的合作伙伴關(guān)系，F(xiàn)RS將在未來20年內(nèi)在中國大陸開設近4000家餐廳，使其市場規(guī)模擴大七倍以上。</p> <p><strong>中國消費者的“全天候”用餐場景</strong></p> <p>“僅在過去的18個月，我們在華新開門店數(shù)量超越過去12年總和。”奇德西將其部分歸功于迎合中國消費者的“全天候”用餐場景。</p> <p>“要知道，美國是一個汽車驅(qū)動的文化，如果沒有得來速（drive-through），你在早餐業(yè)務中就會處于絕對劣勢。麥當勞和漢堡王幾乎都有得來速。”奇德西解釋稱，賽百味只有少部分店面配有得來速。“因此，對賽百味而言，美國的早餐業(yè)務從來不是一個真正的機會，我們在美國本土正努力開拓深夜時段業(yè)務。”</p> <p>奇德西表示，中國在技術(shù)和支付方面遠遠領(lǐng)先于美國市場，“這是一種雙向?qū)W習。于我而言，在100個不同國家和地區(qū)經(jīng)營同一品牌的有趣之處，恰恰在于你可以收獲和分享不同的想法和創(chuàng)意。”</p> </div><div class="ubcmixp" id="jb_report">舉報</div> <div id="avxgxwv" class="statement"><div 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