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23年11月肯德基、塔斯汀门店选址分布对比
23年11月肯德基、塔斯汀门店选址分布对比
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所属报告:
百胜中国-港股公司首次覆盖报告:西式快餐龙头行稳致远潜力仍大-231208(42页).pdf
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相关数据
2014-2025Q3肯德基、必胜客、百胜中国整体闭店率
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行业数据
2026-02-02
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2014-2025Q3肯德基、必胜客门店总数及增速
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行业数据
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2024Q1-2025Q3肯德基与必胜客客单价增速
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行业数据
2026-02-02
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对标日本麦当劳,肯德基在中国仍有较大空间
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肯德基产品覆盖全时段
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肯德基和必胜客覆盖城镇数仍有提升空间(个)
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肯德基产品覆盖入门、核心、升级三档(23H1)
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行业数据
2025-12-30
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行业数据
2025-11-07
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百胜中国、肯德基、必胜客同店收入以及对应客流、客单价表现
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行业数据
2025-11-07
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塔斯汀2025年7-9月新增门店分布(可放大查看)
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行业数据
2025-10-31
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肯德基小程序支持全门店线上点餐
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行业数据
2025-09-22
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顺丰同城与肯德基推出无人车智能配送服务
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行业数据
2025-06-16
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行业数据
2026-07-30
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我们认为目前肯德基和塔斯汀仍主要为错位竞争:1)定位不同。塔斯汀住宅区、学校旁门店较多,目标人群圈定为学生。而肯德基商城门店较多,定位大众消费;2)城市线级不同。塔斯汀三四线城市为主,肯德基主要为一二线城市为主;3)餐饮行业竞争本就激烈,影响在于边际扩店速度与打折力度。餐饮行业竞争十分激烈,以华莱士为例,其定位定位下沉与加盟,拥有 2 万家门店,扩张期时每月开店 500 家左右(目前塔斯汀为 300 家左右),但目前较少影响肯德基发展。塔斯汀对肯德基的影响在于边际扩张速度较快,以及利用抖音渠道发送较多优惠券,影响肯德基客单价。
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百胜中国-港股公司首次覆盖报告:西式快餐龙头行稳致远潜力仍大-231208(42页).pdf
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