原创 | 涌流商业 作者 | 李伟6月16日,火锅连锁企业巴奴毛肚火锅递表港交所,以募资拓展直营门店。2024年火锅市场规模超5900亿元,川渝火锅是最主流火锅品类。海底捞与巴奴分列第一、三位,第二位是呷哺呷哺。从收入、利润以及门店体量看,海底捞是火锅乃至中餐赛道的龙头。巴奴的优势在于更高的人均消费,消费者愿意花比海底捞贵一半的价格来品尝,以及更快的复合年均增长率(26.9%),高于海底捞(...
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