卤味没有以前好卖了!上半年营收均下滑的三巨头 靠卖椰子水能否逆袭

第一财经
Sep 13

2025年上半年,“卤味三巨头”集体面临营收下滑的挑战,行业整体承压。公司虽通过缩减门店、控制成本等方式暂时稳住利润,但主业增长乏力已是不争事实。   为打破困境,巨头纷纷跨界谋变。周黑鸭(1458.HK)发力椰子水与复合调味料,煌上煌(002695.SZ)斥资布局冻干食品赛道。   然而,新业务能否成为真正的“第二增长曲线”,仍需市场检验。在消费意愿走低的背景下,卤味行业唯有在降本与创新之间找到...

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