海底捞、绿茶靠“一人食”拉业绩

九派财经
Sep 19, 2025

​以中高端大餐定位的连锁餐厅,上半年却主要依赖一人食外卖业务拉动业绩增速。2025年上半年,太二、海底捞、怂火锅、九毛九等连锁餐饮同店销售额出现明显下滑,绿茶和海底捞两家的外卖业务板块收入却分别同比增长74%和60%,增速远高于餐厅经营板块的13%和-9%。据此前媒体报道,早在2021年初,绿茶餐厅外卖运营负责人便公开表示一人食套餐销售额已经占到绿茶餐厅整个外卖收入的20%。海底捞2023年首次...

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