锅圈加码酒饮到家,家庭用餐场景再扩展

时代周报
Feb 04

2月4日,锅圈食品(02517.hk,以下简称锅圈)发布公告称,将在门店体系内采购并售卖宋河酒业相关产品。从经营层面观察,这看似常规的商品引入,但若结合锅圈2025年以来盈利能力的变化、门店扩张节奏的加速以及其围绕家庭餐桌持续推进的业务布局来看,这更像是一项围绕酒饮到家场景展开的结构性布局。在理解这一业务变化之前,有必要先回到锅圈2025年的经营基本面。根据此前披露的盈利预告数据,锅圈预计2025...

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