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餐卤卤味城市级别演变趋势:二三线是大品牌诞生地
餐卤卤味城市级别演变趋势:二三线是大品牌诞生地
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所属报告:
紫燕食品-佐餐卤味第一股剑指万店展宏图-221009(38页).pdf
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目前佐餐品牌主要集中在高线市场,下沉市场空间广阔。根据行政区域划分,目前共有超 300 个地级市、近 3000 个县和超 2 万家镇,根据网聚资本测算考虑城市人口和消费力,北上广深及省会城市可容纳规模达 150 亿元,若考虑地级市及下沉市场可容纳规模近 500 亿元,为高线市场 3.1 倍。若从人口维度看,一线城市/新一线城市/二线城市/三线及下沉市场人口数分别为 0.83/1.81/2.45/9.3亿人,占比 5.8%/12.6%/17.0%/64.5%,下线市场潜在客群占总人口近 65%。目前主要连锁品牌中,仅河南区域品牌九多肉多和菊花开下线市场门店数占比较高,其他品牌均集中在高线市场,在考虑运输经济性下在完成全国化布局后未来下沉市场空间可期。
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紫燕食品-佐餐卤味第一股剑指万店展宏图-221009(38页).pdf
公司鲜货产品收入拆分(单位:%)
公司鲜货业务占比比近90%
紫燕VS绝味运输费用率
紫燕VS绝味销售费用结构对比(单位:%,2019年)
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