澳大利亚快餐、快捷餐厅行业市场前景及投资研究报告-培训课件外文版2024.5美团饿了么

INDUSTRIES

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MARKETSQuickservicerestaurantsinAustraliaCHAPTER

01GlobaloverviewBrandvalueofthe10mostvaluablequickservicerestaurantbrandsworldwidein2022(inmillionU.S.dollars)MostvaluableQSRbrandsworldwide2022BrandvalueinmillionU.S.dollars050,000100,000150,000200,000250,000McDonald'sStarbucksKFC196,52661,75822,29316,234ChipotleDomino'sPizzaSubway13,90212,647PizzaHutTacoBell8,9547,7697,1346,959BurgerKingChick-Fil-A3Description:McDonald'swasthemostvaluablefastfoodbrandintheworldwithanestimatedbrandvalueofabout196.5billionU.S.dollarsin2022.Thatsameyear,thebrandvalueofStarbucksamountedtoapproximately61.7billionU.S.dollars.

ReadmoreNote(s):Worldwide;2022Source(s):KantarMillwardBrownMarketsizeofthequickservicerestaurantindustryworldwidefrom2012to2021,withaforecastfor2022(inbillionU.S.dollars)Globalquickservicerestaurantindustrymarketsize2012-20221,000868.119008007006005004003002001000849.21832.31826.89804.85797.68763.95736.15715.7703.15691.5420122013201420152016201720182019202020212022*4Description:Themarketsizeofthequickservicerestaurantindustryworldwidereacheditspeakin2019at868.11billionU.S.dollars.However,asaresultofthecoronavirus(COVID-19)pandemic,thisfiguredecreasedto736.15billionU.S.dollarsin2020.In2022,themarketisforecasttoincreaseto826.89billion.ReadmoreNote(s):Worldwide;2012to2021;*Forecast.Figureshavebeenrounded.ReadmoreSource(s):IBISWorldRevenueofMcDonald'sworldwidefrom2005to2022(inbillionU.S.dollars)RevenuegeneratedbyMcDonald's2005-20223028.1127.5727.4427.0125.4124.6224.0825201510523.5223.2223.1822.7922.7522.8220.921.0321.0819.1219.2102005200620072008200920102011201220132014201520162017201820192020*

202120225Description:McDonald'sgeneratedatotalrevenueof23.18billionU.S.dollarsin2022.Inthatyear,whenlookingatMcDonald`srevenuebyregion,thecountrythatgeneratedthehighestportionofrevenuewastheUnitedStates-accountingfor9.42billionU.S.dollars.However,internationallyoperatedmarketsincluding,butnotexclusiveto,Australia,France,Canada,andtheUK,contributedthelargestsumtotheMcDonald'stotalrevenuein2022.ReadmoreNote(s):Worldwide;2005to2022;financialyearendsDecmber31ofeachyear;*ThesourceimplementedchangesinpresentationeffectiveonthefirstofJanuary,hence,2020figureisnotcomparabletoallprioryearsinthisstatistic.Thecurrent[...]

ReadmoreSource(s):McDonald'sRevenueofYum!Brandsworldwidefrom2014to2022,bybrand(inbillionU.S.dollars)RevenueofYum!Brands2014-2022,bybrandKFCDivisionTacoBellDivisionPizzaHutDivisionHabitBurgerGrill*8.07.00.5710.531.036.05.04.03.02.01.00.01.221.871.211.991.112.030.891.880.350.982.061.0312.442.242.082.033.513.243.233.112.792.832.642.492.272014201520162017201820192020202120226Description:InthegeographicregionscontrolledbyYum!Brands,KFCgeneratedarevenueofapproximately2.83billionU.S.dollarsin2022.Thisshowsanincreaseoverthepreviousyear'stotalof2.79billionU.S.dollars.Comparatively,HabitBurgerGrill,whichwasacquiredbythecompanyonMarch18,2020,generatedrevenuesofapproximately567millionin2022.ReadmoreNote(s):Worldwide;2014to2022Source(s):Yum!BrandsRevenueofBurgerKingworldwidefrom2004to2022(inbillionU.S.dollars)RevenueofBurgerKingworldwide2004-20223.02.542.52.462.52.342.232.051.971.942.01.51.00.50.01.891.811.781.751.651.61.221.151.141.11.0620042005200620072008200920102011201220132014201520162017201820192020202120227Description:GlobalfastfoodgiantBurgerKinggeneratedapproximately1.9billionU.S.dollarsinrevenueduringthe2022financialyear.Thisfigurereflectsanincreaseoverthepreviousyear'stotalof1.81billion.Thecompany'srevenuepeakedin2009.

ReadmoreNote(s):Worldwide;2004to2022Source(s):BurgerKing;RestaurantBrandsInternationalRevenueofDomino'sPizzaworldwidefrom2006to2022(inbillionU.S.dollars)RevenueofDomino'sPizzaworldwide2006-20225.04.54.03.53.02.52.04.544.364.123.623.432.792.472.221.991.81.681.651.571.441.461.431.41.51.00.50.0200620072008200920102011201220132014201520162017201820192020202120228Description:PizzachainpowerhouseDomino`sPizzageneratedarevenueof4.54billionU.S.dollarsworldwidein2022.Thisfigurehassteadilyincreasedoverthepastfifteenyears.

ReadmoreNote(s):Worldwide;2006to2022;fiscalyearendsontheSundayclosesttoDecember31.*Source(s):Domino'sPizzaCHAPTER

02DomesticoverviewTotalrevenueoffastfoodandtakeawayfoodservicesinAustraliafrom2014to2023(inbillionAustraliandollars)TotalrevenueoffastfoodandtakeawayfoodservicesAustralia2014-20232523.221.521.220.920.920.820.320.319.3201510517.90201420152016201720182019202020212022202310Description:In2023,thefastfoodandtakeawayfoodservicesindustryinAustraliarecordedarevenueofover23billionAustraliandollars,markinganincreaseofaround2.4billionAustraliandollarsfromthepreviousyear.ThismarkedthehighestrevenuevalueofAustralia'sfastfoodandtakeawayfoodservicesindustrywithinthegivenperiod.ReadmoreNote(s):AustraliaSource(s):IBISWorldValueofquickservicerestaurantandfastfoodservicesalesinAustraliafrom2019to2022,withaforecastuntil2023(inmillionAustraliandollars)ValueofQSRandfastfoodservicesalesAustralia2019-202335323030252015105282802019202120222023*11Description:In2022,thevalueofsalesofquickservicerestaurants(QSRs)andfastfoodservicesinAustraliacametoaround30millionAustraliandollars,markingariseofaroundtwomillionAustraliandollarsfromthepreviousyear.By2023,thevalueofQSRsalesareexpectedtohavegrownbyafurthertwomilliondollars.ReadmoreNote(s):Australia;2019to2023;*Valueisforecasted.ReadmoreSource(s):GlobalData;MLA;estimatesLeadingquickservicerestaurantbrandsinAustraliaasofMarch2023,byindexscoreLeadingQSRbrandsAustralia2023,byindexscoreBrandindexscore2005101525303540McDonald'sKFC35.734.9Subway32.7HungryJack'sDomino'sPizzaMcCafé26.621.218.918.8BakersDelightGrill'd18RedRoosterTheCoffeeClub17.616.812Description:AsofMarch2023,McDonaldswasrankedasthenumberonequickservicerestaurant(QSR)brandinAustraliaintermsofitsbrandindexscore,withascoreof35.7.KFCandSubwaytooksecondandthirdplace,withscoresof34.9and32.7,respectively.Australia'squickservicerestaurantswererankedbasedontheirYouGovBrandIndexConsiderationscore.ReadmoreNote(s):Australia;March1,2022toMarch31,2023;18yearsandolder;scoresarerepresentativeofthegeneralpopulationofadultsSource(s):YouGovNumberoflocationsofpopularquickservicerestaurantbrandsinAustraliaasof2023NumberoflocationsofpopularQSRbrandsAustralia2023Numberoflocations60002004008001,0001,2001,2151,400Subway(d)McDonald's(d)Domino'sPizza(b)KFC(e)1,034757735HungryJack's(d)RedRooster(a)PizzaHut(d)450327255228Zambrero(c)Oporto(e)188GuzmanyGomez(e)Grill'd(d)173166Nando's(e)14413Description:AsofJuly2023,internationalfastfoodgiantsSubwayandMcDonald'swerethequickservicerestaurantbrandswiththehighestnumberoflocationsacrossAustralia,withover1,200Subwaylocationsandover1,000McDonald'slocationsrecorded.WhilethenumberofNando'srestaurantshasbeengrowinginsomecountries,suchasEngland,wherethebrandishighlypopular,thenumberoflocationsacrossAustraliahasbeenshrinkingoverthepastfewyears.GuzmanyGomez,onthe[...]

ReadmoreNote(s):Australia;2023Source(s):ScrapeHeroLeadingquick-servicerestaurantsonmealdeliveryplatformsinAustraliain2022,bynumberofonlinerestaurantsLeadingquick-servicerestaurantsonmealdeliveryplatformsAustralia2022Numberofonlinerestaurants05001,0001,5002,0002,5003,0003,500SubwayMcDonald'sKFC3,2563,1042,191RedRoosterHungryJack'sPizzaHut1,5091,4031,310ZambreroGuzmanyGomezOporto666640614581Grill'd14Description:Asof2022,Subwaywastheleadingquick-servicerestaurantonmealdeliveryplatforms,withover3,250onlinerestaurantsacrossvariousplatforms.McDonald`sandKFCwerealsofightingforthetopspotbuthadslightlyfeweronlinerestaurantsonmajormealdeliveryplatforms.Nonetheless,McDonald'sandKFCmayhavemoreoverallpresenceduetoofferingdeliverythroughtheirownwebsites,notjustonmealdeliverywebsites.

ReadmoreNote(s):Australia;2022Source(s):DashmoteCHAPTER

03KeyQSRmarketplayersAnnualrevenueofMcDonald'sAustraliaHoldingsPtyLimitedfrom2018to2022(inbillionU.S.dollars)McDonald'sAustraliaHoldingsPtyLtdannualrevenue2018-20221.41.321.291.231.221.21.21.00.80.60.40.20.02018201920202021202216Description:ThenetsalesofMcDonald'sAustraliaHoldingsPtyLimitedamountedtoapproximately1.29billionU.S.dollarsin2022,representingaslightincreasecomparedtothepreviousyear.MoreinformationonMcDonald'sAustraliaHoldingsPtyLtdandothercompaniesworldwidecanbefoundontheCompanyDatabase.ReadmoreNote(s):Australia;2018to2022Source(s):CompanyInsightsNumberofMcDonald'srestaurantsinAustraliaasatJuly2023,bystateNumberofMcDonald'srestaurantsAustralia2023,bystateNumberofrestaurants050100150200250300350NewSouthWalesVictoria329264Queensland234WesternAustraliaSouthAustralia10061AustralianCapitalTerritoryTasmania201610NorthernTerritory17Description:AsofJuly2023,NewSouthWaleswashometothehighestnumberofMcDonald'slocationsinAustralia,with329stores.Incomparison,therewereonly16McDonald'srestaurantsinTasmaniathatsameyear.Intotal,1,034McDonald'sstoreswereinoperationacrossAustraliain2023.ReadmoreNote(s):Australia;2023Source(s):ScrapeHeroRestaurantsegmentrevenueofKFCAustraliafromfinancialyear2019to2023(inmillionAustraliandollars)KFCAustraliarestaurantsegmentrevenueFY2019-20231,2001,051.271,000955.51900.41791.58006004002000722.572019202020212022202318Description:Infinancialyear2023,therestaurantsegmentrevenueofKentuckyFriedChicken(KFC)AustraliaamountedtooveronebillionAustraliandollars,markingarisefromthepreviousyearofover95millionAustraliandollars.ThismarkedthefirsttimeKFCAustraliawitnessedsalesofoveronebillionAustraliandollars,whichcanbeattributedtohigherordersizesandstronge-commercegrowthsupportedbyfooddeliveryplatforms.KFCAustraliaisanoffshootofAmericanfastfoodchainKFC,[...]

ReadmoreNote(s):Australia;FY2019toFY2023Source(s):KentuckyFriedChicken(Australia)NumberofKFCrestaurantsinAustraliaasatAugust2023,bystateNumberofKFCrestaurantsAustralia2023,bystateNumberofrestaurants050100150200250NewSouthWalesVictoria230192Queensland167WesternAustraliaSouthAustralia6351Tasmania16AustralianCapitalTerritoryNorthernTerritory10619Description:AsofAugust2023,NewSouthWaleswashometothehighestnumberofKFClocationsinAustralia,withatotalof230stores.Incomparison,therewereonly16KFCrestaurantsinTasmaniathatsameyear.Intotal,therewere735KFCrestaurantsinoperationacrossAustraliain2023.ReadmoreNote(s):Australia;2023Source(s):ScrapeHeroTotalrevenueofDomino'sPizzaEnterprisesLimitedinAustraliaandNewZealandfromfinancialyear2019to2023(inmillionAustraliandollars)Domino'sPizzatotalrevenueANZFY2019-2023900800.65782.478007006005004003002001000756.58693.38414.32019202020212022202320Description:Infinancialyear2023,Domino'sPizzaEnterprisesLimitedrecognizedatotalannualrevenueinAustraliaandNewZealandofover800millionAustraliandollars,markinganincreasefromthepreviousyear.Domino'sPizzaEnterprisesLimitedistheAustralianoffshootoftheAmericanDomino'sPizzabrandandthelargestpizzachaininAustraliaintermsofsalesandstorenetworksize.ReadmoreNote(s):Australia;FY2019toFY2023Source(s):Domino'sPizzaNumberofDomino'sPizzastoresinAustraliaasatMay2023,bystateNumberofDomino'sPizzastoresAustralia2023,bystateNumberofstores050100150200250300NewSouthWalesQueensland254206Victoria136WesternAustraliaSouthAustralia8145AustralianCapitalTerritoryTasmania1514NorthernTerritory621Description:AsofMay2023,NewSouthWaleswashometothehighestnumberofDomino'sPizzastoresinAustralia,withatotalof254stores.Incomparison,therewereonly14Domino'sPizzalocationsinTasmaniathatsameyear.Intotal,therewere757Domino'sPizzastoresinoperationacrossAustraliain2023.ReadmoreNote(s):Australia;2023Source(s):ScrapeHeroNumberofSubwaystoresinAustraliaasatJuly2023,bystateNumberofSubwaystoresAustralia2023,bystateNumberofstores050100150200250300350NewSouthWalesQueensland316299Victoria286WesternAustraliaSouthAustralia142110AustralianCapitalTerritoryTasmania2624NorthernTerritory1222Description:AsofJuly2023,NewSouthWaleswashometothehighestnumberofSubwaystoresinAustralia,withatotalof316stores.Incomparison,therewereonly24SubwaylocationsinTasmaniathatsameyear.Intotal,therewere1,215SubwaystoresinoperationacrossAustraliain2023.ReadmoreNote(s):Australia;2023Source(s):ScrapeHeroCHAPTER

04Fast-foodconsumersKeystatisticsonfastfoodconsumptionatquick-servicerestaurantsinAustraliaasatFebruary2023KeystatisticsonfastfoodconsumptionatQSRsAustralia202335%32%30%25%20%15%10%5%26%22%20%13%13%0%AlwaysgetamealdealwithchipsandadrinkatQSRsHaveanappforaQSR

Eatfastfoodatleastonce

TrytopickhealthierFindfastfoodmoreCarryaQSRaweekmenuoptionsatQSRs

affordabletofeedtheir

membership/loyaltycardfamily/themselves24Description:Ina2023conductedsurveyamongfastfoodconsumersinAustralia,justoverone-fifthofrespondentsreportedeatingfastfoodatleastonceaweek.Around32percentofthosesurveyedsaidtheygetamealdealwithchipsandadrinkeverytimetheyeatatororderfromaquickservicerestaurant(QSR).ReadmoreNote(s):Australia;February2023;2292respondents;conductedamongconsumerswhohadpurchasedandconsumedfoodfromquickservice(fast-food)restaurantsinthelastthreemonthsSource(s):CanstarBlueKeydriversofconsumersatisfactionwithfastfoodinAustraliaasatFebruary2023DriversofconsumersatisfactionwithfastfoodAustralia202330%26%25%21%20%14%15%10%5%12%11%9%7%0%Taste&freshnessValueformoneySpeedofserviceVarietyoffoodoptionsPresentationoffoodCustomerserviceAppearanceofshop25Description:Ina2023surveyconductedamongfastfoodconsumersinAustralia,thekeydriverofconsumersatisfactionwithfastfoodwastasteandfreshness,withjustoverone-quarterofrespondentsindicatingthis.ValueformoneyandspeedofservicewerealsoleadingdriversofAustralianconsumersatisfactionwithfoodfromquickservicerestaurants(QSRs).ReadmoreNote(s):Australia;February2023;2292respondents;conductedamongconsumerswhohadpurchasedandconsumedfoodfromquickservice(fast-food)restaurantsinthelastthreemonthsSource(s):CanstarBlueLeadingspendingincentivesforquickservicerestaurantcustomersinAustraliainthe12monthstoJune2023LeadingspendingincentivesforQSRguestsAustralia2023Shareofrespondents0%

10%

20%30%40%50%60%70%80%90%100%Friendly&knowledgeablestaffGoodin-venueexperienceArangeofbudgetmenuitems94%93%90%90%EnhancedcybersecuritytoprotectpersonaldataWiderangeofpaymentoptions&fastcheckoutprocessRewardsprogram83%79%78%76%76%73%70%67%Strongsustainabilitypolicies&practicesAnefficientdrive-thruexperienceGoodonlineexperiencePaymenttechnologytosplitbills,providetips&obtaindigitalreceiptsTechnologyallowingcustomerstoordertheirmeal/drinkbeforearrivalAffiliationswithcompaniesofferingcashbackoffers,promotionalcodes,or…Personalizedcustomerexperience62%QRcodesallowingcustomerstoordertothetableDeliveryservicecollaboration(e.g.,UberEatsorDoorDash)55%45%26Description:Inasurveyconductedin2023amongconsumersofgoodsandservicesinAustralia,over90percentofrespondentsreportedthatfriendlyandknowledgeablestaffandagoodin-venueexperienceweretheleadingpurchaseincentivesforthematquickservicerestaurants(QSRs).ReadmoreNote(s):Australia;May2023toJune2023;405*;nationallyrepresentativesampleofconsumersofgoodsandservices;*referstoquickservicerestaurantcustomersamplesize.Thetotalsurveysamplesize=5,279respondents.

ReadmoreSource(s):CommBank;fifthquadrantLeadingquickservicerestaurantbrandsviewedashavingthebestvalueformoneyamongconsumersinAustraliaasofMay2023TopQSRbrandsseenashavingthebestvalueformoneyAustralia202370%61%60%60%60%50%40%30%20%10%0%52%52%HungryJack'sKFCMcDonald'sGuzmanyGomezRedRooster27Description:InasurveyconductedinMay2023amongfastfoodconsumersinAustralia,HungryJack'swasseenashavingthebestvalueformoneyamongrespondents,witharound61percentofthosesurveyedindicatingthis.KFCandMcDonald'sfollowedcloselybehindatabout60percentofrespondents,respectively.GuzmanyGomezandRedRoosterrankedloweramongthequickservicerestaurants(QSRs)inAustraliaintermsofgoodvalueformoney.

ReadmoreNote(s):Australia;May2023;750respondentsSource(s):NatureLeadingquickservicerestaurantbrandsviewedashavingthebestdine-inexperienceamongconsumersinAustraliaasofMay2023TopQSRbrandsseenashavingthebestdine-inexperienceAustralia202370%58%60%50%40%30%20%10%0%55%54%Grill'dBetty'sBurgersMcDonald's28Description:InasurveyconductedinMay2023amongfastfoodconsumersinAustralia,Grill'dwasseenashavingthebestdine-inexperienceamongrespondents,witharound58percentofthosesurveyedindicatingthis.Betty'sBurgerscameinsecondamongthequickservicerestaurants(QSRs)inAustraliaintermsofbestdiningexperience.ReadmoreNote(s):Australia;May2023;750respondentsSource(s):NatureLeadingquickservicerestaurantbrandsviewedashavingthebest-tastingchipsamongconsumersinAustraliaasofMay2023TopQSRbrandsseenashavingthebest-tastingfriesAustralia202380%70%60%50%40%30%20%10%0%76%67%65%KFCRedRoosterGrill'd29Description:InasurveyconductedinMay2023amongfastfoodconsumersinAustralia,KFCwasviewedashavingthebest-tastinghotchipsamongrespondents,witharoundthree-quartersofthosesurveyedindicatingthis.RedRoostercameinsecondamongthequickservicerestaurants(QSRs)inAustraliaintermsofbest-tastingchips.McDonald's,ontheotherhand,didn'tmakeitintothetopthreeforbest-tastingchips.ReadmoreNote(s):Australia;May2023;750respondentsSource(s):NatureLeadingissuesexperiencedbycustomersatquickservicerestaurantsinAustraliainthe12monthstoJune2023LeadingissuesexperiencebyQSRguestsAustralia2023Shareofrespondents0%

5%10%15%20%25%30%29%35%33%33%LackofstafforpoorlytrainedstaffIncorrectordersIssueswithfoodqualityLongwaittimestospeaktocustomerserviceComfort,noise,orcleanlinessissues17%16%16%PoorwebsiteorappexperiencePaymentsystemsoronlineplatformsslow/difficulttonavigateUnabletoredeemrewards,cashback,orpromotionalcodesduetofaultylinkIssuessplittingbills,payingtips,orgettinge