美国餐饮行业市场前景及投资研究报告-外文版培训课件2024.8海底捞

INDUSTRIES

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MARKETSRestaurantindustryintheU.S.CHAPTER

01IndustryoverviewFoodservicesanddrinkingplacesalesintheUnitedStatesfrom1992to2023(inbillionU.S.dollars)FoodservicesanddrinkingplacesalesintheU.S.1992-20231,2001,0008006004002000'92

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'233Description:FoodserviceanddrinkingplacesalesintheUnitedStateshaveseensignificantgrowthoverthepastthreedecades.In2023,totalU.S.foodserviceanddrinkingplacesalesamountedtoaround1094.1billionU.S.dollars.

ReadmoreNote(s):UnitedStates;1992to2023Source(s):USCensusBureauOutputofthequickservicerestaurant(QSR)franchiseindustryintheUnitedStatesfrom2007to2023,withaforecastfor2024(inbillionU.S.dollars)OutputofthequickservicerestaurantfranchiseindustryintheU.S.2007-2024350301.130025020015010050287.6275.1267.9261.2256.6240.5241225.7207.87197.23195.84187.48185.13179.51173.55171.41164.6702007200820092010201120122013201420152016201720182019202020212022

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2024**4Description:Theoutputofthequick-servicerestaurant(QSR)franchiseindustrywasestimatedtoreach287.6billionU.S.dollarsin2023.Figuresincreasedbyaround40billionU.S.dollarsbetween2016and2019,andtheindustrywasforecasttostrengthenoverthefollowing12-monthperiod.However,theindustrysawadecreaseinoutputin2020,mostlikelyasaresulttheꢀcoronavirus(COVID-19)pandemic.ReadmoreNote(s):UnitedStates;2007to2023;*Estimate.**Forecast.ReadmoreSource(s):FRANdata;InternationalFranchiseAssociationOutputofthefullservicerestaurantfranchiseindustryintheUnitedStatesfrom2013to2023,withaforecastfor2024(inbillionU.S.dollars)OutputofthefullservicerestaurantfranchiseindustryintheU.S.2013-20249080.278.18070605040302010076.576.47372.868.56458.9355.4355.152.2420132014201520162017201820192020202120222023*2024**5Description:In2023,table/fullservicerestaurantfranchiseestablishmentsintheUnitedStateshadanestimatedoutputof78.1billionU.S.dollars.Thatfigurewasforecasttoincreaseto80.2billionin2024.Table/fullservicerestaurantsareestablishmentsprimarilyengagedinprovidingfoodservicestopatronswhoorderandareservedwhileseatedandpayaftereating.

ReadmoreNote(s):UnitedStates;2013to2023;*Estimate**ForecastReadmoreSource(s):FRANdata;InternationalFranchiseAssociationNumberofquickservicerestaurant(QSR)franchiseestablishmentsintheUnitedStatesfrom2007to2023,withaforecastfor2024NumberofquickservicerestaurantfranchiseestablishmentsintheU.S.2007-2024250,000200,000150,000100,00050,00002007200820092010201120122013201420152016201720182019202020212022

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2024**6Description:Thenumberofquickservicerestaurant(QSR)franchiseestablishmentsfluctuatedintheUnitedStatesfrom2007to2023.In2023,itwasestimatedthattherewere195,507quickservicerestaurantfranchiseestablishmentsinthecountry.Quickservicerestaurantsincludelimited-serviceeatingplaces,cafeterias,fast-foodrestaurants,beveragebars,icecreamparlors,pizza-deliveryestablishments,carryoutsandwichshops,andcarryoutserviceshopswithon-premisesbakingofdonuts,[...]

ReadmoreNote(s):UnitedStates;2007to2023;*Estimate.**Forecast.ReadmoreSource(s):FRANdata;InternationalFranchiseAssociationNumberoffullservicerestaurantfranchiseestablishmentsintheUnitedStatesfrom2013to2023,withaforecastfor2024NumberoffullservicerestaurantfranchiseestablishmentsintheU.S.2013-202440,00033,60535,00030,00025,00020,00015,00010,0005,000033,17433,16032,84332,81332,03731,40830,87031,00430,29629,82929,52420132014201520162017201820192020202120222023*2024**7Description:In2023,itwasestimatedthattherewere33,174fullservicerestaurantfranchiseestablishmentsintheUnitedStates.Thisfigurewasforecasttoincreaseto33,605in2024.Table/fullservicerestaurantsareestablishmentsprimarilyengagedinprovidingfoodservicestopatronswhoorderandareservedwhileseatedandpayaftereating.ReadmoreNote(s):UnitedStates;2013to2023;*Estimate**ForecastReadmoreSource(s):FRANdata;InternationalFranchiseAssociationNumberofemployeesintherestaurantindustryintheUnitedStatesfrom2010to2023(inmillions)NumberofemployeesintherestaurantindustryintheU.S.2010-20231614.714.0113.5413.49141210813.3713.1913.213.112.9212.7712.6812.511.2611.26420201020112012201320142015201620172018201920202021202220238Description:ThenumberofpeopleemployedintherestaurantindustryintheUnitedStatesfluctuatedthroughoutthepastdecade.AsofMay2023,thisfigurereached13.2million,aslightincreasefromthepreviousyear'stotalof12.5millionfromthepreviousyear.ThenumberofemployeesintherestaurantindustryintheU.S.peakedin2016at14.7millionandhassincedeclined.ReadmoreNote(s):UnitedStates;2010to2023;asofMay2023Source(s):BureauofLaborStatisticsNumberoffoodserviceemployeesintheUnitedStatesfrom2022to2023,byoccupationNumberoffoodserviceemployeesintheU.S.2022-2023,byoccupationNumberofemployees2023

2022500,00001,000,0001,500,0002,000,0002,500,0002,237,8502,122,210WaitersandwaitressesCooks,restaurantFirst-linesupervisorsoffoodpreparationandservingworkersFoodpreparationworkers1,412,3501,321,4801,176,5401,169,620879,610904,330673,490Cooks,fastfood725,590711,140Bartenders613,070483,390439,770DiningroomandcafeteriaattendantsandbartenderhelpersDishwashers463,940431,840435,640Cooks,institutionandcafeteriaHostsandhostesses,restaurant,lounge,andcoffeeshopFoodservers,nonrestaurant417,780425,020400,420267,840248,870172,370160,190Chefsandheadcooks9/statistics/198533/employees-in-foodservice-occupations-in-the-usAccordingtothesource,therewereover2.2millionwaitersandwaitressesintheUnitedStatesasofMay2023.Meanwhile,therewereapproximately1.3millionrestaurantcooksandapproximately711,140bartendersintheU.S.duringthisperiod.

ReadmoreNote(s):UnitedStates;May2022toMay2023;asofMayeachyearSource(s):BureauofLaborStatisticsHourlywagesoffoodserviceemployeesintheUnitedStatesfrom2022to2023,byoccupation(inU.S.dollars)HourlywagesoffoodserviceemployeesintheU.S.2022-2023,byoccupationMeanhourlywageinU.S.dollars2023

20221005152025303530.1228.95ChefsandheadcooksCooks,privatehouseholdFirst-linesupervisorsoffoodpreparationandservingworkersCooks,allother23.9421.8820.8219.7218.0816.8817.83BartendersCooks,restaurantCooks,institutionandcafeteriaWaitersandwaitressesFoodpreparationandservingrelatedworkers,allotherCooks,shortorder16.5817.3416.3217.2716.1917.5615.8717.0315.3816.3114.815.8514.7715.7414.56FoodpreparationworkersDiningroomandcafeteriaattendantsandbartenderhelpers10Description:Accordingtothesource,chefsandheadcooksintheUnitedStatesearnedameanhourlywageof30.12U.S.dollars,makingitthehighestearningfoodserviceoccupationasofMay2023.Meanwhile,cooksinprivatehouseholdsearnedameansalaryof23.94U.S.dollarsperhour.ReadmoreNote(s):UnitedStates;May2022toMay2023;asofMayeachyearSource(s):BureauofLaborStatisticsCHAPTER

02KeyplayersLeadingfoodanddrinkservicescompaniesworldwidein2024,bymarketvalue(inbillionU.S.dollars)Marketvalueofbiggestglobalfoodanddrinkservicescompanies2024MarketvalueinbillionU.S.dollars40

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100020120140160180200220McDonald'sCorporation(UnitedStates)ChipotleMexicanGrill,Inc.(UnitedStates)StarbucksCorporation(UnitedStates)CompassGroupPLC(UnitedKingdom)YUM!Brands,Inc.(UnitedStates)196.3988.2688.1848.7639.9RestaurantBrandsInternationalInc.(Canada)DardenRestaurants,Inc.(UnitedStates)YumChinaHoldings,Inc.(China)22.4318.3815.288.76Aramark(UnitedStates)12Description:Whenlookingattheleadingfoodanddrinkservicechainsbymarketvalue,asrankedbyForbesinits2024"Global2000"listofthelargestcompaniesworldwide,McDonald'scameoutontop.Thefastfoodchainaccountedforamarketvalueofapproximately196.3billionU.S.dollarsthatyear.Meanwhile,secondintherankingwasChipotleMexicanGrill,withamarketvalueof88.26billionU.S.dollars.ReadmoreNote(s):Worldwide;asofMay17,2024;includescompaniesrankedinForbes'"Global2000"Source(s):ForbesLeadingfoodanddrinkservicescompaniesworldwidein2023,bysales(inbillionU.S.dollars)Salesofbiggestglobalfoodanddrinkservicescompanies2023SalesinbillionU.S.dollars10

1505202530354040.0945CompassGroup(UnitedKingdom)StarbucksCorporation(UnitedStates)McDonald'sCorporation(UnitedStates)Sodexo(France)36.525.7724.53Aramark(UnitedStates)18.26DardenRestaurants,Inc.(UnitedStates)YumChinaHoldings,Inc.(China)ChipotleMexicanGrill,Inc.(UnitedStates)RestaurantBrandsInternationalInc.(Canada)YUM!Brands,Inc.(UnitedStates)11.211.0210.217.177.0313Description:Whenlookingattheleadingfoodanddrinkserviceschainsbysalesin2023,asrankedbyForbesinits"Global2000"listofthelargestcompaniesworldwide,CompassGroupcameoutontop.Thecontractfoodservicecompanyhadsalesofover40billionU.S.dollarsthatyear.Meanwhile,theꢀStarbucksCorporationrankedsecondwithtotalsalesamountingto36.5billionU.S.dollarsReadmoreNote(s):Worldwide;2023;includescompaniesrankedinForbes'"Global2000"Source(s):ForbesLeadingrestaurantchainsrankedbybrandawarenessintheUnitedStatesin2023Mostwell-knownrestaurantchainsintheUnitedStates2023Shareofrespondents40%

50%0%10%20%30%60%70%80%90%100%McDonald'sBurgerKingKFC92%92%91%91%90%PizzaHutWendy'sDomino'sPizzaStarbucksSubway89%89%89%TacoBell88%87%86%Dunkin'DonutsApplebee'sChick-fil-APopeyes86%86%14Description:McDonald'sisthemostwell-knownrestaurantchainintheU.S.Foundedin1940inSanBernardino,California,theAmericanfast-foodchainisrecognizedby92percentofinternetrespondents.Followingcloselyarefourdifferentrestaurantchains,namelyBurgerKing,KFCandWendy's,aseachoneofthesefast-foodbrandsincorporatesabrandawarenessabove90percentamongonlineconsumersintheUnitedStates.

ReadmoreNote(s):UnitedStates;SeptembertoOctober2023;1236respondents;18to64yearsSource(s):ConsumerInsightsAmericanCustomerSatisfactionIndexscoresforleadingquickservicerestaurantchainsintheUnitedStatesin2024,byrestaurantbrandAmericanCustomerSatisfactionIndex:QSRsintheU.S.2024,bybrandACSIscore0102030405060708090Chick-fil-AKFCStarbucksArby's838180808080PaneraBreadCulver'sPapaJohn'sAverageDominosPizzaPizzaHutFiveGuysDunkin'79797979787777PandaExpress15Description:ThisstatisticshowstheAmericanCustomerSatisfactionIndex(ACSI)scoresforquickservicerestaurantchainsintheUnitedStatesin2024.InthatyeartheU.S.quickservicerestaurantChick-fil-AreceivedanACSIscoreof83.HowbigistheU.S.QSRindustry?In2023,consumerspendingwithinthequickservicerestaurant(QSR)sectorintheUnitedStatesgrewbynearly30billionU.S.dollarscomparedtothepreviousyear.Thismarkedaconsecutiveyear-over-yearincreasesince2004,with[...]

ReadmoreNote(s):UnitedStates;2023Source(s):ACSI®AmericanCustomerSatisfactionIndexscoresforleadingfullservicerestaurantsintheUnitedStatesin2024,byrestaurantbrandAmericanCustomerSatisfactionIndex:FSRsintheU.S.2024,bybrandACSIscore0102030405060708090LongHornSteakhouse(Darden)TexasRoadhouseAverage8585848382OliveGarden(Darden)CrackerBarrelOutbackSteakhouseChili's8080797978Applebee'sBuffaloWildWings(InspireBrands)RedLobsterTheCheesecakeFactoryRedRobin787878IHOP(DineBrands)Denny's7616Description:Thisstatisticshowsthe2024AmericanCustomerSatisfactionIndex(ACSI)scoresforleadingfullservicerestaurantsintheUnitedStates.In2024,theACSIscoreforLongHornSteakhouseandTexasRoadhousewas85,thehighestACSIscoreoftheleadingfullservicerestaurantsinthatyear.ReadmoreNote(s):UnitedStates;2024Source(s):ACSI®CHAPTER

03Consumerbehavior&opinonsShareofrestaurantreservationsmadebyconsumersintheUnitedStatesin2019and2023,bytimeofdayDistributionofrestaurantreservationsintheU.S.2019-2023,bytimeofday2019202323%20%25%20%15%19%16%15%13%10%5%8%7%8%7%5%2%4%3%2%3%2%2%1%1%0%0%0%-5%12pm-1pm

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11pm-12am18Description:IntheUnitedStatesin2023,thehighestshareofrestaurantreservationsweremadebetween6pmand7pm,with23percentofYelpusersmakingreservationsinthattimespan.Meanwhile,norestaurantreservationsweremadebetween11pmandmidnightinboth2019and2023.ReadmoreNote(s):NorthAmerica,UnitedStates;2019and2023;figuresarebasedonYelpuserbehaviorSource(s):YelpLeadingfactorsforanenjoyablediningexperienceintheUnitedStatesasofSeptember2023TopfactorsforanenjoyablediningexperienceintheU.S.2023Shareofrespondents0%

10%20%30%40%50%60%SpendingtimewithmyfamilyandfriendsGettingthemostvalueformymoneyMakinghealthiermealchoices(betteringredients,portioncontrol,etc.)Tryingsomethingnew52%45%20%18%Gettingamealquicklyandeasily14%Entertainmentvalue9%Havingamealthatispopular5%5%Noneofthese19Description:A2023surveydeterminedthatthetopfactorforhavinganenjoyablediningexperienceintheUnitedStateswasspendingtimewithfamilyandfriends,with52percentofrespondentsstatingthatthiswasthecase.Meanwhile,only14percentofsurveyrepondentsrankedgettingamealquicklyandeasilyasthemostimportantfactor.ReadmoreNote(s):NorthAmerica,UnitedStates;September2023Source(s):IpsosLeadingreasonsthatconsumerstrynewfoodsatrestaurantsintheUnitedStatesasofApril2023MainreasonsU.S.consumerstrynewrestaurantfoods2023Shareofrespondents0%

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10%15%20%25%30%35%40%45%50%GetboredorderingthesamethingsLikethatorderingsomethingnewintroducesthemtodifferentcuisinesWanttotreatthemselvestosomethingmoreindulgent46%45%44%SaidthatattractivepricescandrivethemtotrysomethingnewTrynewthingswhentheyarefeelinglikesomethinghealthier38%25%20Description:A2023surveyfoundthatthetopreasonconsumersintheUnitedStatestrynewfoodsisthattheygetboredorderingthesamethings,with46percentofrespondentsstatingthatthiswasthecase.Meanwhile,45percentofrespondentslikethatorderingsomethingnewintroducesthemtonewcuisines.ReadmoreNote(s):NorthAmerica,UnitedStates;April2023;1,505respondentsSource(s):DoorDashFrequencyofconsumerstryingnewmenuitemsatrestaurantsintheUnitedStatesin2023HowoftenU.S.consumerstrynewmenuitemsatrestaurants20230.7%62.4%0.6%0.5%0.4%0.3%0.2%0.1%30.7%6.9%0%OccasionallyOftenNever21Description:A2023surveyfoundthatamajorityofU.S.consumers,62.4percent,reportedtryingnewmenuitemsatrestaurantsoccasionally.Meanwhile,only6.9percentofconsumersstatedthattheynevertriednewmenuitemsatrestaurants.

ReadmoreNote(s):NorthAmerica,UnitedStates;April2023;1,505respondentsSource(s):DoorDashLengthoftimethatdinerswouldbewillingtotraveltotrynewrestaurantsintheUnitedStatesasofMay2023(inminutes)PreferredtraveldistancewhentryingnewrestaurantsintheU.S.2023Shareofrespondents0%5%10%15%20%25%30%Upto5Upto103%8%Upto2020%Upto3026%Upto4011%Upto504%Upto6012%Morethan60Notsure7%8%22Description:InMay2023,adultsintheUnitedStatesweresurveyedonhowlongtheywouldbewillingtotraveltotestoutanewrestaurant.Thehighestshareofrespondentswerewillingtotravelupto30minutes,whereasonlysevenpercentofrespondentswerewillingtotravelformorethan60minutes.ReadmoreNote(s):UnitedStates;May16,2023;7,313respondents;18yearsandolderSource(s):YouGovPreferredmenuaccessmethodwhendiningatarestaurantintheUnitedStatesasofJune2023DinerspreferredmenuaccessmethodintheU.S.20230.8%71%0.7%0.6%0.5%0.4%0.3%0.2%0.1%15%10%4%0%PaperNopreferenceQRcodeNotsure23Description:AJune2023surveyꢀrevealedhowdinersintheUnitedStatespreferredaccessingtheirmenusatrestaurants.Themajorityofadultssurveyedpreferredtraditionalpapermenus,asopposedtothe15percentwhopreferredQRcodes.

ReadmoreNote(s):UnitedStates;June13,2023;11,680respondents;18yearsandolderSource(s):YouGovShareofadultsthathaveusedaQRcodetoviewamenuatarestaurantinthepastyearintheUnitedStatesasofJune2023ShareofU.S.dinersthathaveusedQRcodemenusinthelastyear20230.5%45%45%0.45%0.4%0.35%0.3%0.25%0.2%0.15%0.1%0.05%0%5%5%YesNoIhaven'tbeentoarestaurantNotsure24Description:InJune2023,adultsintheUnitedStatesweresurveyedtodeterminewhethertheyusedQRcodestoaccessrestaurantmenuswheneatingout.While,45percentofrespondentsstatedthattheyusedQRcodesinthelast12months,thesameshareofrespondentsalsosaidthattheyhadnotusedaQRcodemenuinthesameperiodoftime.ReadmoreNote(s):UnitedStates;June13,2023;11,680respondents;18yearsandolderSource(s):YouGovPublicopiniononallowingbarefootcustomersinrestaurantsandstoresintheUnitedStatesasofMarch2023PublicopiniononbarefootpoliciesinrestaurantsandstoresintheU.S.20230.8%0.7%0.6%0.5%0.4%0.3%0.2%0.1%0%76%13%Yes11%NoNotsure25Description:InMarch2023,adultsintheUnitedStateswereaskedwhethertheywouldbeinfavorofrestaurantsandstoresallowingbarefootcustomers.While76percentofrespondentsstatedthattheywouldnotbeinfavorofcustomersbeingbarefoot,13percentofrespondentssaidthattheywouldnotbeopposedtotheidea.ReadmoreNote(s):UnitedStates;March22,2023;11,621respondents;18yearsandolderSource(s):YouGovCHAPTER

04OrderingLeadingmethodsoforderingtakeoutintheUnitedStatesfrom2022to2023PreferredmethodsoforderingtakeoutintheU.S.2022-2023202220230.5%0.45%0.4%0.35%0.3%0.25%0.2%0.15%0.1%0.05%0%43%43%31%29%21%20%5%4%Restaurantwebsite/appThird-partyapp/websitePhonecallSearchengine/foodreviewsite27/statistics/1446855/top-methods-for-ordering-takeout-in-the-usA2023surveyfoundthatthepreferredmethodfororderingtakeoutintheUnitedStateswasthrougharestaurantwebsiteand/orapp,with43percentofrespondentsstatingthatthiswasthecase.Thisfigureremainedunchangedfromthepreviousyear.ReadmoreNote(s):NorthAmerica,UnitedStates;2022and2023;1,505respondentsSource(s):DoorDashLeadingreasonsconsumerspreferdirectorderingforpickupordeliveryoverusingthird-partyprovidersintheUnitedStatesin2022and2023ReasonsU.S.consumerspreferdirectlyorderingrestaurantpickup/delivery2022-2023Shareofrespondents202310%20220%5%15%20%25%30%27%ConvenienceEaseofuse24%22%22%22%20%Feesarelower19%Foodischeaper21%21%FamiliarwithorderingthiswayCustomizingiseasierFoodarrivesfaster20%18%17%17%17%28Description:A2023surveyfoundthattheleadingreasonconsumersintheUnitedStatespreferredtoordertheirfooddirectlyinsteadofusingthird-partyproviderswasconvenience