机构研究报告-Subway-外文版培训课件

COMPANIES

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PRODUCTSSubwayCHAPTER

01IndustryoverviewMarketsizeofthequickservicerestaurantindustryworldwidein2022and2023(intrillionU.S.dollars)Globalquickservicerestaurantindustrymarketsize2022-20231.21.11.081.00.80.60.40.20.0202220233Description:In2023,themarketsizeofthequickservicerestaurantindustryworldwidereached1.1trillionU.S.dollars,representingaslightincreaseoverthepreviousyear.Quickservicerestaurants,alsoknownaslimitedserviceorfastfoodrestaurants,areestablishmentswhichtypicallyservefoodtocustomersquicklywhilehavingminimaltableservice.Whataretheleadingfastfoodrestaurantchainsworldwide?Asof2024,Starbucksheldthetitleofthehighest-valuedrestaurantbrandintheworld.[...]ReadmoreNote(s):Worldwide;2022to2023Source(s):IBISWorldQuickserviceeatingplacesalesintheUnitedStatesfrom1992to2023(inbillionU.S.dollars)LimitedserviceeatingplacesalesintheU.S.1992-20236005004003002001000'92

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'234Description:Accordingtothesource,salesoffastfoodrestaurants,alsoknownasquickserviceorlimitedservicerestaurants,reachedover490billionU.S.dollarsin2023.Thisshowedanincreaseofnearly50billionU.S.dollarsoverthepreviousyear.

ReadmoreNote(s):UnitedStates;1992to2023Source(s):USCensusBureauNumberofquickservicerestaurant(QSR)franchiseestablishmentsintheUnitedStatesfrom2007to2023,withaforecastfor2024NumberofquickservicerestaurantfranchiseestablishmentsintheU.S.2007-2024250,000200,000150,000100,00050,00002007200820092010201120122013201420152016201720182019202020212022

2023*

2024**5Description: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;InternationalFranchiseAssociationEmploymentinthequickservicerestaurant(QSR)franchiseindustryintheUnitedStatesfrom2007to2023,withaforecastfor2024EmploymentinthequickservicerestaurantfranchiseindustryintheU.S.2007-20244,500,0004,000,0003,500,0003,000,0002,500,0002,000,0001,500,0001,000,000500,00002007200820092010201120122013201420152016201720182019202020212022

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2024**6Description:In2023,over3.9millionemployeeswereestimatedtohaveworkedinthequick-servicerestaurant(QSR)franchiseindustryintheUnitedStates.Thisfigureshowsanincreasewhencomparedtothepreviousyear'stotalof3.79million.ThenumberofemployeesintheU.S.QSRfranchiseindustryisforecasttopeakin2024ataround3.99million.ReadmoreNote(s):UnitedStates;2007to2023;*Estimate.**ForecastReadmoreSource(s):FRANdata;InternationalFranchiseAssociationCHAPTER

02CompanyinformationNumberofSubwaystoresworldwideasofNovember2024,bycountryNumberofSubwayrestaurantsworldwide2024,bycountryNumberofstores05,00010,00015,00020,00025,000UnitedStatesCanada20,4873,022UnitedKingdomGermanyFinland2,13268318517416816113454NetherlandsPolandSwedenIrelandSwitzerlandSpain49Norway42Austria378Description:In2024,globalquickservicerestaurantbrandSubwayaccountedforover25thousandstoresworldwide.Themajorityofstores,approximately20.4thousand,werelocatedinSubway'shomecountryoftheUnitedStates.

ReadmoreNote(s):Worldwide;November2024Source(s):SubwayNumberofSubwaystoresinNorthAmericaasofNovember2024,bycountryNumberofSubwaystoresinNorthAmerica2024,bycountry25,00020,48720,00015,00010,0005,0003,0220UnitedStatesCanada9Description:TheUnitedStateswasthecountrywiththemostSubwayrestaurantsinNorthAmericaasofNovember2024.Duringthatmonth,thesandwichchainhadover20thousandrestaurantsinitshomecountry.Canada,meanwhile,had3,022Subwayrestaurants.ReadmoreNote(s):NorthAmerica;November2024Source(s):SubwayNumberofSubwaystoresintheUnitedStatesasofNovember2024,bystateNumberofSubwayrestaurantsintheU.S.2024,bystateNumber

ofstoresAlabamaAlaska39853ArizonaArkansasCaliforniaColoradoConneticutDelawareFlorida381248200433926123118970393GeorgiaHawaiiIdaho118913Illinois10Description:Globalquickservicerestaurant(QSR)Subwayoperatedandfranchisedatotalof20,487restaurantsintheUnitedStatesin2024.ThestatewiththemostSubwayrestaurantsthatyearwasCaliforniawith2,004.Meanwhile,Delawarehadonly23restaurants.ReadmoreNote(s):UnitedStates;November2024Source(s):SubwaySalesofSubwayintheUnitedStatesfrom2020to2023(inbillionU.S.dollars)SubwaysalesintheU.S.2020-202312109.989.789.48.3286420202020212022202311Description:Subwaygenerated9.98billionU.S.dollarsinsalesin2023,upfromthepreviousyear'stotalof9.78billionU.S.dollars.Since2020,thesandwichchain'ssaleshaveincreasedoverallbyaround20percent.

ReadmoreNote(s):UnitedStates;2020to2023Source(s):RestaurantBusiness;TechnomicInitialfranchiseinvestmentsforSubwayintheUnitedStatesin2023(inU.S.dollars)InitialfranchiseinvestmentsforSubwayintheU.S.2023FranchisefeesinU.S.dollars100,000050,000150,000200,000250,000LeaseholdimprovementsEquipment,FurnitureandDécorAdditionalfunds-threemonths200,000194,40042,000InitialfranchisefeeFreightcharges15,00014,00012,000RealpropertyMiscellaneousexpenses*OutsidesignageGrandopeninginventoryInsuranceTrainingexpenses**GrandOpeningadvertisingOptionalsecuritysystem8,0008,0006,0506,0004,5004,0003,55012Description:In2023,theinitialfranchiseinvestmentsforSubwaywereestimatedtototal522,300U.S.dollars,withleaseholdimprovementsbeingthemostexpensiveinvestmentat200thousandU.S.dollars.Meanwhile,thefranchisefeeforthefoodchainamountedto15thousandU.S.dollars.ReadmoreNote(s):UnitedStates;2023Source(s):FranchiseDirect;SubwayCitieswiththehighestnumberofSubwayrestaurantsinFranceasofApril2024CitieswiththemostSubwayrestaurantsinFrance2024403635302520159105766555440ParisLyonMarseilleToulouseNiceLilleNantesMontpellierRennesClermontFerrand13Description:AsofApril2024,PariswasthecityinFrancewiththehighestnumberofSubwayrestaurants,with36stores.LyonandMarseillefollowedbehind,withnineandsevenrestaurants,respectively.ReadmoreNote(s):France;asofApril24,2024Source(s):ScrapeHeroCHAPTER

03CompetitorsMostvaluablequickservicerestaurantbrandsworldwidein2024(inmillionU.S.dollars)BrandvalueofleadingglobalQSRbrands2024BrandvalueinmillionU.S.dollars100,000050,000150,000200,000250,000McDonald'sStarbucksKFC221,90269,62524,64018,10911,92611,6399,538ChipotleSubwayDomino'sPizzaPizzaHutTacoBell8,4878,2997,862BurgerKingChick-Fil-A15Description:McDonald'swasthemostvaluablefastfoodbrandintheworldwithanestimatedbrandvalueofabout191billionU.S.dollarsin2023.Thatsameyear,thebrandvalueofStarbucksamountedtoapproximately61.5billionU.S.dollars.HowmanyMcDonald’srestaurantsarethereworldwide?Thefastfoodbehemoth’sglobalexpansioncontinuedin2023withtheadditionof1,547newMcDonald’srestaurantsworldwide.Inthatyear,FrancestoodoutastheEuropeanregionwiththemost[...]

ReadmoreNote(s):Worldwide;2023Source(s):KantarMillwardBrownLeadingchainrestaurantsintheUnitedStatesin2023,bysales(inbillionU.S.dollars)SalesoftheleadingchainrestaurantsintheU.S.2023SalesinbillionU.S.dollars20

30010405060McDonald'sStarbucks*Chick-fil-A53.1331.6321.59TacoBell14.98Wendy's12.2911.92Dunkin'BurgerKingSubway*10.969.989.879.03ChipotleMexicanGrillDomino's16Description:In2023,McDonald'swastheleadingchainrestaurantintheUnitedStatesintermsofsales.Theworldrenownburgerchainamassedover53billionU.S.dollarsinsalesthatyear,whichwasaround20billionmorethanStarbucks.

ReadmoreNote(s):UnitedStates;2023;datafromthetop250restaurantsintheranking;*Technomicestimate.

Figureshavebeenrounded.ReadmoreSource(s):RestaurantBusiness;TechnomicLeadingquickservicerestaurant(QSR)chainsintheUnitedStatesin2023,bynumberofunitsLeadingquickservicerestaurantchainsintheU.S.in2023,bynumberofunitsNumberofunits05,00010,00015,00020,00025,000SubwayStarbucks20,13316,466McDonald'sDunkin'13,4579,580TacoBellDomino's7,4056,854BurgerKingPizzaHut6,7786,593Wendy's6,030DairyQueenLittleCaesarsKFCSonicDrive-InArby's4,2544,2173,7913,5213,4133,371ChipotleMexicanGrill17Description:Subwaywasthequick-servicerestaurant(QSR)chainwiththemoststoresintheUnitedStatesin2023.Thesandwichchainhad20,133locationsacrossthecountry,whichwasnearlyfivethousandmorethanthenextrankedQSRchain.ReadmoreNote(s):UnitedStates;2023Source(s):RestaurantBusiness;TechnomicLeadingquickservicesandwichchainsintheUnitedStatesin2023,bysystemwidesales(inmillionU.S.dollars)LeadingquickservicesandwichchainsintheU.S.2023,bysystemwidesalesSystemwidesalesinmillionU.S.dollars3,000

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6,00001,0002,0007,0008,0009,00010,00011,000Subway*PaneraBread9,9836,456Arby's4,617JerseyMike'sSubsJimmyJohn's3,3422,551FirehouseSubsMcAlister'sDeliPortillo's1,1381,022680665657Jason'sDeliCharleysPhillySteaks*EinsteinBros.BagelsPotbellySandwichShopWienerschnitzel*58356042518Description:ThisrankingdepictstheleadingquickservicesandwichchainsintheUnitedStatesin2023,bysystemwidesales.SubwayhadthehighestU.S.systemwidesalesthatyearaccountingforapproximately9.98billionU.S.dollars.ReadmoreNote(s):UnitedStates;2023;datafromthetop250restaurantsintheranking;*TechnomicestimateReadmoreSource(s):RestaurantBusiness;TechnomicNumberofunitsofselectedleadingquickservicesandwichchainsintheUnitedStatesin2023SelectedtopquickservicesandwichchainsrankedbyunitsintheU.S.2023Numberofunits10,00005,00015,00020,00025,000SubwayArby'sJerseyMike'sSubsPaneraBread20,1333,4132,6842,178FirehouseSubs1,209717CharleysPhillySteaksEinsteinBros.BagelsMcAlister'sDeli669539439424326323317HoneyBakedHamCo.PotbellySandwichShopWienerschnitzelPennStationEastCoastSubsSchlotzsky's19Description:SubwayhadthemostestablishmentsofanysandwichchainintheUnitedStatesin2023,with20,133units.Therestaurantthatcamesecondintheranking,byaconsiderablemargin,wasArby'swith3,413units.ReadmoreNote(s):UnitedStates;2023;datafromthetop250restaurantsintherankingSource(s):RestaurantBusiness;TechnomicCHAPTER

04ConsumersAmericanCustomerSatisfactionIndexscoresforleadingquickservicerestaurantchainsintheUnitedStatesin2024,byrestaurantbrandAmericanCustomerSatisfactionIndex:QSRsintheU.S.2024,bybrandACSIscore0102030405060708090Chick-fil-AKFCStarbucksArby's838180808080PaneraBreadCulver'sPapaJohn'sAverageDominosPizzaPizzaHutFiveGuysDunkin'79797979787777PandaExpress21Description: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®AmericanCustomerSatisfactionIndexscoresofSubwayintheUnitedStatesfrom2012to2024AmericanCustomerSatisfactionIndex:SubwayintheU.S.2012-202485.08383.0828181.079.077.075.073.080807979787775757574201220132014201520162017201820192020202120222023202422Description:ThisstatisticdepictstheAmericanCustomerSatisfactionIndex(ACSI)scoresofSubwayintheUnitedStatesfrom2012to2024.SubwayhadanACSIscoreof74in2024.Thisscorewasonepointlowerthanthepreviousthreeyears.

ReadmoreNote(s):UnitedStates;2012to2024Source(s):ACSI®Subwaybrandawareness,usage,popularity,loyalty,andbuzzamongrestaurantchaincustomersintheUnitedStatesin2023SubwaybrandprofileintheUnitedStates2023100%90%90%80%70%60%50%40%30%20%10%0%40%35%30%26%SubwayawarenessSubwaypopularitySubwayusageSubwayloyaltySubwaybuzz23Description:HowhighisthebrandawarenessofSubwayintheUnitedStates?Whenitcomestorestaurantchaincustomers,brandawarenessofSubwayisat90percentintheUnitedStates.Thesurveywasconductedusingtheconceptofaidedbrandrecognition,showingrespondentsboththebrand'slogoandthewrittenbrandname.HowpopularisSubwayintheUnitedStates?Intotal,40percentofU.S.restaurantchaincustomerssaytheylikeSubway.However,inactuality,amongthe90[...]

ReadmoreNote(s):UnitedStates;SeptembertoOctober;1186respondents;18-64years;respondentswhogotorestaurantchainsSource(s):StatistaConsumerInsightsSubwaybrandawareness,usage,popularity,loyalty,andbuzzamongrestaurantchaincustomersintheUKin2023SubwaybrandprofileintheUK2023100%93%90%80%70%60%50%40%30%20%10%0%40%35%30%18%SubwayawarenessSubwaypopularitySubwayusageSubwayloyaltySubwaybuzz24Description:HowhighisthebrandawarenessofSubwayintheUK?Whenitcomestorestaurantchaincustomers,brandawarenessofSubwayisat93percentintheUK.Thesurveywasconductedusingtheconceptofaidedbrandrecognition,showingrespondentsboththebrand'slogoandthewrittenbrandname.HowpopularisSubwayintheUK?Intotal,40percentofUKrestaurantchaincustomerssaytheylikeSubway.However,inactuality,amongthe93percentofUKrespondentswho[...]

ReadmoreNote(s):UnitedKingdom;SeptembertoOctober2023;1159respondents;18-64years;respondentswhogotorestaurantchainsSource(s):StatistaConsumerInsightsMostpopulardiningbrandsintheUnitedKingdomin3rdquarterof2024MostpopulardiningbrandsintheUKQ32024Shareofrespondentswithapositiveopinion0%10%20%30%40%50%60%70%80%90%GreggsJDWetherspoo