连锁餐饮行业:下沉城市系行业增长中坚,降本增效成核心议题。收入端看,国家统计局数据显示,自2024年3月起餐饮收入同比增速环比逐月走低,截至2024年8月,餐饮收入累计同比增速仍领先于社零总额增速,餐饮行业呈现一定韧性。分企业类型看,限额以上企业餐饮企业(年营收200万元以上)收入增速回落更快,预计其更多承接商务宴请、家庭聚会等受宏观环境影响较大的用餐场景。分城市层级看,一线城市北京、深圳受冲击...
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