The Twilight of the Delivery Empire: Can Pre-made Meals Become the Next Restaurant Giant?
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The Twilight of the Delivery Empire: Can Pre-made Meals Become the Next Restaurant Giant?In 2014, the wave of mobile internet swept in, and the food delivery industry experienced explosive growth. Platforms like Ele
The Twilight of the Delivery Empire: Can Pre-made Meals Become the Next Restaurant Giant?
In 2014, the wave of mobile internet swept in, and the food delivery industry experienced explosive growth. Platforms like Ele.me and Meituan Waimai quickly rose to prominence, completely changing people's dining habits. Delivery riders darted through the streets, delivering steaming hot meals to customers, becoming a common sight on city streets. The convenience and diverse choices of food delivery quickly conquered the taste buds of city dwellers. Office workers no longer had to worry about lunch, and homebodies could enjoy delicious food without leaving their homes. "Ordering takeout" became a standard in urban life, impacting even the businesses of instant noodles and fast food restaurants.
However, the rapid development of the food delivery industry also brought many problems. Food safety concerns, delivery delays, and inflated prices frequently led to customer dissatisfaction. Multiple cities implemented policies restricting the use of electric bicycles for deliveries, casting a shadow over the industry. The fierce competition between delivery platforms resulted in a continuous squeeze on profit margins. The once-glorious food delivery industry appears to be at a crossroads. Have you noticed a decrease in conversations about which food delivery platform is better?
Just as the food delivery industry faces challenges, a new industry is quietly emerging: pre-made meals. Pre-made meals are culinary products that undergo initial processing and semi-finished production in central kitchens. They are then delivered to various terminals via cold chain logistics and can be consumed after simple heating or cooking. The pre-made meal market size has surpassed 400 billion yuan, with a year-on-year growth of 20%. By the end of 2023, over 50 A-share listed companies have established pre-made meal businesses. The rise of this new industry is quietly transforming the restaurant industry's ecosystem. The pre-made meal market has become a new favorite of the capital market. Are you ready?
The advantages of pre-made meals are obvious. For restaurants, using pre-made meals can significantly increase food service speed, reduce labor costs, and ensure consistent food quality. For example, a chain fast food restaurant that adopted pre-made meals reduced its kitchen staff from 8-10 people to 3-4 people, and the food service time decreased from 15 minutes to less than 5 minutes.
For consumers, pre-made meals also offer a new dining experience. They can enjoy restaurant-quality meals at home without the hassle. During the pandemic, pre-made meals became a popular choice for many. Sales of pre-made New Year's Eve meals increased by over 50% year-on-year, becoming a new favorite on dining tables. Have you noticed that young people nowadays are not even interested in cooking? Pre-made meals are so convenient!
The rise of pre-made meals has had a profound impact on the restaurant industry, consumers, and society as a whole. For restaurant businesses, pre-made meals are a double-edged sword. While they can help lower costs and increase efficiency, they may also lead to product homogenization, affecting the restaurant's uniqueness and reputation.
For consumers, pre-made meals offer convenience but also raise concerns about food safety and nutrition. Pre-made meal producers emphasize the use of strict quality control systems, but consumers still have reservations about industrially produced food. The use of pre-made meals in special places like schools and kindergartens has sparked widespread discussion. Would you be willing to let your child eat pre-made meals every day?
From a societal perspective, the development of the pre-made meal industry has also brought changes to the employment structure. As pre-made meals become more popular, the demand for traditional chefs may decrease, while the demand for central kitchen workers, cold chain logistics, and other related jobs will increase. This shift could have a profound impact on the labor market.
The future development of the pre-made meal industry still faces many challenges. How can we ensure food safety while maintaining taste and nutrition? How can we balance standardized production and personalized needs? These are all challenges the industry needs to address. The refinement of relevant laws and regulations is also urgently needed to regulate industry development and protect consumer rights. Will the wild growth of the pre-made meal industry repeat the mistakes of the food delivery industry?
Can pre-made meals be the next "food delivery"? The answer is still unknown. They are quietly changing our dining tables and lifestyles. In this culinary revolution, we are both witnesses and participants. Ultimately, whether it's food delivery or pre-made meals, it's about fulfilling people's desire for a better life. While pursuing convenience, we should cherish the joy of cooking and enjoy the warmth of sharing meals with family and friends. Food is not only about filling our stomachs but also about preserving culture and connecting emotions. Let's wait and see how this culinary revolution unfolds and what surprises it will bring us. Are you ready for the pre-made meal era? Or do you miss the taste of cooking with your own hands?
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