Industry Forecast
Chinese Foodservice: The Future of Foodservice in
China to 2016
Reference code: FS0049MR Published: September 2012 www.canadean-foodservice.com
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Contents
Table of Contents
1. Introduction ..................................................................................................... 13
1.1 What is this Report About? ............................................................................................... 13
1.2 Definitions ......................................................................................................................... 13
1.2.1 This report provides 2011 actual sales, while forecasts are provided for 2012 – 2016. ................. 14
1.3 Summary Methodology..................................................................................................... 28
2. Executive Summary .......................................................................................... 30
3. Chinese Foodservice – Market Attractiveness ................................................... 31
3.1 Chinese Foodservice Market Size...................................................................................... 31
The Future of Foodservice in China to 2016
3.2 Market Trends and Drivers ............................................................................................... 36
3.2.1 Chinese macro-economic fundamentals......................................................................................... 36
3.2.2 Chinese Foodservice – consumer trends & drivers ......................................................................... 38
3.2.3 Chinese Foodservice – technology trends and drivers .................................................................... 43
3.2.4 Chinese Foodservice – operator trends and drivers ....................................................................... 48
3.3 Chinese Foodservice Market Forecast .............................................................................. 56
4. Chinese Foodservice – Market Dynamics and Structure .................................... 60
4.1 Profit sector analysis ......................................................................................................... 60
4.1.1 Channel share analysis .................................................................................................................... 61
4.1.2 Profit sector structure: outlets ........................................................................................................ 63
4.1.3 Profit Sector Demand: Transactions ............................................................................................... 68
4.2 Cost sector analysis ........................................................................................................... 71
4.2.1 Channel share analysis .................................................................................................................... 71
4.2.2 Cost sector structure: outlets.......................................................................................................... 73
4.2.3 Cost Sector Demand: Transactions ................................................................................................. 77
4.3 Regulatory Environment ................................................................................................... 80
4.3.1 Legal and self-regulation developments ......................................................................................... 80
4.3.2 Key regulations for foodservice sector ........................................................................................... 80
5. Chinese Foodservice – Profit Sector Analysis .................................................... 85
5.1 Profit Sector Analysis: Accommodation ............................................................................ 85
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5.1.1 Porter’s Five Force Analysis – accommodation ............................................................................... 85
5.1.2 Channel Trend Analysis ................................................................................................................... 88
5.1.3 Channel size and forecasts .............................................................................................................. 89
5.1.4 Key channel indicators .................................................................................................................... 92
5.2 Profit Sector Analysis: Leisure ......................................................................................... 101
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Contents
5.2.1 Porter’s Five Force Analysis – leisure ............................................................................................ 101
5.2.2 Channel trend analysis .................................................................................................................. 103
5.2.3 Channel size and forecasts ............................................................................................................ 104
5.2.4 Key channel indicators .................................................................................................................. 107
5.3 Profit Sector Analysis: Pubs, Clubs and Bars ................................................................... 115
5.3.1 Porter’s Five Force Analysis – pubs, clubs and bars ...................................................................... 115
5.3.2 Channel trend analysis .................................................................................................................. 118
5.3.3 Channel size and forecasts ............................................................................................................ 119
5.3.4 Key channel indicators .................................................................................................................. 122
5.4 Profit Sector Analysis: Restaurants ................................................................................. 131
The Future of Foodservice in China to 2016
5.4.1 Porter’s Five Force Analysis – restaurants .................................................................................... 131
5.4.2 Channel trend analysis .................................................................................................................. 134
5.4.3 Channel size and forecasts ............................................................................................................ 135
5.4.4 Key channel Indicators .................................................................................................................. 138
5.5 Profit Sector Analysis: Retail ........................................................................................... 145
5.5.1 Porter’s Five Force Analysis – retail .............................................................................................. 145
5.5.2 Channel trend analysis .................................................................................................................. 148
5.5.3 Channel Size and Forecasts ........................................................................................................... 149
5.5.4 Key channel indicators .................................................................................................................. 152
5.6 Profit Sector Analysis: Travel........................................................................................... 162
5.6.1 Porter’s Five Force Analysis – travel.............................................................................................. 162
5.6.2 Channel trend analysis .................................................................................................................. 165
5.6.3 Channel size and forecasts ............................................................................................................ 166
5.6.4 Key channel indicators .................................................................................................................. 169
5.7 Profit Sector Analysis: Workplace ................................................................................... 172
5.7.1 Porter’s Five Force Analysis – workplace ...................................................................................... 172
5.7.2 Channel trend analysis .................................................................................................................. 174
5.7.3 Channel size and forecasts ............................................................................................................ 175
5.7.4 Key channel indicators .................................................................................................................. 178
6. Chinese Foodservice – Cost Sector Analysis .....................................................186
6.1 Cost Sector Analysis: Education ...................................................................................... 186
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6.1.1 Channel trend analysis .................................................................................................................. 186
6.1.2 Channel size and forecasts ............................................................................................................ 187
6.1.3 Trend analysis: key channel indicators.......................................................................................... 191
6.2 Cost Sector Analysis: Healthcare ..................................................................................... 200
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Contents
6.2.1 Channel trend analysis .................................................................................................................. 200
6.2.2 Channel size and forecasts ............................................................................................................ 200
6.2.3 Trend analysis: key channel indicators.......................................................................................... 203
6.3 Cost Sector Analysis: Military and Civil Defense ............................................................. 210
6.3.1 Channel trend analysis .................................................................................................................. 210
6.3.2 Channel size and forecasts ............................................................................................................ 210
6.3.3 Trend analysis: key channel indicators.......................................................................................... 214
6.4 Cost Sector Analysis: Welfare and Services .................................................................... 222
6.4.1 Channel trend analysis .................................................................................................................. 222
6.4.2 Channel size and forecasts ............................................................................................................ 222
The Future of Foodservice in China to 2016
6.4.3 Trend analysis: key channel indicators.......................................................................................... 226
7. Chinese Foodservice – Competitive Landscape ................................................234
7.1 Leading Financial Deals ................................................................................................... 234
7.2 Company Profile: Little Sheep Group Limited ................................................................. 234
7.2.1 Company overview........................................................................................................................ 234
7.2.2 Financial Performance .................................................................................................................. 235
7.2.3 Business Description ..................................................................................................................... 235
7.2.4 Little Sheep Group Limited: main products and services .............................................................. 236
7.2.5 Little Sheep Group Limited: SWOT Analysis .................................................................................. 236
7.3 Company Profile: Country Style Cooking Restaurant Chain Co., Ltd. ............................. 240
7.3.1 Company overview........................................................................................................................ 240
7.3.2 Business Description ..................................................................................................................... 240
7.3.3 Country Style Cooking Restaurant Chain Co., Ltd.: main products and services .......................... 241
7.3.4 Country Style Cooking Restaurant Chain Co., Ltd.: SWOT Analysis............................................... 242
7.4 Company Profile: Kungfu Catering Management Co., Ltd. ............................................. 244
7.4.1 Company overview........................................................................................................................ 244
7.4.2 Business Description ..................................................................................................................... 244
7.4.3 Kungfu Catering Management Co., Ltd.: main products and services .......................................... 245
7.4.4 Kungfu Catering Management Co., Ltd.: SWOT Analysis .............................................................. 246
7.5 Company Profile: Beijing Xiangeqing Co., Ltd. ................................................................ 248
7.5.1 Company overview........................................................................................................................ 248
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7.5.2 Financial Performance .................................................................................................................. 249
7.5.3 Business Description ..................................................................................................................... 249
7.5.4 Beijing Xiangeqing Co., Ltd.: main products and services ............................................................. 249
7.5.5 Beijing Xiangeqing Co., Ltd.: SWOT Analysis ................................................................................. 250
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Contents
7.6 Company Profile: Xi'an Catering Co., Ltd. ....................................................................... 252
7.6.1 Company overview........................................................................................................................ 252
7.6.2 Business Description ..................................................................................................................... 252
7.6.3 Xi'an Catering Co., Ltd.: main products and services .................................................................... 253
7.6.4 Xi'an Catering Co., Ltd.: SWOT Analysis ........................................................................................ 254
7.7 Company Profile: China Quanjude (Group) Co., Ltd. ...................................................... 256
7.7.1 Company overview........................................................................................................................ 256
7.7.2 Financial Performance .................................................................................................................. 256
7.7.3 Business Description ..................................................................................................................... 257
7.7.4 China Quanjude (Group) Co., Ltd.: main products and services ................................................... 257
The Future of Foodservice in China to 2016
7.7.5 China Quanjude (Group) Co., Ltd.: SWOT Analysis ....................................................................... 258
7.8 Company Profile: Da Niang Dumpling Co Ltd.................................................................. 260
7.8.1 Company overview........................................................................................................................ 260
7.8.2 Business Description ..................................................................................................................... 260
7.8.3 Da Niang Dumpling Co Ltd.: main products and services ............................................................. 261
7.8.4 Da Niang Dumpling Co Ltd.: SWOT Analysis .................................................................................. 261
7.9 Company Profile: SPR Coffee .......................................................................................... 263
7.9.1 Company overview........................................................................................................................ 263
7.9.2 Business Description ..................................................................................................................... 264
7.9.3 SPR Coffee: main products and services ....................................................................................... 264
7.9.4 SPR Coffee: SWOT Analysis ........................................................................................................... 265
7.10 Company Profile: South Beauty Company Limited ......................................................... 267
7.10.1 Company overview........................................................................................................................ 267
7.10.2 Business Description ..................................................................................................................... 267
7.10.3 South Beauty Company Limited: main products and services ...................................................... 267
7.10.4 South Beauty Company Limited: SWOT Analysis .......................................................................... 269
7.11 Company Profile: Yonghe King ........................................................................................ 272
7.11.1 Company overview........................................................................................................................ 272
7.11.2 Yonghe King: main products and services ..................................................................................... 272
7.12 Company Profile: Beijing Lee Food & Beverage Management Co., Ltd. ......................... 273
7.12.1 Company overview........................................................................................................................ 273
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7.12.2 Beijing Lee Food & Beverage Management Co., Ltd.: main products and services ...................... 273
8. Business Landscape .........................................................................................275
8.1 Macro Economic Environment ........................................................................................ 275
8.2 Consumer Trends ............................................................................................................ 280
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©Canadean. This product is licensed and is not to be photocopied. Reference code: FS0049MR. Published: September 2012.
Contents
8.3 Technology Trends .......................................................................................................... 283
9. Appendix ........................................................................................................284
9.1 About Canadean .............................................................................................................. 284
9.2 Disclaimer ........................................................................................................................ 284
The Future of Foodservice in China to 2016
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©Canadean. This product is licensed and is not to be photocopied. Reference code: FS0049MR. Published: September 2012.
Contents
List of Figures
Figure 1: Chinese Foodservice: Sales by Channel, (%), 2011 ........................................................................................ 32
Figure 2: Chinese Foodservice: Sales by Sector, (%), 2006 vs. 2011............................................................................. 33
Figure 3: Chinese Consumer Foodservice Trend – A book on obesity in China and obese children exercising in China 39
Figure 4: Chinese Consumer Foodservice Trend – McDonald’s China ........................................................................... 40
Figure 5: Chinese Consumer Foodservice Trend – Doujiang Dawang and Kungfu, Chinese-style fast-food chains ........ 41
Figure 6: Chinese Consumer Foodservice Trend – Hard Rock Café, Beijing China. ....................................................... 42
Figure 7: Chinese Technology Foodservice Trend – KFC’s online page and Element Fresh Online Ordering, China ..... 43
Figure 8: Chinese Technology Foodservice Trend – KFC China’s Facebook page and RenRen.com ............................ 44
Figure 9: Chinese Technology Foodservice Trend – Foodservice Smartphone Applications .......................................... 45
Figure 10: Chinese Technology Foodservice Trend – Tablet Menus in restaurants ........................................................ 46
Figure 11: Chinese Technology Foodservice Trend – Wi-Fi service provided at McDonald’s China ............................... 47
Figure 12: Chinese Operator Foodservice Trend – Nutritional Menu in Subway and KFC’s Local Recipe Youtiao (Fried
Bread sticks) .................................................................................................................................................................. 49
Figure 13: Chinese Operator Foodservice Trend – The Oldest Vegetarian Restaurant in Shanghai, China .................... 50
The Future of Foodservice in China to 2016
Figure 14: Chinese Operator Foodservice Trend – Fatema Indian Restaurant, China .................................................... 51
Figure 15: Chinese Operator Foodservice Trend – McDonald’s Drive Though in China ................................................. 52
Figure 16: Chinese Operator Foodservice Trend – Jollibee, the Philippine fast-food chain in China ............................... 54
Figure 17: Chinese Operator Foodservice Trend – Jollibee, the Philippine fast-food chain in China ............................... 55
Figure 18: Chinese Foodservice: Market Dynamics by Channel, 2006–2016 ................................................................. 57
Figure 19: Chinese Profit Sector: Market Dynamics, by Channel, 2006–2016 ............................................................... 61
Figure 20: ChineseProfit Sector: Outlets by Channel, 2006–2016 .................................................................................. 64
Figure 21: Chinese Profit Sector: Transactions by Channel, 2006–2016 ........................................................................ 68
Figure 22: Chinese Cost Sector: Market Dynamics, by Channel, 2006–2016 ................................................................. 71
Figure 23: Chinese Cost Sector: Outlets by Channel, 2006–2016 .................................................................................. 73
Figure 24: Chinese Cost Sector: Transactions by Channel, 2006–2016 ......................................................................... 77
Figure 25: Chinese Accommodation Channel: Five Forces Analysis .............................................................................. 86
Figure 26: Chinese Accommodation Channel: Market Dynamics, by Sub-Channel (CNY Million), 2006–2016 ............... 88
Figure 27: Chinese Accommodation Channel: Sales by Sub-Channel (% Sales), 2006–2016 ........................................ 91
Figure 28: Chinese Accommodation Channel: Outlets by Sub-Channel (% Outlets), 2006–2016 ................................... 92
Figure 29: Chinese Accommodation Channel: Transactions by Sub-Channel (% Transactions), 2006–2016 ................. 97
Figure 30: Chinese Leisure Channel: Five Forces Analysis .......................................................................................... 101
Figure 31: Chinese Leisure Channel: Market Dynamics, by Sub-Channel (CNY Million), 2006–2016 ........................... 103
Figure 32: Chinese Leisure Channel: Sales by Sub-Channel (% Sales), 2006–2016 ................................................... 106
Figure 33: Chinese Leisure Channel: Outlets by Sub-Channel (% Outlets), 2006–2016 ............................................... 107
Figure 34: Chinese Leisure Channel: Transactions by Sub-Channel (% Transactions), 2006–2016 ............................ 112
Figure 35: Chinese Pubs, Clubs and Bars Foodservices Channel: Five Forces Analysis............................................. 115
Figure 36: Chinese Pubs, Clubs and Bars Channel: Market Dynamics, by Sub-Channel (CNY Million), 2006–2016 .... 118
Figure 37: Chinese Pubs, Clubs and Bars Channel: Sales by Sub-Channel (% Sales), 2006–2016 ............................. 121
Figure 38: Chinese Pubs, Clubs and Bars Channel: Outlets by Sub-Channel (% Outlets), 2006–2016 ........................ 122
Figure 39: Chinese Pubs, Clubs and Bars Channel: Transactions by Sub-Channel (% Transactions), 2006–2016 ...... 127
Figure 40: Chinese Restaurant Channel: Five Forces Analysis .................................................................................... 131
Figure 41: Chinese Restaurant Channel: Market Dynamics, by Sub-Channel (CNY Million), 2006–2016 ..................... 134
Figure 42: Chinese Restaurant Channel: Sales by Sub-Channel (% Sales), 2006–2016 .............................................. 137
Figure 43: Chinese Restaurant Channel: Outlets by Sub-Channel (% Outlets), 2006–2016 ......................................... 138
Figure 44: Chinese Restaurant Channel: Transactions by Sub-Channel (% Transactions), 2006–2016 ....................... 142
Figure 45: Chinese Retail Channel: Five Forces Analysis ............................................................................................ 145
Figure 46: Chinese Retail Channel: Market Dynamics, by Sub-Channel (CNY Million), 2006–2016 ............................. 148
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Figure 47: Chinese Retail Channel: Sales by Sub-Channel (% Sales), 2006–2016 ...................................................... 152
Figure 48: Chinese Retail Channel: Outlets by Sub-Channel (% Outlets), 2006–2016 ................................................. 153
Figure 49: Chinese Retail Channel: Transactions by Sub-Channel (% Transactions), 2006–2016 ............................... 158
Figure 50: Chinese Travel Channel: Five Forces Analysis ........................................................................................... 162
Figure 51: Chinese Travel Channel: Market Dynamics, by Sub-Channel (CNY Million), 2006–2016 ............................ 165
Figure 52: Chinese Travel Channel: Sales by Sub-Channel (% Sales), 2006–2016 ..................................................... 168
Figure 53: Chinese Travel Channel: Transactions by Sub-Channel (% Transactions), 2006–2016............................... 169