肯德基也加入！连锁餐企为何都扎堆在地铁站内开店？_老虎社区_美港股上老虎

肯德基也加入！连锁餐企为何都扎堆在地铁站内开店？

蓝鲸财经01-09

文｜红餐网在公共交通枢纽开店，将会是连锁餐饮品牌2026年重点的选址点位布局？红餐网消息，近日，肯德基在天津地铁站内，开出了其全国首家地铁空间门店。据央广网报道，该店位于天津地铁5、6号线的换乘站——天津肿瘤医院站出站闸机外，精准锁定通勤上班族、过往旅客及周边居民等集中客流。△图片来源：肯德基消费者只需通过肯德基APP或小程序线上下单，抵达站点后即可快速取餐。肯德基这一创新布局一经亮相，便引发全...

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Why do chain catering companies get together to open stores in subway stations?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"08496":0.9,"MCD":0.85},"content_text":"文｜红餐网在公共交通枢纽开店，将会是连锁餐饮品牌2026年重点的选址点位布局？红餐网消息，近日，肯德基在天津地铁站内，开出了其全国首家地铁空间门店。据央广网报道，该店位于天津地铁5、6号线的换乘站——天津肿瘤医院站出站闸机外，精准锁定通勤上班族、过往旅客及周边居民等集中客流。△图片来源：肯德基消费者只需通过肯德基APP或小程序线上下单，抵达站点后即可快速取餐。肯德基这一创新布局一经亮相，便引发全行业和媒体的高度关注，相关话题在网络上掀起热议。不少消费者直呼“车上点单，下车取餐，对打工人来说简直不要太方便！”值得一提的是，肯德基首家地铁站内空间餐厅不仅覆盖早中晚全时段服务，咖啡、汉堡、小食等饮品也一应俱全，全方位满足不同时段的餐饮需求。另据中国日报网报道，天津肯德基与天津地铁后续还将持续推广“轨道+餐饮”模式，在天津地铁5号线直沽站等其他站点，陆续上新肯德基地铁站内餐厅。在地铁站、公交站等公共交通枢纽开店，其实不止肯德基。红餐网观察发现，对比以往只在机场、火车站等开店，自2025以来，越来越多连锁餐饮品牌开始抢占在地铁站、公交站等特殊点位空间，并且成为一众门店选址趋势。△图片来源：小红书截图以蜜雪冰城为例。据正观新闻去年12月初报道，蜜雪冰城不仅在郑州关虎屯公交站开出新店，还计划沿城市主干道BRT站台再布局10家门店，精准辐射沿线庞大且稳定的客流。更早有相似布局动作的还有瑞幸咖啡。据红餐网了解，瑞幸近年来在多个城市的地铁站交通枢纽开店，门店布局庞大且成熟，已覆盖范围包括广州、深圳、济南、天津等多地的核心地铁站点。尤其是去年6月，瑞幸在天津地铁直沽站开出其全国地铁站内空间首店，同时还与天津轨道交通集团达成战略合作意向，计划未来三年共同打造200家店铺。麦当劳在地铁站交通枢纽的门店更为灵活。早在2024年，麦当劳与深圳地铁集团合作，新增10家门店，并在30个地铁车站内新增早餐车或其他形式的售卖点，引起不少网友热议。2025年，麦当劳在其他城市持续布局地铁商业空间，比如在苏州地铁首推早餐车，进驻广济南路等10个核心站点等等。另据红餐网不完全统计，目前除肯德基、麦当劳、瑞幸、蜜雪冰城，Tims天好咖啡、卡旺卡、永和大王等连锁餐饮品牌，均已不同程度地进驻全国多个城市的地铁站或公交站，形成了当前餐饮选址新趋势。为何这两年连锁餐饮品牌纷纷加码在地铁站、公交站点位开店？在红餐网看来，这是品牌在餐饮市场白热化竞争下，寻求增量市场的破局之举。对比传统的机场、高铁站等交通枢纽，这些点位虽客流庞大，但经营成本较高。据《新周刊》报道，如果市区店铺租金占经营成本的15%至20%，机场店能高达30%。加之远距离运输、24小时运营等要求，进一步推高了综合成本。反观地铁站、公交站等场景，不仅租金水平更为合理，运营时段也可精准聚焦日常通勤高峰，无需承担全天候运营的人力与能耗成本，供应链配送也更便捷高效。加之这类场景覆盖高频稳定的日常通勤客流，消费需求明确且持续，完美适配快餐、茶饮、烘焙等标准化程度高、供应链成熟、出餐快且易携带的餐饮品类，能够有效撬动更高坪效。同时，这类点位的商业价值目前尚未被完全发掘，是一片拥有巨大发展潜力的蓝海市场。随着连锁餐饮品牌持续在地铁站、公交站等交通枢纽的持续深耕，未来这些餐饮品牌还将解锁出哪些业态创新与服务升级？红餐网将持续关注。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}