呷哺呷哺盈利预警：去年纯利跌幅超九成
受新冠疫情影响，2020年餐饮业的业绩都较为惨淡。日前，海底捞(57, -2.80, -4.68%)宣布2020年净利润预计同比下滑九成。3月4日，呷哺呷哺发布盈利预警相关公告，预计2020年全年集团收入比前年同比下跌9.5%；预计纯利在1000万元人民币和2000万元人民币之间，这个数字相较于2019年的2.9亿人民币，同比下滑幅度超过90%。
根据公告内容表示，疫情后中央及各地政府陆续实施的预防措施以及消费场所限制对于呷哺呷哺2020年1月以来的业务产生了重大影响，特别是在湖北、北京以及东北地区，而这三个地区的门店数量占到呷哺呷哺门店总数的约四成。
2020年上半年呷哺呷哺收入比2019年同期下滑29.1%，与2020年上半年的经营数字相比，呷哺呷哺目前披露的全年业绩预期显示其业绩已经有一定程度的恢复，但它面临的局面依旧不容乐观。呷哺呷哺方面表示，未来会根据市场状况调整经营策略，依然会积极开设新门店，同时采取多项措施控制租金和各项经营成本。
翻台率下滑是呷哺呷哺近几年来始终无法解决的难题，疫情又加重了这个问题。2020上半年，该集团新开了31家呷哺呷哺和5家湊湊，其中呷哺呷哺门店数为1010家，湊湊门店有107家。但呷哺呷哺和湊湊均面临翻台率下滑的问题，呷哺呷哺餐厅的翻台率由2019年同期的2.4下降至2020年上半年的1.8，凑凑的翻台率则由2019年同期的4.1下降至2.9。行业内的另一巨头海底捞也遇到同样的问题，2020上半年海底捞的翻台率从2019年同期的4.8下滑到3.3。翻台率下滑，意味着单店流量下滑且单店在整体营收中的贡献率下跌，导致集团的营收增长更多地仰赖于开新店，但依靠门店扩张增加营收的方式并不持续。
同时，呷哺呷哺餐厅原本存在的转型困难问题依然存在。呷哺呷哺最初走的是“快餐+火锅”的平价路线，近几年随着火锅行业在口味、产品和服务上的创新，呷哺呷哺主打的平价快餐属性难以为继，而转型为轻正餐的模式目前市场并不完全买账。主打就餐体验的中高端火锅品牌湊湊则为呷哺呷哺集团的整体转型带来了契机，2020年上半年湊湊餐厅的收入比2019年同期上涨了21.3%。未来随着火锅行业的整体洗牌和转型，呷哺呷哺集团的增长也势必会更依赖湊湊而不是呷哺呷哺餐厅。在疫情短期内还无法彻底根除的情况下，呷哺呷哺餐厅面临的状况相对来说更不稳定，容易受到疫情带来的影响。
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