呷哺呷哺盈利預警：去年純利跌幅超九成
受新冠疫情影響，2020年餐飲業的業績都較爲慘淡。日前，海底撈(57, -2.80, -4.68%)宣佈2020年淨利潤預計同比下滑九成。3月4日，呷哺呷哺發佈盈利預警相關公告，預計2020年全年集團收入比前年同比下跌9.5%；預計純利在1000萬元人民幣和2000萬元人民幣之間，這個數字相較於2019年的2.9億人民幣，同比下滑幅度超過90%。
根據公告內容表示，疫情後中央及各地政府陸續實施的預防措施以及消費場所限制對於呷哺呷哺2020年1月以來的業務產生了重大影響，特別是在湖北、北京以及東北地區，而這三個地區的門店數量佔到呷哺呷哺門店總數的約四成。
2020年上半年呷哺呷哺收入比2019年同期下滑29.1%，與2020年上半年的經營數字相比，呷哺呷哺目前披露的全年業績預期顯示其業績已經有一定程度的恢復，但它面臨的局面依舊不容樂觀。呷哺呷哺方面表示，未來會根據市場狀況調整經營策略，依然會積極開設新門店，同時採取多項措施控制租金和各項經營成本。
翻檯率下滑是呷哺呷哺近幾年來始終無法解決的難題，疫情又加重了這個問題。2020上半年，該集團新開了31家呷哺呷哺和5家湊湊，其中呷哺呷哺門店數爲1010家，湊湊門店有107家。但呷哺呷哺和湊湊均面臨翻檯率下滑的問題，呷哺呷哺餐廳的翻檯率由2019年同期的2.4下降至2020年上半年的1.8，湊湊的翻檯率則由2019年同期的4.1下降至2.9。行業內的另一巨頭海底撈也遇到同樣的問題，2020上半年海底撈的翻檯率從2019年同期的4.8下滑到3.3。翻檯率下滑，意味着單店流量下滑且單店在整體營收中的貢獻率下跌，導致集團的營收增長更多地仰賴於開新店，但依靠門店擴張增加營收的方式並不持續。
同時，呷哺呷哺餐廳原本存在的轉型困難問題依然存在。呷哺呷哺最初走的是“快餐+火鍋”的平價路線，近幾年隨着火鍋行業在口味、產品和服務上的創新，呷哺呷哺主打的平價快餐屬性難以爲繼，而轉型爲輕正餐的模式目前市場並不完全買賬。主打就餐體驗的中高端火鍋品牌湊湊則爲呷哺呷哺集團的整體轉型帶來了契機，2020年上半年湊湊餐廳的收入比2019年同期上漲了21.3%。未來隨着火鍋行業的整體洗牌和轉型，呷哺呷哺集團的增長也勢必會更依賴湊湊而不是呷哺呷哺餐廳。在疫情短期內還無法徹底根除的情況下，呷哺呷哺餐廳面臨的狀況相對來說更不穩定，容易受到疫情帶來的影響。
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