At a historic time of drastic changes in the operating environment such as the ongoing epidemic, I am releasing some interview notes with frozen dough manufacturers in China on how they have been impacted and how they have been coping with it, with the hope that more industry observers, analysts, strategists and anybody else who be interested may contribute their findings and thoughts to this topic, so that together some bright channels out of the darkness can be spotted. Sensitive data have not been shared in the notes below.
Company A (as interviewed on 16 April):
Overall, the epidemic has boosted sales online. Big catering firms are rapidly recovering and becoming another source of major orders coming in. Big-name caterer BFBF ordered around 10 per cent of what they used to order from us in March, but now they are ordering around 60 per cent of the historic level.
Small catering businesses’ orders have been negligible.
It looks quite likely that its overall sales will be less than those of last year.
The worst problem surfaces itself in its export. “Thailand is about to enter its peak tourism season in May but to date there hasn’t been an order yet so far to us. Normally we were dispatching 7-8 containers a month but we have yet to receive a single-container order.”
Company B (which did its sales almost entirely online, as interviewed on 3 March):
The City government approved us to restart our operation on 19 February. Of the 1500 companies (with annual sales exceeding RMB 20mn) in our district we are one of the 150 allowed to restart our operation. By the end of February all our workers were back to work.
Demand far exceeds our production capacity. Orders from the online channel, particularly JD.com, resulted in the company was running in full capacity before the Spring Festival.
We have received far more orders than we can satisfy but we cannot fully recover or enlarge our production at the moment because supporting industries such as delivery firms are not yet in full recovery.
Our plan is to grow our sales to reach RMB 70 -80 mn in 2020, and then exceed RMB 100 mn in 2021, with the net margin maintained at around 10%.
Market background:
According to the National Bureau of Statistics, during the first quarter, the per capita expenditure on food, tobacco and alcoholic drinks rose 2.1 per cent on an annual basis to RMB 1,708, that on clothing plunged 17.8 per cent to RMB 369. The per capita expenditure on education and entertainment dropped worse, by a rate of 36.1 per cent to RMB 350. Medical care and related items also witnessed a decline of 7.2 per cent on a year on year basis.
【一季度人均教育文化娱乐消费下降36.1%，衣着消费下降17.8%】一季度，全国居民人均食品烟酒消费支出1708元，增长2.1%；人均衣着消费支出369元，下降17.8%；人均教育文化娱乐消费支出350元，下降36.1%；人均医疗保健消费支出417元，下降10.2%。
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广东餐饮协会与美团达成共识：对优质商户加大返佣比例
2020年04月18日 15:04
来源：新京报
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原标题：广东餐饮协会与美团达成共识：对优质商户加大返佣比例
摘要
【广东餐饮协会与美团达成共识：对优质商户加大返佣比例】近日广东餐饮经济复苏话题成为社会各界瞩目的热点。4月18日，广东省餐饮服务协会和美团联合发布声明，表示经过深入交流，在助力餐饮行业发展的多个问题上达成共识。美团将在助力餐饮“春风行动”的基础上，对广东地区优质餐饮外卖商户加大返佣比例至3%-6%，扩大覆盖范围，返佣时间至少延长2个月(自声明发布之日起)，未来双方将帮助餐饮企业渡过难关，擦亮“食在广东”的招牌。（新京报）
近日广东餐饮经济复苏话题成为社会各界瞩目的热点。4月18日，广东省餐饮服务协会和美团联合发布声明，表示经过深入交流，在助力餐饮行业发展的多个问题上达成共识。美团将在助力餐饮“春风行动”的基础上，对广东地区优质餐饮外卖商户加大返佣比例至3%-6%，扩大覆盖范围，返佣时间至少延长2个月(自声明发布之日起)，未来双方将帮助餐饮企业渡过难关，擦亮“食在广东”的招牌。
新京报记者从声明中了解到，广东餐协和美团就广东餐饮外卖相关问题进行面对面沟通，双方认为，推动餐饮经济复苏是协会、平台和商户的共同使命和责任。广东省、市、区餐协在关键时刻的发声，让平台及时听到来自商户和餐协的真实声音，有利于平台提出更加有针对性的帮扶措施。
以下为声明公告：
感谢社会各界对广东餐饮行业的关心关注！
连日来，广东省餐饮服务行业协会和美团外卖就广东餐饮外卖相关问题进行面对面沟通。我们一致认为，推动餐饮经济复苏是协会、平台和商户的共同使命和责任。美团表示，广东省、市、区餐协在关键时刻的发声，让平台及时听到来自商户和餐协的真实声音，有利于平台更加了解行业困难和企业的诉求，提出更加有针对性的帮扶措施。经双方坦诚交流、增信释疑，达成阶段性共识，并就相关共识联合声明如下：
一、营造公平有序市场环境
美团充分尊重餐饮商户和消费者的自主选择权，与广大餐饮商户开展友好协商、平等合作。美团尊重餐饮商户自主选择线上各类平台；支持餐饮商家自主运营私域流量的多渠道发展，美团将全面开放配送平台服务予以对接。多方共同营造广东餐饮行业公平有序的市场环境，为消费者提供更加安心的餐饮外卖服务。
二、强化广东餐饮外卖佣金扶持力度
为助力广东餐饮外卖商户疫情“突围”，在美团“春风行动”基础上，美团将对广东地区优质餐饮外卖商户加大返佣比例至3%-6%，扩大覆盖范围，返佣时间至少延长2个月(自声明发布之日起)。在特殊时期美团面临自身经营困难，仍将继续对优质餐饮商户返佣扶持，加大补贴投入，希望带动商户订单恢复，提升消费信心，带动行业复苏。
三、共同擦亮“食在广东”金字招牌
美团积极投入各类资源，支持参与广东省各级政府和协会组织的餐饮业促消费活动，配合省市商务部门共同打造“互联网+美食”模式，通过线上美食节、“食在广东”品牌推广等活动，打造一批广东特色餐饮品牌，激活餐饮消费活力。建立餐饮大数据信息共享机制，与广东省、市、区餐饮行业协会多方加强信息互联互通，为行业决策提供数据支持。双方未来将建立日常沟通机制，全力营造公平有序市场环境，助力餐饮企业渡过难关。疫情当下，求同存异！无论餐饮商户、行业协会，还是外卖平台，都会更加珍惜这来之不易的行业发展！戮力同心，久久为功。餐饮暖春，已在路上！
此前报道:
美团一年500亿外卖佣金 8成支付骑手工资？广东餐饮协会：不愿看到诉讼！
（文章来源：新京报）
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