欧洲餐饮服务行业市场前景及投资研究报告-培训课件外文版2024.6美团饿了么

INDUSTRIES

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MARKETSFoodanddrinkservicesinEuropeCHAPTER

01OverviewNetturnoverofthefoodandbeverageserviceactivitiesindustryintheEuropeanUnion(EU-27)in2021and2022(inmillioneuros)EU-27:Netturnoverofthefoodandbeverageserviceindustry2021-2022500,000441,836.46450,000400,000350,000300,000250,000200,000150,000100,00050,0000318,496.44202120223Description:In2022,thefoodandbeverageserviceactivitiesindustryintheEuropeanUnion(EU-27)recordedanetturnoverof441.8billioneuros.Thissawconsiderablegrowthoverthepreviousyear'sfigure.

ReadmoreNote(s):EU;2021and2022Source(s):EurostatNumberofenterprisesinthefoodandbeverageserviceactivitiesindustryintheEuropeanUnion(EU-27)from2011to2022EU-27:Numberofenterprisesinthefood&beverageserviceindustry2011-2022Number

ofenterprises1436057201120122013201420152016201720182019202020212022143398114276441477743147987415288541521130151654615262391485751152487515459014Description:ThisstatisticdisplaysthenumberofenterprisesinthefoodandbeverageserviceactivitiesindustryintheEuropeanUnion(EU-27)from2011to2022.In2022,therewereapproximately1.5millionenterprisesinthefoodandbeverageserviceactivitiesindustryintheEuropeanUnion.ReadmoreNote(s):EU;2011to2022Source(s):EurostatNumberofemployeesinthefoodandbeverageserviceactivitiesindustryintheEuropeanUnion(EU-27)from2011to2022EU-27:Numberofemployeesinthefoodandbeverageserviceindustry2011-20229,000,0008,411,9538,323,3388,152,9077,806,2777,716,6308,000,0007,000,0006,000,0005,000,0004,000,0003,000,0002,000,0001,000,00007,500,0007,308,3676,840,3936,792,8096,474,802

6,510,163

6,440,8462011201220132014201520162017201820192020202120225Description:In2022,therewereapproximately8.3millionemployeesinthefoodandbeverageserviceactivitiesindustryintheEuropeanUnion(EU-27).Thiswasasignificantincreaseoverthepreviousyear'sfigureof7.7million.

ReadmoreNote(s):EU;2011to2022Source(s):EurostatHarmonizedindexofconsumerprices(HICP)inflationrateforrestaurants,cafés,andsimilarservicesintheEuropeanUnion(EU-27)fromDecember2017toFebruary2024HICPinflationrateforrestaurantsandcafésintheEU2017-202410.5%9.5%8.5%7.5%6.5%5.5%4.5%3.5%2.5%1.5%0.5%6Description:InFebruary2024,theinflationrateforrestaurants,cafés,andsimilarservicesintheEuropeanUnionwas5.8percent,decliningslightlyoverthepreviousmonthbutstillrepresentingoneofthehighestfiguresreportedsinceDecember2017.Bycontrast,restaurantsandcafésintheEUrecordedtheirlowestinflationrateinFebruary2021,at1.7percent.ReadmoreNote(s):EU;December2017toFebruary2024;year-over-yearpercentagechangeSource(s):EurostatCHAPTER

02RegionalbreakdownsNetturnoverofthefoodandbeverageserviceactivitiesindustryinEuropein2022,bycountry(inmillioneuros)Foodandbeverageserviceindustry'snetturnoverinEuropeancountries2022Netturnoverinmillioneuros150,000

200,000

250,000050,000100,000300,000350,000400,000450,000500,000EuropeanUnion(EU-27)France441,836.4685,036.25GermanyItaly70,990.3770,222.6762,345.52SpainNetherlandsSwitzerlandBelgium24,042.7216,868.5115,854.8513,370.7613,248.9SwedenPolandPortugalAustriaGreece12,500.0411,766.658,913.348Description:In2022,thefoodandbeverageserviceactivitiesindustryintheEuropeanUnion(EU-27)recordedanetturnoverof441.8billioneuros.ThecountryintherankingwiththehighestnetturnoverinthefoodandbeverageserviceactivitiesindustrywasFrance,reporting85billioneuros.ReadmoreNote(s):Europe,EU;2022Source(s):EurostatNumberofenterprisesinthefoodandbeverageserviceactivitiesindustryinEuropein2022,bycountryFoodandbeverageserviceindustry'snumberofenterprisesinEuropeancountries2022Numberofenterprises600,000

800,0000200,000400,0001,000,0001,200,0001,400,0001,600,0001,800,000EuropeanUnion(EU-27)Italy1,545,901265,324260,057224,078186,619SpainFranceGermanyGreece78,363PortugalNetherlandsPoland73,22366,36657,69547,68347,26431,04729,611BelgiumCzechiaAustriaRomania9Description:In2022,thefoodandbeverageserviceactivitiesindustryintheEuropeanUnion(EU-27)recorded1.5millionenterprises.ThecountryintherankingwiththehighestnumberofenterprisesinthefoodandbeverageserviceactivitiesindustrywasItaly,withapproximately265thousand.ReadmoreNote(s):Europe,EU;2022Source(s):EurostatNumberofemployeesinthefoodandbeverageserviceactivitiesindustryinEuropein2022,bycountryFoodandbeverageserviceindustry'snumberofemployeesinEuropeancountries2022Numberofemployees3,000,000

4,000,00001,000,0002,000,0005,000,0006,000,0007,000,0008,000,0009,000,000EuropeanUnion(EU-27)GermanySpain8,323,3381,669,4211,266,8881,265,5651,049,512ItalyFranceGreece490,356418,951287,383NetherlandsPortugalPolandAustriaIrelandSwedenSwitzerland244,319186,534168,866164,642149,12910Description:In2022,thefoodandbeverageserviceactivitiesindustryintheEuropeanUnion(EU-27)recorded8.3millionemployees.ThecountryintherankingwiththehighestnumberofemployeesinthefoodandbeverageserviceactivitiesindustrywasGermany,withapproximately1.67million.ReadmoreNote(s):Europe,EU;2022Source(s):EurostatRevenueofthepubs,bars,andnightclubsindustryintheEuropeanUnionin2024,bycountry(inbillioneuros)LargestnightlifeindustriesintheEU2024Revenueinbillioneuros1005152025SpainItaly21.514.9France5.85.6GermanyNetherlandsPortugalIreland4.33.32.52.22.1GreeceBelgiumCroatia1.11.1Denmark11/statistics/1136632/leading-pubs-bars-nightclubs-countries-european-unionSpainwasthecountryintheEuropeanUnionwiththelargestrevenueinthepubs,bars,andnightclubsindustry,withanestimatedrevenueofmorethan20billioneurosin2024.Italywasthecountrywiththesecond-largestnightlifeindustryinthatyear.ReadmoreNote(s):Europe;2024;estimatesSource(s):IBISWorldCitieswiththemosticecreamshopsper10,000inhabitantsinEuropeasofJuly2023Europeancitieswiththemosticecreamshops2023Numberoficecreamshopsper10,000inhabitants0.6

0.8

1.0

1.20.00.20.41.41.61.82.0MilanTurin1.871.84Genoa1.591.571.53RomeMalagaPalermoKrakowDüsseldorfLeipzig1.421.361.331.321.29Lisbon12Description:MilanwastheEuropeancitywiththemosticecreamshopsper10thousandinhabitantsasofJuly2023.TheNorth-Italiancitywashometoapproximately1.87icecreamshopsper10thousandinhabitants.AtotaloffiveItaliancitiesplacedintheranking,fourofwhichheldthetopspots.ReadmoreNote(s):Europe;asofJuly2023Source(s):Holidu.ukCHAPTER

03KeyplayersNumberofMcDonald'srestaurantsinEuropefrom2016to2023,bycountryNumberofMcDonald'srestaurantsinEurope2016-2023,bycountry20162017144212851480566201814631292148957820191485132314845972020149513341448608535461255203197180201169105202115171367143263455749025721320018819417110920221536139714256695805172622192001951951761132023156014361385709605546253226199199196179119France(IncludingMonaco)UnitedKingdomGermany141912741470554Italy(IncludingSanMarino)Spain(IncludingGibraltar)Poland501509515527382402421442Netherlands249246249252Israel*Austria195152220165951931612141669619416820516999196174205170101PortugalSwedenSwitzerland(IncludingLiechtenstein)CzechRepublic14/statistics/256044/mcdonalds-restaurants-in-europeIn2023,theEuropeancountryinwhichMcDonald’soperatedandfranchisedthemajorityofitsestablishmentswasFrance(includingMonaco).TheUnitedKingdomaccountedforthesecondlargestnumberofMcDonald’srestaurantsin2023with1,436units.ReadmoreNote(s):Europe;2016to2023;*RestaurantcountforIsraelbeganin2020.ReadmoreSource(s):McDonald'sNumberofSubwaystoresinEuropeasof2023,bycountryNumberofSubwaystoresinEurope2023,bycountryNumberofstores05001,0001,5002,0002,500UnitedKingdomGermanyRussia2,153657424France371FinlandNetherlandsPoland178175174SwedenIreland158131TurkeySpainNorwayAustria8352503815/statistics/792963/subway-store-numbers-in-european-countriesAsofNovember2023,theUnitedKingdomhadthemostSubwayrestaurantsinEurope,reaching2,153locations.ItwasfollowedbyGermany,albeitwithsignificantlyfewerrestaurants.Worldwide,therewereover36thousandSubwayrestaurantsin2023.ReadmoreNote(s):Europe;November2023Source(s):SubwayLeadingcoffeeshopandcaféchainsinEuropein2022,bynumberofunitsCoffeeshopchainswiththemoststoresinEurope20223,5003,1223,0752,9233,0002,5002,0001,5001,0005000CostaCoffeeStarbucksMcCafé16Description:CostaCoffeerankedastheleadingcoffeeshopchaininEuropein2022.TheBritishcoffeestorechainaccountedforatotalof3,122establishmentsacrossEurope.Meanwhile,StarbucksandMcCaféplacedsecondandthird,respectively.

ReadmoreNote(s):Europe;2022Source(s):AllegraWorldCoffeePortalCountrieswiththelargestnumberofStarbucksstoresinEuropeasofQ32023EuropeancountrieswiththemostStarbucksstores2023Numberofstores400

50001002003006007008009001,000UnitedKingdomTurkey911676France238Spain157151GermanyNetherlandsIreland9987Poland73RomaniaCzechRepublicHungaryGreece5652383734Belgium17Description:Asofthethirdquarterof2023,Starbuckshad2,794storesinEurope.TheEuropeancountrywiththemostStarbucksstoreswastheUnitedKingdomwith911Starbucksstores.ThiswasfollowedbyTurkeywith676storesandFrancewith238Starbucksstores.Comparatively,therewereonly31StarbucksstoresinItaly.ReadmoreNote(s):Europe;Q32023Source(s):Knoema;StarbucksLeadingrestaurantchainsrankedbybrandawarenessintheUnitedKingdomin2023Mostwell-knownrestaurantchainsintheUnitedKingdom2023Shareofrespondents40%

50%0%10%20%30%60%70%80%90%100%McDonald'sKFC96%95%BurgerKingStarbucks95%95%PizzaHutDomino'sPizzaSubway94%94%93%91%89%Nando'sPizzaExpressWetherspoonsFrankie&Benny'sWagamamaDunkin'Donuts86%84%82%81%18Description:Sevenofthetoptenmostwell-knownrestaurantchainsintheUKareAmerican.ThisincludesthetoptworankedbrandsMcDonald'sandKFC,eachwithabrandawarenessof96percentand95percentamonginternetrespondentsintheUnitedKingdomrespectively.TheonlyUK-basedrestaurantchainsinthetoptenaretheninthplacedPizzaExpressandthetenthplacedWetherspoons.ReadmoreNote(s):UnitedKingdom;SeptembertoOctober2023;1240respondents;18to64yearsSource(s):ConsumerInsightsLeadingquickservicerestaurantchainsinFrancein2022,byrevenue(inmillioneuros)LeadingquickservicerestaurantschainsinFrance2022,byrevenueRevenue

in

million

eurosMcDonald'sFrance¹61001600868743534345338310300284257253235GroupeBertrand(BurgerKing,Pitaya,Itsu)¹MarieBlachère(BoulangerieMarieBlachère,CaféMarie)¹Yum!(KFC)AreasFrance(SuperWildCoffee)HIGCapital(Quick)LagardèreTravelRetailFranceDomino'sPizzaFrance¹GroupeAgapes(Flunch,Salad&Co)¹Ange(BoulangerieAnge)Amrest(SushiShop,PizzaHut)¹O'Tacos19Description:McDonald'swasthequickservicerestaurant(QSR)chaininFrancethatgeneratedthehighestrevenuein2022.Thatyear,revenueofMcDonald's,alsotheleadingQSRchaininFrancebynumberofunits,amountedtoanestimated6.1billioneuros.GroupeBertrandandMarieBlachèrefollowedintheranking,withanestimatedrevenueof1.6billionand868millioneuros,respectively.ReadmoreNote(s):France;2022;revenueexcludingtaxesSource(s):Snacking.frCHAPTER

04OnlinefooddeliveryRevenueoftheonlinefooddeliverymarketinEuropefrom2018to2028(inbillionU.S.dollars)RevenueoftheonlinefooddeliverymarketinEurope2018-2028GroceryDeliveryMealDelivery2502001501005002018201920202021202220232024202520262027202821Description:Therevenueisforecasttoexperiencesignificantgrowthinallsegmentsin2028.Aspartofthepositivetrend,theindicatorreachesthemaximumvalueforalltwodifferentsegmentsattheendofthecomparisonperiod.ParticularlynoteworthyisthesegmentGroceryDelivery,whichhasthehighestvalueof142.39billionU.S.dollars.ReadmoreNote(s):Europe;2018to2028Source(s):DigitalMarketInsightsAveragerevenueperuserintheonlinefooddeliverymarketinEuropefrom2018to2028(inU.S.dollars)ARPUoftheonlinefooddeliverymarketinEurope2018-2028GroceryDeliveryMealDelivery65055045035025015050588.24569.22550.19525.59488.06445.87407.09382.36183.792021349.66170.05295.62149.9284.25139.79198.812027201.112028193.262025196.522026181.542024176.822022171.78202320182019202022Description:Theaveragerevenueperuserisforecasttoexperiencesignificantgrowthinallsegmentsin2028.Aspartofthepositivetrend,theindicatorachievesthemaximumvalueacrossalltwodifferentsegmentsbytheendofthecomparisonperiod.Notably,thesegmentGroceryDeliverystandsoutwiththehighestvalueof588.24U.S.dollars.ReadmoreNote(s):Europe;2018to2028Source(s):DigitalMarketInsightsNumberofusersoftheonlinefooddeliverymarketinEuropefrom2018to2028(inmillionusers)OnlinefooddeliveryusersinEurope2018-2028MealDeliveryGroceryDelivery350300250313.25242.79306.21231.66299.17220.54288.18207.71269.66239.95178.82214.78172.3212.64162.89192.9920015010050182.01143.66134.83111.72115.98100.622018201920202021202220232024202520262027202823Description:Overthelasttwoobservations,thenumberofusersisforecasttosignificantlyincreaseinallsegments.Aspartofthepositivetrend,theindicatorreachesthemaximumvalueforalltwodifferentsegmentsattheendofthecomparisonperiod.ParticularlynoteworthyisthesegmentMealDelivery,whichhasthehighestvalueof313.25millionusers.ReadmoreNote(s):Europe;2018to2028Source(s):DigitalMarketInsightsShareofonlinerestaurantdeliveryusersin56countries&territoriesworldwide,asofFebruary2024Onlinerestaurantdeliveryusersinselectedcountriesworld