英文【Bernstein】印度新兴消费者：快速洞察：Rapido推出食品配送服务；若能扩大规模并取得成功，对快餐连锁店（QSR）总体有利

报告摘要

India Emerging Consumer Quick Take: Rapido launching a food delivery service; net positive for QSRs if it can scale and succeed.

核心要点

11 June 2025

报告信息

文件全名: 《英文【Bernstein】印度新兴消费者：快速洞察：Rapido推出食品配送服务；若能扩大规模并取得成功，对快餐连锁店（QSR）总体有利-13页.pdf》
适合读者: 战略规划行业研究员
核心数据: Fried Chicken and Burger categories. In our coverage, Jubilant (which has ~73% of Domino’s
of drivers. Westlife (43% of revenues are delivery) has selective restaurants where it does
generation and delivery. KFC has 45% and 43% of business coming from delivery for Devyani
and Sapphire respectively. Pizza Hut has 56% and 52% respectively.
which are ~18-19% of their online revenues (~6-8% of total revenues) (Exhibit 2). This
核心议题: 消费

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《英文【Bernstein】印度新兴消费者：快速洞察：Rapido推出食品配送服务；若能扩大规模并取得成功，对快餐连锁店（QSR）总体有利》主要包含哪些内容?

India Emerging Consumer Quick Take: Rapido launching a food delivery service; net positive for QSRs if it can scale and succeed.核心数据:Fried Chicken and Burger categories. In our coverage, Jubilant (which has ~73% of Domino’s;of drivers. Westlife (43% of revenues are delivery) has selective restaurants where it does;generation and delivery. KFC has 45% and 43% of business coming from delivery for Devyani。

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