From resistance to embrace, takeaway has become a rare highlight in the catering industry in the first half of the year

In the first half of 2026, several catering companies disclosed in their financial reports that their takeaway business became the main source of revenue growth. Haidilao, Encounter Small Noodles, Green Tea Group and other main dining brands have seen a significant increase in their takeaway revenue year-on-year, with a noticeable increase in their revenue share. Some companies have improved their efficiency through operational adjustments, but overall they have shown a trend of decreasing average order value and trading price for quantity, and the growth in takeaway revenue has not been fully converted into profit growth.