This story was originally published on C-Store Dive. To receive daily news and insights, subscribe to our free daily C-Store Dive newsletter. The U.S. federal government has been stepping up immigration enforcement, increasing raids on businesses and ramping up the number of Immigration and Customs Enforcement (ICE) agents it employs to meet aggressive deportation quotas and increased worksite enforcement. When it comes to convenience stores, staff training is one of the biggest tools retailers can use t ...

早餐消费趋势变化 - 快餐店早餐客流量在截至7月的三个月内仅增长1% 而食品导向型便利店早餐客流量同期增长9% [1] - 87%的消费者早餐仍来自家庭自制 显示早餐外食市场存在巨大增长空间 [2] - 疫情前便利店已成为快餐店早餐业务新竞争对手 疫情期间份额增长曾逆转 但近期再次占据上风 [3][4] 便利店行业动态 - 食品导向型便利店（如Buc-ee's和Sheetz）被单独分类 行业呈现扩张态势 [5] - 全美最大便利店7-Eleven计划加大熟食业务投资 RaceTrac以5.66亿美元收购三明治连锁店Potbelly [5] - 便利店行业整体餐饮服务销售额在2024年达到1210亿美元 [13] - 72%消费者认为便利店是快餐店的可替代选择 较一年前的56%和两年前的45%显著提升 [14] 快餐行业表现 - 过去三年快餐早餐客流量连续下降 第二季度同比下降8.7% [6] - 麦当劳早餐时段占比从2019年上半年的33.5%降至2025年上半年的29.9% [7] - 早餐时段成为最经济敏感的时段 消费者倾向于跳过外食早餐或选择在家用餐 [7] - 麦当劳推出5美元超值早餐套餐以刺激消费 包含猪柳蛋麦满分、薯饼和小杯咖啡 [9] 消费者行为分析 - 便利店客户群自2022年以来增长11.5% 而麦当劳、汉堡王和温迪三大快餐连锁合计客户群收缩3.5% [15] - 48%的消费者表示选择便利店早餐替代了原本可能去快餐店的消费 [16] - 消费者认为便利店提供"物有所值"的选择 且产品多样性优于快餐店 [17][18] - 食品质量成为最终差异化因素 价格虽重要但非决定性因素 [19] 成功案例研究 - Casey's General Store作为全美第三大便利店连锁 报告显示截至7月31日的三个月同店销售额增长5.6% [20] - 该公司的早餐披萨自2001年推出后拥有忠实客户群 配备奶酪、炒鸡蛋及 bacon、香肠或蔬菜等配料 [20] - 便利店利用早晚通勤时段加油站客流 天然具备销售早餐和晚餐的区位优势 [14]

US convenience store operator RaceTrac has agreed to buy compatriot Potbelly, a sandwich chain, in a $566m deal. RaceTrac will make a tender offer to purchase all outstanding shares of Potbelly at $17.12 each. The offer price reflects a premium of 47% based on Potbelly’s 90-day volume-weighted average price as of 9 September 2025. Potbelly’s board of directors has unanimously recommended shareholders to tender their shares, and company directors and executive officers, whose shares constitute around 11% ...

公司合作 - Vroom Delivery与Instacart合作 为Vroom网络中3500家便利店提供数字广告服务[7] - 合作内容包括使用Instacart的Carrot Ads零售媒体工具 提供赞助商品列表和展示广告[7] - Vroom选择Instacart因其成熟技术和快速执行能力[4] 技术整合 - Instacart Carrot Ads提供自助服务工具 包括定向投放、个性化资源和数据仪表板[4] - 该服务已获得超过240家企业使用 包括Hy-Vee、Price Chopper和Schnuck Markets等超市[4] - 整合使各种规模的便利店都能获得行业领先的零售媒体解决方案[4] 业务拓展 - Vroom去年与Digits合作 为便利店客户提供广告功能如赞助列表和促销亭[3] - 公司近年与多家企业建立合作关系 包括Uber、支付处理商Finix和后端解决方案提供商Petrosoft[5] - Instacart生态系统拥有7500个广告品牌 零售媒体成为其核心配送业务之外的重要多元化方向[3][5] 行业影响 - 该合作为中小型便利店运营商提供额外零售媒体工具 帮助其与Wawa和7-Eleven等大型竞争对手在广告销售领域竞争[7] - 便利店可通过Vroom管理在线订购和配送服务 同时接入零售媒体网络[3] - 零售媒体正成为便利店行业数字化转型的重要组成部分[3][7]

公司业务与定位 - 公司运营便利店 提供披萨、三明治、烘焙食品等即食食品 以及饮料、零食、酒类、家庭用品和燃料 [2] - 门店还提供多种服务 包括自动取款机、彩票、预付卡、洗车和配送支持 [2] - 公司专注于小型市场 其加油站和提供新鲜热食的便利店能成为主要吸引力 [1] 股价表现与增长 - 过去20年间 公司股价上涨近2400% [1] - 近两年股价上涨94% 表现远超同期标普500指数 [1] - 公司从区域性企业成长为全国性增长典范 [1]

We recently published 13 Stocks Jim Cramer Discussed During His Historic Morning Appearance. Casey’s General Stores, Inc. (NASDAQ:CASY) is one of the stocks Jim Cramer recently discussed. Casey’s General Stores, Inc. (NASDAQ:CASY) is an American convenience store company. The stock has gained 36% year-to-date and jumped by 7% last week. BMO Capital was out with an optimistic note about Casey’s General Stores, Inc. (NASDAQ:CASY) earlier today as it raised the firm’s share price target to $540 from $515. Cr ...

收购交易核心信息 - RaceTrac以5.66亿美元全现金交易收购Potbelly公司 [1] - 交易对Potbelly的估值为每股17.12美元，与分析师目标价一致 [1][2] - 此次收购标志着便利店巨头RaceTrac正式进入餐饮行业 [1] 市场反应与股价表现 - 收购消息宣布后，Potbelly股价飙升超过30% [2][4] - 当前股价为16.98美元，当日涨幅达31.32%，上涨4.05美元 [3] - 股价当日交易区间为16.98美元至17.04美元，创下52周新高，而52周低点为7.27美元 [3] 公司基本面与前景 - Potbelly总部位于芝加哥，在美国运营超过445家门店（包括加盟店） [2] - 公司设定了将门店数量扩张至2000家的目标 [2] - 公司当前市值约为5.1383亿美元，当日纳斯达克交易量为1924.1519万股 [3] 行业趋势 - 此次收购符合便利店行业通过增加餐饮服务选项来实现业务多元化的趋势 [1]

This story was originally published on C-Store Dive. To receive daily news and insights, subscribe to our free daily C-Store Dive newsletter. RaceTrac has become a regional c-store chain known for its rapid growth, evolving tech stack and sharp-looking stores featuring distinctive bright-red branding. Foodservice, meanwhile, hasn’t been much of a calling card for the Atlanta-based operator.  While other fast-growing regional chains like Wawa, QuikTrip and Sheetz have a reputation for unique made-to-order f ...

公司基本信息 - 公司名称为宜宾市叙州区曾鉴副食便利店 法定代表人为曾鉴 注册资本为1万人民币[1] - 公司性质为个体工商户 经营范围为一般项目和许可项目[1] 业务范围 - 一般项目包括食品销售（仅销售预包装食品） 外卖递送服务 气体、液体分离及纯净设备销售 家用电器销售 租赁服务（不含许可类租赁服务） 农副产品销售 日用品批发 日用品销售[1] - 许可项目包括现制现售饮用水和食品销售 需经相关部门批准后方可开展经营活动[1]

This story was originally published on C-Store Dive. To receive daily news and insights, subscribe to our free daily C-Store Dive newsletter. Dive Brief: Maverik, the Salt Lake City-based c-store company, is bringing cardless payments systems from Piston to forecourts throughout its network, the companies announced on Wednesday. Piston’s technology, which lets drivers initiate fueling with a QR code or authorization code, will be added to all of Maverik’s 825-plus c-stores in 21 states over the next m ...