Chapter 1566: A Lunch at a “Community Cafeteria”
Lin Feng went to the community cafeteria to eat: one meat dish and two vegetable dishes, for 15 yuan. He asked the person in charge, “Can this price make money?” The负责人 said, “Not really, but we don’t lose either. The government subsidizes part of it, the community provides the venue, and we handle the operations. For a meal at 15 yuan, the cost is 12 yuan, and the profit is 3 yuan. It relies on ‘big volume.’” Lin Feng asked, “So how many portions do you sell in a day?” The负责人 said, “500 portions.” Lin Feng said, “Then the daily profit is 1,500, and in a month it’s 45,000. Is that enough to pay salaries?” The负责人 said, “It’s enough, but it’s not enough to expand.”
Chapter 1567: The “Silver-Haired Must-Have Demand” of Community Dining Halls
Lin Feng discovered that the core customer base of community dining halls is not young people, but the elderly. The elderly find it difficult to cook and difficult to eat. Community dining halls solve the “must-have demand.” Lin Feng said, “This is the ‘silver-haired must-have demand.’ Must-have demand means—low price sensitivity, high repurchase rate, and strong stickiness. Strong stickiness means—you can stack other services.” He found a company that does “community dining halls + health management.” Its core business is “dining hall + checkups + medicine delivery.” The stock price is still at the bottom.
Chapter 1568: The “Traffic Entry Point” of Community Dining Halls
Recently, that company partnered with an insurance company to set up “health consultation points” inside the dining halls. After the elderly finish their meal, they can also get their blood pressure measured and consult about insurance. Lin Feng said, “This is a ‘traffic entry point.’ The dining hall is the entry, and health is where you monetize. The more frequent the entry, the easier it is to monetize.” The stock price rose 12%.
Chapter 1569: The “Reconstruction of Valuation” for Affordable Community Dining
Lin Feng said, “The valuation logic of community dining halls is shifting from ‘food service’ to ‘community services.’ Food service isn’t worth much, but community services are. Community services mean—government support, user trust, and data accumulation.”
Chapter 1570: The “Long Slope” of Community Dining Halls
Lin Feng holds shares in that company, but his position isn’t large. He said, “Community dining halls are a ‘long slope.’ Because population aging is irreversible, community services are indispensable. Whoever can balance ‘affordability’ and ‘efficiency’ will win.”
