[Summary]
NATTY SWANKY Holdings is more than just a dumpling chain.
The essence is
“Gyoza x Izakaya x High rotation x Brand customer service”
This is a highly efficient eating out model for the masses that combines the following.
The core brand ``Dandadan of gravy dumplings'' is
- Izakaya sales structure
- Fast food efficiency
- Brand customer service
are realized at the same time.
In this article:
- Why is Dan Da Dan so strong?
- Points of differentiation in the restaurant industry
- Risks that investors should look at
I will explain it in an easy-to-understand manner.
Why is “gyoza specialization” so strong?
The biggest feature of NATTY SWANKY is
The point is that we are concentrating our management resources on "gyoza."
Areas of concentration are:
- Menu development
- Operation
- Stocking
- Brand recognition
It is.
A normal izakaya is Increase the number of menu items to increase the average customer spend.
On the other hand, Dandadan is
Attract customers with “completeness of signboard products”
It's a model.
This is very efficient.
Benefits
| Item | Effect |
|---|---|
| SKU reduction | Inventory loss reduction |
| Simplify cooking | Improve labor cost efficiency |
| Product concentration | Improving brand recognition |
| Simplifying education | Improving store opening speed |
In other words,
“Win strongly with fewer products”
It's a strategy.
Market position as “Gyoza Izakaya”
Dandadan is It's not a ramen restaurant or a Chinese restaurant.
The essence is
“A restaurant where you can enjoy gyoza and drink alcohol”
It is.
The reason this position is so strong is because This is because it reduces the weaknesses of the izakaya market.
Normal Izakaya
- Many menus
- Cooking is complicated
- Heavy labor costs
- A lot of waste loss
Dan Da Dan
- Focus on main products
- Cooking standardization
- Fast delivery speed
- Easy to control costs
In other words,
“Izakaya Sales”
and
“Fast food efficiency”
We have both.
This is a pretty strong structure in the restaurant industry.
“Gyoza and beer” is universally demanded
The company's strengths are It is not a trendy type, but a ``standard type''.
For example:
- Tapioca
- High quality bread
- Korean cheese
It is not dependent on trends like.
Gyoza is:
- children
- Office worker
- Women
- family
The customer base is wide.
In other words,
Relatively resistant to economic fluctuations
It has characteristics.
Furthermore, the average cost per customer is around 2,000 yen.
Not a luxury store,
“A store I come to again and again”
I'm aiming for
This model:
- High repeat rate
- Easy to use on a daily basis
- Easy to use during recessions
There is a strength.
Why a central kitchen is important
The food and beverage industry is usually
“Increase in stores = decrease in quality”
is likely to occur.
However, NATTY SWANKY We are strengthening our manufacturing capabilities.
At our subsidiary GRIP FACTORY:
- Gyoza production
- Frozen sales
- Food supply
We are proceeding.
This results in:
- Uniform taste
- Reduce education costs
- Accelerate store openings
I'm aiming for
This is
- Bird Nobility
- Osho Food Service
The idea is similar to that.
In other words, the company
"Restaurant"
Not only
“Food supply type company”
is also approaching.
Customer service branding is the point of differentiation
Dandadan is It's more than just a low-priced chain.
The characteristics are
"Lively customer service"
The point is that it is branded.
Typical low price chains are:
- Inorganic
- Poor customer service
- Depends on part-time job
easy to become.
But Dan Da Dan:
-Energetic customer service
- Vibrant production
- Atmosphere of each store
We place emphasis on
In other words,
“Cheapness”
rather than
"Experiential value"
We are differentiated by
This is the big difference from other chains.
Weaknesses and risks of this model
Of course, there are challenges as well.
① Low unit price per customer
It is difficult to grow profits unless you open a large number of stores.
② Rising personnel costs
Eating and drinking is labor intensive.
Easily affected by wage increases.
③ Depends on urban location
Affected by demand from downtown areas.
④ Gyoza dependence
There is a risk of concentration of main products.
Especially important is
“Maintaining same-store sales”
It is.
The restaurant chain is While it is easy to grow in the early stages of opening a store,
Existing stores tend to slow down as they mature.
From now on:
- Maintain number of customers
- Repeat rate -FC expansion
- Manufacturing monetization
becomes important.
Summary
The essence of NATTY SWANKY Holdings is
“Highly efficient public bar platform”
It is.
Strengths are:
- Gyoza specialty
- High rotation
- Standardization
- Brand customer service
- universal demand
The point of having at the same time.
On the other hand,
- Labor costs
- Saturation of store openings
- Existing store growth
You need to be careful.
From an investor's perspective,
“How many stores have we added?”
From
“Are existing stores strong?”
It is important to see.