BRAND_ANALYSIS #HAIDILAO FOOD & DRINK #11 OF 137 IN FOOD & DRINK INTERESTING

Haidilao

· Public · Updated 04 Oct 2026 09:24 UTC
#97 of 1208 overall by tension · #11 of 137 in Food & Drink
22 Interesting
The Silent Giant
Analysis

Haidilao is the most distressed brand in this batch: stock down 17.57%, sentiment only 0.20, C=26, B=48. The hotpot theater model that made it a global phenomenon is facing a China consumer spending contraction that no amount of tableside performance can offset. This is a brand built for expansionary conditions trying to survive contractionary ones.

IN THE NEWS (8 articles this week)
Haidilao Is Changing Its Whole Game Plan, Here's What I Found - Moomoo
Tangelo Bali Welcomes Haidilao for a Chinese Golden Week Hot Pot Celebration - epicure Magazine
Bustling China with Warm Civilian Vitality Revealed in Catering Enterprises' Semi-Annual Reports - 36 Kr
Cultural Score
26 / 100
Business Score
48 / 100
TREND
TENSION▂▃▃▃▃▁▁▁▂▂▂▂▁▂
CULTURAL▄▃▃▂▃▄▄▄▃▃▃▃▃▂
BUSINESS▅▅▅▅▅▅▄▄▄▄▄▄▄▄
TREND CHART
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CULTURAL BREAKDOWN
Wikipedia Momentum 15/40
News Presence 11/35
Search InterestRedistributed to other dimensions
BUSINESS BREAKDOWN
Stock Momentum 4/30
Market Position 16/25
Revenue Growth 15/25
Earnings Health 13/20
STOCK DATA
Price$9.19
30d Change-17.6%
Market Cap$49.8B
Profit Margin9.1%
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Haidilao's tension is 22. Commerce outpacing culture. sociologyofcapitalism.com/brand/haidilao
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Data: Wikipedia Pageviews, Google News RSS, AI Sentiment, Yahoo Finance
All scores approximate. Updated weekly.
Sociology of Capitalism
Mike Litman