Analysis of Haidilao's Business Model and Market Performance: Research Based on Operating Data and Customer Satisfaction

This study takes Haidilao as the research object. Based on its operating data and customer satisfaction survey from 2023 to 2024, it systematically analyzes the business model and market performance of the enterprise. Research has found that Haidilao has built a unique competitive barrier through "ultimate service + vertical supply chain": personalized services have increased the proportion of repeat customers to 45% (the industry average is 27%), and the Shuhai supply chain has reduced the cost of ingredients by 12-15%. Data from 2024 shows that its refined operation has achieved remarkable results, with the table turnover rate rising to 4.1 times per day. However, the increase in the proportion of labor costs to 33% has become a new challenge. The paper innovatively proposes the "service-supply chain dual-wheel drive" model, providing a theoretical reference for the transformation and upgrading of catering enterprises. Meanwhile, it reveals the reconstructing effect of digitalization (the AI feedback system processes 3.4 million pieces of data) on the traditional service industry. The research has significant implications for understanding the internationalization path of Chinese service enterprises (with overseas revenue accounting for 3.6%).