能实现规模扩张的品牌，大多具备核心原料集中、供应链高效的特点，比如鸡柳大人、蜜雪冰城、新疆炒米粉。米粉和米线赛道差异显著：米线重汤底，米粉重浇头。如今新疆炒米粉已占据米粉赛道的半壁江山，前十名中有五个是新疆炒米粉，剩下的多为螺蛳粉；米线赛道则以蒙自源等云南过桥米线为主。此外，窑鸡王也因原料集中，实现了供应链高效、成本可控，从而支撑规模扩张。
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10Washing and drying the bulk raw material to prevent spoilage also isn’t easy. During WWII, volunteers in Britain occasionally dammed natural streams to wash the seaweeds and used hot air from a bakery to dry them. Praising the concerted efforts of volunteers, the UK Ministry of Supply concluded that “all belligerent countries should have a local source” of agar.
在 VMware 被公司消化之后，市场主要关注于博通 AVGO 在 AI 业务的进展：