香港飲食神話破滅!譚仔宣佈退市!由年賣3000萬碗到落魄離場,21億收購竟成陪葬品?三哥五哥分家內幕再被翻出!係邊個親手殺死香港米線傳奇?
今日財經熱話
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January 28, 2026
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譚仔米線由香港草根奮鬥故事,到成為「米線第一股」,最終喺2025年宣佈退市,短短三年半經歷高峰與低谷。 1996年譚氏家族創立獨特嘅港式雲南米線,以車仔麵式點餐同10級辣度風靡香港。2008年家族分家,形成紅綠「譚仔」與「譚仔三哥」競爭局面,反而共同做大市場。2017年日本餐飲巨頭收購兩品牌,整合上市。 然而,上市後挑戰湧現: 1. 高度依賴香港市場:逾93%收入來自香港,但租金人工成本高,加上通關後市民北上消費成風,目標客群大量流失。 2. 內地擴張失利:面對雲南米線紅海競爭,其「港式」定位尷尬,門店增長緩慢,反成業績包袱。 譚仔軌跡與昔日「茶餐廳第一股」翠華驚人相似——兩者皆因過度追求規模化與資本故事,忽視產品本質,最終失去市場。 退市反映單靠爆品與標準化複製嘅時代已過。消費者今日只認「好食抵食」,香港餐飲品牌必須重新聚焦產品力,進入內地更需徹底本土化,否則難以生存。 由年賣3000萬碗到黯然退市,譚仔光環雖褪,但警鐘長鳴:餐飲終歸是「勤行」,資本光環不及脷尖體驗真實。
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