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调味品行业深度分析：渠道专题：因势而变，蓄势谋新-国投证券

复盘疫情以来餐饮行业及调味品板块表现发现二者整体呈现正相关，随着行业需求复苏放缓，行业进入中低速发展阶段，发展质量成为关键。拆分来看，零售渠道价增为先，餐饮渠道量增放缓，当下餐饮渠道承压抑制调味品用量，而商超客流量不可逆下降，均价增速收窄，整体导致板块承压。目解码渠道：顺势而为，向新而生终端需求分化，我们试图分析当下调味品行业弱beta下主要渠道的增长机遇

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