麦当劳新推超值套餐组合有望提振同店销售——市场快评

投资观察
Apr 07

奥本海默分析师布莱恩·比特纳与迈克尔·塔马斯指出,麦当劳最新推出的"McValue"超值平台包含多款3美元以下的餐点,结合即将上线的饮品平台,预计将有效刺激同店销售额增长。这一低价策略旨在巩固其近期在低收入消费群体中获取的市场份额。分析师进一步表示,全新饮品平台的创新产品将"为渗透率不足的品类创造增长动力"。近期股价回调为投资者提供了具吸引力的布局时机,毕竟这家快餐巨头"在经历两年业绩平淡期后,已掌握多项驱动销售健康增长、提升利润率与盈利能力的杠杆"。

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