达登饭店在2026财年遭遇了超出预期的牛肉成本通胀。公司首席财务官拉杰·维纳姆在与分析师的电话会议中透露,牛肉价格同比涨幅高达约12%。然而,前景正显现改善迹象,公司预计2027财年牛肉价格的涨幅将回落至较低的个位数水平。
有趣的是,高管们指出,旗下品牌“长角牛牛排馆”实际上从高企的牛肉通胀中获益。这使该连锁餐厅在市场中提供了更具竞争力的相对价值。尽管公司对来年增长给出了更为谨慎的指引,导致股价小幅下跌0.1%,但成本压力的缓解预期为未来带来了新的希望。
达登饭店在2026财年遭遇了超出预期的牛肉成本通胀。公司首席财务官拉杰·维纳姆在与分析师的电话会议中透露,牛肉价格同比涨幅高达约12%。然而,前景正显现改善迹象,公司预计2027财年牛肉价格的涨幅将回落至较低的个位数水平。
有趣的是,高管们指出,旗下品牌“长角牛牛排馆”实际上从高企的牛肉通胀中获益。这使该连锁餐厅在市场中提供了更具竞争力的相对价值。尽管公司对来年增长给出了更为谨慎的指引,导致股价小幅下跌0.1%,但成本压力的缓解预期为未来带来了新的希望。
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