Casey's General Stores 在鸡翅业务中看到巨大机遇

投资观察
Jun 11

Casey's General Stores表示,其新推出的鸡翅产品,长远来看,最终有望与公司的披萨业务规模相媲美。这家便利店连锁指出,已观察到一些顾客专程前来购买鸡翅,之后也更频繁地回头光顾其熟食产品。这是一个积极的信号,表明顾客将鸡翅视为一项独立的或额外的购买选择,而非替代其通常点单的食品。

公司首席执行官Darren Rebelez在与分析师的电话会议中表示:“目前我们观察到的一切都表明,这可以成为一个增量消费场景,其产品力足以独立支撑。”他进一步阐释,鸡翅业务有潜力开辟新的消费场合,吸引顾客在非传统用餐时间或作为零食购买。

然而,Rebelez也提醒道,Casey's的披萨业务发展到今天的规模用了40年时间。他强调:“在鸡翅领域,我们需要时间来持续建立我们的信誉。”这表明公司虽然看好新业务的长期潜力,但也清醒认识到品牌建设和市场接受度需要循序渐进的积累过程。

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