牛肉价格持续上涨或挤压Bloomin' Brands利润空间——市场快讯

投资观察
Feb 25

牛肉价格攀升可能对正在全力振兴旗下Outback Steakhouse品牌的Bloomin' Brands构成挑战。该公司同时拥有Carrabba's Italian Grill连锁餐厅,预计今年大宗商品通胀率将介于4.5%至5.5%之间,主要驱动力来自牛肉价格接近两位数的涨幅。首席财务官埃里克·克里斯特尔在与分析师电话会议中透露:"我们的供应链团队已全力控制牛肉及其他品类的通胀压力。"他特别强调,公司通过"独特的供应合作关系"已锁定约75%的年度成本,这有望帮助其抵御牛肉价格上涨的冲击。然而值得注意的是,大宗商品成本在2025年已挤压公司利润率,这一趋势今年或将延续。当日该公司股价微升0.6%。

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