异动解读|Dutch Bros盘中下跌5.1%,放弃加价收购Salad and Go门店叠加Q3指引不及预期

行情直击
Sep 02

9月2日,Dutch Bros盘中下跌5.1%,报46.37美元/股,成交额1.57亿美元。

消息面上,公司宣布不再提高此前对亚利桑那、内华达、俄克拉荷马及德克萨斯州最多65处Salad and Go门店的收购报价。CEO Christine Barone表示将继续评估能提供合理回报的投资机会。此举引发市场对公司外延扩张战略放缓的担忧。

此外,此前RBC Capital Markets指出,公司Q2同店销售增长5.8%及Q3展望4%-5%均低于买方预期的7%和约6%,同时下半年流量基数将更为严峻,限时产品和联名活动带来的增量效果减弱,加剧了市场对增长动能放缓的忧虑。RBC已将目标价从75美元下调至70美元。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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