异动解读 | Shake Shack股价盘中大跌5.06%,尽管第三季度业绩向好但面临牛肉成本上涨挑战

异动解读
Oct 30, 2025

周四盘中,快餐连锁店Shake Shack(SHAK)股价大跌5.06%,引发市场关注。尽管公司第三季度业绩表现良好,但投资者似乎更关注其面临的成本压力。

根据公司发布的财报,Shake Shack第三季度同店销售增长4.9%,新市场的表现抵消了纽约市和华盛顿特区的疲软表现。然而,公司同时表示,第三季度牛肉成本上涨了两位数,预计在可预见的未来将继续面临牛肉市场的挑战。为应对这一情况,Shake Shack正在多样化其牛肉供应商,以缓解日益增长的成本压力。

分析人士指出,虽然Shake Shack的销售增长令人鼓舞,但不断上涨的原材料成本可能会挤压公司的利润空间。投资者似乎对公司能否在保持增长的同时有效控制成本表示担忧,这可能是导致股价下跌的主要原因。此外,在整体经济不确定性加剧的背景下,市场对快餐行业的前景持谨慎态度,这也可能对Shake Shack的股价产生了负面影响。

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