周三盘中，百胜中国（YUMC）股价大跌5.21%，主要受到公司发布的2025年第一季度财报不及市场预期的影响。
根据公司公布的财报，百胜中国第一季度营收为29.81亿美元，低于市场预期的30.8亿美元。净利润为2.92亿美元，略低于预期的2.94亿美元。尽管每股收益（EPS）达到0.77美元，符合市场预期，但整体业绩表现未能满足投资者期望。
值得注意的是，百胜中国旗下两大主要品牌肯德基和必胜客的同店销售额增长均持平。虽然公司整体经营利润率提升至13.4%，但收入增长放缓可能引发市场对公司未来增长前景的担忧。此外，公司预计2025财年将净新增1600至1800家门店，资本支出约在7亿至8亿美元之间。然而，这些扩张计划似乎未能缓解投资者对当前业绩的失望情绪。
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