据BTIG分析师Peter Saleh和Ben Parente表示,墨式烧烤仍为顾客提供引人注目的价值,但消费者似乎因为认为快休闲餐厅和快餐厅整体价值不佳而转向其他选择。
分析师指出,行业内许多餐食价格正接近15美元,而BTIG的定价调查发现墨式烧烤全国主菜平均价格为10.31美元。他们的定价研究显示,Cava和Sweetgreen类似主菜的收费比墨式烧烤高出30%至40%。
"我们认为管理层有机会围绕10美元价位加强宣传,这是同行尚未匹配且无法匹配的竞争护城河,"分析师表示。
据BTIG分析师Peter Saleh和Ben Parente表示,墨式烧烤仍为顾客提供引人注目的价值,但消费者似乎因为认为快休闲餐厅和快餐厅整体价值不佳而转向其他选择。
分析师指出,行业内许多餐食价格正接近15美元,而BTIG的定价调查发现墨式烧烤全国主菜平均价格为10.31美元。他们的定价研究显示,Cava和Sweetgreen类似主菜的收费比墨式烧烤高出30%至40%。
"我们认为管理层有机会围绕10美元价位加强宣传,这是同行尚未匹配且无法匹配的竞争护城河,"分析师表示。
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