墨式烧烤上调业绩预期,但环孢子虫疫情拖累七月销售额

投资观察
Jul 30

墨式烧烤(Chipotle Mexican Grill)表示,环孢子虫疫情并未直接波及其所用的生菜,但这一寄生虫引发的公共卫生事件,依然对其销售造成了冲击。这家快餐连锁企业周三透露,与新鲜农产品相关的疫情报道,直接影响了七月的销售业绩,削弱了月初时积累的强劲势头。首席执行官斯科特·博特赖特称,销售下滑幅度虽属温和,但不容忽视。

墨式烧烤用于制作碗装沙拉和卷饼的长叶生菜,均来自加利福尼亚州,而非墨西哥。美国联邦卫生官员已证实,一起与环孢子虫相关的疾病暴发,与美国农产品巨头泰勒农场从墨西哥进口的切碎卷心莴苣有关。博特赖特在接受采访时坦言:“说实话,这类新闻对所有人都有伤害。这并非某一品牌面临的孤立事件,我们对此感到痛心。”

尽管如此,公司股价在盘后交易中仍飙升6%。这一涨势源于墨式烧烤在第二季度业务加速后,上调了全年同店销售预期。博特赖特表示,公司正成功吸引来自不同收入阶层和年龄段的顾客回归。

然而,第二季度运营利润率出现下滑,原因是公司维持了低于食品和劳动力成本通胀率的定价策略。博特赖特解释说,墨式烧烤需要消化这些成本,以维持顾客对碗装产品的购买意愿。与此同时,公司正加大营销力度,并推出更多数字化优惠举措。

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