通胀压力下的消费者正在缩减披萨订单规模，转而选择更便宜的非特色披萨，甚至跳过了蒜香面包等配餐。棒约翰北美门店近期季度同店销售额下降6.4%，公司首席执行官托德·佩内戈尔在与分析师通话时指出，这主要受到订单量下滑和新客户获取减少的双重打击。
尽管棒约翰的核心披萨业务仍保持韧性，但佩内戈尔注意到当前消费者明显倾向于选择更经济的选项，并开始减少配餐和甜点的消费。他表示："我们提升市场份额的两大契机在于：持续巩固已改善的价值认知度，同时利用重建的创新渠道来吸引新客户，优化披萨订单结构向高端产品倾斜，推动附加消费并扩大整体可触达市场。"
受此消息影响，棒约翰股价在盘前交易中下跌4%。
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