快餐汉堡店在价格敏感的市场中面临困境 — 市场快讯

投资观察
Oct 30

1327 ET - 据Mizuho分析师Nick Setyan表示,快餐汉堡店在后疫情时代的通货膨胀中率先发力,但如今由于消费者支出减少,处境变得相当不利。相比2019年,快餐板块的价格现在已比杂货贵了12%,而快餐汉堡店的价格比杂货贵了18%。相对而言,快餐披萨店现在比汉堡快餐更具价格优势。Setyan指出,达美乐比萨特别保持了低于通胀的账单增长,当前在同店销售、单位和利润增长方面的定位优于过去五年中的任何时刻。(nicholas.miller@wsj.com)

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