快餐巨头温迪汉堡正加速推进全球化战略，最新宣布将业务版图拓展至意大利与亚美尼亚两国市场。根据公司披露的计划，未来将在两地开设总计190家新餐厅，此举旨在推动其2028年国际门店总量突破2000家的战略目标。
此番扩张计划恰逢公司面临增长压力之际。今年五月管理层曾预警，2025财年销售额表现至多与去年持平，难现显著增长。资本市场对此反应谨慎——尽管发布国际扩张消息，温迪汉堡(WEN)股价仍应声下挫3.2%，报收于10.56美元。此前摩根士丹利刚于本周一调降其目标股价，从13美元大幅下调至11美元，凸显机构投资者对短期业绩的担忧。
国际业务拓展与本土增长乏力形成鲜明对比。新门店计划虽彰显长期野心，但投资者更关注当前盈利承压的现实挑战。市场正密切关注该公司如何平衡短期业绩与国际扩张的资金投入。
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