异动解读 | 全年销售预期疲软叠加目标价遭下调,墨式烧烤盘前大跌6.03%

异动解读
Feb 04

墨式烧烤(CMG)今日盘前股价大跌6.03%,引发了市场的广泛关注。

消息面上,该公司发布的业绩指引显示,预计2026财年全年可比销售额将基本持平,这一预期显著低于华尔街分析师此前预测的增长1.86%。公司指出,在经济不确定性持续存在的情况下,注重预算的消费者正越来越多地减少外出就餐开支,导致销售前景承压。此外,券商Piper Sandler也将其目标价从47美元下调至44美元,加剧了市场的担忧情绪。

尽管墨式烧烤第四财季的营收和调整后每股收益均略超市场预期,但同店销售额出现下滑,反映出其业务增长面临挑战。为应对销售疲软,公司正通过推出新菜单产品、强化价值营销及优化运营流程等方式寻求业务重启与新的增长点。

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