销售疲软与促销增加令餐饮投资者担忧

投资观察
Sep 02

餐饮股票表现落后于大盘,各品牌销售增长乏力甚至出现负增长,而不断增加的折扣促销可能对盈利能力造成压力。分析师还指出,由于部分国际市场的门店关闭导致全球增长放缓,进一步加剧了投资者的担忧情绪。

Revenue Management Solutions最近进行的一项调查显示,更多消费者表示在过去一个月中减少了餐厅就餐次数,而非增加;同时,更多消费者计划在未来减少而非增加餐厅消费。

分析师表示,投资者尤其关注快休闲餐饮板块面临的挑战,包括消费者信心不足、定价偏高、业绩对比困难,以及年轻消费群体带来的风险敞口等问题。

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