异动解读 | 墨式烧烤夜盘大涨6.34%,Q2业绩超预期并上调全年销售展望

异动解读
Jul 30

墨式烧烤(CMG)今日夜盘交易中股价大涨6.34%,引发市场广泛关注。

消息面上,公司盘后公布了2026年第二季度财报,业绩全面超出市场预期。第二季度调整后每股收益为33美分,高于分析师预期的32美分;营收达到33.5亿美元,同样超出市场预期的33.3亿美元。同店销售额增长2.2%,显著高于分析师预期的1.32%,其中平均客单价增长1.2%,交易量增长1%。

此外,公司上调了全年销售预期,预计2026财年同店销售额增长将处于个位数低位区间,而此前预测为基本持平。这一上调主要得益于新菜品(如蜂蜜鸡肉和香菜青柠酱)的推出以及超值优惠活动,成功在竞争激烈的消费环境中赢回了顾客。公司还宣布了一项13亿美元的股份回购计划,进一步提振了市场信心。同时,针对近期市场担忧的环孢子虫疫情,公司高管明确表示相关产品并未出现在菜单上,且生菜全部采购自加利福尼亚州,有效缓解了投资者的顾虑。

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