异动解读 | 墨式烧烤夜盘大跌9.11%,下调全年销售预期且营收不及预期

异动解读
Jul 24, 2025

墨式烧烤(Chipotle Mexican Grill,股票代码:CMG)夜盘大跌9.11%,主要受到公司下调全年销售预期和第二季度业绩不及预期的影响。

具体来看,墨式烧烤将2025年全年可比销售额增长预期从此前的低个位数增长下调至同比持平。这是公司连续第二个季度下调销售展望。同时,第二季度公司营收为30.6亿美元,低于分析师预期的31.1亿美元。更值得注意的是,第二季度同店销售额下降4%,客流量更是大幅下滑4.9%。

墨式烧烤CEO斯科特·博特赖特表示,经济不确定性导致消费者减少外出就餐,特别是低收入群体受到更大压力。此外,菜单价格的大幅上涨也影响了消费者的外出就餐意愿。公司正在通过促销活动和新产品推出等方式来吸引顾客,如近期推出的阿杜波牧场酱和限时供应的蜂蜜鸡肉等。尽管如此,公司仍面临着消费者支出收缩和潜在供应链成本上升的挑战,这些因素共同导致投资者信心受挫,股价大幅下跌。

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